Adobe Q3 FY 2026: AI Momentum Builds Amid Leadership Transition
Futurum Research analyzes Adobe’s Q3 FY 2026 earnings, including AI-first product adoption, freemium user growth, leadership changes, and the outlook for monetization.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
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42 results
Oracle Q1 FY 2027: AI Infrastructure Contracts Convert Into Growth
Futurum Research analyzes Oracle’s Q1 FY 2027 earnings, including OCI growth, AI contract conversion, data center spending, and agentic enterprise products.
Dell Technologies Q2 FY 2027: AI Orders Fuel Server and Storage Growth
Futurum Research analyzes Dell Technologies’ Q2 FY 2027 earnings, focusing on AI server backlog, infrastructure demand, storage pull-through, and FY 2027 guidance.
Snowflake Q2 FY 2027: CoCo and CoWork Expand AI Consumption
Futurum Research analyzes Snowflake’s Q2 FY 2027 earnings, focusing on AI-led consumption, CoCo adoption, CoWork growth, and raised FY 2027 guidance.
NetApp Q1 FY 2027: AI-Ready Storage Drives Enterprise Momentum
Futurum Research analyzes NetApp’s Q1 FY 2027 earnings, focusing on AI data infrastructure, hybrid cloud demand, and migration momentum.
HPE Q3 FY 2026: AI Infrastructure Demand Strengthens Outlook
Futurum Research analyzes HPE’s Q3 FY 2026 earnings, focusing on AI server demand, networking growth, supply constraints, and FY 2027 positioning.
Broadcom Q3 FY 2026: Can Custom Silicon Sustain AI Growth?
Futurum Research analyzes Broadcom’s Q3 FY 2026 earnings, focusing on AI custom silicon demand, networking growth, and Q4 FY 2026 guidance.
Marvell Q2 FY 2027: Connectivity and Custom Silicon Fuel AI Growth
Futurum Research at The Futurum Group analyzes Marvell’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, data center growth, custom silicon, and FY 2027 guidance.
Synopsys Q3 FY 2026: AI Design Demand Drives EDA Growth
Futurum Research analyzes Synopsys’ Q3 FY 2026 earnings, focusing on AI-driven EDA demand, Ansys integration, and FY 2027 monetization priorities.
HP Q3 FY 2026: Can Premium PCs Offset Memory Cost Pressure?
Futurum Research analyzes HP’s Q3 FY 2026 earnings, focusing on PC mix, AI PC demand, memory cost pressure, and guidance.
NVIDIA Q2 FY 2027: AI Infrastructure Demand Extends Into FY 2028
Futurum Research analyzes NVIDIA’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, Vera Rubin production, Blackwell Ultra momentum, and FY 2028 growth expectations.
Okta Q2 FY 2027 Earnings Beat and Raise on Core Identity Strength
Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers at The Futurum Group, reviews Okta’s Q2 FY 2027 earnings, where core identity strength and new products drove a beat and raise while agentic identity stayed an early, forward-looking driver.
QumulusAI Q2 FY 2026: 118% Revenue Growth for Hyperspeed AI Compute Deployment
Brendan Burke, Research Director at Futurum, analyzes QumulusAI’s Q2 FY 2026 earnings, focusing on direct AI compute demand, GPU fleet expansion, and capacity execution.
Salesforce Q2 FY 2027: Can Agentforce Drive Revenue Reacceleration?
Futurum Research analyzes Salesforce’s Q2 FY 2027 earnings, focusing on AI and data momentum, Agentforce adoption, Anthropic partnership expansion, and FY 2027 guidance.
Analog Devices Q3 FY 2026 Earnings Hit First $4 Billion Quarter on AI Demand
Brendan Burke, Research Director at Futurum, reviews Analog Devices’ Q3 FY 2026 earnings, the first $4 billion quarter, and the data center and industrial demand behind it.
Lenovo Q1 FY 2027: Can AI Infrastructure Offset Device Market Pressure?
Futurum Research analyzes Lenovo’s Q1 FY 2027 earnings, focusing on AI infrastructure growth, AI PCs, services momentum, and guidance.
Applied Materials Q3 FY 2026: Advanced Packaging and DRAM Accelerate Growth
Brendan Burke, Research Director at Futurum, analyzes Applied Materials’ Q3 FY 2026 earnings, focusing on AI-driven chip equipment demand, DRAM strength, advanced packaging, and capacity visibility.
Coherent Q4 FY 2026 Earnings: 1.6T Transceivers Ramp, CPO Revenue Approaches
Brendan Burke, Research Director at Futurum, analyzes Coherent’s Q4 FY 2026 earnings, focusing on AI datacenter optics, indium phosphide capacity, CPO, NPO, and optical circuit switching.
Cisco Q4 FY 2026 Earnings Point to Broader AI Infrastructure Demand
Futurum Research analyzes Cisco’s Q4 FY 2026 earnings, focusing on AI infrastructure orders, networking demand, security traction, and FY 2027 guidance.
ASUS Q2 FY 2026 Earnings Hit Record Revenue on AI Servers
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices with Futurum, analyzes ASUS Q2 FY 2026 earnings, focusing on AI server revenue doubling, and how agentic AI compute positions the company for a multi-year AI cycle.