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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
Collaboration Aims to Help Contact Centers Provide Smoother CX
Internal Pre-Campaign Research and Social Listening Could Have Informed Bud Light’s Advocacy Strategy
Partners Include Colectivo Coffee, Air Canada, Caring Pharmacy, Pilot Catastrophe Services, and BWT Alpine F1 Team
Hotel Group Introduces Immersive and Localized Experiences
DISQO Issues a Report Focused on Consumers’ Experiences with and Perceptions of Generative AI
Quality Management Supports Both CX and EX in Contact Centers
Topics Include Productivity Surveillance, Knowledge Management, Brand Messaging, Insurers, and Marketing Automation
New Capability Supports Both Employees and Managers
Consistency, Cultivation, and Curation Are Key to CX Success
Companies are Moving in the Right Direction with Strategic Priorities on Integrated CX Platforms and EX Improvements
Both Link-Ups Focus on Supporting Social Media and Reviews
Requirements and Tips for Deploying Effective Recommendations
Acquisition Will Enhance Zoom Platform with Deeper EX Capabilities
WayMap Mobile App Provides an Indoor and Outdoor Navigation Solution Without Beacons or Wi-Fi
Experience Efforts at Government Agencies Must Extend to Employees
Tools and Techniques to Extract Hidden CX Insights
Topics Include Customer Rewards, CX Investments in Financial Services, and Employee Recognition
Market Opportunity Perspectives from Interviews with Lifesize and IrisCX
