Tag: Earnings

Stellantis Q1 FY 2026 Earnings Return to Profitability
May 8, 2026

Stellantis Q1 FY 2026 Earnings Return to Profitability

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....
Teradyne Q1 FY 2026 Earnings Credit Revenue Growth to AI Test Demand
May 7, 2026

Teradyne Q1 FY 2026 Earnings Credit Revenue Growth to AI Test Demand

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....
MediaTek Q1 FY 2026 Earnings Driven by AI ASIC Ramp Visibility
May 7, 2026

MediaTek Q1 FY 2026 Earnings Driven by AI ASIC Ramp Visibility

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....
AMD Q1 FY 2026 Data Center Momentum Builds as AI Deployments Scale
May 7, 2026

AMD Q1 FY 2026: Data Center Momentum Builds as AI Deployments Scale

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...
Freshworks Q1 FY 2026 Earnings: EX Momentum Offsets CX Growth Questions
May 7, 2026

Freshworks Q1 FY 2026 Earnings: EX Momentum Offsets CX Growth Questions

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....
Lattice Semiconductor Q1 FY 2026 Results Set Up AMI Acquisition
May 6, 2026

Lattice Semiconductor Q1 FY 2026 Results Set Up AMI Acquisition

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....
Palantir Q1 FY 2026 Revenue Beats Estimates, US Demand Drives Outlook Raise
May 6, 2026

Palantir Q1 FY 2026 Revenue Beats Estimates, US Demand Drives Outlook Raise

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....
Xerox Q1 FY 2026 Earnings Show Improved Revenue Trajectory
May 5, 2026

Xerox Q1 FY 2026 Earnings Show Improved Revenue Trajectory

Futurum Research reviews Xerox Q1 FY 2026 earnings, focusing on improved revenue trajectory, print mix shift toward production, IT Solutions activity trends, and the company’s reaffirmed FY 2026 outlook....
Ingram Micro Q1 FY 2026 Earnings Driven by Xvantage Scale and AI Deal Mix
May 5, 2026

Ingram Micro Q1 FY 2026 Earnings Driven by Xvantage Scale and AI Deal Mix

Futurum Research analyzes Ingram Micro’s Q1 FY 2026 earnings, focusing on Xvantage execution, AI infrastructure mix, and supply-driven pricing dynamics shaping near-term performance....
Atlassian Q3 FY 2026 Earnings Show Continued Cloud And AI-Led Expansion
May 4, 2026

Atlassian Q3 FY 2026 Earnings Show Continued Cloud And AI-Led Expansion

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....
Twilio Q1 FY 2026 Earnings Show Accelerating Voice and Messaging Demand
May 4, 2026

Twilio Q1 FY 2026 Earnings Show Accelerating Voice and Messaging Demand

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....
Amazon Q1 FY 2026: AWS Momentum Builds as AI Infrastructure Spend Surges
May 4, 2026

Amazon Q1 FY 2026: AWS Momentum Builds as AI Infrastructure Spend Surges

Futurum Research analyzes Amazon’s Q1 FY 2026 earnings, focusing on AWS re-acceleration, custom silicon expansion, and agentic AI product moves shaping near-term spending and longer-term positioning....

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