NETSCOUT Q2 FY 2027: AI Expands Network Data Monetization
Futurum Research analyzes NETSCOUT’s Q2 FY 2027 results, focusing on enterprise observability wins, packet data for AI operations, and outbound DDoS protection.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
Results
Practice area
Company
Analyst
Qualcomm Q4 FY 2026: Custom Silicon Drives Non-Handset Expansion
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.
Lumen Technologies Q3 FY 2026: Digital Growth Faces Legacy Revenue Pressure
Futurum Research analyzes Lumen Technologies’ Q3 FY 2026 earnings, focusing on services sold per fiber connection, AI wavelength demand, and copper retirement.
Coherent Q1 FY 2027: PhotonLink Wins Broaden AI Infrastructure Reach
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.
SiTime Q3 FY 2026: Optical Demand Expands Timing Content
Futurum Research analyzes how optical design wins increase SiTime’s timing content and how Renesas clocks extend its reach with AI infrastructure customers.
Arm Q2 FY 2027: AGI CPU Orders Expand Data Center Opportunity
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.
AMD Q3 FY 2026: A 2x Server Outlook Positions AMD to Outgrow the AI Market
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.
Microsoft Q1 FY 2027: Copilot Consumption Expands the AI Business
Futurum Research analyzes Microsoft’s Q1 FY 2027 results, examining Copilot consumption, Foundry adoption, infrastructure efficiency, and enterprise agent governance.
Intel Q3 FY 2026: Xeon Demand Tests Supply as PC Spending Weakens
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.
Ingram Micro Q3 FY 2026: AI Infrastructure and Cloud Drive Growth
Futurum Research analyzes Ingram Micro’s Q3 FY 2026 earnings, examining Xvantage adoption, agentic procurement, AI infrastructure economics, and cloud services opportunities.
Alphabet Q3 FY 2026: Cloud AI Growth Contrasts With Search Challenges
Futurum Research analyzes Alphabet’s Q3 FY 2026 results, examining Gemini enterprise adoption, TPU distribution, and the gap between AI Search usage and monetization.
Equinix Q3 FY 2026: Pricing and Interconnection Support Growth
Futurum Research analyzes Equinix’s Q3 FY 2026 earnings, examining renewal pricing, AI connectivity, higher-density deployments, and capacity execution.