Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, examines Acer’s FY 2025 results and multi-engine strategy signal as PCs face potential 2026 headwinds and the company expands...
Futurum Research reviews Micron Q2 FY 2026 earnings, focusing on AI-driven memory demand, HBM roadmap progress, supply constraints, and what the outlook signals for data center and edge markets....
Olivier Blanchard, Research Director, Intelligent Devices at Futurum, reviews ASUSTeK’s Q4 2025 earnings, focusing on AI server momentum, portfolio shifts across PCs, and 2026 guidance implies for execution in a...
Futurum Research analyzes Adobe’s Q1 FY 2026 earnings, focusing on AI usage-to-monetization signals, freemium-to-paid conversion dynamics, and enterprise CX momentum amid a CEO transition....
Brad Shimmin, Vice President & Practice Lead Futurum, analyzes Domo’s Q4 FY 2026 results, focusing on record billings, improving retention, and AI-led workflow automation strategy as the company pushes consumption...
Futurum Research analyzes Oracle’s Q3 FY 2026 earnings, focusing on OCI AI infrastructure momentum, sovereign cloud positioning, and Fusion’s embedded AI agents as the company scales capacity and backlog....
Futurum Research analyzes HPE’s Q1 FY 2026 earnings, focusing on networking-for-AI demand, memory-driven supply constraints, Juniper integration progress, and what the updated outlook implies for FY 2026 execution....
Futurum Research analyzes Marvell’s Q4 FY 2026 earnings, focusing on raised data center outlook, scale-up networking expansion, and connectivity roadmap transitions....
Dion Hinchcliffe is Vice President & Practice Lead, CIO & Technology Buyers reviews Okta’s Q4 FY 2026 earnings, focusing on agentic identity positioning, evolving pricing models, and how large-customer platform...
Fernando Montenegro, VP Cybersecurity at Futurum, highlights CrowdStrike’s Q4 FY26 earnings: Falcon expands into AI security, identity, and browser runtime, underscoring consolidation-driven cybersecurity strategies....
Brendan Burke, Research Director at Futurum, analyzes Broadcom’s Q1 FY 2026 earnings, focusing on AI accelerator and networking momentum, expanding custom XPU programs, and VMware’s role in AI-era private cloud...
Futurum Research analyzes Ingram Micro’s Q4 FY 2025 results, focusing on Xvantage-driven efficiency, AI workflow automation, and the company’s approach to AI infrastructure attach opportunities....
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.
Thank you, we received your request, a member of our team will be in contact with you.
