Futurum Research analyzes HPE’s Q4 FY 2025 results, highlighting networking-led margin resiliency, AI server order momentum, and GreenLake ARR growth....
Futurum Research analyzes Marvell’s Q3 FY 2026 results, highlighting accelerating AI-driven custom silicon and optics demand, plus how the Celestial AI acquisition advances a photonics-first roadmap for multi-year data center...
In our latest Infographic, The Modern Data Center Network Checklist, created in partnership with Nokia, Futurum Research outlines the business, architectural, and operational requirements that enable modern data center networks...
Futurum Research analyzes NVIDIA’s Q3 FY 2026 earnings, focusing on AI infrastructure demand, Blackwell ramp, networking scale, and ecosystem partnerships shaping the outlook into Q4 and FY 2027....
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....
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