Category: Semiconductors, Supply Chain, & Emerging Tech

Synopsys Q1 FY 2026 Earnings Highlight EDA and Ansys Momentum
February 27, 2026

Synopsys Q1 FY 2026 Earnings Highlight EDA and Ansys Momentum

Brendan Burke, Research Director at Futurum, analyzes Synopsys’ Q1 FY 2026 earnings, highlighting AI-driven design automation momentum, strong Ansys contribution, and implications for silicon-to-system engineering workflows....
Everpure Q4 FY 2026 Revenue Passes $1 Billion as Platform Strategy Scales
February 27, 2026

Everpure Q4 FY 2026 Revenue Passes $1 Billion as Platform Strategy Scales

Futurum Research analyzes Everpure’s Q4 FY 2026 earnings, focusing on enterprise data cloud adoption, hyperscale momentum, and AI infrastructure positioning....
IonQ Q4 FY 2025 Results Highlight Commercial Expansion And Platform Breadth
February 27, 2026

IonQ Q4 FY 2025 Results Highlight Commercial Expansion And Platform Breadth

Futurum Research reviews IonQ’s Q4 FY 2025 earnings, focusing on commercial expansion signals, platform positioning across quantum domains, and implications for enterprise adoption paths....
NVIDIA Q4 FY 2026 Earnings Highlight Durable AI Infrastructure Demand
February 27, 2026

NVIDIA Q4 FY 2026 Earnings Highlight Durable AI Infrastructure Demand

Futurum’s Nick Patience analyzes NVIDIA’s Q4 FY 2026 earnings, highlighting data center scale, networking expansion, and agentic AI adoption shaping AI infrastructure demand....
HP Q1 FY 2026 Earnings AI PC Momentum, Memory Costs Temper Outlook
February 26, 2026

HP Q1 FY 2026 Earnings: AI PC Momentum, Memory Costs Temper Outlook

Olivier Blanchard. Research Director at Futurum analyzes HP’s Q1 results, highlighting AI PC momentum, memory cost mitigation, and Print resilience, with guidance indicating near-term performance trending to the low end...
Will Meta’s Customization of AMD GPUs Empower Personal Agents
February 26, 2026

Will Meta’s Customization of AMD GPUs Empower Personal Agents?

Brendan Burke, Research Director at Futurum, analyzes Meta's 6-gigawatt AMD deal, its custom MI450 inference GPU, performance-based equity warrant, and what it means for GPU duopoly economics....
Intel Bets on Agentic AI Economics with SambaNova Partnership
February 26, 2026

Intel Bets on Agentic AI Economics with SambaNova Partnership

Brendan Burke, Research Director at Futurum, explores how Intel and SambaNova are disrupting the AI inference market with specialized, power-efficient inference and low-latency logic engines designed for the next era...
indie Q4 FY 2025 Earnings Humanoid Robotics Catalyzed by Radar Chipset Ramp
February 24, 2026

indie Q4 FY 2025 Earnings: Humanoid Robotics Catalyzed by Radar Chipset Ramp

Brendan Burke, Research Director at Futurum, analyzes indie Semiconductor’s Q4 FY 2025, highlighting radar program ramps, DRAM‑less vision wins, and adjacencies in photonics and robotics, with Q1 guidance reflecting core...
Google Debuts Pixel 10A Amidst Minimal Hardware Evolution
February 20, 2026

Google Debuts Pixel 10A Amidst Minimal Hardware Evolution

Olivier Blanchard, Research Director at Futurum, dives into the timing, specs, competitive advantages, market positioning, and strategic importance of Google’s Pixel 10A release....
Analog Devices Q1 FY 2026 Broad-Based Recovery with AI Data Center Upside
February 20, 2026

Analog Devices Q1 FY 2026: Broad-Based Recovery with AI Data Center Upside

Brendan Burke, Research Director at Futurum, analyzes Analog Devices’ Q1 FY 2026 earnings, highlighting Industrial and Communications momentum, AI data center power/optics growth, pricing cadence, and a stronger second-half setup....
Cadence Q4 FY 2025 Earnings Underscore AI-Led EDA Momentum
February 20, 2026

Cadence Q4 FY 2025 Earnings Underscore AI-Led EDA Momentum

Brendan Burke, Research Director at Futurum, analyzes Cadence’s Q4 FY 2025 results, highlighting agentic AI workflows, hardware demand at hyperscalers, and portfolio traction across EDA, IP, and SDA that shape...
Will NVIDIA’s Meta Deal Ignite a CPU Supercycle
February 20, 2026

Will NVIDIA’s Meta Deal Ignite a CPU Supercycle?

Brendan Burke, Research Director at Futurum, analyzes NVIDIA and Meta's expanded partnership, deploying standalone Grace and Vera CPUs at hyperscale, signaling that agentic AI workloads are creating a new discrete...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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