Futurum Research analyzes AMD’s Q3 FY 2025 earnings, focusing on data center AI acceleration, EPYC cloud and enterprise traction, and client/gaming strength....
Futurum Research analyzes Qualcomm’s Q4 FY 2025 earnings, focusing on QCT’s record year, Android premium and AI PC momentum, and scaling in automotive, IoT, and XR....
Futurum Research analyzes Silicon Labs’ Q3 FY 2025 results, highlighting IoT demand in industrial and smart home, new AI-enabled developer tools, and expanded U.S. foundry capacity supporting margin and design-win...
Futurum Research analyzes Lattice’s Q3 FY 2025 results, highlighting record communications and computing momentum, PQC-ready control FPGAs, and inventory normalization that supports a stronger setup into FY 2026....
Futurum Research analyzes Xerox’s Q3 FY 2025, noting IT Solutions growth and accelerated Lexmark synergies amid tariff and funding uncertainty, and what the integration and sales model shifts imply for...
Futurum Research analyzes Twilio’s Q3 FY 2025 results, highlighting voice/AI momentum, ISV and self-serve strength, and solution selling that underpin raised revenue and profitability....
Futurum Research analyzes Amazon’s Q3 FY 2025 results, highlighting AWS growth reacceleration, AI-driven capacity expansion, and the retail/ads flywheel, with Q4 guidance signaling continued momentum into the holiday period....
Futurum Research analyzes ServiceNow’s Q3 FY 2025 results, highlighting AI-led upsell momentum, federal strength, and platform expansion across workflows and CRM, alongside raised FY 2025 guidance on margins and free...
Futurum Research analyzes Alphabet’s Q3 FY 2025 results, highlighting AI-driven gains across Search, YouTube, and Google Cloud, rising Cloud backlog visibility, and elevated capex to scale AI infrastructure and enterprise...
Futurum Research analyzes Microsoft’s Q1 FY 2026 results, highlighting Azure AI scale, Copilot adoption, and the expanded OpenAI pact amid capacity constraints, and what this means for enterprise AI strategies...
Futurum Research analyzes NXP’s Q3 FY 2025 results, highlighting early-cycle recovery signals, channel inventory strategy, and strategic moves in automotive networking and edge AI that support the company’s long-term margin...
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