Insight Type: Earnings

SAP Q3 FY 2025: Cloud ERP Momentum And Margin Expansion
October 24, 2025

SAP Q3 FY 2025: Cloud ERP Momentum And Margin Expansion

Futurum Research examines SAP’s Q3 2025 results, highlighting Cloud ERP momentum, rising cloud margins, and AI- and data-led suite expansion amid FX and deal timing headwinds....
Intel Q3 FY 2025: Revenue Beat, AI Partnerships, Foundry Progress
October 24, 2025

Intel Q3 FY 2025: Revenue Beat, AI Partnerships, and Foundry Progress

Futurum Research analyzes Intel’s Q3 FY 2025 revenue beat, AI partnerships, supply prioritization, and 18A/packaging progress, with Q4 guidance reflecting server mix and early next-gen client ramps....
Micron Q4 FY 2025 Earnings Top Estimates on DRAM and HBM Strength
September 26, 2025

Micron Q4 FY 2025 Earnings Top Estimates on DRAM and HBM Strength

Ray Wang and Daniel Newman at Futurum analyze Micron’s Q4 FY 2025 earnings, focusing on record data center momentum, HBM growth, and margin expansion, while highlighting how AI demand positions...
Adobe Q3 FY 2025 Results Beat Estimates, FY 2025 Outlook Raised on AI Demand
September 12, 2025

Adobe Q3 FY 2025 Results Beat Estimates, FY 2025 Outlook Raised on AI Demand

Keith Kirkpatrick, Research Director at Futurum, examines Adobe’s Q3 FY 2025 earnings, highlighting how strong AI adoption and Digital Media growth are fueling momentum....
Synopsys Q3 FY 2025: IP Business Weakness and Transformation Pose Concerns, But Long-Term Thesis Unchanged
September 11, 2025

Synopsys Q3 FY 2025: IP Business Weakness and Transformation Pose Concerns, But Long-Term Thesis Unchanged

Ray Wang, Research Director at Futurum, examines Synopsys’ Q3 FY 2025 earnings, where strong Design Automation growth and Ansys contributions were tempered by weakness in Design IP and ongoing China-related...
Broadcom Q3 FY 2025 Earnings Beat Estimates Amid AI Semi Acceleration
September 9, 2025

Broadcom Q3 FY 2025 Earnings Beat Estimates Amid AI Semi Acceleration

Ray Wang, Research Director at Futurum, analyzes Broadcom’s Q3 FY2025 earnings, highlighting AI semiconductor momentum, VMware Cloud Foundation growth, and record backlog that reinforce Broadcom’s position in semiconductors and software....
HPE Q3 FY 2025 Results Mark Record Sales, ARR Growth, and Server Momentum
September 5, 2025

HPE Q3 FY 2025 Results Mark Record Sales, ARR Growth, and Server Momentum

Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines HPE’s Q3 FY 2025 results, where record revenue, Juniper integration, and AI-driven momentum position the company for...
Salesforce Q2 FY 2026 Earnings Show EPS Beat, CRPO Growth, Margin Expansion
September 4, 2025

Salesforce Q2 FY 2026 Earnings Show EPS Beat, CRPO Growth, Margin Expansion

Keith Kirkpatrick and Daniel Newman at Futurum analyze Salesforce’s Q2 FY 2026 earnings, highlighting subscription growth, margin expansion, AI adoption, and capital return, with guidance raised as the company pivots...
Marvell Q2 FY 2026 Earnings: Data Center Growth Healthy but Overshadowed by Rising Competition
September 3, 2025

Marvell Q2 FY 2026 Earnings: Data Center Growth Healthy but Overshadowed by Rising Competition

Ray Wang, Research Director at Futurum, shares insights on Marvell’s Q2 FY2026 earnings, highlighting how AI-driven custom silicon, electro-optics, and recovery in enterprise and carrier markets are fueling broad-based growth....
Dell Q2 FY 2026 Results Show 19% Revenue Jump, AI Server Shipments Surge
September 2, 2025

Dell Q2 FY 2026 Results Show 19% Revenue Jump, AI Server Shipments Surge

Olivier Blanchard and Daniel Newman at Futurum, examine Dell’s Q2 FY 2026 earnings, highlighting record ISG growth fueled by AI servers and why margin pressures and soft CSG results show...
HP Q3 FY 2025 Earnings Lifted by PC Growth, Printing Remains Soft
August 29, 2025

HP Q3 FY 2025 Earnings Lifted by PC Growth, Printing Remains Soft

Olivier Blanchard, Research Director at Futurum, analyzes HP’s Q3 FY 2025 earnings, highlighting momentum in AI PCs and Windows 11 refresh, strong cash flow delivery, and ongoing challenges in the...
Pure Storage Q2 FY 2026 Revenue Jumps 13%, Guidance Lifted for FY 2026
August 29, 2025

Pure Storage Q2 FY 2026 Revenue Jumps 13%, Guidance Lifted for FY 2026

Brad Shimmin, VP & Practice Lead at Futurum, examines Pure Storage’s Q2 FY26 earnings, spotlighting new product launches, hyperscaler traction, and subscription momentum driving its raised full-year outlook....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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