Insight Type: Earnings

HP Q3 FY 2025 Earnings Lifted by PC Growth, Printing Remains Soft
August 29, 2025

HP Q3 FY 2025 Earnings Lifted by PC Growth, Printing Remains Soft

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...
Pure Storage Q2 FY 2026 Revenue Jumps 13%, Guidance Lifted for FY 2026
August 29, 2025

Pure Storage Q2 FY 2026 Revenue Jumps 13%, Guidance Lifted for FY 2026

Brad Shimmin, VP & Practice Lead at Futurum, examines Pure Storage’s Q2 FY26 earnings, spotlighting new product launches, hyperscaler traction, and subscription momentum driving its raised full-year outlook....
NetApp Q1 FY 2026 Earnings Show Stable Revenue and Cloud Momentum
August 29, 2025

NetApp Q1 FY 2026 Earnings Show Stable Revenue and Cloud Momentum

Krista Case, Research Director at The Futurum Group, examines NetApp’s Q1 FY 2026 earnings, highlighting all-flash market leadership, expanding cloud services, and growing momentum in AI-driven data infrastructure....
NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch
August 28, 2025

NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch

Futurum’s Ray Wang and Daniel Newman examine NVIDIA’s Q2 FY 2026 earnings, highlighting strong Blackwell adoption, record networking revenue, and accelerating AI demand across data center, gaming, and professional visualization....
Applied Materials Q3 FY 2025 Results Show Solid Quarterly Performance Overshadowed by China and Outlook Concerns
August 26, 2025

Applied Materials Q3 FY 2025 Results Show Solid Quarterly Performance Overshadowed by China and Outlook Concerns

Ray Wang, Research Director at Futurum, shares insights on Applied Materials Q3 FY 2025: record revenue and EPS with 48.9% gross margin, and a Q4 outlook below consensus on China...
Workday Q2 FY 2026 Revenue Up 13%, AI Momentum Drives Guidance Lift
August 25, 2025

Workday Q2 FY 2026 Revenue Up 13%, AI Momentum Drives Guidance Lift

Keith Kirkpatrick, Research Director at Futurum, examines Workday’s Q2 FY 2026 earnings, highlighting AI adoption, subscription revenue growth, and raised guidance that reinforce its positioning as an expanding enterprise platform....
Palo Alto Networks Q4 FY 2025 Earnings Show 16% Growth, Strong ARR Momentum
August 20, 2025

Palo Alto Networks Q4 FY 2025 Earnings Show 16% Growth, Strong ARR Momentum

Krista Case, analyst at Futurum, shares insights on Palo Alto Networks Q4 FY 2025 earnings—platformization, software-led Network Security and SASE momentum, XSIAM/AI scale, and FY 2026 guidance for growth and...
Lenovo Q1 FY2026 Earnings: Record $18.8B Revenue, 22% Growth on Hybrid AI Momentum
August 18, 2025

Lenovo Q1 FY2026 Earnings: Record $18.8B Revenue, 22% Growth on Hybrid AI Momentum

Olivier Blanchard and Daniel Newman at Futurum share insights on Lenovo Q1 FY2025/26 earnings—record $18.8B revenue, AI infrastructure momentum, services margin expansion, and outlook for Hybrid AI execution....
Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand
August 15, 2025

Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand

Ray Wang, Research Director at Futurum, examines Coherent’s Q4 FY 2025 earnings, highlighting AI datacenter and networking growth, margin gains, and the Aerospace and Defense sale to sharpen focus on...
Cisco Q4 FY 2025 Delivers Solid Growth With AI and Networking Tailwinds
August 15, 2025

Cisco Q4 FY 2025 Delivers Solid Growth With AI and Networking Tailwinds

Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, analyzes Cisco’s Q4 FY 2025 results, spotlighting strong AI infrastructure demand, robust networking growth, and guidance backed by...
If AI Is So Hot, Why Is Palantir Soaring While C3.ai Is Stumbling?
August 14, 2025

If AI Is So Hot, Why Is Palantir Soaring While C3.ai Is Stumbling?

Nick Patience, VP & AI Platforms Practice Lead at Futurum, shares insights on the Palantir vs. C3.ai divergence. While both offer AI platforms, Palantir's booming stock and financials contrast sharply...
August 8, 2025

Twilio Q2 FY 2025 Revenue Rises 13% With Record Profitability and Cash Flow

Keith Kirkpatrick, Research Director at Futurum, covers Twilio’s Q2 FY 2025 earnings and discusses how the company is driving margin expansion across its product portfolio amid economic headwinds....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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