Futurum Research analyzes Applied Materials’ Q4 FY 2025 results, highlighting AI-led mix shifts, new products in epitaxy/bonding/metrology, and services momentum....
Futurum Research analyzes Cisco’s Q1 FY 2026 results, highlighting AI infrastructure demand, campus refresh momentum, and a cloud-first security transition that lifts recurring revenue visibility into the second half of...
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 at Futurum analyzes Coherent’s Q1 FY 2026 results, focusing on AI datacenter transceiver adoption, six‑inch InP capacity expansion, and OCS/CPO traction that position the company for continued growth...
Futurum Research analyzes IonQ’s Q3 FY 2025 results, highlighting 99.99% fidelity, AQ 64 progress, and how EQC, acquisitions, and government momentum shape the company’s 2026 setup....
Futurum Research analyzes AMD’s Q3 FY 2025 earnings, focusing on data center AI acceleration, EPYC cloud and enterprise traction, and client/gaming strength....
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....
In our latest Market Brief, Redefining Reliability in Modern Data Center Networking, completed in partnership with Nokia, Futurum Research quantifies how next-generation network operations and automation tools deliver measurable improvements...
Ray Wang, Research Director at Futurum, shares his insights on Lattice MachXO5-NX TDQ, the first CNSA 2.0-compliant PQC-ready secure control FPGA, highlighting its crypto-agility, Root of Trust, and quantum-resistant security...
Ray Wang and Daniel Newman at Futurum share their insights on how QumulusAI USD.AI financing uses tokenized GPU collateral and stablecoin liquidity to fund up to 70% of deployments, enabling...
Ray Wang and Daniel Newman at Futurum analyze Micron’s Q4 FY 2025 earnings, focusing on record data center momentum, HBM growth, and margin expansion, while highlighting how AI demand positions...
Olivier Blanchard, Research Director at Futurum, shares a recap of the litigation between Qualcomm and Arm, which includes a status report, analysis of the case and its broader ecosystem impact,...
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