Astera Labs Q2 FY 2026 Earnings Pull Scorpio Switch Leadership Forward
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.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
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Marvell Scales AI Memory to 48TB Behind a Single CXL Switch at FMS 2026
Brendan Burke, Research Director at Futurum, shares insights on Marvell’s FMS 2026 AI memory infrastructure launches and why CXL controller attach economics could turn memory disaggregation into a volume silicon category.
Backblaze Q2 FY 2026: CoreWeave Deal Strengthens AI Storage Position
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.
Teradyne Q2 FY 2026 Doubles Semiconductor Test Revenue on AI Compute and Memory Demand
Brendan Burke, Research Director at Futurum, reviews Teradyne’s Q2 FY 2026 earnings, record AI-driven semiconductor test demand, and a Q3 outlook beat.