Futurum Research analyzes Micron’s Q1 FY 2026, focusing on AI-led demand, HBM commitments, and a pulled-forward capacity roadmap, with guidance signaling continued strength into FY 2026 amid persistent industry supply...
In our latest market brief, Dell’s Strategic Convergence: How Innovation in Sustainable Product Design Delivers Quantifiable ROI and Reduced TCO, completed in partnership with Dell Technologies, Futurum Research explores how...
Futurum Research analyzes HP’s Q4 FY 2025 results, highlighting AI PC momentum, Print subscription/industrial traction, and an AI-enabled cost program shaping FY 2026 execution amid memory inflation headwinds....
Futurum Research analyzes Arm’s Q2 FY 2026 results, focusing on Neoverse data center momentum, CSS-driven mix shift, and ecosystem-led licensing growth as AI demand expands from smartphones to hyperscale....
Futurum Research analyzes Qualcomm’s Q4 FY 2025 earnings, focusing on QCT’s record year, Android premium and AI PC momentum, and scaling in automotive, IoT, and XR....
Futurum Research analyzes Silicon Labs’ Q3 FY 2025 results, highlighting IoT demand in industrial and smart home, new AI-enabled developer tools, and expanded U.S. foundry capacity supporting margin and design-win...
Futurum Research analyzes Amazon’s Q3 FY 2025 results, highlighting AWS growth reacceleration, AI-driven capacity expansion, and the retail/ads flywheel, with Q4 guidance signaling continued momentum into the holiday period....
Futurum Research analyzes NXP’s Q3 FY 2025 results, highlighting early-cycle recovery signals, channel inventory strategy, and strategic moves in automotive networking and edge AI that support the company’s long-term margin...
Olivier Blanchard, Research Director at Futurum, shares insights on how new Amazon Alexa+ devices and companion product updates reflect Amazon’s expanding AI-driven smart home strategy anchored in purpose-built hardware....
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