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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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Technology Will Support an Improved Employee Experience and Efficiencies
CX Platform Expands Partnerships with Meta and Shopify to Enable Businesses to Provide Support, Marketing, and Sales Activities within Messaging Conversations
Vonage Survey Illustrates That Consumers Have Similar Service Expectations for Digital Engagements, Regardless of Providers’ Size
Customers Gain Improved Experiences; Travel Brands Have Monetization Opportunities
Generative AI Tools Will Help Support Live Agent Performance Improvement
App Editing Engine Creates App Experiences, Dispensing with Developer Support
TalkDesk Conversation Expert Highlights Best Practices for Virtual Agent Design
Vendor Seeks to Highlight Platform’s Full CX Capabilities, Beyond Just Live-Agent Customer Service
Quantum Workplace Survey Also Shows Cadence Is an Important Factor
Banking Customers Turn to Fast and Flexible Solutions to Handle Agent Onboarding and Hybrid Work
Deployment of New AI Tools Includes a Focus on Customer Safety and Control
Partnerships Benefit Greenland Travel, Coast Mental Health, LexisNexis, ScS Group Plc, and Children’s Hospital of Orange County
Topics Include B2B, HR and EX, IT and CX, UK Shopper Coupons, and EX Investments
Preapproved Content Matched to Prompt Inputs Eliminates Risk of Incorrect Responses
Acquired Companies Include Sideways 6, Gointegro, Simplify360, and Brierley+Partners
Consent Integrations Ensures Privacy Preferences Are Respected
Partners Include NMHS, Akasa Air, KLAR Partners, Silver Fern Farms, and Purplle
Microsoft Viva Glint and New Research Also Introduced
