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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 Rocketlane survey reveals current challenges, future trends and 2022 goals for customer onboarding teams
mParticle Calculated Attributes will enable Product Managers and Marketers to quickly generate insights from customer data without tapping technical resources.
Unreliable IT service and equipment was the third most influential factor for employee turnover or burnout behind poor salary and unhealthy work culture
Leadspace, the industry-recognized AI-powered B2B Buyer Data Platform, has been named a Leader by Forrester Research in its recent report The Forrester New Wave™: B2B Customer Data Platforms, Q4 2021.
The latest release of the hybrid cloud solution offers 300+ enhancements that give users extended control over design and delivery of omnichannel customer communications
Appointment of Shaun Shirazian as Chief Product Officer (CPO), and Agur Jõgi as Chief Technology Officer (CTO) sees a prosperous new directive for 2022.
Funding Aims to Speed Up Expansion Into New Markets
Good revenue performance across all solutions in 9M 2021
HITRUST CSF Certification validates CallMiner is committed to meeting key regulations and protecting sensitive information
61% of Consumers Indicated that Information Being Provided Through the Wrong Communication Channel Leads to Frustration with a Company
