Insight Type: Market Coverage

Lattice Semiconductor Q2 FY 2026 AMI Acquisition Pulls $1 Billion Revenue Rate Up to Q3 2026
August 7, 2026

Lattice Semiconductor Q2 FY 2026: AMI Acquisition Pulls $1 Billion Revenue Rate Up to Q3 2026

Brendan Burke, Research Director at Futurum, analyzes Lattice Semiconductor’s Q2 FY 2026 earnings, focusing on AI server demand, FPGA attach, AMI, and guidance....
AMD Q2 FY 2026 EPYC and Helios Fuel the Next AI Growth Phase
August 7, 2026

AMD Q2 FY 2026: EPYC and Helios Fuel the Next AI Growth Phase

Brendan Burke, Research Director at Futurum, analyzes AMD’s Q2 FY 2026 earnings, focusing on Data Center growth, EPYC demand, Helios momentum, and the next phase of AI infrastructure execution....
Freshworks Q2 FY 2026 Freddy AI and EX Drive Commercial Momentum
August 7, 2026

Freshworks Q2 FY 2026: Freddy AI and EX Drive Commercial Momentum

Futurum Research analyzes Freshworks’ Q2 FY 2026 earnings, focusing on EX growth, Freddy AI monetization, and service operations expansion....
Teradata Q2 FY 2026 Hybrid AI Strategy Gains Enterprise Traction
August 7, 2026

Teradata Q2 FY 2026: Hybrid AI Strategy Gains Enterprise Traction

Futurum Research analyzes Teradata’s Q2 FY 2026 earnings, focusing on hybrid AI, Teradata Factory, AI Studio, and guidance....
DigiCert's Recognition as a Digital Trust Leader Signals Market Evolution
August 7, 2026

DigiCert’s Recognition as a Digital Trust Leader Signals Market Evolution

DigiCert earned Digital Trust Leader recognition from Frost & Sullivan for its PKI and intelligent trust infrastructure dominance, as enterprises increasingly prioritize quantum-safe encryption and machine identity management....
What AI Innovations Are Businesses Prioritizing with $100K Investments?
August 7, 2026

What AI Innovations Are Businesses Prioritizing with $100K Investments?

Integris launched a $100K AI Investment Fund to transform client-submitted ideas into production-ready solutions, positioning itself as an implementation partnership leader in the $344B Software Lifecycle Engineering market....
SK hynix's 54 Trillion Won Investment: A Bold Move for AI Memory Dominance
August 7, 2026

SK hynix’s 54 Trillion Won Investment: A Bold Move for AI Memory Dominance

SK Hynix announces a massive 54 trillion won investment in AI memory production facilities, positioning itself at the center of the data intelligence supercycle as enterprise AI spending accelerates globally....
Surging Cloud Threats: Are Supply Chain Attacks the New Norm?
August 7, 2026

Surging Cloud Threats: Are Supply Chain Attacks the New Norm?

Wiz's H1 2026 threat report documents a 60% surge in cloud incidents and more than doubled supply-chain attacks, exposing critical security gaps in cloud-native and AI infrastructure. Organizations must modernize...
Gofore's 2026 Half-Year Report: Growth Amidst Evolving Market Dynamics
August 7, 2026

Gofore’s 2026 Half-Year Report: Growth Amidst Evolving Market Dynamics

Gofore's August 18 half-year report will reveal if the Finnish IT firm is capturing AI consulting demand, with investors scrutinizing organic revenue, AI bookings, and margins....
Virginia's Medicaid Modernization: A Strategic Win for Conduent
August 7, 2026

Virginia’s Medicaid Modernization: A Strategic Win for Conduent

Conduent's Virginia Medicaid contract win reflects rising demand for AI-enabled public-sector IT services, with 84.5% of channel partners expecting AI to drive 2026 growth....
Allgeier SE's 10% Revenue Growth Signals Strong Demand for AI Solutions
August 7, 2026

Allgeier SE’s 10% Revenue Growth Signals Strong Demand for AI Solutions

Allgeier SE's 10% H1 2026 revenue growth significantly outpaces European peers, driven by surging AI software and consulting demand, yet questions remain about sustaining this momentum through hyperscaler partnerships....
Is the AI Data Center Gold Rush Unsustainable?
August 7, 2026

Is the AI Data Center Gold Rush Unsustainable?

AI's rapid expansion is causing execution failures in data centers, with 92% of operators facing accelerated timelines and power shortages, leading to costly delays and reworks....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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