August 1, 2025
Olivier Blanchard and Daniel Newman at Futurum break down Qualcomm’s Q3 FY 2025 earnings, focusing on how IoT and automotive strength offset handset softness and where Snapdragon platforms are gaining...
August 1, 2025
Futurum’s Ray Wang and Daniel Newman analyze Arm’s Q1 FY26 results, highlighting revenue above $1B, 25% royalty growth, and surging AI and cloud adoption. He examines key trends and offers...
July 30, 2025
Krista Case, Research Director at Futurum, unpacks Commvault’s Q1 FY 2026 results, highlighting momentum in SaaS and subscription ARR, growing marketplace traction, and an expanded partner ecosystem driving cyber resilience...
July 28, 2025
Ray Wang and Daniel Newman from Futurum explore Intel’s Q2 FY 2025 earnings, highlighting revenue strength, margin pressures from restructuring, strategic foundry shifts, and why the 18A ramp is critical...
July 25, 2025
Olivier Blanchard, Research Director at Futurum, explores T-Mobile’s Q2 FY 2025 results, highlighting record subscriber growth, broadband expansion, and how satellite and fiber strategies are positioning the company for long-term...
July 21, 2025
Ray Wang, Research Director at Futurum, shares his insights on TSMC’s Q2 earnings result and outlook, specifically the company's key growth drivers, technology roadmap, and firm’s current and future market...
July 17, 2025
Ray Wang, Research Director at The Futurum Group shares his insights on ASML’s Q2 earnings result and outlook, specifically the company's key growth drivers and some existing and future challenges....
