Futurum Research reviews CoreWeave Q1 FY 2026 earnings, focusing on backlog growth, capacity scaling, and the near-term cost timing that shapes margin progression....
Olivier Blanchard is the Research Director & Practice Lead, Intelligent Devices at Futurum, reviews Acer’s Q1 2026 results, focusing on diversification, PC momentum, and operating profit pressure....
Brendan Burke, Research Director at Futurum, reviews Silicon Labs’ Q1 FY 2026 results, focusing on improving industrial demand signals, design win momentum, and how the pending acquisition affects guidance and...
Brendan Burke, Research Director at Futurum, examines how Applied Materials and TSMC's collaborative R&D program can compress the semiconductor materials commercialization timeline by 2x....
Brendan Burke, Research Director at Futurum, analyzes how OpenAI's MRC Networking Protocol addresses supercomputer bottlenecks and could redefine large-scale AI training economics through improved efficiency....
Brendan Burke, Research Director at Futurum, reviews Microchip’s Q4 FY 2026 earnings, focusing on recovery execution and data center connectivity wins....
Brendan Burke, Research Director at Futurum, reviews Astera Labs’ Q1 FY 2026 earnings, focusing on PCIe Gen 6 mix, and how optics and custom programs shape the next growth phase....
Brendan Burke, Research Director at Futurum, reviews Coherent’s Q3 FY 2026 earnings, focusing on datacenter optics demand, manufacturing capacity expansion, and how systems and CPO roadmaps shape near-term execution priorities....
Brendan Burke, Research Director at Futurum, reviews Arm Q4 FY 2026 earnings, focusing on Arm AGI CPU traction, cloud royalty momentum, and what agentic AI implies for CPU demand in...
Futurum Research analyzes SiTime’s Q1 FY 2026 earnings, focusing on AI data center timing demand, inference-driven synchronization needs, and what the Q2 outlook implies for precision timing content growth....
Brendan Burke, Research Director at Futurum, reviews Teradyne’s Q1 FY 2026 earnings, focusing on AI-driven test demand and new interconnect and board test platforms....
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