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Insight Type: Market Coverage

July 25, 2025

Alphabet’s Q2 FY 2025 Earnings Top Estimates, Led by Strong Cloud Revenue

Keith Kirkpatrick and Daniel Newman explore how Alphabet’s strong Q2 FY 2025 results reflect deepening AI integration across Search, Cloud, and YouTube, and what its $85 billion CapEx guidance says...
July 25, 2025

IBM Q2 2025 Earnings Exceed Expectations with Double-Digit Profit Growth, GenAI Book Surges Past $7.5B

Futurum’s Nick Patience and Daniel Newman share their insights on IBM's Q2 2025, highlighting strong revenue and profit growth, surging GenAI business, and raised free cash flow guidance as AI...
July 25, 2025

T-Mobile Q2 FY 2025 Results Top Estimates With Record Subscriber Gains

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 24, 2025

Microsoft Now Offers a Security Data Lake. Time To Jump Into the Water?

Krista Case and Fernando Montenegro of Futurum share their insights on Microsoft’s release of Sentinel Data Lake and changes to its Threat Intel offering....
July 23, 2025

SAP Delivers 28% Cloud Growth, Reaffirms FY 2025 Outlook in Q2 FY 2025

Keith Kirkpatrick, Research Director at Futurum, shares insights on SAP’s Q2 FY 2025 earnings, spotlighting AI-led cloud growth, ERP suite momentum, rising internal AI productivity, and a reaffirmed FY outlook...
July 21, 2025

TSMC Q2 FY 2025 Earnings: Too Impressive To Be True

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

ASML Q2 FY 2025 Earnings Reflect Strong Demand, but Outlook Clouded by Future Uncertainty

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....
July 17, 2025

Zoho Unveils Zia LLM, No‑Code Agent Studio, and Open Agent Interoperability

Keith Kirkpatrick, Research Director at Futurum shares his/her insights on Zoho’s latest AI announcements, including proprietary LLMs, new AI agents, an agent marketplace, and future roadmap plans....
July 14, 2025

Can Micron’s New 2600 SSD Exceed QLC SSD Expectations?

Ray Wang, Research Director at Futurum, shares his insights on how Micron’s 2600 SSD combines Adaptive Write Technology and G9 QLC NAND to close the performance gap between QLC and...
July 10, 2025

Oracle and AWS Deliver Multicloud Synergies With Oracle Database@AWS Rollout

Brad Shimmin, VP and Practice Lead at Futurum, shares his insights on Oracle Database@AWS, which brings Oracle’s Exadata and Autonomous Database services directly to AWS data centers with AI and...
July 10, 2025

Dell Launches Early AI Infrastructure Offering for Enterprise Demand

Ray Wang, Research Director at Futurum, shares insights on Dell’s early deployment of NVIDIA GB300 NVL72 systems with CoreWeave. The launch sets a new standard in rack-scale performance for AI...

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