Insight Type: Earnings

Texas Instruments Q1 FY 2026: Data Center and Industrial Demand Lift Outlook
April 27, 2026

Texas Instruments Q1 FY 2026: Data Center and Industrial Demand Lift Outlook

Brendan Burke, Research Director at Futurum, analyzes Texas Instruments’ Q1 FY 2026 earnings, focusing on data center power content, and how supply readiness shapes outlook for the next quarters....
STMicroelectronics Q1 FY 2026 Earnings Show Early AI and Satellite Upside
April 27, 2026

STMicroelectronics Q1 FY 2026 Earnings Show Early AI and Satellite Upside

Brendan Burke, Research Director, analyzes STMicroelectronics’ Q1 FY 2026 earnings, focusing on AI data center and LEO satellite momentum, photonics ramp timing....
Intel Q1 FY 2026 Earnings Point to Agentic CPU Demand and Foundry Upside
April 27, 2026

Intel Q1 FY 2026 Earnings Point to Agentic CPU Demand and Foundry Upside

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....
SAP Q1 FY 2026 Earnings Show Cloud ERP Suite Acceleration
April 27, 2026

SAP Q1 FY 2026 Earnings Show Cloud ERP Suite Acceleration

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....
Pegasystems Q1 FY 2026: Cloud ACV Nears $1 Billion Mark
April 24, 2026

Pegasystems Q1 FY 2026: Cloud ACV Nears $1 Billion Mark

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...
ServiceNow Q1 FY 2026 Results Raise Full-Year Subscription Outlook
April 24, 2026

ServiceNow Q1 FY 2026 Results Raise Full-Year Subscription Outlook

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...
Acer’s FY 2025 Results Signal Value Proposition Evolution Ahead of 2026 Headwinds
March 20, 2026

Acer’s FY 2025 Results Signal Value Proposition Evolution Ahead of 2026 Headwinds

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...
Micron Q2 FY 2026 Earnings Driven by AI-Led Memory Demand
March 20, 2026

Micron Q2 FY 2026 Earnings Driven by AI-Led Memory Demand

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....
ASUSTeK Q4 FY 2025 Results Highlight Server Mix Shift and AI-Led Portfolio Expansion
March 17, 2026

ASUSTeK Q4 FY 2025 Results Highlight Server Mix Shift and AI-Led Portfolio Expansion

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...
Adobe Q1 FY 2026 Earnings Show AI Monetization Progress Amid CEO Transition
March 16, 2026

Adobe Q1 FY 2026 Earnings Show AI Monetization Progress Amid CEO Transition

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....
Domo Q4 FY 2026 Earnings Show Record Billings And Profitability Gains
March 13, 2026

Domo Q4 FY 2026 Earnings Show Record Billings And Profitability Gains

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...
Oracle Q3 FY 2026 Earnings Driven by OCI AI Infrastructure Demand
March 13, 2026

Oracle Q3 FY 2026 Earnings Driven by OCI AI Infrastructure Demand

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....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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