Futurum Research at Futurum dives into IBM’s Q3 FY 2025 results. Expanded operating margins, advanced AI, and z17‑driven growth, with bookings and ARR, position the company for continued leverage into...
Futurum Research examines SAP’s Q3 2025 results, highlighting Cloud ERP momentum, rising cloud margins, and AI- and data-led suite expansion amid FX and deal timing headwinds....
Futurum Research analyzes Intel’s Q3 FY 2025 revenue beat, AI partnerships, supply prioritization, and 18A/packaging progress, with Q4 guidance reflecting server mix and early next-gen client ramps....
Ray Wang and Daniel Newman at Futurum analyze Micron’s Q4 FY 2025 earnings, focusing on record data center momentum, HBM growth, and margin expansion, while highlighting how AI demand positions...
Keith Kirkpatrick, Research Director at Futurum, examines Adobe’s Q3 FY 2025 earnings, highlighting how strong AI adoption and Digital Media growth are fueling momentum....
Ray Wang, Research Director at Futurum, examines Synopsys’ Q3 FY 2025 earnings, where strong Design Automation growth and Ansys contributions were tempered by weakness in Design IP and ongoing China-related...
Ray Wang, Research Director at Futurum, analyzes Broadcom’s Q3 FY2025 earnings, highlighting AI semiconductor momentum, VMware Cloud Foundation growth, and record backlog that reinforce Broadcom’s position in semiconductors and software....
Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines HPE’s Q3 FY 2025 results, where record revenue, Juniper integration, and AI-driven momentum position the company for...
Keith Kirkpatrick and Daniel Newman at Futurum analyze Salesforce’s Q2 FY 2026 earnings, highlighting subscription growth, margin expansion, AI adoption, and capital return, with guidance raised as the company pivots...
Ray Wang, Research Director at Futurum, shares insights on Marvell’s Q2 FY2026 earnings, highlighting how AI-driven custom silicon, electro-optics, and recovery in enterprise and carrier markets are fueling broad-based growth....
Olivier Blanchard and Daniel Newman at Futurum, examine Dell’s Q2 FY 2026 earnings, highlighting record ISG growth fueled by AI servers and why margin pressures and soft CSG results show...
Olivier Blanchard, Research Director at Futurum, analyzes HP’s Q3 FY 2025 earnings, highlighting momentum in AI PCs and Windows 11 refresh, strong cash flow delivery, and ongoing challenges in the...
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