Analyst Insights

Research notes and analysis from the Futurum practice areas.

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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.

August 3, 2026

Earnings

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.

August 3, 2026