Insight Type: Earnings

Dell Technologies Q2 FY 2027 AI Orders Fuel Server and Storage Growth
September 9, 2026

Dell Technologies Q2 FY 2027: AI Orders Fuel Server and Storage Growth

Futurum Research analyzes Dell Technologies’ Q2 FY 2027 earnings, focusing on AI server backlog, infrastructure demand, storage pull-through, and FY 2027 guidance....
Snowflake Q2 FY 2027 CoCo and CoWork Expand AI Consumption
September 8, 2026

Snowflake Q2 FY 2027: CoCo and CoWork Expand AI Consumption

Futurum Research analyzes Snowflake’s Q2 FY 2027 earnings, focusing on AI-led consumption, CoCo adoption, CoWork growth, and raised FY 2027 guidance....
NetApp Q1 FY 2027 AI-Ready Storage Drives Enterprise Momentum
September 4, 2026

NetApp Q1 FY 2027: AI-Ready Storage Drives Enterprise Momentum

Futurum Research analyzes NetApp’s Q1 FY 2027 earnings, focusing on AI data infrastructure, hybrid cloud demand, and migration momentum....
HPE Q3 FY 2026 AI Infrastructure Demand Strengthens Outlook
September 4, 2026

HPE Q3 FY 2026: AI Infrastructure Demand Strengthens Outlook

Futurum Research analyzes HPE’s Q3 FY 2026 earnings, focusing on AI server demand, networking growth, supply constraints, and FY 2027 positioning....
Broadcom Q3 FY 2026 Can Custom Silicon Sustain AI Growth
September 4, 2026

Broadcom Q3 FY 2026: Can Custom Silicon Sustain AI Growth?

Futurum Research analyzes Broadcom’s Q3 FY 2026 earnings, focusing on AI custom silicon demand, networking growth, and Q4 FY 2026 guidance....
Marvell Q2 FY 2027 Connectivity and Custom Silicon Fuel AI Growth
September 1, 2026

Marvell Q2 FY 2027: Connectivity and Custom Silicon Fuel AI Growth

Futurum Research at The Futurum Group analyzes Marvell’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, data center growth, custom silicon, and FY 2027 guidance....
Synopsys Q3 FY 2026 AI Design Demand Drives EDA Growth
August 31, 2026

Synopsys Q3 FY 2026: AI Design Demand Drives EDA Growth

Futurum Research analyzes Synopsys’ Q3 FY 2026 earnings, focusing on AI-driven EDA demand, Ansys integration, and FY 2027 monetization priorities....
HP Q3 FY 2026 Can Premium PCs Offset Memory Cost Pressure
August 31, 2026

HP Q3 FY 2026: Can Premium PCs Offset Memory Cost Pressure?

Futurum Research analyzes HP’s Q3 FY 2026 earnings, focusing on PC mix, AI PC demand, memory cost pressure, and guidance....
NVIDIA Q2 FY 2027 AI Infrastructure Demand Extends Into FY 2028
August 31, 2026

NVIDIA Q2 FY 2027: AI Infrastructure Demand Extends Into FY 2028

Futurum Research analyzes NVIDIA’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, Vera Rubin production, Blackwell Ultra momentum, and FY 2028 growth expectations....
Okta Q2 FY 2027 Earnings Beat and Raise on Core Identity Strength
August 28, 2026

Okta Q2 FY 2027 Earnings Beat and Raise on Core Identity Strength

Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers at The Futurum Group, reviews Okta's Q2 FY 2027 earnings, where core identity strength and new products drove a beat...
QumulusAI Q2 FY 2026 118% Revenue Growth for Hyperspeed AI Compute Deployment
August 28, 2026

QumulusAI Q2 FY 2026: 118% Revenue Growth for Hyperspeed AI Compute Deployment

Brendan Burke, Research Director at Futurum, analyzes QumulusAI’s Q2 FY 2026 earnings, focusing on direct AI compute demand, GPU fleet expansion, and capacity execution....
Salesforce Q2 FY 2027 Can Agentforce Drive Revenue Reacceleration
August 27, 2026

Salesforce Q2 FY 2027: Can Agentforce Drive Revenue Reacceleration?

Futurum Research analyzes Salesforce’s Q2 FY 2027 earnings, focusing on AI and data momentum, Agentforce adoption, Anthropic partnership expansion, and FY 2027 guidance....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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