Insight Type: Earnings

IonQ Q2 FY 2026 Tempo Quantum Computers Drive Growth Ahead of SkyWater Integration
August 7, 2026

IonQ Q2 FY 2026: Tempo Quantum Computers Drive Growth Ahead of SkyWater Integration

Brendan Burke, Research Director at Futurum, analyzes IonQ’s Q2 FY 2026 earnings, focusing on quantum platform growth, SkyWater integration, security demand, and raised FY 2026 guidance....
Lattice Semiconductor Q2 FY 2026 AMI Acquisition Pulls $1 Billion Revenue Rate Up to Q3 2026
August 7, 2026

Lattice Semiconductor Q2 FY 2026: AMI Acquisition Pulls $1 Billion Revenue Rate Up to Q3 2026

Brendan Burke, Research Director at Futurum, analyzes Lattice Semiconductor’s Q2 FY 2026 earnings, focusing on AI server demand, FPGA attach, AMI, and guidance....
AMD Q2 FY 2026 EPYC and Helios Fuel the Next AI Growth Phase
August 7, 2026

AMD Q2 FY 2026: EPYC and Helios Fuel the Next AI Growth Phase

Brendan Burke, Research Director at Futurum, analyzes AMD’s Q2 FY 2026 earnings, focusing on Data Center growth, EPYC demand, Helios momentum, and the next phase of AI infrastructure execution....
Freshworks Q2 FY 2026 Freddy AI and EX Drive Commercial Momentum
August 7, 2026

Freshworks Q2 FY 2026: Freddy AI and EX Drive Commercial Momentum

Futurum Research analyzes Freshworks’ Q2 FY 2026 earnings, focusing on EX growth, Freddy AI monetization, and service operations expansion....
Teradata Q2 FY 2026 Hybrid AI Strategy Gains Enterprise Traction
August 7, 2026

Teradata Q2 FY 2026: Hybrid AI Strategy Gains Enterprise Traction

Futurum Research analyzes Teradata’s Q2 FY 2026 earnings, focusing on hybrid AI, Teradata Factory, AI Studio, and guidance....
Lumen Technologies Q2 FY 2026: AI-Era Connectivity Drives Strategic Shift
August 6, 2026

Lumen Technologies Q2 FY 2026: AI-Era Connectivity Drives Strategic Shift

Futurum Research analyzes Lumen Technologies’ Q2 FY 2026 earnings, focusing on NaaS adoption, Alkira integration, strategic revenue growth, and AI networking strategy....
Astera Labs Q2 FY 2026 Earnings Pull Scorpio Switch Leadership Forward
August 5, 2026

Astera Labs Q2 FY 2026 Earnings Pull Scorpio Switch Leadership Forward

Brendan Burke, Research Director at Futurum, reviews Astera Labs' Q2 FY 2026 earnings, record AI-connectivity revenue, and a Scorpio fabric-switch ramp set to lead the portfolio....
Palantir Q2 FY 2026 Earnings Surge on US Commercial AI Demand
August 5, 2026

Palantir Q2 FY 2026 Earnings Surge on US Commercial AI Demand

Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers and Software Lifecycle Engineering at The Futurum Group, reviews Palantir's Q2 FY 2026 earnings, 149% US commercial growth, the AI...
Backblaze Q2 FY 2026 CoreWeave Deal Strengthens AI Storage Position
August 5, 2026

Backblaze Q2 FY 2026: CoreWeave Deal Strengthens AI Storage Position

Brad Shimmin and Brendan Burke, analysts at Futurum, review Backblaze’s Q2 FY 2026 earnings, focusing on B2 Cloud Storage growth, AI infrastructure demand, and the CoreWeave agreement....
Amazon Q2 2026 AWS Momentum Accelerates as AI Investment Climbs
August 4, 2026

Amazon Q2 2026: AWS Momentum Accelerates as AI Investment Climbs

Futurum Research analyzes Amazon’s Q2 2026 earnings, focusing on AWS acceleration, AI infrastructure demand, custom silicon, agentic AI, and commerce execution....
The Futurum Group PCs and Devices
August 4, 2026

Amazon Q2 2026: AWS Momentum Accelerates as AI Investment Climbs

Futurum Research analyzes Amazon’s Q2 2026 earnings, focusing on AWS acceleration, AI infrastructure demand, custom silicon, agentic AI, and commerce execution....
Teradyne Q2 FY 2026 Doubles Semiconductor Test Revenue on AI Compute and Memory Demand
August 3, 2026

Teradyne Q2 FY 2026 Doubles Semiconductor Test Revenue on AI Compute and Memory Demand

Brendan Burke, Research Director at Futurum, reviews Teradyne's Q2 FY 2026 earnings, record AI-driven semiconductor test demand, and a Q3 outlook beat....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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