Technology Insights

The Futurum Group’s analysts cover a myriad of technologies across the technological landscape. Here you can narrow down our insights by technology category. If you prefer to filter by industry vertical, you can do that here.

Acer’s Q1 2026 Result Highlights Value of Diversification and Product Focus
May 12, 2026

Acer’s Q1 2026 Result Highlights Value of Diversification and Product Focus

Olivier Blanchard is the Research Director & Practice Lead, Intelligent Devices at Futurum, reviews Acer’s Q1 2026 results, focusing on diversification, PC momentum, and operating profit pressure....
IonQ Q1 FY 2026 Earnings Show Record Revenue and Raised Outlook
May 12, 2026

IonQ Q1 FY 2026 Earnings Show Record Revenue and Raised Outlook

Futurum Research at Futurum reviews IonQ Q1 FY 2026 earnings, focusing on platform-driven demand signals, roadmap execution toward chip-based systems, and raised FY 2026 revenue guidance....
Memgraph Zero Sidesteps the Data Movement Grind to Give AI Agents Immediate Context
May 12, 2026

Memgraph Zero Sidesteps the Data Movement Grind to Give AI Agents Immediate Context

Brad Shimmin, Vice President and Practice Lead at Futurum, shares insights on Memgraph Zero and MemGQL. This federated graph engine addresses the integration complexity bottleneck currently stalling agentic AI....
Silicon Labs Q1 FY 2026: Industrial Demand and Design Wins Support Recovery
May 12, 2026

Silicon Labs Q1 FY 2026: Industrial Demand and Design Wins Support Recovery

Brendan Burke, Research Director at Futurum, reviews Silicon Labs’ Q1 FY 2026 results, focusing on improving industrial demand signals, design win momentum, and how the pending acquisition affects guidance and...
Applied Materials
May 11, 2026

Applied Materials and TSMC Partner to Drive Semiconductor R&D Roadmap

Brendan Burke, Research Director at Futurum, examines how Applied Materials and TSMC's collaborative R&D program can compress the semiconductor materials commercialization timeline by 2x....
MRC Protocol
May 11, 2026

Can OpenAI’s MRC Networking Protocol Redefine the Economics of AI Training?

Brendan Burke, Research Director at Futurum, analyzes how OpenAI's MRC Networking Protocol addresses supercomputer bottlenecks and could redefine large-scale AI training economics through improved efficiency....
Microchip Technology Q4 FY 2026 Revenue Beats Consensus With Data Center Wins
May 11, 2026

Microchip Technology Q4 FY 2026 Revenue Beats Consensus With Data Center Wins

Brendan Burke, Research Director at Futurum, reviews Microchip’s Q4 FY 2026 earnings, focusing on recovery execution and data center connectivity wins....
Astera Labs Q1 FY 2026 Earnings Highlight Scale-Up Switching Ramp
May 11, 2026

Astera Labs Q1 FY 2026 Earnings Highlight Scale-Up Switching Ramp

Brendan Burke, Research Director at Futurum, reviews Astera Labs’ Q1 FY 2026 earnings, focusing on PCIe Gen 6 mix, and how optics and custom programs shape the next growth phase....
Coherent Q3 FY 2026: AI Data Center Demand Accelerates Optical Growth
May 11, 2026

Coherent Q3 FY 2026: AI Data Center Demand Accelerates Optical Growth

Brendan Burke, Research Director at Futurum, reviews Coherent’s Q3 FY 2026 earnings, focusing on datacenter optics demand, manufacturing capacity expansion, and how systems and CPO roadmaps shape near-term execution priorities....
Agentic AI
May 8, 2026

Netskope Bets Agentic AI Can Solve the SOC Capacity Crisis

Fernando Montenegro, Vice President & Practice Lead, Cybersecurity & Resilience at Futurum, Netskope's AgentSkope deploys agentic AI agents to automate security workflows, relieving analyst overload and addressing the SOC capacity...
Arm Q4 FY 2026: Agentic CPU Shift Boosts Demand Outlook
May 8, 2026

Arm Q4 FY 2026: Agentic CPU Shift Boosts Demand Outlook

Brendan Burke, Research Director at Futurum, reviews Arm Q4 FY 2026 earnings, focusing on Arm AGI CPU traction, cloud royalty momentum, and what agentic AI implies for CPU demand in...
SiTime Q1 FY 2026: AI Inference Demand Drives Timing Content Expansion
May 8, 2026

SiTime Q1 FY 2026: AI Inference Demand Drives Timing Content Expansion

Futurum Research analyzes SiTime’s Q1 FY 2026 earnings, focusing on AI data center timing demand, inference-driven synchronization needs, and what the Q2 outlook implies for precision timing content growth....

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