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Insight Type: Earnings

August 5, 2025
 

Lattice Q2 FY 2025 Results Show Strong Comms and Compute Growth

Ray Wang and Daniel Newman at Futurum analyse Lattice’s Q2 FY 2025 results, highlighting record server revenue, growing AI attach rates, and strong momentum in communications and compute despite industrial...
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August 5, 2025
 

Amazon Q2 FY 2025 Revenue Tops View; Profit Outlook Disappoints Street

Olivier Blanchard and Brad Shimmin at Futurum examine Amazon’s Q2 FY 2025 results, spotlighting strong retail and ad growth, mixed AI progress, and AWS margin compression amid intensifying cloud competition...
Olivier Blanchard
Brad Shimmin
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August 4, 2025
 

PROS Holdings Q2 FY 2025 Earnings Exceed High-End Guidance

Futurum’s Keith Kirkpatrick covers PROS Holdings’ strong Q2 2025 results, highlighting accelerating subscription growth, AI-powered innovation, margin gains, and a raised full-year outlook....
August 4, 2025
 

Xerox Q2 FY 2025 Results Show Stability as IT Solutions Revenue Surges

Alex Smith, VP & Practice Lead at Futurum, breaks down Xerox’s Q2 FY 2025 results, with IT Solutions revenue more than doubling YoY, Lexmark integration underway, and Print weakness offset...
Alex Smith
August 1, 2025
 

Qualcomm Q3 FY 2025 Earnings Beats Estimates, Driven by Auto and IoT Gains

Olivier Blanchard and Daniel Newman at Futurum break down Qualcomm’s Q3 FY 2025 earnings, focusing on how IoT and automotive strength offset handset softness and where Snapdragon platforms are gaining...
Olivier Blanchard
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August 1, 2025
 

Arm Q1 FY26 Earnings: Revenue Surpasses $1B on Surging AI and Cloud Demand

Futurum’s Ray Wang and Daniel Newman analyze Arm’s Q1 FY26 results, highlighting revenue above $1B, 25% royalty growth, and surging AI and cloud adoption. He examines key trends and offers...
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July 31, 2025
 

Microsoft Q4 FY 2025 Earnings Beat Driven by 39% Azure Growth

Keith Kirkpatrick and Daniel Newman from Futurum break down Microsoft’s Q4 FY 2025 earnings, highlighting Azure’s strong growth, the expanding Copilot ecosystem, and why Microsoft’s AI momentum shows no signs...
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July 30, 2025
 

Commvault Q1 FY 2026 Revenue Surges 26%, Outlook Raised

Krista Case, Research Director at Futurum, unpacks Commvault’s Q1 FY 2026 results, highlighting momentum in SaaS and subscription ARR, growing marketplace traction, and an expanded partner ecosystem driving cyber resilience...
Krista Case
July 28, 2025
 

Intel Q2 FY 2025 Results Beat on Revenue, Margin Hit by One-Time Charges

Ray Wang and Daniel Newman from Futurum explore Intel’s Q2 FY 2025 earnings, highlighting revenue strength, margin pressures from restructuring, strategic foundry shifts, and why the 18A ramp is critical...
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July 25, 2025
 

ServiceNow’s Q2 2025 Results Beat Expectations as AI Innovations Power Growth

Keith Kirkpatrick and Daniel Newman of Futurum share insights on ServiceNow’s standout Q2 2025—highlighting record AI-driven growth, top-line beats, and breakthrough workflow innovation....
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July 25, 2025
 

Alphabet’s Q2 FY 2025 Earnings Top Estimates, Led by Strong Cloud Revenue

Keith Kirkpatrick and Daniel Newman explore how Alphabet’s strong Q2 FY 2025 results reflect deepening AI integration across Search, Cloud, and YouTube, and what its $85 billion CapEx guidance says...
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July 25, 2025
 

IBM Q2 2025 Earnings Exceed Expectations with Double-Digit Profit Growth, GenAI Book Surges Past $7.5B

Futurum’s Nick Patience and Daniel Newman share their insights on IBM's Q2 2025, highlighting strong revenue and profit growth, surging GenAI business, and raised free cash flow guidance as AI...
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