Insight Type: Earnings

Micron Q3 FY 2026: HBM and LPDRAM Drive the Next Phase of AI Memory Growth
June 25, 2026

Micron Q3 FY 2026: HBM and LPDRAM Drive the Next Phase of AI Memory Growth

Futurum Research at The Futurum Group reviews Micron’s Q3 FY 2026 earnings, focusing on AI-led memory demand, Strategic Customer Agreements, HBM supply tightness, and greenfield ramp implications for FY 2027....
Adobe Q2 FY 2026: AI Demand Strengthens Results as Freemium Strategy Expands
June 12, 2026

Adobe Q2 FY 2026: AI Demand Strengthens Results as Freemium Strategy Expands

Futurum Research at The Futurum Group reviews Adobe’s Q2 FY 2026 earnings, focusing on AI product traction, the freemium acquisition pivot, and what the strategy implies for ARR and enterprise...
Oracle Q4 FY 2026: AI Workloads Accelerate Cloud and Database Growth
June 12, 2026

Oracle Q4 FY 2026: AI Workloads Accelerate Cloud and Database Growth

Futurum Research reviews Oracle Q4 FY 2026 earnings, focusing on AI-driven cloud infrastructure growth, agentic AI commercialization moves, multicloud database traction, and FY 2027 outlook....
Broadcom Q2 FY 2026 VMware Stability Supports AI-Led Semiconductor Expansion
June 8, 2026

Broadcom Q2 FY 2026: VMware Stability Supports AI-Led Semiconductor Expansion

Futurum Research reviews Broadcom’s Q2 FY 2026 earnings, focusing on AI semiconductor scaling, networking mix expectations, and VMware’s linkage to server buildouts ahead of Q3 guidance....
HPE Q2 FY 2026: AI Orders Remain Strong as Supply Constraints Persist
June 4, 2026

HPE Q2 FY 2026: AI Orders Remain Strong as Supply Constraints Persist

Futurum Research analyzes HPE Q2 FY 2026 earnings, focusing on AI-driven demand across servers and networking, supply constraints affecting conversion, and what updated FY 2026 and FY 2027 guidance implies...
Dell Q1 FY 2027: AI Server Demand Drives Raised FY 2027 Outlook
June 3, 2026

Dell Q1 FY 2027: AI Server Demand Drives Raised FY 2027 Outlook

Futurum Research analyzes Dell’s Q1 FY 2027 earnings, focusing on AI server demand, backlog dynamics, and what supply constraints mean for enterprise infrastructure plans....
Snowflake Q1 FY 2027: AI Products Drive Faster Consumption Growth
June 1, 2026

Snowflake Q1 FY 2027: AI Products Drive Faster Consumption Growth

Futurum Research reviews Snowflake’s Q1 FY 2027 results, focusing on AI product adoption, core consumption signals, and what raised guidance implies for enterprise AI workloads....
HP Q2 FY 2026 Earnings Emphasize AI PC Mix Shift Amid Cost Pressure
June 1, 2026

HP Q2 FY 2026 Earnings Emphasize AI PC Mix Shift Amid Cost Pressure

Futurum Research reviews HP’s Q2 FY 2026 earnings, focusing on AI PC mix shift, pricing and configuration actions, and how memory cost pressure shapes second-half execution....
Synopsys Q2 FY 2026: AI-Driven Chip Design Demand Lifts Outlook
June 1, 2026

Synopsys Q2 FY 2026: AI-Driven Chip Design Demand Lifts Outlook

Futurum Research reviews Synopsys Q2 FY 2026, focusing on AI-driven demand across EDA, IP, and simulation, plus updated FY 2026 targets and monetization direction....
NetApp Q4 FY 2026: AI Deployments Accelerate High-Performance Storage Demand
June 1, 2026

NetApp Q4 FY 2026: AI Deployments Accelerate High-Performance Storage Demand

Futurum Research analyzes NetApp’s Q4 FY 2026 earnings, focusing on AI-driven infrastructure demand, hybrid cloud execution, public cloud mix, and what FY 2027 guidance implies for growth durability....
Salesforce Q1 FY 2027: Agentforce and Data 360 Drive AI Monetization Push
June 1, 2026

Salesforce Q1 FY 2027: Agentforce and Data 360 Drive AI Monetization Push

Futurum Research reviews Salesforce Q1 FY 2027 earnings, focusing on Agentforce traction, Headless 360 distribution, and Slack’s role in agent workflows....
Marvell Q1 FY 2027 Raises Full-Year Outlook on AI Data Center Demand
May 29, 2026

Marvell Q1 FY 2027 Raises Full-Year Outlook on AI Data Center Demand

Brendan Burke, Research Director at Futurum, reviews Marvell’s Q1 FY 2027 earnings, focusing on AI-driven data center demand, interconnect and switching ramps, and expanded custom silicon outlook....

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.