Futurum Research analyzes Amazon’s Q3 FY 2025 results, highlighting AWS growth reacceleration, AI-driven capacity expansion, and the retail/ads flywheel, with Q4 guidance signaling continued momentum into the holiday period....
Futurum Research analyzes ServiceNow’s Q3 FY 2025 results, highlighting AI-led upsell momentum, federal strength, and platform expansion across workflows and CRM, alongside raised FY 2025 guidance on margins and free...
Futurum Research analyzes Alphabet’s Q3 FY 2025 results, highlighting AI-driven gains across Search, YouTube, and Google Cloud, rising Cloud backlog visibility, and elevated capex to scale AI infrastructure and enterprise...
Futurum Research analyzes Microsoft’s Q1 FY 2026 results, highlighting Azure AI scale, Copilot adoption, and the expanded OpenAI pact amid capacity constraints, and what this means for enterprise AI strategies...
Futurum Research analyzes NXP’s Q3 FY 2025 results, highlighting early-cycle recovery signals, channel inventory strategy, and strategic moves in automotive networking and edge AI that support the company’s long-term margin...
Futurum Research analyzes PROS’s Q3 FY 2025 results, highlighting subscription growth, margin expansion from cloud optimization, and a healthy recurring mix as guidance is suspended during the pending acquisition....
Futurum Research at Futurum dives into IBM’s Q3 FY 2025 results. Expanded operating margins, advanced AI, and z17‑driven growth, with bookings and ARR, position the company for continued leverage into...
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....
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...
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....
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