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Insight Type: Market Coverage

Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss
Olivier Blanchard
Olivier Blanchard & Daniel Newman
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Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss

Record $6.3 Billion in Server Sales and $12.1 Billion in AI Orders Support Full-Year EPS Upgrade
Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh tailwinds.
Synopsys Q2 FY 2025 Results Show AI-Led Growth, Design IP Surge
Olivier Blanchard
Olivier Blanchard
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Synopsys Q2 FY 2025 Results Show AI-Led Growth, Design IP Surge

AI and Silicon Complexity Continue To Drive Revenue, Margin, and Backlog Gains Despite Trade Friction
Olivier Blanchard, Research Director at Futurum, explores how Synopsys continues to benefit from AI-led design momentum and IP strength, even as new export restrictions introduce near-term uncertainty.
Model Context Protocol Is the New Control Point in AI
Dion Hinchcliffe
Dion Hinchcliffe
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MCP Is the New Control Point in AI—Are CIOs Ready for the Lock-In Battle?

The Highly Influential Model Context Protocol Launched With Backing From OpenAI, Anthropic, Google DeepMind, Meta, and Now Microsoft, but CIOs Must Weigh Openness Against the Risk of Ecosystem Lock-in
Dion Hinchcliffe, VP of CIO Insights at Futurum, shares why the Model Context Protocol is fast becoming a strategic control point for enterprise AI, including what CIOs must weigh as vendors race to define memory standards.
Pure Storage Earnings: Q1 FY2026 Revenue Hits $778.5 Million, Up 12% Amid Strong Subscription Growth
Mitch Ashley
Mitch Ashley
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Pure Storage Earnings: Q1 FY2026 Revenue Hits $778.5 Million, Up 12% Amid Strong Subscription Growth

Robust Gains in Subscription Services Propel Pure Storage Earnings, Underlining the Company’s Momentum in AI and Enterprise Storage
Futurum analyzes Pure Storage's strong Q1 FY26 earnings, which reached $778.5 million, up 12%. Robust subscription growth and AI-focused innovations underscore Pure's momentum in enterprise storage.
NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback
Olivier Blanchard
Olivier Blanchard & Daniel Newman
,

NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback

Strong Blackwell Demand Offsets H20 Restrictions as NVIDIA Delivers Solid Q1 Results
Olivier Blanchard and Daniel Newman at Futurum analyse NVIDIA’s Q1 FY 2026 results. Despite a $4.5 billion export hit, Blackwell-fueled data center and gaming momentum underscores NVIDIA’s dominant position in the AI infrastructure race.
NetApp Q4 FY 2025 Results Show Record Margins, Cloud and Flash Momentum
Krista Case
Krista Case
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NetApp Q4 FY 2025 Results Show Record Margins, Cloud and Flash Momentum

Growth in Flash ARR and Cloud Services Positions NetApp for AI-Aligned Momentum in FY 2026
Krista Case, Research Director at Futurum, examines how NetApp’s record Q4 margins, all-flash growth, and AI reference wins position the company for resilient performance and continued enterprise.
Phison aiDAPTIV+ is Cost-Effective With Large Models to Enable Generative AI
Alastair Cooke
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Phison aiDAPTIV+ is Cost-Effective With Large Models to Enable Generative AI

Phison Custom SSD Firmware Coupled With Software Drivers Allows Pytorch Applications To Use More Than the GPU RAM for Model and Data
Alastair Cooke, Tech Field Day Event Lead at Futurum, shares his insights on the Phison aiDAPTIV+ platform presented at AI Infrastructure Field Day. Phison enables the use of unmodified generative AI models on lower-cost GPUs than are typically required, making them cost-effective with large models.
Salesforce Q1 FY 2026 Results Show AI Momentum and Strong RPO Growth
Keith Kirkpatrick & Daniel Newman
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Salesforce Q1 FY 2026 Results Show AI Momentum and Strong RPO Growth

AI-Driven Growth, Raised Revenue Guide, and 12% cRPO Uplift Highlight Salesforce’s Momentum
Keith Kirkpatrick and Daniel Newman at Futurum unpack Salesforce’s Q1 FY 2026 results, highlighting AI-led growth, Agentforce and Data Cloud traction, and why 60% of large deals now bundle AI and data subscriptions.
HP Q2 FY2025 Earnings: Healthy PC Growth and Swift Supply Chain Rebalancing Amid Tariff Headwinds
Olivier Blanchard
Olivier Blanchard
,

HP Q2 FY2025 Earnings: Healthy PC Growth and Swift Supply Chain Rebalancing Amid Tariff Headwinds

HP’s Q2 FY2025 Earnings Highlight Healthy AI PC Growth and Supply Chain Agility Despite Tariff Pressures, While Print Still Struggles To Find On-Ramp to Growth
Futurum’s Olivier Blanchard shares his insights and analysis of HP, Inc.’s Q2 FY2025 earnings, which show commercial strength and supply chain agility as the company manages tariff impacts, with AI PC momentum and cautious FY25 guidance.
Dell’s Pro Max Plus Laptop Broadens Local AI Development Opportunity
Olivier Blanchard
Olivier Blanchard
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Dell’s Pro Max Plus Laptop Broadens Local AI Development Opportunity

Dell Introduces a Discrete Enterprise-Grade NPU in a Mobile Form Factor for On-Device AI Model Inferencing
Olivier Blanchard, Research Director at Futurum, shares insights on Dell’s Pro Max Plus mobile workstation and its enterprise-grade NPU powering on-device AI development without cloud reliance.
Can Dell and NVIDIA’s AI Factory 2.0 Solve Enterprise-Scale AI Infrastructure Gaps?
Olivier Blanchard
Olivier Blanchard
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Can Dell and NVIDIA’s AI Factory 2.0 Solve Enterprise-Scale AI Infrastructure Gaps?

Dell and NVIDIA Announce Next-Gen Enterprise AI Infrastructure and Services To Streamline Deployment Across the Full AI Lifecycle
Olivier Blanchard, Research Director at Futurum, shares insights on Dell and NVIDIA’s upgraded AI Factory and how it enables enterprises to deploy high-performance, full-stack AI infrastructure with integrated services and tools.
Can Dell Challenge Public Cloud AI with Its Expanded AI Factory?
Olivier Blanchard
Olivier Blanchard
,

Can Dell Challenge Public Cloud AI with Its Expanded AI Factory?

Dell Strengthens AI Leadership With Infrastructure, Edge Inferencing, Partner Solutions, and Energy-Efficient Cooling Across Its AI Factory Offerings
Olivier Blanchard, Research Director at Futurum, shares insights on Dell’s expanded AI Factory offerings, including infrastructure, AI PCs, and partner solutions aimed at making enterprise AI more scalable and energy-efficient.
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