Futurum Research analyzes IonQ’s Q3 FY 2025 results, highlighting 99.99% fidelity, AQ 64 progress, and how EQC, acquisitions, and government momentum shape the company’s 2026 setup....
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....
Brad Shimmin, VP and Practice Lead at Futurum, breaks down the SAP and Snowflake partnership. This isn't just an integration; it's a fundamental shift away from ETL that redefines enterprise...
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....
Keith Kirkpatrick, Research Director at Futurum, examines Microsoft 365 Copilot’s Researcher with Computer Use, which securely blends reasoning and real-world action through a sandboxed Windows 365 virtual machine for authenticated...
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's Keith Kirkpatrick and Nick Patience analyze Adobe MAX 2025, highlighting its enterprise focus, Firefly AI expansion, GenStudio enhancements, and focus on trust, governance, and flexible AI pricing....
Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technology at Futurum, shares his insights and observations during the OCP Global Summit 2025, focusing on AI infrastructure....
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