Research notes and analysis from the Futurum practice areas.
Futurum Research analyzes Qualcomm’s Q4 FY 2026 results, including its automotive module ramp, first custom chip shipments to hyperscalers, and margin pressures as handset sales weaken.
Futurum Research examines IonQ’s earnings, the Superion 256 order book, SkyWater’s foundry customers, and the Elisity acquisition.
Futurum Research analyzes Coherent’s Q1 FY 2027 earnings, including its second PhotonLink anchor customer, higher laser output, and growing demand for optical links between AI data centers.
Futurum Research analyzes how optical design wins increase SiTime’s timing content and how Renesas clocks extend its reach with AI infrastructure customers.
Futurum Research analyzes Arm’s Q2 FY 2027 licensing gains, rising data center royalties, and how supply will shape the rollout of Arm’s own server chip.
Futurum Research analyzes AMD’s Q3 FY 2026 earnings and argues that agentic CPU demand, Helios revenue, and secured supply position AMD to outgrow the AI infrastructure market in 2027.
Futurum Research analyzes Lattice’s Q3 FY 2026 earnings, where organic FPGA demand drove growth, AMI beat its outlook, and silicon neutrality became the key test of the AMI acquisition.
Futurum Research analyzes Intel’s Q3 FY 2026 earnings, examining Xeon demand, PC purchasing constraints, and foundry execution as manufacturing capacity shapes its AI opportunity.
Futurum Research analyzes NXP’s Q3 FY 2026 earnings, focusing on vehicle content gains, industrial edge AI adoption, and data center control systems.
Futurum Research analyzes Cadence’s Q3 FY 2026 earnings, examining specialized AI models, production agent deployments, and expansion into system design.
