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 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 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.
