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.
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Atlassian Q1 FY 2027: Rovo Adoption Drives Teamwork Collection Upgrades
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Futurum Research examines IonQ’s earnings, the Superion 256 order book, SkyWater’s foundry customers, and the Elisity acquisition.
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Lumen Technologies Q3 FY 2026: Digital Growth Faces Legacy Revenue Pressure
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Coherent Q1 FY 2027: PhotonLink Wins Broaden AI Infrastructure Reach
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SiTime Q3 FY 2026: Optical Demand Expands Timing Content
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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.