Brendan Burke, Research Director, analyzes STMicroelectronics’ Q1 FY 2026 earnings, focusing on AI data center and LEO satellite momentum, photonics ramp timing....
Brendan Burke, Research Director at Futurum, analyzes Intel’s Q1 FY 2026 earnings, focusing on CPU demand tied to inference and agentic workloads, customer LTAs, and foundry and packaging execution signals....
Futurum Research reviews SAP Q1 FY 2026 earnings, focusing on cloud ERP Suite momentum, the path to trusted business AI, and what SAP’s guidance implies for enterprise software planning....
Keith Kirkpatrick, Research Director with Futurum Research analyzes Pegasystems' Q1 FY 2026 earnings, focusing on Pega Cloud ACV growth nearing $1 billion, Blueprint AI's pipeline impact, and the enterprise AI...
Futurum Research at The Futurum Group reviews ServiceNow Q1 FY 2026 earnings, focusing on AI product adoption, security expansion through acquisitions, and what embedded AI packaging means for enterprise workflow...
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, examines Acer’s FY 2025 results and multi-engine strategy signal as PCs face potential 2026 headwinds and the company expands...
Futurum Research reviews Micron Q2 FY 2026 earnings, focusing on AI-driven memory demand, HBM roadmap progress, supply constraints, and what the outlook signals for data center and edge markets....
Olivier Blanchard, Research Director, Intelligent Devices at Futurum, reviews ASUSTeK’s Q4 2025 earnings, focusing on AI server momentum, portfolio shifts across PCs, and 2026 guidance implies for execution in a...
Futurum Research analyzes Adobe’s Q1 FY 2026 earnings, focusing on AI usage-to-monetization signals, freemium-to-paid conversion dynamics, and enterprise CX momentum amid a CEO transition....
Brad Shimmin, Vice President & Practice Lead Futurum, analyzes Domo’s Q4 FY 2026 results, focusing on record billings, improving retention, and AI-led workflow automation strategy as the company pushes consumption...
Futurum Research analyzes Oracle’s Q3 FY 2026 earnings, focusing on OCI AI infrastructure momentum, sovereign cloud positioning, and Fusion’s embedded AI agents as the company scales capacity and backlog....
Futurum Research analyzes HPE’s Q1 FY 2026 earnings, focusing on networking-for-AI demand, memory-driven supply constraints, Juniper integration progress, and what the updated outlook implies for FY 2026 execution....
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