Counterpoint Research

Counterpoint Research is a global technology market research firm specializing in analysis of smartphones, semiconductors, IoT, telecom, and enterprise technology markets. The firm provides syndicated research, custom consulting, and data analytics to technology companies, investors, and policymakers worldwide. It is known for its coverage of mobile device markets and, more recently, AI infrastructure and energy economics — including analysis by Research Director Marc Einstein on hyperscaler profitability and utility ratepayer pledges.