QumulusAI Q2 FY 2026: 118% Revenue Growth for Hyperspeed AI Compute Deployment
Brendan Burke, Research Director at Futurum, analyzes QumulusAI’s Q2 FY 2026 earnings, focusing on direct AI compute demand, GPU fleet expansion, and capacity execution.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
12 results
Practice area
Company
Analyst
Analog Devices Q3 FY 2026 Earnings Hit First $4 Billion Quarter on AI Demand
Brendan Burke, Research Director at Futurum, reviews Analog Devices’ Q3 FY 2026 earnings, the first $4 billion quarter, and the data center and industrial demand behind it.
Applied Materials Q3 FY 2026: Advanced Packaging and DRAM Accelerate Growth
Brendan Burke, Research Director at Futurum, analyzes Applied Materials’ Q3 FY 2026 earnings, focusing on AI-driven chip equipment demand, DRAM strength, advanced packaging, and capacity visibility.
Coherent Q4 FY 2026 Earnings: 1.6T Transceivers Ramp, CPO Revenue Approaches
Brendan Burke, Research Director at Futurum, analyzes Coherent’s Q4 FY 2026 earnings, focusing on AI datacenter optics, indium phosphide capacity, CPO, NPO, and optical circuit switching.
Microchip Q1 FY 2027 Earnings Beat as Data Center Exposure Nears $1 Billion
Brendan Burke, Research Director at Futurum, reviews Microchip’s Q1 FY 2027 earnings, its data center exposure nearing $1 billion, and margin gains above its long-term model.
Silicon Labs Q2 FY 2026: IoT Recovery Builds Momentum for Series 3 Platform
Brendan Burke, Research Director at Futurum, analyzes Silicon Labs’ Q2 FY 2026 earnings, focusing on sequential margin gains, the 22nm Series 3 up-market pivot, multi-protocol strategy, edge AI, and the pending Texas Instruments acquisition.
IonQ Q2 FY 2026: Tempo Quantum Computers Drive Growth Ahead of SkyWater Integration
Brendan Burke, Research Director at Futurum, analyzes IonQ’s Q2 FY 2026 earnings, focusing on quantum platform growth, SkyWater integration, security demand, and raised FY 2026 guidance.
Lattice Semiconductor Q2 FY 2026: AMI Acquisition Pulls $1 Billion Revenue Rate Up to Q3 2026
Brendan Burke, Research Director at Futurum, analyzes Lattice Semiconductor’s Q2 FY 2026 earnings, focusing on AI server demand, FPGA attach, AMI, and guidance.
AMD Q2 FY 2026: EPYC and Helios Fuel the Next AI Growth Phase
Brendan Burke, Research Director at Futurum, analyzes AMD’s Q2 FY 2026 earnings, focusing on Data Center growth, EPYC demand, Helios momentum, and the next phase of AI infrastructure execution.
Astera Labs Q2 FY 2026 Earnings Pull Scorpio Switch Leadership Forward
Brendan Burke, Research Director at Futurum, reviews Astera Labs’ Q2 FY 2026 earnings, record AI-connectivity revenue, and a Scorpio fabric-switch ramp set to lead the portfolio.
Backblaze Q2 FY 2026: CoreWeave Deal Strengthens AI Storage Position
Brad Shimmin and Brendan Burke, analysts at Futurum, review Backblaze’s Q2 FY 2026 earnings, focusing on B2 Cloud Storage growth, AI infrastructure demand, and the CoreWeave agreement.
Teradyne Q2 FY 2026 Doubles Semiconductor Test Revenue on AI Compute and Memory Demand
Brendan Burke, Research Director at Futurum, reviews Teradyne’s Q2 FY 2026 earnings, record AI-driven semiconductor test demand, and a Q3 outlook beat.