Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, reviews Stellantis Q1 FY 2026 earnings, focusing on early execution gains, North America margin trajectory, and Europe pricing pressure....
Brendan Burke, Research Director at Futurum, reviews Teradyne’s Q1 FY 2026 earnings, focusing on AI-driven test demand and new interconnect and board test platforms....
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, reviews MediaTek’s Q1 FY 2026 earnings, focusing on AI accelerator ASIC revenue timing, and Smart Edge growth....
Brendan Burke, Research Director at Futurum, analyzes AMD’s Q1 FY 2026 earnings, focusing on data center-driven growth, expanding server CPU demand tied to agentic AI, and second-half execution factors around...
Futurum Research reviews Freshworks Q1 FY 2026 results, focusing on EX upmarket execution, Freddy AI Copilot attach trends, CX replatforming progress, and FY 2026 guidance....
Brendan Burke, Research Director at Futurum, analyzes Lattice’s Q1 FY 2026 earnings, focusing on compute and communications demand, improving channel visibility, and how the planned AMI acquisition broadens platform control....
Dion Hinchcliffe at Futurum reviews Palantir Q1 FY 2026 earnings, focusing on AIP-driven US demand, commercial and government execution, and raised FY 2026 guidance....
Futurum Research reviews Atlassian’s Q3 FY 2026 earnings, focusing on Cloud momentum, AI adoption via Rovo, and Service Collection traction, with takeaways for enterprise workflow and ITSM strategy....
Futurum Research reviews Twilio’s Q1 FY 2026 earnings, focusing on accelerating voice and messaging demand, growing multi-product adoption, and how AI-driven use cases are shaping Twilio’s platform direction....
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