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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
Both Initiatives to Center Around Virginia-Washington D.C. Metro Area
All-new network spotlights top implementation services and technology integrations to deliver greater flexibility and business value for customers.
16 awards for Performance Management and Employee Engagement software follow tremendous growth in 2021
Quiq Announces Integration with Microsoft to Enable Digital Messaging on Dynamics 365
Coveo provides brands with next-generation approach to search and recommendations on Experience Manager-powered sites
Unicorn startup rapidly expands with new hires across the US as demand for cloud-based call center & phone systems increases
Insightly Study Finds Businesses Struggling to Manage Customer Journey
Global Talent Consultancy Will Integrate Socrates.ai Platform through Mercer Belong
Integrations combine rich customer and employee insights with digital workflows, empowering organizations to act quickly and deliver more meaningful service experiences
800-employee IBM spin-off plans Conway office space for Product & Engineering and Customer Success & Support team members
Leading brands like Panera, BJs and ServiceNow delivering world-class customer experiences with Adobe Real-Time CDP
