Insight Type: Earnings

Lenovo Q1 FY 2027 Can AI Infrastructure Offset Device Market Pressure
August 18, 2026

Lenovo Q1 FY 2027: Can AI Infrastructure Offset Device Market Pressure?

Futurum Research analyzes Lenovo’s Q1 FY 2027 earnings, focusing on AI infrastructure growth, AI PCs, services momentum, and guidance....
Applied Materials Q3 FY 2026 Advanced Packaging and DRAM Accelerate Growth
August 17, 2026

Applied Materials Q3 FY 2026: Advanced Packaging and DRAM Accelerate Growth

Brendan Burke, Research Director at Futurum, analyzes Applied Materials’ Q3 FY 2026 earnings, focusing on AI-driven chip equipment demand, DRAM strength, advanced packaging, and capacity visibility....
Coherent Q4 FY 2026 Earnings 1.6T Transceivers Ramp, CPO Revenue Approaches
August 14, 2026

Coherent Q4 FY 2026 Earnings: 1.6T Transceivers Ramp, CPO Revenue Approaches

Brendan Burke, Research Director at Futurum, analyzes Coherent’s Q4 FY 2026 earnings, focusing on AI datacenter optics, indium phosphide capacity, CPO, NPO, and optical circuit switching....
Cisco Q4 FY 2026 Earnings Point to Broader AI Infrastructure Demand
August 14, 2026

Cisco Q4 FY 2026 Earnings Point to Broader AI Infrastructure Demand

Futurum Research analyzes Cisco’s Q4 FY 2026 earnings, focusing on AI infrastructure orders, networking demand, security traction, and FY 2027 guidance....
ASUS Q2 FY 2026 Earnings Hit Record Revenue on AI Servers
August 14, 2026

ASUS Q2 FY 2026 Earnings Hit Record Revenue on AI Servers

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices with Futurum, analyzes ASUS Q2 FY 2026 earnings, focusing on AI server revenue doubling, and how agentic AI compute positions the...
Microchip Q1 FY 2027 Earnings Beat as Data Center Exposure Nears $1 Billion
August 14, 2026

Microchip Q1 FY 2027 Earnings Beat as Data Center Exposure Nears $1 Billion

Brendan Burke, Research Director at Futurum, reviews Microchip's Q1 FY 2027 earnings, its data center exposure nearing $1 billion, and margin gains above its long-term model....
Silicon Labs Q2 FY 2026 IoT Recovery Builds Momentum for Series 3 Platform
August 13, 2026

Silicon Labs Q2 FY 2026: IoT Recovery Builds Momentum for Series 3 Platform

Brendan Burke, Research Director at Futurum, analyzes Silicon Labs' Q2 FY 2026 earnings, focusing on sequential margin gains, the 22nm Series 3 up-market pivot, multi-protocol strategy, edge AI, and the...
CoreWeave Q2 FY 2026 AI Demand Drives Pricing and Capacity Growth
August 13, 2026

CoreWeave Q2 FY 2026: AI Demand Drives Pricing and Capacity Growth

Futurum Research analyzes CoreWeave’s Q2 FY 2026 earnings, focusing on AI cloud demand, managed inference growth, power expansion, and raised FY 2026 guidance....
Atlassian Q4 FY 2026 Can Rovo Turn AI Usage Into Durable Growth
August 11, 2026

Atlassian Q4 FY 2026: Can Rovo Turn AI Usage Into Durable Growth?

Futurum Research analyzes Atlassian’s Q4 FY 2026 earnings, focusing on cloud growth, Rovo adoption, Teamwork Graph traction, and enterprise expansion....
Twilio Q2 FY 2026 AI Communications Gain Commercial Traction
August 11, 2026

Twilio Q2 FY 2026: AI Communications Gain Commercial Traction

Futurum Research analyzes Twilio’s Q2 FY 2026 earnings, focusing on AI-led communications demand, multi-product adoption, and stronger organic growth....
NETSCOUT Q1 FY 2027 Service Assurance and DDoS Capacity Expand
August 11, 2026

NETSCOUT Q1 FY 2027: Service Assurance and DDoS Capacity Expand

Futurum Research analyzes NETSCOUT’s Q1 FY 2027 earnings, focusing on Service Assurance growth, Omnis traction, Arbor Cloud capacity, and FY 2027 guidance....
SiTime Q2 FY 2026 AI Demand and Renesas Integration Shape the Next Phase
August 10, 2026

SiTime Q2 FY 2026: AI Demand and Renesas Integration Shape the Next Phase

Futurum Research analyzes SiTime’s Q2 FY 2026 earnings, focusing on AI data center timing demand, Renesas timing integration, and guidance....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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