Insight Type: Market Coverage

MediaTek Q1 FY 2026 Earnings Driven by AI ASIC Ramp Visibility
May 7, 2026

MediaTek Q1 FY 2026 Earnings Driven by AI ASIC Ramp Visibility

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, reviews MediaTek’s Q1 FY 2026 earnings, focusing on AI accelerator ASIC revenue timing, and Smart Edge growth....
AMD Q1 FY 2026 Data Center Momentum Builds as AI Deployments Scale
May 7, 2026

AMD Q1 FY 2026: Data Center Momentum Builds as AI Deployments Scale

Brendan Burke, Research Director at Futurum, analyzes AMD’s Q1 FY 2026 earnings, focusing on data center-driven growth, expanding server CPU demand tied to agentic AI, and second-half execution factors around...
Tableau Dismantles the BI Dashboard With a Graph-Powered Leap Into Headless, Agentic Analytics
May 7, 2026

Tableau Dismantles the BI Dashboard With a Graph-Powered Leap Into Headless, Agentic Analytics

Brad Shimmin, Research Director at Futurum, analyzes Tableau’s leap to agentic analytics, leveraging a Knowledge Engine grounded in 33 million semantic models to drive autonomous, closed-loop enterprise actions....
Applied Materials Targets $3.5 Billion Electrochemical Deposition Market With NEXX Acquisition
May 7, 2026

Applied Materials Targets $3.5 Billion Electrochemical Deposition Market With NEXX Acquisition

Brendan Burke, Research Director at Futurum, examines how Applied Materials' acquisition of NEXX broadens its panel-level advanced packaging portfolio to address AI accelerator manufacturing demands....
Freshworks Q1 FY 2026 Earnings: EX Momentum Offsets CX Growth Questions
May 7, 2026

Freshworks Q1 FY 2026 Earnings: EX Momentum Offsets CX Growth Questions

Futurum Research reviews Freshworks Q1 FY 2026 results, focusing on EX upmarket execution, Freddy AI Copilot attach trends, CX replatforming progress, and FY 2026 guidance....
Physical AI
May 6, 2026

Intel’s Client Computing Refresh: Leadership Announcements Signal Clear Trajectory

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, Intel consolidates client computing and physical AI under new leadership to compete against GPU-accelerated rivals in fragmented markets....
Agentic Layer
May 6, 2026

Is Twilio’s Next Generation Platform the Missing Agentic Layer for Enterprise CX?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Twilio's Next Generation Platform aims to be the foundational agentic layer for intelligent, memory-driven customer conversations at...
Autonomous Workforce
May 6, 2026

ServiceNow Bets the Platform on Governed, Autonomous AI Orchestration

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines ServiceNow's Knowledge 2026 announcements, including the Autonomous Workforce and AI Control Tower designed to orchestrate governed...
Qlik’s CEO Transition and the Coming AI-Driven Shakeup in How Companies Build and Pay for Software
May 6, 2026

Qlik’s CEO Transition and the Coming AI-Driven Shakeup in How Companies Build and Pay for Software

Guy Currier, Chief Analyst, Visible Impact at Futurum, Qlik's leadership transition reflects how agentic AI is disrupting software pricing, token economics, and competition in data analytics and business intelligence....
Lattice Semiconductor Q1 FY 2026 Results Set Up AMI Acquisition
May 6, 2026

Lattice Semiconductor Q1 FY 2026 Results Set Up AMI Acquisition

Brendan Burke, Research Director at Futurum, analyzes Lattice’s Q1 FY 2026 earnings, focusing on compute and communications demand, improving channel visibility, and how the planned AMI acquisition broadens platform control....
Can SAP Finally Kill the ETL Monster? The Dremio and Prior Labs Acquisition Explained
May 6, 2026

Can SAP Finally Kill the ETL Monster? The Dremio and Prior Labs Acquisition Explained

Brad Shimmin, analyst at Futurum, analyzes SAP's major move to acquire Dremio and Prior Labs. This strategic play addresses the core challenges of enterprise data fragmentation and specialized AI reasoning...
Palantir Q1 FY 2026 Revenue Beats Estimates, US Demand Drives Outlook Raise
May 6, 2026

Palantir Q1 FY 2026 Revenue Beats Estimates, US Demand Drives Outlook Raise

Dion Hinchcliffe at Futurum reviews Palantir Q1 FY 2026 earnings, focusing on AIP-driven US demand, commercial and government execution, and raised FY 2026 guidance....

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If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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