NetApp Q1 FY 2027: AI-Ready Storage Drives Enterprise Momentum
Futurum Research analyzes NetApp’s Q1 FY 2027 earnings, focusing on AI data infrastructure, hybrid cloud demand, and migration momentum.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
38 results · page 1 of 2
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38 results
HPE Q3 FY 2026: AI Infrastructure Demand Strengthens Outlook
Futurum Research analyzes HPE’s Q3 FY 2026 earnings, focusing on AI server demand, networking growth, supply constraints, and FY 2027 positioning.
Broadcom Q3 FY 2026: Can Custom Silicon Sustain AI Growth?
Futurum Research analyzes Broadcom’s Q3 FY 2026 earnings, focusing on AI custom silicon demand, networking growth, and Q4 FY 2026 guidance.
Marvell Q2 FY 2027: Connectivity and Custom Silicon Fuel AI Growth
Futurum Research at The Futurum Group analyzes Marvell’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, data center growth, custom silicon, and FY 2027 guidance.
Synopsys Q3 FY 2026: AI Design Demand Drives EDA Growth
Futurum Research analyzes Synopsys’ Q3 FY 2026 earnings, focusing on AI-driven EDA demand, Ansys integration, and FY 2027 monetization priorities.
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.
NVIDIA Q2 FY 2027: AI Infrastructure Demand Extends Into FY 2028
Futurum Research analyzes NVIDIA’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, Vera Rubin production, Blackwell Ultra momentum, and FY 2028 growth expectations.
Okta Q2 FY 2027 Earnings Beat and Raise on Core Identity Strength
Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers at The Futurum Group, reviews Okta’s Q2 FY 2027 earnings, where core identity strength and new products drove a beat and raise while agentic identity stayed an early, forward-looking driver.
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.
Salesforce Q2 FY 2027: Can Agentforce Drive Revenue Reacceleration?
Futurum Research analyzes Salesforce’s Q2 FY 2027 earnings, focusing on AI and data momentum, Agentforce adoption, Anthropic partnership expansion, and FY 2027 guidance.
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.
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.
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.
Cisco Q4 FY 2026 Earnings Point to Broader AI Infrastructure Demand
Futurum Research analyzes Cisco’s Q4 FY 2026 earnings, focusing on AI infrastructure orders, networking demand, security traction, and FY 2027 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.
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.
CoreWeave Q2 FY 2026: AI Demand Drives Pricing and Capacity Growth
Futurum Research analyzes CoreWeave’s Q2 FY 2026 earnings, focusing on AI cloud demand, managed inference growth, power expansion, and raised FY 2026 guidance.
Atlassian Q4 FY 2026: Can Rovo Turn AI Usage Into Durable Growth?
Futurum Research analyzes Atlassian’s Q4 FY 2026 earnings, focusing on cloud growth, Rovo adoption, Teamwork Graph traction, and enterprise expansion.