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Strong AI Demand and Growth in Electro-Optics and Custom Silicon Drive 63% YoY Revenue Surge
Olivier Blanchard, Research Director at Futurum, unpacks Marvell’s Q1 FY 2026 results, where strong AI demand, custom silicon ramp, and electro-optics gains fuel data center momentum amid cautious sentiment on margin delivery.
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.
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.
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NEWS BY INDUSTRY
The Dialpad and Playvox partnership delivers the most comprehensive, AI-enabled workforce solution for contact centers
Toolkit to Support Custom Configurations for Streamlining Data and Other Capabilities
AI-enabled features leverage wide array of customer data to ensure that every support and service interaction is personalized and empathetic to drive loyalty and increase satisfaction
Lytics Cloud Connect allows brands to seamlessly combine first-party data insights from their cloud-based data warehouses with real-time recommendations using a customer data platform (CDP) strategy that reduces duplicate data stores
Provider of SmartHub Customer Data Platform hires Europe and APAC executives and launches data hosting in Europe
AI Pioneer Ping Wu Joins as Vice President of Engineering and Product to Accelerate Technology Roadmap and Innovation
Disparities Crop Up Between What Executives Suppose and What Employees Believe
Twilio Segment’s unparalleled flexibility empowers developers to create world-class, differentiated customer experiences with the world’s #1 CDP
Key Travel has delivered an enhanced omnichannel experience
World-Class Omnichannel Contact Center Integrates Seamlessly with Microsoft Teams and Digital Workspaces to Improve Agent Productivity and Support Remote Working
Tata Communications brings its leading global voice, network and managed services to Cisco Webex Calling, helping multinational companies confidently move their collaboration services to the cloud
