Earnings & News

Microchip Q1 FY 2027 Earnings Beat as Data Center Exposure Nears $1 Billion
August 14, 2026

Microchip Q1 FY 2027 Earnings Beat as Data Center Exposure Nears $1 Billion

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....
Silicon Labs Q2 FY 2026 IoT Recovery Builds Momentum for Series 3 Platform
August 13, 2026

Silicon Labs Q2 FY 2026: IoT Recovery Builds Momentum for Series 3 Platform

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...
CoreWeave Q2 FY 2026 AI Demand Drives Pricing and Capacity Growth
August 13, 2026

CoreWeave Q2 FY 2026: AI Demand Drives Pricing and Capacity Growth

Futurum Research analyzes CoreWeave’s Q2 FY 2026 earnings, focusing on AI cloud demand, managed inference growth, power expansion, and raised FY 2026 guidance....
From Blaize to NVIDIA: Why Is AI Infrastructure Converging on Indonesia?
August 13, 2026

From Blaize to NVIDIA: Why Is AI Infrastructure Converging on Indonesia?

Brendan Burke, Research Director at Futurum, shares his insights on 100 days that put Blaize, CoreWeave, NVIDIA, Nokia, Firmus, and Indosat on Indonesia's sovereign AI map, and the generation-plus-distribution model...
Intuit's AI-Native Enterprise Suite Deepens Its Mid-Market Grip—Can SAP and Oracle Defend Downmarket?
August 13, 2026

Intuit’s AI-Native Enterprise Suite Deepens Its Mid-Market Grip—Can SAP and Oracle Defend Downmarket?

Intuit's Summer 2026 Enterprise Suite embeds generative AI and industry-specific workflows, positioning itself as the AI-native alternative to traditional ERP vendors for mid-market dominance....
NXP Breaks Ground in Malaysia: Is Internal Test a Moat for Edge AI Margins?
August 13, 2026

NXP Breaks Ground in Malaysia: Is Internal Test a Moat for Edge AI Margins?

NXP's 500,000-square-foot Malaysia expansion doubles internal test capacity, enabling DDR memory validation that differentiates i.MX processors and protects margins in the competitive edge AI market....
Epicor's Leadership Transition What Does Vaibhav Vohra Bring to the Table
August 13, 2026

Epicor’s Leadership Transition: What Does Vaibhav Vohra Bring to the Table?

Keith Kirkpatrick, VP & Research Director, at Futurum, shares insights on Epicor's new CEO, Vaibhav Vohra, and what his product-led background means for cloud, AI, and supply chain customers....
Anthropic's 80% Prompt Cut Shows AI Creating Its Own Technical Debt
August 12, 2026

Anthropic’s 80% Prompt Cut Shows AI Creating Its Own Technical Debt

Mitch Ashley, VP and Practice Lead, Software Lifecycle Engineering at Futurum, shares his insights on Anthropic's 80% prompt cut and how frontier model releases write new technical debt into customer...
Who Decides Which Model Runs NVIDIA Would Like a Say
August 11, 2026

Who Decides Which Model Runs? NVIDIA Would Like a Say

Futurum’s AI Platforms practice examines NVIDIA Nemotron 3.5 Lightning and NeMo Switchyard....
Is the NVIDIA DSX Reference Design the Real Collateral for $500B in Financing?
August 11, 2026

Is the NVIDIA DSX Reference Design the Real Collateral for $500B in Financing?

Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA's $500 billion financing platforms and how DSX reference designs turn AI compute into collateral that banks, insurers, and pension...
Is Intel's $20 Billion Stock Offering Enough to Tool a 14A Fab?
August 11, 2026

Is Intel’s $20 Billion Stock Offering Enough to Tool a 14A Fab?

Brendan Burke, Research Director at Futurum, shares his insights on why Intel's upsized $20 billion stock offering matches the cost of tooling one 14A fab shell, and which WFE suppliers...
Atlassian Q4 FY 2026 Can Rovo Turn AI Usage Into Durable Growth
August 11, 2026

Atlassian Q4 FY 2026: Can Rovo Turn AI Usage Into Durable Growth?

Futurum Research analyzes Atlassian’s Q4 FY 2026 earnings, focusing on cloud growth, Rovo adoption, Teamwork Graph traction, and enterprise expansion....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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