Futurum Research analyzes Lenovo’s Q4 FY 2026 results, focusing on AI mix expansion, ISG profitability progress, premium device mix, and services momentum tied to TruScale and Hybrid AI Advantage....
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....
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,...
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...
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....
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....
Futurum Research reviews CoreWeave Q1 FY 2026 earnings, focusing on backlog growth, capacity scaling, and the near-term cost timing that shapes margin progression....
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....
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...
Brendan Burke, Research Director at Futurum, reviews Microchip’s Q4 FY 2026 earnings, focusing on recovery execution and data center connectivity wins....
Brendan Burke, Research Director at Futurum, reviews Astera Labs’ Q1 FY 2026 earnings, focusing on PCIe Gen 6 mix, and how optics and custom programs shape the next growth phase....
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