Insight Type: Market Coverage

July 28, 2025

Intel Q2 FY 2025 Results Beat on Revenue, Margin Hit by One-Time Charges

Ray Wang and Daniel Newman from Futurum explore Intel’s Q2 FY 2025 earnings, highlighting revenue strength, margin pressures from restructuring, strategic foundry shifts, and why the 18A ramp is critical...
July 25, 2025

Data Protection Meets Data Control in Commvault’s Satori Play

Krista Case, Research Director at Futurum, shares her insights on Commvault’s planned acquisition of Satori Cyber....
July 25, 2025

Can AWS’s New AI Infrastructure Offering Stand Out from Its Competitors?

Ray Wang, Research Director at Futurum, shares his insights on AWS’s launch of EC2 P6e-GB200 UltraServers, highlighting how NVIDIA Grace Blackwell GPUs and liquid-cooled UltraClusters are enabling trillion-parameter AI workloads....
July 25, 2025

ServiceNow’s Q2 2025 Results Beat Expectations as AI Innovations Power Growth

Keith Kirkpatrick and Daniel Newman of Futurum share insights on ServiceNow’s standout Q2 2025—highlighting record AI-driven growth, top-line beats, and breakthrough workflow innovation....
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....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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