Insight Type: Earnings

Microsoft Q4 FY 2026: AI Demand Accelerates Azure and Enterprise Growth
July 31, 2026

Microsoft Q4 FY 2026: AI Demand Accelerates Azure and Enterprise Growth

Futurum Research analyzes Microsoft’s Q4 FY 2026 earnings, focusing on Azure growth, Copilot adoption, agent platforms, and FY 2027 cloud guidance....
Commvault Q1 FY 2027 AI and Identity Security Drive Subscription Momentum
July 30, 2026

Commvault Q1 FY 2027: AI and Identity Security Drive Subscription Momentum

Futurum Research analyzes Commvault’s Q1 FY 2027 earnings, focusing on SaaS growth, cyber resilience, identity recovery, and AI data protection demand....
NXP Q2 FY 2026 AI at the Edge Strengthens Automotive and Industrial Demand
July 30, 2026

NXP Q2 FY 2026: AI at the Edge Strengthens Automotive and Industrial Demand

Futurum Research analyzes NXP’s Q2 FY 2026 earnings, focusing on software-defined vehicles, physical AI, and data center control-plane growth....
Cadence Q2 FY 2026 Earnings Climb on Agentic AI and Record Backlog
July 29, 2026

Cadence Q2 FY 2026 Earnings Climb on Agentic AI and Record Backlog

Brendan Burke, Research Director at Futurum, reviews Cadence's Q2 FY 2026 earnings, agentic AI demand, record backlog, and raised full-year outlook....
Intel Q2 FY 2026: Hyperscaler Server Demand Drives 59% DCAI Growth
July 27, 2026

Intel Q2 FY 2026: Hyperscaler Server Demand Drives 59% DCAI Growth

Futurum Research analyzes Intel’s Q2 FY 2026 earnings, focusing on AI-driven server CPU demand, foundry execution, AI PCs, and higher capital spending....
SAP Q2 FY 2026: Autonomous Enterprise Strategy Gains Commercial Traction
July 27, 2026

SAP Q2 FY 2026: Autonomous Enterprise Strategy Gains Commercial Traction

Futurum Research analyzes SAP’s Q2 FY 2026 earnings, focusing on cloud backlog growth, agentic AI strategy, and updated profit guidance....
STMicroelectronics Q2 FY 2026 Earnings Climb on Cloud AI and Satellite Strength
July 27, 2026

STMicroelectronics Q2 FY 2026 Earnings Climb on Cloud AI and Satellite Strength

Brendan Burke, Research Director at Futurum, reviews STMicroelectronics' Q2 FY 2026 earnings, the broad demand recovery, and the raised AI data center and satellite revenue ambitions....
IBM Q2 FY 2026: Software Growth Continues as Mainframe Purchases Slow
July 27, 2026

IBM Q2 FY 2026: Software Growth Continues as Mainframe Purchases Slow

Futurum Research analyzes IBM’s Q2 FY 2026 earnings, focusing on software mix, mainframe timing, AI demand, and revised FY 2026 guidance....
Nokia Q2 FY 2026 Optical Strength Positions Nokia for the AI Buildout
July 24, 2026

Nokia Q2 FY 2026: Optical Strength Positions Nokia for the AI Buildout

Futurum Research analyzes Nokia’s Q2 FY 2026 earnings, focusing on AI and cloud order strength, optical and IP demand, AI-RAN timing, and supply constraints....
Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth
July 24, 2026

Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth

Brendan Burke, Research Director at Futurum, reviews Texas Instruments' Q2 FY 2026 earnings, the broad industrial recovery, doubling data center revenue, and automotive re-acceleration....
ServiceNow Q2 FY 2026: AI, Security, and Workflow Expansion Fuel Growth
July 23, 2026

ServiceNow Q2 FY 2026: AI, Security, and Workflow Expansion Fuel Growth

Futurum Research analyzes ServiceNow Q2 FY 2026 earnings, focusing on AI Control Tower adoption, security expansion, and workflow demand....
Alphabet Q2 FY 2026: Google Cloud Leads Growth Amid Rising AI Investment
July 23, 2026

Alphabet Q2 FY 2026: Google Cloud Leads Growth Amid Rising AI Investment

Futurum Research analyzes Alphabet’s Q2 FY 2026 earnings, focusing on cloud AI demand, Gemini adoption, Search monetization, and rising AI infrastructure spending....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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