Twilio Q2 FY 2026: AI Communications Gain Commercial Traction
Futurum Research analyzes Twilio’s Q2 FY 2026 earnings, focusing on AI-led communications demand, multi-product adoption, and stronger organic growth.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
38 results · page 2 of 2
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38 results
NETSCOUT Q1 FY 2027: Service Assurance and DDoS Capacity Expand
Futurum Research analyzes NETSCOUT’s Q1 FY 2027 earnings, focusing on Service Assurance growth, Omnis traction, Arbor Cloud capacity, and FY 2027 guidance.
SiTime Q2 FY 2026: AI Demand and Renesas Integration Shape the Next Phase
Futurum Research analyzes SiTime’s Q2 FY 2026 earnings, focusing on AI data center timing demand, Renesas timing integration, and guidance.
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.
Freshworks Q2 FY 2026: Freddy AI and EX Drive Commercial Momentum
Futurum Research analyzes Freshworks’ Q2 FY 2026 earnings, focusing on EX growth, Freddy AI monetization, and service operations expansion.
Teradata Q2 FY 2026: Hybrid AI Strategy Gains Enterprise Traction
Futurum Research analyzes Teradata’s Q2 FY 2026 earnings, focusing on hybrid AI, Teradata Factory, AI Studio, and guidance.
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.
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.
Palantir Q2 FY 2026 Earnings Surge on US Commercial AI Demand
Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers and Software Lifecycle Engineering at The Futurum Group, reviews Palantir’s Q2 FY 2026 earnings, 149% US commercial growth, the AI sovereignty thesis, and a raised full-year outlook.
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.