Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s Q2 FY 2025 earnings, highlighting record networking revenue fueled by AI data center demand, telecom recovery, and margin expansion....
Olivier Blanchard, Research Director at The Futurum Group, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong growth in premium-tier smartphones, AI-driven IoT, and automotive....
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines Arm’s Q3 FY 2025 earnings, highlighting AI-driven royalty growth, Compute Subsystem expansion, and key AI collaborations....
The Futurum Group’s Krista Case and Camberley Bates analyze Hammerspace’s 10x growth and Tier 0 storage, which eliminates GPU bottlenecks. Can its expansion and innovation reshape AI infrastructure?...
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Alphabet’s Q4 2024 earnings, highlighting strong ad revenue from Search and YouTube, concerns over Google Cloud’s growth miss, and the company’s...
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