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Armv9 Adoption and Smartphone Royalty Growth Drive Top-Line Performance
Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and automotive compute.
Gross Margin Gains and Datacenter Momentum Support Coherent’s Record Quarterly Performance
Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of its OCS platform.
Strong EPYC and Instinct Demand Drive 36% YoY Growth; Data Center Revenue Up 57%
Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering AMD’s performance despite China export curbs.
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NEWS BY INDUSTRY
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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
