Insight Type: Earnings

NETSCOUT Q2 FY 2027 AI Expands Network Data Monetization
November 9, 2026

NETSCOUT Q2 FY 2027: AI Expands Network Data Monetization

Futurum Research analyzes NETSCOUT’s Q2 FY 2027 results, focusing on enterprise observability wins, packet data for AI operations, and outbound DDoS protection....
Qualcomm Q4 FY 2026 Custom Silicon Drives Non-Handset Expansion
November 9, 2026

Qualcomm Q4 FY 2026: Custom Silicon Drives Non-Handset Expansion

Futurum Research analyzes Qualcomm’s Q4 FY 2026 results, including its automotive module ramp, first custom chip shipments to hyperscalers, and margin pressures as handset sales weaken....
Atlassian Q1 FY 2027 Rovo Adoption Drives Teamwork Collection Upgrades
November 9, 2026

Atlassian Q1 FY 2027: Rovo Adoption Drives Teamwork Collection Upgrades

Futurum Research analyzes Atlassian’s Q1 FY 2027 earnings, focusing on Rovo-driven Teamwork Collection upgrades, service management expansion, and the timing of enterprise cloud migrations....
IonQ Q3 FY 2026 Quantum System Orders Test Production Scale
November 9, 2026

IonQ Q3 FY 2026: Quantum System Orders Test Production Scale

Futurum Research examines IonQ’s earnings, the Superion 256 order book, SkyWater’s foundry customers, and the Elisity acquisition....
Teradata Q3 FY 2026 Sovereign AI Opens New Customer Markets
November 9, 2026

Teradata Q3 FY 2026: Sovereign AI Opens New Customer Markets

Futurum Research analyzes Teradata’s Q3 FY 2026 results, focusing on hybrid AI wins, governed agent execution, and the shift toward AI implementation services....
Lumen Technologies Q3 FY 2026 Digital Growth Faces Legacy Revenue Pressure
November 9, 2026

Lumen Technologies Q3 FY 2026: Digital Growth Faces Legacy Revenue Pressure

Futurum Research analyzes Lumen Technologies’ Q3 FY 2026 earnings, focusing on services sold per fiber connection, AI wavelength demand, and copper retirement....
Coherent Q1 FY 2027 PhotonLink Wins Broaden AI Infrastructure Reach
November 6, 2026

Coherent Q1 FY 2027: PhotonLink Wins Broaden AI Infrastructure Reach

Futurum Research analyzes Coherent’s Q1 FY 2027 earnings, including its second PhotonLink anchor customer, higher laser output, and growing demand for optical links between AI data centers....
SiTime Q3 FY 2026 Optical Demand Expands Timing Content
November 6, 2026

SiTime Q3 FY 2026: Optical Demand Expands Timing Content

Futurum Research analyzes how optical design wins increase SiTime’s timing content and how Renesas clocks extend its reach with AI infrastructure customers....
Arm Q2 FY 2027 AGI CPU Orders Expand Data Center Opportunity
November 6, 2026

Arm Q2 FY 2027: AGI CPU Orders Expand Data Center Opportunity

Futurum Research analyzes Arm’s Q2 FY 2027 licensing gains, rising data center royalties, and how supply will shape the rollout of Arm’s own server chip....
Astera Labs Q3 FY 2026 Orion and Scorpio Expand Infrastructure Content Opportunity
November 6, 2026

Astera Labs Q3 FY 2026: Orion and Scorpio Expand Infrastructure Content Opportunity

Brendan Burke, Research Director at The Futurum Group, analyzes Astera Labs’ Q3 FY 2026 earnings, examining Scorpio adoption, memory and optical connectivity, and Orion’s role in AI inference infrastructure....
STMicroelectronics Q3 FY 2026 AI Data Center and Bookings Surge
November 6, 2026

STMicroelectronics Q3 FY 2026: AI Data Center and Bookings Surge

Brendan Burke, Research Director at Futurum, reviews STMicroelectronics' Q3 FY 2026 earnings, AI data center and LEO demand, record bookings, and the fab reshaping behind its margin path....
Freshworks Q3 FY 2026 Multi-Product Deals Expand as EX Growth Moderates
November 5, 2026

Freshworks Q3 FY 2026: Multi-Product Deals Expand

Futurum Research analyzes Freshworks’ Q3 FY 2026 earnings. Multi-product EX deals and paid AI usage broaden its enterprise position, while longer sales cycles test execution....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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