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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
NEW VERSION OF CONTACT CENTER + UNIFIED COMMUNICATIONS + COMMUNICATIONS PLATFORM SOLUTION FEATURES ENHANCED SPEED, SIMPLICITY, AND CHOICE FOR GREATER CONTROL OVER USER AND CUSTOMER EXPERIENCES
The power of combined solutions and data-driven marketing is now available in the BigCommerce app store to help create a more personalized customer experience
Quarterly bookings jump 90% over prior Q2
Enlighten XO uses advanced AI creating conversational intelligence to power smart self-service across digital channels
Suplari to be Integrated with Microsoft Dynamics 365 to Strengthen Business Insights in Finance
The “The New Face of Local” report by Uberall & MomentFeed finds that consumers prefer a mix of online and offline experiences with a business
Freshworks survey, conducted by Opinium, reveals complexities of global customer experience expectations
WeSpire Closes $13M Financing to Improve ESG Outcomes
Digital-first travel company deploys Bright Pattern Contact Center software to drive sales and improve customer experience using chat, messengers, SMS, in-app messaging, and voice
Enables Payers to grow and retain members by delivering seamless and connected experiences.
AI-powered search, personalization and recommendations now available directly inside ServiceNow
85% of users rate their personalized coaching plan achievable
Consumers Prefer Omnichannel Shopping and Email Communications with Brands