Insight Type: Earnings

Qualcomm Q4 FY 2025 Record QCT, AutoIoT Growth, Solid Outlook
November 7, 2025

Qualcomm Q4 FY 2025: Record QCT, Auto/IoT Growth, Solid Outlook

Futurum Research analyzes Qualcomm’s Q4 FY 2025 earnings, focusing on QCT’s record year, Android premium and AI PC momentum, and scaling in automotive, IoT, and XR....
Silicon Labs Q3 FY 2025 Delivers YoY Growth, Margin Expansion
November 6, 2025

Silicon Labs Q3 FY 2025 Delivers YoY Growth, Margin Expansion

Futurum Research analyzes Silicon Labs’ Q3 FY 2025 results, highlighting IoT demand in industrial and smart home, new AI-enabled developer tools, and expanded U.S. foundry capacity supporting margin and design-win...
Lattice Semiconductor Q3 FY 2025 Delivers Record Comms & Compute Revenue
November 6, 2025

Lattice Semiconductor Q3 FY 2025 Delivers Record Comms & Compute Revenue

Futurum Research analyzes Lattice’s Q3 FY 2025 results, highlighting record communications and computing momentum, PQC-ready control FPGAs, and inventory normalization that supports a stronger setup into FY 2026....
Xerox Q3 FY 2025 Earnings Cut Outlook as IT Solutions Grew
November 4, 2025

Xerox Q3 FY 2025 Earnings Cut Outlook as IT Solutions Grew

Futurum Research analyzes Xerox’s Q3 FY 2025, noting IT Solutions growth and accelerated Lexmark synergies amid tariff and funding uncertainty, and what the integration and sales model shifts imply for...
Twilio Q3 FY 2025 Results Lift Outlook on Broad-Based Demand
November 4, 2025

Twilio Q3 FY 2025 Results Lift Outlook on Broad-Based Demand

Futurum Research analyzes Twilio’s Q3 FY 2025 results, highlighting voice/AI momentum, ISV and self-serve strength, and solution selling that underpin raised revenue and profitability....
Amazon Q3 FY 2025 Earnings AWS Reaccelerates, Retail and Ads Grow
November 4, 2025

Amazon Q3 FY 2025 Earnings: AWS Reaccelerates, Retail and Ads Grow

Futurum Research analyzes Amazon’s Q3 FY 2025 results, highlighting AWS growth reacceleration, AI-driven capacity expansion, and the retail/ads flywheel, with Q4 guidance signaling continued momentum into the holiday period....
ServiceNow Q3 FY 2025 Earnings Raise Outlook on AI-Driven Demand
October 31, 2025

ServiceNow Q3 FY 2025 Earnings Raise Outlook on AI-Driven Demand

Futurum Research analyzes ServiceNow’s Q3 FY 2025 results, highlighting AI-led upsell momentum, federal strength, and platform expansion across workflows and CRM, alongside raised FY 2025 guidance on margins and free...
Alphabet Q3 FY 2025 Earnings Show Broad-Based AI-Driven Growth
October 31, 2025

Alphabet Q3 FY 2025 Earnings Show Broad-Based AI-Driven Growth

Futurum Research analyzes Alphabet’s Q3 FY 2025 results, highlighting AI-driven gains across Search, YouTube, and Google Cloud, rising Cloud backlog visibility, and elevated capex to scale AI infrastructure and enterprise...
Microsoft Q1 FY 2026 Cloud and AI Fuel Broad-Based Growth
October 31, 2025

Microsoft Q1 FY 2026: Cloud and AI Fuel Broad-Based Growth

Futurum Research analyzes Microsoft’s Q1 FY 2026 results, highlighting Azure AI scale, Copilot adoption, and the expanded OpenAI pact amid capacity constraints, and what this means for enterprise AI strategies...
Commvault Q2 FY 2026 ARR Tops $1 Billion; Revenue Beats Consensus
October 31, 2025

Commvault Q2 FY 2026: ARR Tops $1 Billion; Revenue Beats Consensus

Futurum Research analyzes Commvault’s Q2 FY 2026 earnings, highlighting SaaS and identity-led resilience momentum, ARR surpassing $1 billion, and guidance that balances growth investments with disciplined margin targets....
NXP Semiconductors Q3 FY 2025 Signals Early Recovery Across Markets
October 31, 2025

NXP Semiconductors Q3 FY 2025 Signals Early Recovery Across Markets

Futurum Research analyzes NXP’s Q3 FY 2025 results, highlighting early-cycle recovery signals, channel inventory strategy, and strategic moves in automotive networking and edge AI that support the company’s long-term margin...
PROS Holdings Q3 FY 2025 Results Subscription Growth, Margin Gains
October 31, 2025

PROS Holdings Q3 FY 2025 Results: Subscription Growth, Margin Gains

Futurum Research analyzes PROS’s Q3 FY 2025 results, highlighting subscription growth, margin expansion from cloud optimization, and a healthy recurring mix as guidance is suspended during the pending acquisition....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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