Insight Type: Earnings

HP Q2 FY2025 Earnings: Healthy PC Growth and Swift Supply Chain Rebalancing Amid Tariff Headwinds
May 30, 2025

HP Q2 FY2025 Earnings: Healthy PC Growth and Swift Supply Chain Rebalancing Amid Tariff Headwinds

Futurum’s Olivier Blanchard shares his insights and analysis of HP, Inc.’s Q2 FY2025 earnings, which show commercial strength and supply chain agility as the company manages tariff impacts, with AI...
Workday Q1 FY 2026 Delivers Strong Profitability Despite Macro Pressures
May 27, 2025

Workday Q1 FY 2026 Delivers Strong Profitability Despite Macro Pressures

Keith Kirkpatrick, Research Director at Futurum, examines Workday’s Q1 FY 2026 results, spotlighting accelerating AI adoption, partner-driven growth, and platform expansion across customer tiers and global markets....
Palo Alto Networks Q3 2025 Results Indicate Sustained Platform and AI Momentum
May 22, 2025

Palo Alto Networks Q3 2025 Results Indicate Sustained Platform and AI Momentum

Fernando Montenegro, Vice President and Practice Lead with Futurum, digs into Palo Alto Networks Q3 2025 results. In focus: the key movement towards platformization and AI momentum within a competitive...
Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone
May 15, 2025

Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone

Krista Case and Fernando Montenegro at Futurum analyze Cisco’s Q3 FY 2025 results, highlighting strong AI infrastructure growth, security momentum with Splunk, and solid execution across networking and enterprise transformation....
Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up
May 13, 2025

Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up

Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and...
Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure
May 13, 2025

Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure

Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of...
AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments
May 13, 2025

AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments

Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering...
Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion
May 8, 2025

Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion

Fernando Montenegro, VP and Practice Lead at Futurum, reviews Kyndryl's Q4 FY2025 earnings. Key highlights: Constant-currency growth, notable rise in pretax income, how 'three-A' initiatives drive results, and strategic tailwinds....
Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum
May 8, 2025

Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum

Olivier Blanchard, Research Director at Futurum, examines Lattice’s Q1 FY 2025 earnings, highlighting record design wins across AI, robotics, and automotive, and how new products are paving the way for...
Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains
May 6, 2025

Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains

Olivier Blanchard, Research Director at Futurum, breaks down Amazon’s Q1 FY 2025 results. The focus is on AWS growth, rising ad revenues, cost efficiencies, and tariff risk shaping the outlook...
Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues
May 5, 2025

Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues

Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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