Futurum Research analyzes HPE Q2 FY 2026 earnings, focusing on AI-driven demand across servers and networking, supply constraints affecting conversion, and what updated FY 2026 and FY 2027 guidance implies...
Futurum Research analyzes Dell’s Q1 FY 2027 earnings, focusing on AI server demand, backlog dynamics, and what supply constraints mean for enterprise infrastructure plans....
Futurum Research reviews Snowflake’s Q1 FY 2027 results, focusing on AI product adoption, core consumption signals, and what raised guidance implies for enterprise AI workloads....
Futurum Research reviews HP’s Q2 FY 2026 earnings, focusing on AI PC mix shift, pricing and configuration actions, and how memory cost pressure shapes second-half execution....
Futurum Research reviews Synopsys Q2 FY 2026, focusing on AI-driven demand across EDA, IP, and simulation, plus updated FY 2026 targets and monetization direction....
Futurum Research analyzes NetApp’s Q4 FY 2026 earnings, focusing on AI-driven infrastructure demand, hybrid cloud execution, public cloud mix, and what FY 2027 guidance implies for growth durability....
Futurum Research reviews Salesforce Q1 FY 2027 earnings, focusing on Agentforce traction, Headless 360 distribution, and Slack’s role in agent workflows....
Brendan Burke, Research Director at Futurum, reviews Marvell’s Q1 FY 2027 earnings, focusing on AI-driven data center demand, interconnect and switching ramps, and expanded custom silicon outlook....
Brendan Burke, Research Director at Futurum, reviews Analog Devices Q2 FY 2026 earnings, data center communications growth, and the Empower deal’s implications for AI power delivery....
Futurum Research analyzes Lenovo’s Q4 FY 2026 results, focusing on AI mix expansion, ISG profitability progress, premium device mix, and services momentum tied to TruScale and Hybrid AI Advantage....
Dion Hinchcliffe, Vice President & Practice Lead, CIO & Technology Buyers at Futurum reviews Nebius Q1 FY 2026 earnings, focusing on AI cloud capacity scaling, and Token Factory inference momentum....
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