Category: Intelligent Devices

Arm Q3 FY 2026 Earnings Highlight AI-Driven Royalty Momentum
February 6, 2026

Arm Q3 FY 2026 Earnings Highlight AI-Driven Royalty Momentum

Futurum Research analyzes Arm’s Q3 FY 2026 results, highlighting CPU-led AI inference momentum, CSS-driven royalty leverage, and diversification across data center, edge, and automotive, with guidance pointing to continued growth....
Qualcomm Q1 FY 2026 Earnings Record Revenue, Memory Headwinds
February 6, 2026

Qualcomm Q1 FY 2026 Earnings: Record Revenue, Memory Headwinds

Futurum Research analyzes Qualcomm’s Q1 FY 2026 earnings, highlighting AI-native device momentum, Snapdragon X PCs, and automotive SDV traction amid near-term handset build constraints from industry-wide memory tightness....
Amazon CES 2026 Do Ring, Fire TV, and Alexa+ Add Up to One Strategy
February 5, 2026

Amazon CES 2026: Do Ring, Fire TV, and Alexa+ Add Up to One Strategy?

Olivier Blanchard, Research Director at The Futurum Group, examines Amazon’s CES 2026 announcements across Ring, Fire TV, and Alexa+, focusing on AI-powered security, faster interfaces, and expanded assistant access across...
NXP Q4 FY 2025: Auto Stabilises, Edge AI Platforms Gain Traction
February 5, 2026

NXP Q4 FY 2025: Auto Stabilises, Edge AI Platforms Gain Traction

Futurum Research analyzes NXP’s Q4 FY 2025 earnings, highlighting SDV design wins, edge AI platform traction, and portfolio focus, with guidance pointing to steady margins and disciplined channel management into...
AMD Q4 FY 2025: Record Data Center And Client Momentum
February 5, 2026

AMD Q4 FY 2025: Record Data Center And Client Momentum

Futurum Research analyzes AMD’s Q4 FY 2025 results, highlighting data center CPU/GPU momentum, AI software progress, and a potential H2 FY 2026 rack-scale inflection, amid mixed client, gaming, and embedded...
Teradyne Q4 FY 2025 Shifts the Narrative to Data Center and Physical AI
February 4, 2026

Teradyne Q4 FY 2025 Shifts the Narrative to Data Center and Physical AI

Brendan Burke, Research Director at Futurum, analyzes Teradyne’s Q4 2025 results, where AI-driven demand reached 60% of revenue. Record memory test growth and the strategic scaling of Physical AI in...
Xeon 6 Arrives for Workstations. Is Intel Reframing CPU Value
February 4, 2026

Xeon 6 Arrives for Workstations. Is Intel Reframing CPU Value?

Olivier Blanchard, Research Director at Futurum, examines Intel’s Xeon 6 workstation launch and whether core density and memory bandwidth can reshape CPU relevance in professional workloads....
Dell Scales Its Education PC Strategy. Is Rugged Hardware the Differentiator
February 4, 2026

Dell Scales Its Education PC Strategy. Is Rugged Hardware the Differentiator?

Olivier Blanchard, Research Director at Futurum, examines Dell’s education PC expansion and how rugged design, serviceability, and platform choice shape long-term classroom device strategies....
Sandisk Q2 FY 2026 Revenue Beats on AI Storage Demand
February 3, 2026

Sandisk Q2 FY 2026 Revenue Beats on AI Storage Demand

Futurum Research analyzes Sandisk’s Q2 FY 2026 results, focusing on AI-driven data center SSD momentum, supply discipline with LTAs, and a premium mix in edge and consumer that supports margin...
Samsung Electronics Q4 FY 2025 Highlights AI-Driven Memory Strength
February 2, 2026

Samsung Electronics Q4 FY 2025 Highlights AI-Driven Memory Strength

Futurum Research analyzes Samsung’s Q4 FY 2025 results, highlighting AI-driven memory momentum, HBM and server SSD mix, foundry 2nm progress, and how 2026 supply, CapEx, and guidance shape execution....
Xerox Q4 FY 2025 Earnings Reflect Integration Progress Amid Headwinds
February 2, 2026

Xerox Q4 FY 2025 Earnings Reflect Integration Progress Amid Headwinds

Futurum Research analyzes Xerox’s Q4 FY2025 results, highlighting integration-led execution, IT Solutions momentum, and AI-enabled cost discipline supporting FY2026 AOI expansion despite DRAM and tariff headwinds....
Meta Q4 FY 2025 Results Underscore AI-Fueled Ads Momentum
January 30, 2026

Meta Q4 FY 2025 Results Underscore AI-Fueled Ads Momentum

Futurum Research analyzes Meta’s Q4 FY 2025 earnings, focusing on AI-driven ads gains, stronger Reels and Threads engagement, and how 2026 infrastructure spend and messaging commerce shape enterprise AI strategy....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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