HP Q3 FY 2026: Can Premium PCs Offset Memory Cost Pressure?
Futurum Research analyzes HP’s Q3 FY 2026 earnings, focusing on PC mix, AI PC demand, memory cost pressure, and guidance.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
8 results
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Lenovo Q1 FY 2027: Can AI Infrastructure Offset Device Market Pressure?
Futurum Research analyzes Lenovo’s Q1 FY 2027 earnings, focusing on AI infrastructure growth, AI PCs, services momentum, and guidance.
ASUS Q2 FY 2026 Earnings Hit Record Revenue on AI Servers
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices with Futurum, analyzes ASUS Q2 FY 2026 earnings, focusing on AI server revenue doubling, and how agentic AI compute positions the company for a multi-year AI cycle.
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.
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.
Ingram Micro Q2 FY 2026: Xvantage Strengthens the AI Distribution Model
Futurum Research analyzes Ingram Micro’s Q2 FY 2026 earnings, focusing on AI infrastructure, cloud growth, Xvantage adoption, and channel consolidation.
Qualcomm Q3 FY 2026: Automotive Growth Offsets Handset Weakness
Futurum Research analyzes Qualcomm’s Q3 FY 2026 earnings, focusing on handset pressure, automotive growth, and the data center ramp.
Arm Q1 FY 2027: Data Center Royalties Strengthen as AGI CPU Gains Traction
Futurum Research analyzes Arm’s Q1 FY 2027 earnings, focusing on data center royalties, AGI CPU demand, edge AI growth, and smartphone royalty pressure.