Insight Type: Earnings

Adobe Raises FY 2025 Revenue and EPS Targets Amid Continuing AI-Driven Momentum Across Segments
Keith Kirkpatrick and Daniel Newman at Futurum analyze Adobe’s Q2 FY 2025 results, highlighting AI-fueled user growth, Firefly adoption, strong RPO gains, and raised FY 2025 guidance despite AI-native competitive pressures.
Oracle Posts Q4 Fy 2025 Revenue and EPS Beat as Cloud Demand Fuels Growth Acceleration
Keith Kirkpatrick and Daniel Newman at Futurum analyze Oracle’s Q4 FY 2025 earnings, highlighting strong cloud momentum, multicloud adoption, AI-driven demand, and aggressive capacity expansion, positioning Oracle for FY 2026 acceleration.
VMware-Led Software Sales and AI Chips Powered 20% YoY Topline Growth in Q2 FY 2025
Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip deployments.
Q2 Results Driven by Improved Server Execution, GreenLake Gains, and Cost Actions
Fernando Montenegro and Krista Case at Futurum examine HPE’s Q2 FY 2025 results, with improved server execution, AI systems traction, and hybrid cloud strength driving upside despite margin pressure and macro headwinds.
Strong AI Demand and Growth in Electro-Optics and Custom Silicon Drive 63% YoY Revenue Surge
Olivier Blanchard, Research Director at Futurum, unpacks Marvell’s Q1 FY 2026 results, where strong AI demand, custom silicon ramp, and electro-optics gains fuel data center momentum amid cautious sentiment on margin delivery.
Record $6.3 Billion in Server Sales and $12.1 Billion in AI Orders Support Full-Year EPS Upgrade
Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh tailwinds.
AI and Silicon Complexity Continue To Drive Revenue, Margin, and Backlog Gains Despite Trade Friction
Olivier Blanchard, Research Director at Futurum, explores how Synopsys continues to benefit from AI-led design momentum and IP strength, even as new export restrictions introduce near-term uncertainty.
Robust Gains in Subscription Services Propel Pure Storage Earnings, Underlining the Company’s Momentum in AI and Enterprise Storage
Futurum analyzes Pure Storage's strong Q1 FY26 earnings, which reached $778.5 million, up 12%. Robust subscription growth and AI-focused innovations underscore Pure's momentum in enterprise storage.
Strong Blackwell Demand Offsets H20 Restrictions as NVIDIA Delivers Solid Q1 Results
Olivier Blanchard and Daniel Newman at Futurum analyse NVIDIA’s Q1 FY 2026 results. Despite a $4.5 billion export hit, Blackwell-fueled data center and gaming momentum underscores NVIDIA’s dominant position in the AI infrastructure race.
Growth in Flash ARR and Cloud Services Positions NetApp for AI-Aligned Momentum in FY 2026
Krista Case, Research Director at Futurum, examines how NetApp’s record Q4 margins, all-flash growth, and AI reference wins position the company for resilient performance and continued enterprise.
HP’s Q2 FY2025 Earnings Highlight Healthy AI PC Growth and Supply Chain Agility Despite Tariff Pressures, While Print Still Struggles To Find On-Ramp to Growth
Futurum’s Olivier Blanchard shares his insights and analysis of HP, Inc.’s Q2 FY2025 earnings, which show commercial strength and supply chain agility as the company manages tariff impacts, with AI PC momentum and cautious FY25 guidance.

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