Brendan Burke, Research Director at Futurum, analyzes Teradyne’s Q4 2025 results, where AI-driven demand reached 60% of revenue. Record memory test growth and the strategic scaling of Physical AI in...
Olivier Blanchard, Research Director at Futurum, examines Intel’s Xeon 6 workstation launch and whether core density and memory bandwidth can reshape CPU relevance in professional workloads....
Olivier Blanchard, Research Director at Futurum, examines Dell’s education PC expansion and how rugged design, serviceability, and platform choice shape long-term classroom device strategies....
Futurum Research analyzes Sandisk’s Q2 FY 2026 results, focusing on AI-driven data center SSD momentum, supply discipline with LTAs, and a premium mix in edge and consumer that supports margin...
Futurum Research analyzes Samsung’s Q4 FY 2025 results, highlighting AI-driven memory momentum, HBM and server SSD mix, foundry 2nm progress, and how 2026 supply, CapEx, and guidance shape execution....
Futurum Research analyzes Meta’s Q4 FY 2025 earnings, focusing on AI-driven ads gains, stronger Reels and Threads engagement, and how 2026 infrastructure spend and messaging commerce shape enterprise AI strategy....
Futurum Research analyzes Intel’s Q4 FY 2025 results, highlighting AI PC and data center demand, 18A/14A progress, and near-term supply constraints with guidance improving as supply recovers from Q2 FY...
Olivier Blanchard, Research Director at Futurum, shares his/her insights on Qualcomm’s CES 2026 announcements, which highlight both the breadth of Qualcomm’s Snapdragon and Dragonwing portfolios, and the velocity with which...
Olivier Blanchard, Research Director at Futurum, shares his insights on the joint SiMa.ai–Synopsys blueprint, which targets earlier architecture exploration and software development for ADAS and IVI SoCs....
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...
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