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Category: Hybrid Cloud, Infrastructure, and Operations

August 8, 2025
 

Twilio Q2 FY 2025 Revenue Rises 13% With Record Profitability and Cash Flow

Keith Kirkpatrick, Research Director at Futurum, covers Twilio’s Q2 FY 2025 earnings and discusses how the company is driving margin expansion across its product portfolio amid economic headwinds....
August 7, 2025
 

AMD Q2 FY 2025 Sales Beat Offset by MI308-Linked EPS Decline

Olivier Blanchard and Daniel Newman at Futurum unpack AMD’s Q2 FY 2025 results, where record EPYC and Ryzen sales were offset by export-driven MI308 charges. In focus: the MI355 ramp,...
Olivier Blanchard
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August 5, 2025
 

Amazon Q2 FY 2025 Revenue Tops View; Profit Outlook Disappoints Street

Olivier Blanchard and Brad Shimmin at Futurum examine Amazon’s Q2 FY 2025 results, spotlighting strong retail and ad growth, mixed AI progress, and AWS margin compression amid intensifying cloud competition...
Olivier Blanchard
Brad Shimmin
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August 4, 2025
 

Xerox Q2 FY 2025 Results Show Stability as IT Solutions Revenue Surges

Alex Smith, VP & Practice Lead at Futurum, breaks down Xerox’s Q2 FY 2025 results, with IT Solutions revenue more than doubling YoY, Lexmark integration underway, and Print weakness offset...
Alex Smith
August 1, 2025
 

Qualcomm Q3 FY 2025 Earnings Beats Estimates, Driven by Auto and IoT Gains

Olivier Blanchard and Daniel Newman at Futurum break down Qualcomm’s Q3 FY 2025 earnings, focusing on how IoT and automotive strength offset handset softness and where Snapdragon platforms are gaining...
Olivier Blanchard
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July 31, 2025
 

Microsoft Q4 FY 2025 Earnings Beat Driven by 39% Azure Growth

Keith Kirkpatrick and Daniel Newman from Futurum break down Microsoft’s Q4 FY 2025 earnings, highlighting Azure’s strong growth, the expanding Copilot ecosystem, and why Microsoft’s AI momentum shows no signs...
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July 30, 2025
 

Commvault Q1 FY 2026 Revenue Surges 26%, Outlook Raised

Krista Case, Research Director at Futurum, unpacks Commvault’s Q1 FY 2026 results, highlighting momentum in SaaS and subscription ARR, growing marketplace traction, and an expanded partner ecosystem driving cyber resilience...
Krista Case
July 29, 2025
 

Is T-Mobile’s T-Satellite the First Real Step Toward Eliminating Dead Zones?

Olivier Blanchard, Research Director at Futurum, shares insights on T-Mobile’s T-Satellite launch, enabling satellite-based texting and alerts in dead zones, with broad device support and plans to expand features and...
Olivier Blanchard
July 25, 2025
 

Can AWS’s New AI Infrastructure Offering Stand Out from Its Competitors?

Ray Wang, Research Director at Futurum, shares his insights on AWS’s launch of EC2 P6e-GB200 UltraServers, highlighting how NVIDIA Grace Blackwell GPUs and liquid-cooled UltraClusters are enabling trillion-parameter AI workloads....
July 25, 2025
 

Alphabet’s Q2 FY 2025 Earnings Top Estimates, Led by Strong Cloud Revenue

Keith Kirkpatrick and Daniel Newman explore how Alphabet’s strong Q2 FY 2025 results reflect deepening AI integration across Search, Cloud, and YouTube, and what its $85 billion CapEx guidance says...
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July 25, 2025
 

IBM Q2 2025 Earnings Exceed Expectations with Double-Digit Profit Growth, GenAI Book Surges Past $7.5B

Futurum’s Nick Patience and Daniel Newman share their insights on IBM's Q2 2025, highlighting strong revenue and profit growth, surging GenAI business, and raised free cash flow guidance as AI...
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July 25, 2025
 

T-Mobile Q2 FY 2025 Results Top Estimates With Record Subscriber Gains

Olivier Blanchard, Research Director at Futurum, explores T-Mobile’s Q2 FY 2025 results, highlighting record subscriber growth, broadband expansion, and how satellite and fiber strategies are positioning the company for long-term...
Olivier Blanchard

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