Insight Type: Earnings

July 24, 2026

Nokia Q2 FY 2026: Optical Strength Positions Nokia for the AI Buildout

Futurum Research analyzes Nokia’s Q2 FY 2026 earnings, focusing on AI and cloud order strength, optical and IP demand, AI-RAN timing, and supply constraints....
Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth
July 24, 2026

Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth

Brendan Burke, Research Director at Futurum, reviews Texas Instruments' Q2 FY 2026 earnings, the broad industrial recovery, doubling data center revenue, and automotive re-acceleration....
July 24, 2026

Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth

Brendan Burke, Research Director at Futurum, reviews Texas Instruments' Q2 FY 2026 earnings, the broad industrial recovery, doubling data center revenue, and automotive re-acceleration....
ServiceNow Q2 FY 2026: AI, Security, and Workflow Expansion Fuel Growth
July 23, 2026

ServiceNow Q2 FY 2026: AI, Security, and Workflow Expansion Fuel Growth

Futurum Research analyzes ServiceNow Q2 FY 2026 earnings, focusing on AI Control Tower adoption, security expansion, and workflow demand....
July 23, 2026

ServiceNow Q2 FY 2026: AI, Security, and Workflow Expansion Fuel Growth

Futurum Research analyzes ServiceNow Q2 FY 2026 earnings, focusing on AI Control Tower adoption, security expansion, and workflow demand....
Alphabet Q2 FY 2026: Google Cloud Leads Growth Amid Rising AI Investment
July 23, 2026

Alphabet Q2 FY 2026: Google Cloud Leads Growth Amid Rising AI Investment

Futurum Research analyzes Alphabet’s Q2 FY 2026 earnings, focusing on cloud AI demand, Gemini adoption, Search monetization, and rising AI infrastructure spending....
July 23, 2026

Alphabet Q2 FY 2026: Google Cloud Leads Growth Amid Rising AI Investment

Futurum Research analyzes Alphabet’s Q2 FY 2026 earnings, focusing on cloud AI demand, Gemini adoption, Search monetization, and rising AI infrastructure spending....
Micron Q3 FY 2026: HBM and LPDRAM Drive the Next Phase of AI Memory Growth
June 25, 2026

Micron Q3 FY 2026: HBM and LPDRAM Drive the Next Phase of AI Memory Growth

Futurum Research at The Futurum Group reviews Micron’s Q3 FY 2026 earnings, focusing on AI-led memory demand, Strategic Customer Agreements, HBM supply tightness, and greenfield ramp implications for FY 2027....
Adobe Q2 FY 2026: AI Demand Strengthens Results as Freemium Strategy Expands
June 12, 2026

Adobe Q2 FY 2026: AI Demand Strengthens Results as Freemium Strategy Expands

Futurum Research at The Futurum Group reviews Adobe’s Q2 FY 2026 earnings, focusing on AI product traction, the freemium acquisition pivot, and what the strategy implies for ARR and enterprise...
Oracle Q4 FY 2026: AI Workloads Accelerate Cloud and Database Growth
June 12, 2026

Oracle Q4 FY 2026: AI Workloads Accelerate Cloud and Database Growth

Futurum Research reviews Oracle Q4 FY 2026 earnings, focusing on AI-driven cloud infrastructure growth, agentic AI commercialization moves, multicloud database traction, and FY 2027 outlook....
Broadcom Q2 FY 2026 VMware Stability Supports AI-Led Semiconductor Expansion
June 8, 2026

Broadcom Q2 FY 2026: VMware Stability Supports AI-Led Semiconductor Expansion

Futurum Research reviews Broadcom’s Q2 FY 2026 earnings, focusing on AI semiconductor scaling, networking mix expectations, and VMware’s linkage to server buildouts ahead of Q3 guidance....
HPE Q2 FY 2026: AI Orders Remain Strong as Supply Constraints Persist
June 4, 2026

HPE Q2 FY 2026: AI Orders Remain Strong as Supply Constraints Persist

Futurum Research analyzes HPE Q2 FY 2026 earnings, focusing on AI-driven demand across servers and networking, supply constraints affecting conversion, and what updated FY 2026 and FY 2027 guidance implies...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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