Insight Type: Earnings

Broadcom Q1 FY 2026 Earnings Driven by XPU Momentum
March 5, 2026

Broadcom Q1 FY 2026 Earnings Driven by XPU Momentum

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...
Ingram Micro Q4 FY 2025 Earnings Highlight Xvantage-Driven Efficiency
March 5, 2026

Ingram Micro Q4 FY 2025 Earnings Highlight Xvantage-Driven Efficiency

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....
Stellantis FY 2025 Earnings Reflect Reset Costs as H2 Momentum Builds
March 4, 2026

Stellantis FY 2025 Earnings Reflect Reset Costs as H2 Momentum Builds

Olivier Blanchard, Research Director at Futurum, reviews Stellantis FY 2025 results, focusing on the customer-led reset, product cadence, quality execution, and what the H2 recovery signals for 2026....
Elastic Q3 FY 2026 Strong Quarter, but Reacceleration Thesis Unproven
March 3, 2026

Elastic Q3 FY 2026: Strong Quarter, but Reacceleration Thesis Unproven

Nick Patience, VP and Practice Lead for AI Platforms at Futurum reviews Elastic Q3 FY 2026 earnings, highlighting sales-led subscription momentum, AI context engineering adoption, and agentic workflow expansion across...
Planisware FY 2025 Earnings Close With SaaS-Led Momentum
March 3, 2026

Planisware FY 2025 Earnings Close With SaaS-Led Momentum

Dion Hinchcliffe, Vice President & Practice Lead, CIO & Technology Buyers, analyzes Planisware’s FY 2025 earnings, focusing on SaaS-led momentum, AI platform differentiation, pipeline conversion, and implications for FY 2026...
CoreWeave Q4 FY 2025 Results Highlight Backlog Growth And Capacity Expansion
March 3, 2026

CoreWeave Q4 FY 2025 Results Highlight Backlog Growth And Capacity Expansion

Futurum Research reviews CoreWeave’s Q4 FY 2025 earnings, focusing on backlog-driven capacity expansion, platform monetization beyond GPUs, and execution cadence shaping AI infrastructure supply....
Dell Q4 FY 2026 Earnings Highlight AI-Optimized Server Ramp
March 2, 2026

Dell Q4 FY 2026 Earnings Highlight AI-Optimized Server Ramp

Futurum Research analyzes Dell’s Q4 FY 2026 earnings, focusing on AI-optimized server scale, backlog expansion, and implications for infrastructure and client markets....
Snowflake Q4 FY 2026 Results Highlight AI-Led Consumption and Platform Expansion
March 2, 2026

Snowflake Q4 FY 2026 Results Highlight AI-Led Consumption and Platform Expansion

Brad Shimmin, Vice President & Practice Lead at Futurum analyzes Snowflake’s Q4 FY 2026 earnings, highlighting AI-driven consumption growth, expanding platform scope, and guidance shaping expectations for FY 2027....
NetApp Q3 FY 2026 Results Highlight All-Flash Growth And Cloud Services
March 2, 2026

NetApp Q3 FY 2026 Results Highlight All-Flash Growth And Cloud Services

Futurum Research analyzes NetApp’s Q3 FY 2026 earnings, focusing on all-flash growth, hyperscaler-native storage services, and AI data readiness initiatives....
Workday Q4 FY 2026 Earnings Mark AI Agent Push Amid Slight Outlook Miss
February 27, 2026

Workday Q4 FY 2026 Earnings Mark AI Agent Push Amid Slight Outlook Miss

Keith Kirkpatrick, VP and Research Director at Futurum, analyzes Workday’s Q4 FY 2026 earnings, focusing on the company’s agentic AI product direction, commercial attach signals in expansions....
Synopsys Q1 FY 2026 Earnings Highlight EDA and Ansys Momentum
February 27, 2026

Synopsys Q1 FY 2026 Earnings Highlight EDA and Ansys Momentum

Brendan Burke, Research Director at Futurum, analyzes Synopsys’ Q1 FY 2026 earnings, highlighting AI-driven design automation momentum, strong Ansys contribution, and implications for silicon-to-system engineering workflows....
Everpure Q4 FY 2026 Revenue Passes $1 Billion as Platform Strategy Scales
February 27, 2026

Everpure Q4 FY 2026 Revenue Passes $1 Billion as Platform Strategy Scales

Futurum Research analyzes Everpure’s Q4 FY 2026 earnings, focusing on enterprise data cloud adoption, hyperscale momentum, and AI infrastructure positioning....

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Benjamin Brown

VP, Custom Research · The Futurum Group

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