Insight Type: Earnings

AMD Q3 FY 2026 A 2x Server Outlook Positions AMD to Outgrow the AI Market
November 5, 2026

AMD Q3 FY 2026: A 2x Server Outlook Positions AMD to Outgrow the AI Market

Futurum Research analyzes AMD’s Q3 FY 2026 earnings and argues that agentic CPU demand, Helios revenue, and secured supply position AMD to outgrow the AI infrastructure market in 2027....
Palantir Q3 FY 2026 Earnings US Commercial Revenue Overtakes US Government
November 5, 2026

Palantir Q3 FY 2026 Earnings: US Commercial Revenue Overtakes US Government

Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers and Software Lifecycle Engineering at The Futurum Group, reviews Palantir's Q3 FY 2026 earnings, US commercial revenue overtaking US government,...
Lattice Q3 FY 2026
November 3, 2026

Lattice Q3 FY 2026: Organic FPGA Demand Drives 118% Revenue Growth

Futurum Research analyzes Lattice’s Q3 FY 2026 earnings, where organic FPGA demand drove growth, AMI beat its outlook, and silicon neutrality became the key test of the AMI acquisition....
Microsoft Q1 FY 2027: Copilot Consumption Expands the AI Business
November 2, 2026

Microsoft Q1 FY 2027: Copilot Consumption Expands the AI Business

Futurum Research analyzes Microsoft’s Q1 FY 2027 results, examining Copilot consumption, Foundry adoption, infrastructure efficiency, and enterprise agent governance....
ABB Q3 FY 2026 Earnings Show Record Orders Outpacing Revenue on Data Centers
November 2, 2026

ABB Q3 FY 2026 Earnings Show Record Orders Outpacing Revenue on Data Centers

Olivier Blanchard, Research Director and Practice Lead, Intelligent Devices at The Futurum Group, reviews ABB's Q3 FY 2026 earnings, record data center-led orders, the Infinitus DC launch, and the Mitsubishi...
Stellantis Q3 FY 2026 Earnings Show Cost Cuts Offsetting a Weak Europe
November 2, 2026

Stellantis Q3 FY 2026 Earnings Show Cost Cuts Offsetting a Weak Europe

Olivier Blanchard, Research Director and Practice Lead, Intelligent Devices at The Futurum Group, reviews Stellantis' Q3 FY 2026 earnings, Value Creation Program cost gains, North America's recovery, and Europe's margin...
Texas Instruments Q3 FY 2026 Earnings Beat as Data Center Sales Nearly Double
November 2, 2026

Texas Instruments Q3 FY 2026 Earnings Beat as Data Center Sales Nearly Double

Brendan Burke, Research Director, Semiconductors, Supply Chain & Emerging Tech at Futurum, reviews Texas Instruments' Q3 FY 2026 earnings, data center growth, a new industrial peak, and capacity-driven pricing gains....
Intel Q3 FY 2026: Xeon Demand Tests Supply as PC Spending Weakens
November 2, 2026

Intel Q3 FY 2026: Xeon Demand Tests Supply as PC Spending Weakens

Futurum Research analyzes Intel’s Q3 FY 2026 earnings, examining Xeon demand, PC purchasing constraints, and foundry execution as manufacturing capacity shapes its AI opportunity....
Twilio Q3 FY 2026 Voice AI Drives Higher-Value Software Demand
November 2, 2026

Twilio Q3 FY 2026: Voice AI Drives Higher-Value Software Demand

Futurum Research analyzes Twilio’s Q3 FY 2026 earnings, examining voice AI adoption, enterprise conversations deals, and agent identity as messaging demand shapes its outlook....
Ingram Micro Q3 FY 2026 AI Infrastructure and Cloud Drive Growth
November 2, 2026

Ingram Micro Q3 FY 2026: AI Infrastructure and Cloud Drive Growth

Futurum Research analyzes Ingram Micro’s Q3 FY 2026 earnings, examining Xvantage adoption, agentic procurement, AI infrastructure economics, and cloud services opportunities....
Planisware Q3 FY 2026 Recurring Revenue Speeds Up as Prisma AI Enters Beta
October 30, 2026

Planisware Q3 FY 2026 Recurring Revenue Speeds Up as Prisma AI Enters Beta

Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers and Software Lifecycle Engineering at The Futurum Group, reviews Planisware's Q3 FY 2026 earnings, recurring revenue acceleration, the Prisma AI...
Alphabet Q3 FY 2026 Cloud AI Growth Contrasts With Search Challenges
October 30, 2026

Alphabet Q3 FY 2026: Cloud AI Growth Contrasts With Search Challenges

Futurum Research analyzes Alphabet’s Q3 FY 2026 results, examining Gemini enterprise adoption, TPU distribution, and the gap between AI Search usage and monetization....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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