Category: Semiconductors, Supply Chain, & Emerging Tech

NVIDIA Deepens Synopsys Ties to Advance Accelerated Engineering
December 5, 2025

NVIDIA Deepens Synopsys Ties to Advance Accelerated Engineering

Futurum Research examines how the expanded NVIDIA Synopsys partnership leverages accelerated computing, agentic AI, and digital twins to transform engineering and design workflows....
Marvell Q3 FY 2026 Posts Record Revenue, Higher Data Center Outlook
December 4, 2025

Marvell Q3 FY 2026 Posts Record Revenue, Higher Data Center Outlook

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...
Dell Technologies Q3 FY 2026 AI Orders, Backlog, and Outlook Rise
December 1, 2025

Dell Technologies Q3 FY 2026: AI Orders, Backlog, and Outlook Rise

Futurum Research analyzes Dell’s Q3 FY 2026 results, highlighting accelerating AI server demand, rack-scale deployment differentiation, and supply-chain execution amid rising memory costs....
HP Q4 FY 2025 Earnings Rise on PC Strength; FY 2026 EPS Soft
November 26, 2025

HP Q4 FY 2025 Earnings Rise on PC Strength; FY 2026 EPS Soft

Futurum Research analyzes HP’s Q4 FY 2025 results, highlighting AI PC momentum, Print subscription/industrial traction, and an AI-enabled cost program shaping FY 2026 execution amid memory inflation headwinds....
Lenovo Q2 FY 2026 Earnings Highlight Hybrid AI Mix Gains
November 25, 2025

Lenovo Q2 FY 2026 Earnings Highlight Hybrid AI Mix Gains

Futurum Research analyzes Lenovo’s Q2 FY 2026 results, highlighting AI-driven momentum across devices, infrastructure, and services....
NVIDIA Q3 FY 2026 Record Data Center Revenue, Higher Q4 Guide
November 25, 2025

NVIDIA Q3 FY 2026: Record Data Center Revenue, Higher Q4 Guide

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....
Applied Materials Q4 FY 2025 Results Emphasize AI-Focused Mix
November 17, 2025

Applied Materials Q4 FY 2025 Results Emphasize AI-Focused Mix

Futurum Research analyzes Applied Materials’ Q4 FY 2025 results, highlighting AI-led mix shifts, new products in epitaxy/bonding/metrology, and services momentum....
Arm Q2 FY 2026 Earnings Highlight AI-Driven Royalty Momentum
November 10, 2025

Arm Q2 FY 2026 Earnings Highlight AI-Driven Royalty Momentum

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....
Coherent Q1 FY 2026 Shows Strong Datacenter & Comms Momentum
November 10, 2025

Coherent Q1 FY 2026 Shows Strong Datacenter & Comms Momentum

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...
IonQ Q3 FY 2025 Earnings: Revenue Beat, AQ64 and 99.99% Fidelity
November 7, 2025

IonQ Q3 FY 2025 Earnings: Revenue Beat, AQ64 and 99.99% Fidelity

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....
AMD Q3 FY 2025 Earnings Highlight Broad-Based Compute Momentum
November 7, 2025

AMD Q3 FY 2025 Earnings Highlight Broad-Based Compute Momentum

Futurum Research analyzes AMD’s Q3 FY 2025 earnings, focusing on data center AI acceleration, EPYC cloud and enterprise traction, and client/gaming strength....
Qualcomm Q4 FY 2025 Record QCT, AutoIoT Growth, Solid Outlook
November 7, 2025

Qualcomm Q4 FY 2025: Record QCT, Auto/IoT Growth, Solid Outlook

Futurum Research analyzes Qualcomm’s Q4 FY 2025 earnings, focusing on QCT’s record year, Android premium and AI PC momentum, and scaling in automotive, IoT, and XR....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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