Insight Type: Earnings

ServiceNow Q3 FY 2026 AI Consumption Expands the Workflow Model
October 30, 2026

ServiceNow Q3 FY 2026: AI Consumption Expands the Workflow Model

Futurum Research examines ServiceNow’s Q3 FY 2026 earnings. AI consumption, governance demand, and faster deployments are reshaping its workflow strategy....
Equinix Q3 FY 2026 Pricing and Interconnection Support Growth
October 30, 2026

Equinix Q3 FY 2026: Pricing and Interconnection Support Growth

Futurum Research analyzes Equinix’s Q3 FY 2026 earnings, examining renewal pricing, AI connectivity, higher-density deployments, and capacity execution....
Commvault Q2 FY 2027 Recovery Breadth Carries the Quarter
October 29, 2026

Commvault Q2 FY 2027: Recovery Breadth Carries the Quarter

Fernando Montenegro, Vice President & Practice Lead, Cybersecurity & Resilience at Futurum, analyzes Commvault's Q2 FY 2027 results, highlighting how recovery breadth across subscription revenue, SaaS growth, and identity resilience...
NXP Q3 FY 2026 Data Center and Physical AI Broaden Growth
October 29, 2026

NXP Q3 FY 2026: Data Center and Physical AI Broaden Growth

Futurum Research analyzes NXP’s Q3 FY 2026 earnings, focusing on vehicle content gains, industrial edge AI adoption, and data center control systems....
Cadence Q3 FY 2026 AI Agents Expand Design Workflow Adoption
October 28, 2026

Cadence Q3 FY 2026: AI Agents Expand Design Workflow Adoption

Futurum Research analyzes Cadence’s Q3 FY 2026 earnings, examining specialized AI models, production agent deployments, and expansion into system design....
Nokia Q3 FY 2026 AI Network Demand Tests Supply Capacity
October 26, 2026

Nokia Q3 FY 2026: AI Network Demand Tests Supply Capacity

Futurum Research analyzes Nokia’s Q3 FY 2026 earnings, examining AI network demand, optical manufacturing capacity, and live AI-RAN deployments....
IBM Q3 FY 2026 Software Growth and Deal Recovery Lift Execution
October 23, 2026

IBM Q3 FY 2026: Software Growth and Deal Recovery Lift Execution

Futurum Research examines IBM’s Q3 FY 2026 earnings, including software execution, infrastructure deal recovery, sovereign AI demand, and consulting delivery efficiency....
SAP Q3 FY 2026 AI and Data Integration Expand Cloud Adoption
October 23, 2026

SAP Q3 FY 2026: AI and Data Integration Expand Cloud Adoption

Futurum Research analyzes SAP’s Q3 FY 2026 earnings, examining AI-led cloud migration, enterprise data integration, and the shift toward adoption-based economics....
TSMC Q3 FY 2026 Earnings Beat and Raise on AI and HPC Demand
October 20, 2026

TSMC Q3 FY 2026 Earnings Beat and Raise on AI and HPC Demand

Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers and Software Lifecycle Engineering at The Futurum Group, reviews TSMC's latest earnings, where AI and HPC demand drove a beat...
Micron Q4 FY 2026: AI Memory Demand Sustains Pricing Power
October 2, 2026

Micron Q4 FY 2026: AI Memory Demand Sustains Pricing Power

Futurum Research analyzes Micron’s Q4 FY 2026 earnings, focusing on AI memory demand, constrained supply, pricing power, and long-term customer contracts....
Adobe Q3 FY 2026 AI Momentum Builds Amid Leadership Transition
September 14, 2026

Adobe Q3 FY 2026: AI Momentum Builds Amid Leadership Transition

Futurum Research analyzes Adobe’s Q3 FY 2026 earnings, including AI-first product adoption, freemium user growth, leadership changes, and the outlook for monetization....
Oracle Q1 FY 2027 AI Infrastructure Contracts Convert Into Growth
September 14, 2026

Oracle Q1 FY 2027: AI Infrastructure Contracts Convert Into Growth

Futurum Research analyzes Oracle’s Q1 FY 2027 earnings, including OCI growth, AI contract conversion, data center spending, and agentic enterprise products....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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