Research notes and analysis from the Futurum practice areas.
42 results · page 2 of 3
Brendan Burke, Research Director at Futurum, reviews Microchip’s Q1 FY 2027 earnings, its data center exposure nearing $1 billion, and margin gains above its long-term model.
Brendan Burke, Research Director at Futurum, analyzes Silicon Labs’ Q2 FY 2026 earnings, focusing on sequential margin gains, the 22nm Series 3 up-market pivot, multi-protocol strategy, edge AI, and the pending Texas Instruments acquisition.
Futurum Research analyzes CoreWeave’s Q2 FY 2026 earnings, focusing on AI cloud demand, managed inference growth, power expansion, and raised FY 2026 guidance.
Futurum Research analyzes Atlassian’s Q4 FY 2026 earnings, focusing on cloud growth, Rovo adoption, Teamwork Graph traction, and enterprise expansion.
Futurum Research analyzes Twilio’s Q2 FY 2026 earnings, focusing on AI-led communications demand, multi-product adoption, and stronger organic growth.
Futurum Research analyzes NETSCOUT’s Q1 FY 2027 earnings, focusing on Service Assurance growth, Omnis traction, Arbor Cloud capacity, and FY 2027 guidance.
Futurum Research analyzes SiTime’s Q2 FY 2026 earnings, focusing on AI data center timing demand, Renesas timing integration, and guidance.
Brendan Burke, Research Director at Futurum, analyzes IonQ’s Q2 FY 2026 earnings, focusing on quantum platform growth, SkyWater integration, security demand, and raised FY 2026 guidance.
Brendan Burke, Research Director at Futurum, analyzes Lattice Semiconductor’s Q2 FY 2026 earnings, focusing on AI server demand, FPGA attach, AMI, and guidance.
Brendan Burke, Research Director at Futurum, analyzes AMD’s Q2 FY 2026 earnings, focusing on Data Center growth, EPYC demand, Helios momentum, and the next phase of AI infrastructure execution.
Futurum Research analyzes Freshworks’ Q2 FY 2026 earnings, focusing on EX growth, Freddy AI monetization, and service operations expansion.
Futurum Research analyzes Teradata’s Q2 FY 2026 earnings, focusing on hybrid AI, Teradata Factory, AI Studio, and guidance.
Futurum Research analyzes Lumen Technologies’ Q2 FY 2026 earnings, focusing on NaaS adoption, Alkira integration, strategic revenue growth, and AI networking strategy.
Brendan Burke, Research Director at Futurum, reviews Astera Labs’ Q2 FY 2026 earnings, record AI-connectivity revenue, and a Scorpio fabric-switch ramp set to lead the portfolio.
Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers and Software Lifecycle Engineering at The Futurum Group, reviews Palantir’s Q2 FY 2026 earnings, 149% US commercial growth, the AI sovereignty thesis, and a raised full-year outlook.
Brad Shimmin and Brendan Burke, analysts at Futurum, review Backblaze’s Q2 FY 2026 earnings, focusing on B2 Cloud Storage growth, AI infrastructure demand, and the CoreWeave agreement.
Futurum Research analyzes Amazon’s Q2 2026 earnings, focusing on AWS acceleration, AI infrastructure demand, custom silicon, agentic AI, and commerce execution.
Brendan Burke, Research Director at Futurum, reviews Teradyne’s Q2 FY 2026 earnings, record AI-driven semiconductor test demand, and a Q3 outlook beat.
Futurum Research analyzes Ingram Micro’s Q2 FY 2026 earnings, focusing on AI infrastructure, cloud growth, Xvantage adoption, and channel consolidation.
Futurum Research analyzes Equinix Q2 FY 2026 earnings, focusing on AI infrastructure demand, interconnection growth, capacity expansion, and raised guidance.