Insight Type: Earnings

Lenovo Q3 FY 2026 Earnings Broad-Based Growth, AI Mix Rising
February 16, 2026

Lenovo Q3 FY 2026 Earnings: Broad-Based Growth, AI Mix Rising

Futurum Research analyzes Lenovo’s Q3 FY 2026 results, highlighting a revenue beat, rising AI mix across devices, infrastructure, and services, and management’s playbook to navigate persistent memory and silicon cost...
Cisco Q2 FY 2026 Earnings- AI Infrastructure Momentum Lifts Results
February 13, 2026

Cisco Q2 FY 2026 Earnings: AI Infrastructure Momentum Lifts Results

Futurum Research analyzes Cisco’s Q2 FY 2026 results, highlighting AI infrastructure momentum, campus networking demand, and margin mitigation plans, with guidance reaffirming a strong FY 2026 outlook....
Astera Labs Q4 2025 Earnings Diversified AI Connectivity Momentum
February 13, 2026

Astera Labs Q4 2025 Earnings: Diversified AI Connectivity Momentum

Brendan Burke, Research Director at Futurum, analyzes Astera Labs’ Q4 2025 beat and above-consensus guidance, highlighting momentum in smart fabrics, signal conditioning, and CXL memory as AI connectivity spend accelerates....
Silicon Labs Q4 FY 2025 Earnings Highlight Wireless Momentum and Acquisition
February 13, 2026

Silicon Labs Q4 FY 2025 Earnings Highlight Wireless Momentum and Acquisition

Brendan Burke, Research Director at Futurum, analyzes Silicon Labs’ Q4 FY 2025 results and TI’s pending acquisition, highlighting industrial wireless momentum, manufacturing synergies, and how internalized production could expand reach...
T-Mobile Q4 FY 2025 Results Highlight Broadband and Digital Scale
February 13, 2026

T-Mobile Q4 FY 2025 Results Highlight Broadband and Digital Scale

Futurum Research analyzes T-Mobile’s Q4 FY 2025 results, focusing on account-based growth, broadband momentum, and AI-driven network experiences that underpin multi-year service revenue and Core Adjusted EBITDA expansion....
Lattice Semiconductor Q4 FY 2025 Record Comms & Compute, AI Servers +85%
February 12, 2026

Lattice Semiconductor Q4 FY 2025: Record Comms & Compute, AI Servers +85%

Futurum Research analyzes Lattice’s Q4 FY 2025 results, highlighting data center companion FPGA momentum, expanding security attach, and a growing new-product mix that supports FY 2026 growth and margin resilience....
Amkor Q4 2025 Earnings Advanced Packaging Bottleneck Spurs Investment
February 11, 2026

Amkor Q4 2025 Earnings: Advanced Packaging Bottleneck Spurs Investment

Brendan Burke, Research Director at Futurum, analyzes Amkor Technology's Q4 2025 earnings, highlighting record advanced packaging revenue, AI-driven growth, and a potential $3 billion capital expansion plan....
Microchip Q3 2026 Earnings Signal Mix Shift to Networking and Data Center
February 9, 2026

Microchip Q3 2026 Earnings Signal Mix Shift to Networking and Data Center

Brendan Burke, Research Director at Futurum, analyzes Microchip Technology's Q3 fiscal 2026 results including broad-based market recovery and strategic wins in automotive Ethernet and Gen 6 PCIe switching....
Cloud Services Power CDW’s Q4 Outperformance Amid Hardware Uncertainty
February 9, 2026

Cloud Services Power CDW’s Q4 Outperformance Amid Hardware Uncertainty

Futurum Research shares insights on how CDW's Q4 2025 results surpassed expectations, driven by double-digit profit growth in CDW cloud services and managed offerings, which countered ongoing volatility in hardware...
Amazon Q4 FY 2025 Revenue Beat, AWS +24% Amid $200B Capex Plan
February 9, 2026

Amazon Q4 FY 2025: Revenue Beat, AWS +24% Amid $200B Capex Plan

Futurum Research reviews Amazon’s Q4 FY 2025 results, highlighting AWS acceleration from AI workloads, expanding custom silicon use, and an AI-led FY 2026 capex plan shaped by satellite and international...
Insight Enterprises Sees Earnings Strength on Expanding Margins
February 6, 2026

Insight Enterprises Sees Earnings Strength on Expanding Margins

Futurum Research shares insights on Insight Enterprises' Q4 2025 results. The company showed remarkable earnings resilience by expanding margins despite revenue attrition, thanks to a pivot towards higher-value cloud and...
Coherent Q2 FY 2026 AI Datacenter Demand Lifts Revenue and Margins
February 6, 2026

Coherent Q2 FY 2026: AI Datacenter Demand Lifts Revenue and Margins

Futurum Research analyzes Coherent’s Q2 FY 2026 results, highlighting AI datacenter optics demand, 6-inch indium phosphide capacity expansion, and growing OCS/CPO traction supporting margin expansion into FY 2027....

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Benjamin Brown

VP, Custom Research · The Futurum Group

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