Lumen Technologies Q2 FY 2026: AI-Era Connectivity Drives Strategic Shift
Futurum Research analyzes Lumen Technologies’ Q2 FY 2026 earnings, focusing on NaaS adoption, Alkira integration, strategic revenue growth, and AI networking strategy.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
28 results · page 2 of 2
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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.
Amazon Q2 2026: AWS Momentum Accelerates as AI Investment Climbs
Futurum Research analyzes Amazon’s Q2 2026 earnings, focusing on AWS acceleration, AI infrastructure demand, custom silicon, agentic AI, and commerce execution.
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.
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.
Equinix Q2 FY 2026: Enterprise AI Fuels the Next Phase of Data Center Growth
Futurum Research analyzes Equinix Q2 FY 2026 earnings, focusing on AI infrastructure demand, interconnection growth, capacity expansion, and raised guidance.
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.