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...
Futurum Research analyzes NetApp’s Q2 FY 2026 results, highlighting AI data platform traction, first-party cloud storage growth, and all-flash mix that lifted margins, alongside raised FY EPS and margin guidance....
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....
The convergence of mission-ready AI, secure architecture, and edge intelligence reflects a new phase in government modernization. Google’s integrated stack—spanning models, agents, compliance, and infrastructure—offers public sector organizations a unified...
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 Microsoft’s Q1 FY 2026 results, highlighting Azure AI scale, Copilot adoption, and the expanded OpenAI pact amid capacity constraints, and what this means for enterprise AI strategies...
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...
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss OpenAI's new browser Atlas, AWS's major outage, Google's quantum computing breakthrough, and the potential threat...
Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.
Thank you, we received your request, a member of our team will be in contact with you.
