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.
Atlassian Q1 FY 2027: Rovo Adoption Drives Teamwork Collection Upgrades
Futurum Research analyzes Atlassian’s Q1 FY 2027 earnings, focusing on Rovo-driven Teamwork Collection upgrades, service management expansion, and the timing of enterprise cloud migrations.
IonQ Q3 FY 2026: Quantum System Orders Test Production Scale
Futurum Research examines IonQ’s earnings, the Superion 256 order book, SkyWater’s foundry customers, and the Elisity acquisition.
Teradata Q3 FY 2026: Sovereign AI Opens New Customer Markets
Futurum Research analyzes Teradata’s Q3 FY 2026 results, focusing on hybrid AI wins, governed agent execution, and the shift toward AI implementation services.
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.
Freshworks Q3 FY 2026: Multi-Product Deals Expand
Futurum Research analyzes Freshworks’ Q3 FY 2026 earnings. Multi-product EX deals and paid AI usage broaden its enterprise position, while longer sales cycles test execution.
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.
Lattice Q3 FY 2026: Organic FPGA Demand Drives 118% Revenue Growth
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.
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.
Twilio Q3 FY 2026: Voice AI Drives Higher-Value Software Demand
Futurum Research analyzes Twilio’s Q3 FY 2026 earnings, examining voice AI adoption, enterprise conversations deals, and agent identity as messaging demand shapes its outlook.
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.
ServiceNow Q3 FY 2026: AI Consumption Expands the Workflow Model
Futurum Research examines ServiceNow’s Q3 FY 2026 earnings. AI consumption, governance demand, and faster deployments are reshaping its workflow strategy.
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.
NXP Q3 FY 2026: Data Center and Physical AI Broaden Growth
Futurum Research analyzes NXP’s Q3 FY 2026 earnings, focusing on vehicle content gains, industrial edge AI adoption, and data center control systems.