Insight Type: Earnings

Ingram Micro Q1 FY 2026 Earnings Driven by Xvantage Scale and AI Deal Mix
May 5, 2026

Ingram Micro Q1 FY 2026 Earnings Driven by Xvantage Scale and AI Deal Mix

Futurum Research analyzes Ingram Micro’s Q1 FY 2026 earnings, focusing on Xvantage execution, AI infrastructure mix, and supply-driven pricing dynamics shaping near-term performance....
Atlassian Q3 FY 2026 Earnings Show Continued Cloud And AI-Led Expansion
May 4, 2026

Atlassian Q3 FY 2026 Earnings Show Continued Cloud And AI-Led Expansion

Futurum Research reviews Atlassian’s Q3 FY 2026 earnings, focusing on Cloud momentum, AI adoption via Rovo, and Service Collection traction, with takeaways for enterprise workflow and ITSM strategy....
Twilio Q1 FY 2026 Earnings Show Accelerating Voice and Messaging Demand
May 4, 2026

Twilio Q1 FY 2026 Earnings Show Accelerating Voice and Messaging Demand

Futurum Research reviews Twilio’s Q1 FY 2026 earnings, focusing on accelerating voice and messaging demand, growing multi-product adoption, and how AI-driven use cases are shaping Twilio’s platform direction....
Amazon Q1 FY 2026: AWS Momentum Builds as AI Infrastructure Spend Surges
May 4, 2026

Amazon Q1 FY 2026: AWS Momentum Builds as AI Infrastructure Spend Surges

Futurum Research analyzes Amazon’s Q1 FY 2026 earnings, focusing on AWS re-acceleration, custom silicon expansion, and agentic AI product moves shaping near-term spending and longer-term positioning....
Microsoft Q3 FY 2026 Earnings Show Cloud Growth, With Capacity Still Tight
May 4, 2026

Microsoft Q3 FY 2026 Earnings Show Cloud Growth, With Capacity Still Tight

Brad Shimmin and Futurum Research analyze Microsoft Q3 FY 2026 earnings, focusing on cloud demand, Azure capacity constraints, Copilot usage intensity, and the shift toward user plus usage commercial models....
Qualcomm Q2 FY 2026 Earnings Show Data Center Entry and Auto Strength
May 1, 2026

Qualcomm Q2 FY 2026 Earnings Show Data Center Entry and Auto Strength

Futurum Research analyzes Qualcomm Q2 FY 2026 results, focusing on data center entry progress, agentic AI positioning across platforms, and continued handset constraints tied to memory supply dynamics....
Cadence Q1 FY 2026 Earnings Driven by Agentic AI Expansion and Emulation Hardware
May 1, 2026

Cadence Q1 FY 2026 Earnings Driven by Agentic AI Expansion and Emulation Hardware

Brendan Burke, Research Director at Futurum Group, analyzes Cadence’s Q1 FY 2026 earnings, focusing on agentic AI product expansion and how automation strategy shapes FY 2026 execution....
Commvault Q4 FY 2026 Earnings Extend SaaS And Identity Momentum
May 1, 2026

Commvault Q4 FY 2026 Earnings Extend SaaS And Identity Momentum

Fernando Montenegro, VP at Futurum, analyzes Commvault Q4 FY 2026 earnings, focusing on SaaS scale, identity resilience momentum, multi-product adoption, and what management’s FY 2027 guidance implies for platform execution....
Alphabet Q1 FY 2026 AI Demand Surges as Cloud Capacity Caps Growth
May 1, 2026

Alphabet Q1 FY 2026: AI Demand Surges as Cloud Capacity Caps Growth

Futurum Research analyzes Alphabet’s Q1 FY 2026 earnings, focusing on Cloud AI demand, Search monetization changes, and rising capacity investment tied to TPUs and infrastructure....
Automotive Industrial Momentum
April 30, 2026

NXP’s Q1 2026: Can Automotive and Industrial Momentum Outrun Semiconductor Volatility?

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, NXP Semiconductors leveraged automotive and industrial momentum to deliver a 12% year-over-year revenue surge in Q1 2026, despite broader...
ABB Q1 FY 2026 Earnings Driven by Data Center and Grid Demand
April 28, 2026

ABB Q1 FY 2026 Earnings Driven by Data Center and Grid Demand

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at The Futurum Group, analyzes ABB’s Q1 FY 2026 earnings, focusing on electrification demand tied to data centers and grid upgrades....
IBM Q1 FY 2026 Earnings Show Software Growth and Mainframe AI Monetization
April 28, 2026

IBM Q1 FY 2026 Earnings Show Software Growth and Mainframe AI Monetization

Futurum Research reviews IBM Q1 FY 2026 earnings, focusing on software mix durability, Confluent-driven data streaming strategy, and mainframe AI inferencing as IBM maintains full-year growth and cash flow expectations....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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