Insight Type: Earnings

Analog Devices Q2 FY 2026 Earnings Show AI-Linked Data Center, Power Demand
May 27, 2026

Analog Devices Q2 FY 2026 Earnings Show AI-Linked Data Center, Power Demand

Brendan Burke, Research Director at Futurum, reviews Analog Devices Q2 FY 2026 earnings, data center communications growth, and the Empower deal’s implications for AI power delivery....
Nebius Q1 FY 2026 Earnings Show AI Cloud Capacity Scaling
May 26, 2026

Nebius Q1 FY 2026 Earnings Show AI Cloud Capacity Scaling

Dion Hinchcliffe, Vice President & Practice Lead, CIO & Technology Buyers at Futurum reviews Nebius Q1 FY 2026 earnings, focusing on AI cloud capacity scaling, and Token Factory inference momentum....
NVIDIA Q1 FY2027: Data Center Diversification, Blackwell Scale, CPU Upside
May 22, 2026

NVIDIA Q1 FY2027: Data Center Diversification, Blackwell Scale, CPU Upside

Nick Patience, VP and Practice Lead for AI Platforms at The Futurum Group, examines NVIDIA’s Q1 FY2027 results: record Blackwell-driven data center revenue, the Vera CPU opportunity for agentic AI,...
Applied Materials Q2 FY 2026 AI Capacity Expansion Fuels Equipment Demand
May 18, 2026

Applied Materials Q2 FY 2026: AI Capacity Expansion Fuels Equipment Demand

Brendan Burke, Research Director at Futurum, reviews Applied Materials Q2 FY 2026 earnings, focusing on AI-driven mix shift into leading-edge logic, DRAM, and advanced packaging, plus services growth tied to...
Cisco Q3 FY 2026: AI Networking Momentum Drives Raised Outlook
May 15, 2026

Cisco Q3 FY 2026: AI Networking Momentum Drives Raised Outlook

Futurum Research reviews Cisco Q3 FY 2026 earnings, focusing on hyperscaler AI infrastructure demand, campus networking refresh momentum, and security positioning for agentic AI risks....
Revenue Surge
May 13, 2026

SiTime’s 88% Revenue Surge Signals Precision Timing’s New Strategic Role in AI Infrastructure

SiTime's Q1 2026 revenue surged 88% to $113.6M, driven by AI and high-performance systems demanding precision timing as a critical system requirement....
CoreWeave Q1 FY 2026: Capacity Constraints Amid Accelerating AI Demand
May 13, 2026

CoreWeave Q1 FY 2026: Capacity Constraints Amid Accelerating AI Demand

Futurum Research reviews CoreWeave Q1 FY 2026 earnings, focusing on backlog growth, capacity scaling, and the near-term cost timing that shapes margin progression....
Acer’s Q1 2026 Result Highlights Value of Diversification and Product Focus
May 12, 2026

Acer’s Q1 2026 Result Highlights Value of Diversification and Product Focus

Olivier Blanchard is the Research Director & Practice Lead, Intelligent Devices at Futurum, reviews Acer’s Q1 2026 results, focusing on diversification, PC momentum, and operating profit pressure....
IonQ Q1 FY 2026 Earnings Show Record Revenue and Raised Outlook
May 12, 2026

IonQ Q1 FY 2026 Earnings Show Record Revenue and Raised Outlook

Futurum Research at Futurum reviews IonQ Q1 FY 2026 earnings, focusing on platform-driven demand signals, roadmap execution toward chip-based systems, and raised FY 2026 revenue guidance....
Silicon Labs Q1 FY 2026: Industrial Demand and Design Wins Support Recovery
May 12, 2026

Silicon Labs Q1 FY 2026: Industrial Demand and Design Wins Support Recovery

Brendan Burke, Research Director at Futurum, reviews Silicon Labs’ Q1 FY 2026 results, focusing on improving industrial demand signals, design win momentum, and how the pending acquisition affects guidance and...
Microchip Technology Q4 FY 2026 Revenue Beats Consensus With Data Center Wins
May 11, 2026

Microchip Technology Q4 FY 2026 Revenue Beats Consensus With Data Center Wins

Brendan Burke, Research Director at Futurum, reviews Microchip’s Q4 FY 2026 earnings, focusing on recovery execution and data center connectivity wins....

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Benjamin Brown

VP, Custom Research · The Futurum Group

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