Olivier Blanchard and Daniel Newman at Futurum analyse NVIDIA’s Q1 FY 2026 results. Despite a $4.5 billion export hit, Blackwell-fueled data center and gaming momentum underscores NVIDIA’s dominant position in...
Krista Case, Research Director at Futurum, examines how NetApp’s record Q4 margins, all-flash growth, and AI reference wins position the company for resilient performance and continued enterprise....
Keith Kirkpatrick and Daniel Newman at Futurum unpack Salesforce’s Q1 FY 2026 results, highlighting AI-led growth, Agentforce and Data Cloud traction, and why 60% of large deals now bundle AI...
Futurum’s Olivier Blanchard shares his insights and analysis of HP, Inc.’s Q2 FY2025 earnings, which show commercial strength and supply chain agility as the company manages tariff impacts, with AI...
Keith Kirkpatrick, Research Director at Futurum, examines Workday’s Q1 FY 2026 results, spotlighting accelerating AI adoption, partner-driven growth, and platform expansion across customer tiers and global markets....
Fernando Montenegro, Vice President and Practice Lead with Futurum, digs into Palo Alto Networks Q3 2025 results. In focus: the key movement towards platformization and AI momentum within a competitive...
Krista Case and Fernando Montenegro at Futurum analyze Cisco’s Q3 FY 2025 results, highlighting strong AI infrastructure growth, security momentum with Splunk, and solid execution across networking and enterprise transformation....
Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and...
Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of...
Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering...
Fernando Montenegro, VP and Practice Lead at Futurum, reviews Kyndryl's Q4 FY2025 earnings. Key highlights: Constant-currency growth, notable rise in pretax income, how 'three-A' initiatives drive results, and strategic tailwinds....
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