Insight Type: Earnings

Qualcomm Q2 FY 2026 Earnings Show Data Center Entry and Auto Strength
May 1, 2026

Qualcomm Q2 FY 2026 Earnings Show Data Center Entry and Auto Strength

Futurum Research analyzes Qualcomm Q2 FY 2026 results, focusing on data center entry progress, agentic AI positioning across platforms, and continued handset constraints tied to memory supply dynamics....
Cadence Q1 FY 2026 Earnings Driven by Agentic AI Expansion and Emulation Hardware
May 1, 2026

Cadence Q1 FY 2026 Earnings Driven by Agentic AI Expansion and Emulation Hardware

Brendan Burke, Research Director at Futurum Group, analyzes Cadence’s Q1 FY 2026 earnings, focusing on agentic AI product expansion and how automation strategy shapes FY 2026 execution....
Commvault Q4 FY 2026 Earnings Extend SaaS And Identity Momentum
May 1, 2026

Commvault Q4 FY 2026 Earnings Extend SaaS And Identity Momentum

Fernando Montenegro, VP at Futurum, analyzes Commvault Q4 FY 2026 earnings, focusing on SaaS scale, identity resilience momentum, multi-product adoption, and what management’s FY 2027 guidance implies for platform execution....
Alphabet Q1 FY 2026 AI Demand Surges as Cloud Capacity Caps Growth
May 1, 2026

Alphabet Q1 FY 2026: AI Demand Surges as Cloud Capacity Caps Growth

Futurum Research analyzes Alphabet’s Q1 FY 2026 earnings, focusing on Cloud AI demand, Search monetization changes, and rising capacity investment tied to TPUs and infrastructure....
Automotive Industrial Momentum
April 30, 2026

NXP’s Q1 2026: Can Automotive and Industrial Momentum Outrun Semiconductor Volatility?

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, NXP Semiconductors leveraged automotive and industrial momentum to deliver a 12% year-over-year revenue surge in Q1 2026, despite broader...
ABB Q1 FY 2026 Earnings Driven by Data Center and Grid Demand
April 28, 2026

ABB Q1 FY 2026 Earnings Driven by Data Center and Grid Demand

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at The Futurum Group, analyzes ABB’s Q1 FY 2026 earnings, focusing on electrification demand tied to data centers and grid upgrades....
IBM Q1 FY 2026 Earnings Show Software Growth and Mainframe AI Monetization
April 28, 2026

IBM Q1 FY 2026 Earnings Show Software Growth and Mainframe AI Monetization

Futurum Research reviews IBM Q1 FY 2026 earnings, focusing on software mix durability, Confluent-driven data streaming strategy, and mainframe AI inferencing as IBM maintains full-year growth and cash flow expectations....
Texas Instruments Q1 FY 2026: Data Center and Industrial Demand Lift Outlook
April 27, 2026

Texas Instruments Q1 FY 2026: Data Center and Industrial Demand Lift Outlook

Brendan Burke, Research Director at Futurum, analyzes Texas Instruments’ Q1 FY 2026 earnings, focusing on data center power content, and how supply readiness shapes outlook for the next quarters....
STMicroelectronics Q1 FY 2026 Earnings Show Early AI and Satellite Upside
April 27, 2026

STMicroelectronics Q1 FY 2026 Earnings Show Early AI and Satellite Upside

Brendan Burke, Research Director, analyzes STMicroelectronics’ Q1 FY 2026 earnings, focusing on AI data center and LEO satellite momentum, photonics ramp timing....
Intel Q1 FY 2026 Earnings Point to Agentic CPU Demand and Foundry Upside
April 27, 2026

Intel Q1 FY 2026 Earnings Point to Agentic CPU Demand and Foundry Upside

Brendan Burke, Research Director at Futurum, analyzes Intel’s Q1 FY 2026 earnings, focusing on CPU demand tied to inference and agentic workloads, customer LTAs, and foundry and packaging execution signals....
SAP Q1 FY 2026 Earnings Show Cloud ERP Suite Acceleration
April 27, 2026

SAP Q1 FY 2026 Earnings Show Cloud ERP Suite Acceleration

Futurum Research reviews SAP Q1 FY 2026 earnings, focusing on cloud ERP Suite momentum, the path to trusted business AI, and what SAP’s guidance implies for enterprise software planning....
Pegasystems Q1 FY 2026: Cloud ACV Nears $1 Billion Mark
April 24, 2026

Pegasystems Q1 FY 2026: Cloud ACV Nears $1 Billion Mark

Keith Kirkpatrick, Research Director with Futurum Research analyzes Pegasystems' Q1 FY 2026 earnings, focusing on Pega Cloud ACV growth nearing $1 billion, Blueprint AI's pipeline impact, and the enterprise AI...

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Benjamin Brown

VP, Custom Research · The Futurum Group

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