Futurum Research analyzes TI’s Q4 FY 2025 results, highlighting industrial and automotive recovery and rising data center mix, with 300mm capacity and inventory strategy positioning TI for improving near-term demand....
Futurum Research analyzes Intel’s Q4 FY 2025 results, highlighting AI PC and data center demand, 18A/14A progress, and near-term supply constraints with guidance improving as supply recovers from Q2 FY...
Futurum Research analyzes Micron’s Q1 FY 2026, focusing on AI-led demand, HBM commitments, and a pulled-forward capacity roadmap, with guidance signaling continued strength into FY 2026 amid persistent industry supply...
Futurum Research analyzes Broadcom’s Q4 FY 2025 results, highlighting accelerating AI semiconductor momentum, Ethernet AI switching backlog, and VMware Cloud Foundation gains, alongside system-level deliveries....
Futurum Research analyzes Adobe’s Q4 FY 2025 results, emphasizing AI distribution via LLMs, enterprise adoption of Firefly Foundry, and a credit-based monetization model aligned to FY 2026 ARR growth and...
Futurum Research analyzes HPE’s Q4 FY 2025 results, highlighting networking-led margin resiliency, AI server order momentum, and GreenLake ARR growth....
Futurum Research analyzes Salesforce’s Q3 FY 2026 results, focusing on Agentforce and Data 360 traction, Informatica integration, and how pricing and GTM execution set up bookings momentum into 2H FY...
Futurum Research analyzes Marvell’s Q3 FY 2026 results, highlighting accelerating AI-driven custom silicon and optics demand, plus how the Celestial AI acquisition advances a photonics-first roadmap for multi-year data center...
Futurum Research analyzes NetApp’s Q2 FY 2026 results, highlighting AI data platform traction, first-party cloud storage growth, and all-flash mix that lifted margins, alongside raised FY EPS and margin guidance....
Futurum Research analyzes HP’s Q4 FY 2025 results, highlighting AI PC momentum, Print subscription/industrial traction, and an AI-enabled cost program shaping FY 2026 execution amid memory inflation headwinds....
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