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Insight Type: Earnings

Workday Q1 FY 2026 Delivers Strong Profitability Despite Macro Pressures
Keith Kirkpatrick
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Workday Q1 FY 2026 Delivers Strong Profitability Despite Macro Pressures

Broad-Based Growth Across Customers, Segments, and Geographies Drives Q1 Performance
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.
Palo Alto Networks Q3 2025 Results Indicate Sustained Platform and AI Momentum
Fernando Montenegro
Fernando Montenegro
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Palo Alto Networks Q3 2025 Results Indicate Sustained Platform and AI Momentum

Platformization and AI Investments Shaped Palo Alto Networks’ Q3 Performance, as the Company Balanced Internal Execution With an Evolving Industry Landscape
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 landscape, as the company advances toward long-term targets.
Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone
Krista Case
Fernando Montenegro
Krista Case & Fernando Montenegro
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Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone

Webscale AI Orders Surpass $1 Billion YTD as Cisco Beats Top and Bottom-Line Estimates
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.
Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up
Olivier Blanchard
Olivier Blanchard & Daniel Newman
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Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up

Armv9 Adoption and Smartphone Royalty Growth Drive Top-Line Performance
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 automotive compute.
Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure
Olivier Blanchard
Olivier Blanchard
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Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure

Gross Margin Gains and Datacenter Momentum Support Coherent’s Record Quarterly Performance
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 its OCS platform.
AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments
Olivier Blanchard
Olivier Blanchard & Daniel Newman
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AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments

Strong EPYC and Instinct Demand Drive 36% YoY Growth; Data Center Revenue Up 57%
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 AMD’s performance despite China export curbs.
Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion
Fernando Montenegro
Fernando Montenegro
,

Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion

Transformation Initiatives Drive Profitability as Company Posts Revenue Growth
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.
Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum
Olivier Blanchard
Olivier Blanchard
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Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum

Q1 FY 2025 Results Reflect Resilience in Gross Margin and Record Design Wins in AI, Robotics, and Automotive as New Products Scale
Olivier Blanchard, Research Director at Futurum, examines Lattice’s Q1 FY 2025 earnings, highlighting record design wins across AI, robotics, and automotive, and how new products are paving the way for growth in FY 2026.
Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains
Olivier Blanchard
Olivier Blanchard
,

Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains

AWS Leads Amazon’s Q1 FY 2025 With 17% Yoy Revenue Growth; Retail Business Remains Steady
Olivier Blanchard, Research Director at Futurum, breaks down Amazon’s Q1 FY 2025 results. The focus is on AWS growth, rising ad revenues, cost efficiencies, and tariff risk shaping the outlook for Amazon’s operating margin and cloud scale-up.
Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues
Olivier Blanchard
Olivier Blanchard
,

Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues

Automotive, PC, and IOT Drive Encouraging YoY Revenue Growth as Qualcomm’s Diversification Strategy Expands
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive.
OpenText Q3 FY 2025 Earnings Highlight Cloud Growth and Cost Discipline
Keith Kirkpatrick & Daniel Newman
,

OpenText Q3 FY 2025 Earnings Highlight Cloud Growth and Cost Discipline

Demand Headwinds Impact Total Revenue, but OpenText Posts Strong FCF and Margin Performance
Keith Kirkpatrick and Daniel Newman examine OpenText’s Q3 FY 2025 results, highlighting cost discipline, progress on AI initiatives, and strategic product rollouts amid ongoing global demand uncertainty.
Microsoft Q3 FY 2025 Earnings Beat on Strong Cloud and AI Services Growth - Market Coverage-Earnings
Keith Kirkpatrick & Daniel Newman
,

Microsoft Q3 FY 2025 Earnings Beat on Strong Cloud and AI Services Growth

Azure Grew 33% YoY, Adding 16 Points From AI Services; The Operating Margin Expanded by 100 bps
Keith Kirkpatrick and Daniel Newman of The Futurum Group analyze Microsoft’s Q3 FY 2025 results, with Azure growth, expanding AI workloads, and broad enterprise traction driving stronger-than-expected performance across segments.
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