Insight Type: Earnings

Astera Labs Q1 FY 2026 Earnings Highlight Scale-Up Switching Ramp
May 11, 2026

Astera Labs Q1 FY 2026 Earnings Highlight Scale-Up Switching Ramp

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....
Coherent Q3 FY 2026: AI Data Center Demand Accelerates Optical Growth
May 11, 2026

Coherent Q3 FY 2026: AI Data Center Demand Accelerates Optical Growth

Brendan Burke, Research Director at Futurum, reviews Coherent’s Q3 FY 2026 earnings, focusing on datacenter optics demand, manufacturing capacity expansion, and how systems and CPO roadmaps shape near-term execution priorities....
Arm Q4 FY 2026: Agentic CPU Shift Boosts Demand Outlook
May 8, 2026

Arm Q4 FY 2026: Agentic CPU Shift Boosts Demand Outlook

Brendan Burke, Research Director at Futurum, reviews Arm Q4 FY 2026 earnings, focusing on Arm AGI CPU traction, cloud royalty momentum, and what agentic AI implies for CPU demand in...
SiTime Q1 FY 2026: AI Inference Demand Drives Timing Content Expansion
May 8, 2026

SiTime Q1 FY 2026: AI Inference Demand Drives Timing Content Expansion

Futurum Research analyzes SiTime’s Q1 FY 2026 earnings, focusing on AI data center timing demand, inference-driven synchronization needs, and what the Q2 outlook implies for precision timing content growth....
Stellantis Q1 FY 2026 Earnings Return to Profitability
May 8, 2026

Stellantis Q1 FY 2026 Earnings Return to Profitability

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, reviews Stellantis Q1 FY 2026 earnings, focusing on early execution gains, North America margin trajectory, and Europe pricing pressure....
Teradyne Q1 FY 2026 Earnings Credit Revenue Growth to AI Test Demand
May 7, 2026

Teradyne Q1 FY 2026 Earnings Credit Revenue Growth to AI Test Demand

Brendan Burke, Research Director at Futurum, reviews Teradyne’s Q1 FY 2026 earnings, focusing on AI-driven test demand and new interconnect and board test platforms....
MediaTek Q1 FY 2026 Earnings Driven by AI ASIC Ramp Visibility
May 7, 2026

MediaTek Q1 FY 2026 Earnings Driven by AI ASIC Ramp Visibility

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, reviews MediaTek’s Q1 FY 2026 earnings, focusing on AI accelerator ASIC revenue timing, and Smart Edge growth....
AMD Q1 FY 2026 Data Center Momentum Builds as AI Deployments Scale
May 7, 2026

AMD Q1 FY 2026: Data Center Momentum Builds as AI Deployments Scale

Brendan Burke, Research Director at Futurum, analyzes AMD’s Q1 FY 2026 earnings, focusing on data center-driven growth, expanding server CPU demand tied to agentic AI, and second-half execution factors around...
Freshworks Q1 FY 2026 Earnings: EX Momentum Offsets CX Growth Questions
May 7, 2026

Freshworks Q1 FY 2026 Earnings: EX Momentum Offsets CX Growth Questions

Futurum Research reviews Freshworks Q1 FY 2026 results, focusing on EX upmarket execution, Freddy AI Copilot attach trends, CX replatforming progress, and FY 2026 guidance....
Lattice Semiconductor Q1 FY 2026 Results Set Up AMI Acquisition
May 6, 2026

Lattice Semiconductor Q1 FY 2026 Results Set Up AMI Acquisition

Brendan Burke, Research Director at Futurum, analyzes Lattice’s Q1 FY 2026 earnings, focusing on compute and communications demand, improving channel visibility, and how the planned AMI acquisition broadens platform control....
Palantir Q1 FY 2026 Revenue Beats Estimates, US Demand Drives Outlook Raise
May 6, 2026

Palantir Q1 FY 2026 Revenue Beats Estimates, US Demand Drives Outlook Raise

Dion Hinchcliffe at Futurum reviews Palantir Q1 FY 2026 earnings, focusing on AIP-driven US demand, commercial and government execution, and raised FY 2026 guidance....
Xerox Q1 FY 2026 Earnings Show Improved Revenue Trajectory
May 5, 2026

Xerox Q1 FY 2026 Earnings Show Improved Revenue Trajectory

Futurum Research reviews Xerox Q1 FY 2026 earnings, focusing on improved revenue trajectory, print mix shift toward production, IT Solutions activity trends, and the company’s reaffirmed FY 2026 outlook....

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Benjamin Brown

VP, Custom Research · The Futurum Group

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