The post Salesforce Q2 FY 2026 Earnings Show EPS Beat, CRPO Growth, Margin Expansion appeared first on Futurum. Keith Kirkpatrick and Daniel Newman at Futurum analyze Salesforce’s Q2 FY 2026 earnings, highlighting subscription growth, margin expansion, AI adoption, and capital return, with guidance raised as the company pivots toward Agentic AI. The post Salesforce Q2 FY 2026 Earnings Show EPS Beat, CRPO Growth, Margin Expansion appeared first on Futurum.| Futurum
The post Marvell Q2 FY 2026 Earnings: Data Center Growth Healthy but Overshadowed by Rising Competition appeared first on Futurum. Ray Wang, Research Director at Futurum, shares insights on Marvell’s Q2 FY2026 earnings, highlighting how AI-driven custom silicon, electro-optics, and recovery in enterprise and carrier markets are fueling broad-based growth. The post Marvell Q2 FY 2026 Earnings: Data Center Growth Healthy but Overshadowed by Rising Competition appeared first on Futurum.| Futurum
The post Precision Timing’s Critical Impact on Data Center ROI appeared first on Futurum. As data centers pivot to AI, precision timing shifts from component choice to strategic lever. This brief shows how tighter synchronization and low-jitter clocking unlock higher throughput, stronger uptime, better power efficiency, and ultimately superior ROI—then outlines the hardware and software capabilities to prioritize when modernizing timing across the AI stack. The post Precision Timing’s C...| Futurum
The post Dell Q2 FY 2026 Results Show 19% Revenue Jump, AI Server Shipments Surge appeared first on Futurum. Olivier Blanchard and Daniel Newman at Futurum, examine Dell’s Q2 FY 2026 earnings, highlighting record ISG growth fueled by AI servers and why margin pressures and soft CSG results show the PC refresh cycle will take longer to build. The post Dell Q2 FY 2026 Results Show 19% Revenue Jump, AI Server Shipments Surge appeared first on Futurum.| Futurum
The post Apple Bets on AI Robots, Smart Displays, and Security for Its Comeback appeared first on Futurum. Olivier Blanchard, Research Director at Futurum, analyzes Apple’s AI push with robots, smart displays, and security devices, centered on a revamped Siri to restore its innovation edge. The post Apple Bets on AI Robots, Smart Displays, and Security for Its Comeback appeared first on Futurum.| Futurum
The post HP Q3 FY 2025 Earnings Lifted by PC Growth, Printing Remains Soft appeared first on Futurum. Olivier Blanchard, Research Director at Futurum, analyzes HP’s Q3 FY 2025 earnings, highlighting momentum in AI PCs and Windows 11 refresh, strong cash flow delivery, and ongoing challenges in the Printing business. The post HP Q3 FY 2025 Earnings Lifted by PC Growth, Printing Remains Soft appeared first on Futurum.| Futurum
The post Pure Storage Q2 FY 2026 Revenue Jumps 13%, Guidance Lifted for FY 2026 appeared first on Futurum. Brad Shimmin, VP & Practice Lead at Futurum, examines Pure Storage’s Q2 FY26 earnings, spotlighting new product launches, hyperscaler traction, and subscription momentum driving its raised full-year outlook. The post Pure Storage Q2 FY 2026 Revenue Jumps 13%, Guidance Lifted for FY 2026 appeared first on Futurum.| Futurum
The post NetApp Q1 FY 2026 Earnings Show Stable Revenue and Cloud Momentum appeared first on Futurum. Krista Case, Research Director at The Futurum Group, examines NetApp’s Q1 FY 2026 earnings, highlighting all-flash market leadership, expanding cloud services, and growing momentum in AI-driven data infrastructure. The post NetApp Q1 FY 2026 Earnings Show Stable Revenue and Cloud Momentum appeared first on Futurum.| Futurum
The post NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch appeared first on Futurum. Futurum’s Ray Wang and Daniel Newman examine NVIDIA’s Q2 FY 2026 earnings, highlighting strong Blackwell adoption, record networking revenue, and accelerating AI demand across data center, gaming, and professional visualization. The post NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch appeared first on Futurum.| Futurum
The post Is NVIDIA’s Jetson Thor the New Brain for General Robotics? appeared first on Futurum. Ray Wang, Research Director at The Futurum Group shares his insights on the NVIDIA Jetson Thor, a new robotics computer with the server-class performance needed to run generative AI at the edge and power the next generation of physical AI. The post Is NVIDIA’s Jetson Thor the New Brain for General Robotics? appeared first on Futurum.| Futurum
The post America’s Bet on Intel: Why This Investment Is Existential for National Security and Tech Leadership appeared first on Futurum. Futurum’s Daniel Newman shares his insights on the US’s multi-billion-dollar investment in Intel to bolster domestic semiconductor manufacturing, vital for national security, economic competitiveness, and technological sovereignty. The post America’s Bet on Intel: Why This Investment Is Existential for National Security and Tech Leadership appeared f...| Futurum
The post Workday Q2 FY 2026 Revenue Up 13%, AI Momentum Drives Guidance Lift appeared first on Futurum. Keith Kirkpatrick, Research Director at Futurum, examines Workday’s Q2 FY 2026 earnings, highlighting AI adoption, subscription revenue growth, and raised guidance that reinforce its positioning as an expanding enterprise platform. The post Workday Q2 FY 2026 Revenue Up 13%, AI Momentum Drives Guidance Lift appeared first on Futurum.| Futurum
The post Adobe Brings AI to PDFs With the Launch of Acrobat Studio appeared first on Futurum. Keith Kirkpatrick, Research Director at Futurum, shares insights on Adobe’s launch of Acrobat Studio, a unified hub combining PDF Spaces, AI assistants, and Adobe Express to transform how users analyze, create, and share content. The post Adobe Brings AI to PDFs With the Launch of Acrobat Studio appeared first on Futurum.| Futurum
The post Will Regrello Help Salesforce Push Further Into Agentic AI Workflows? appeared first on Futurum. Keith Kirkpatrick, Research Director at Futurum, shares insights on Salesforce’s acquisition of Regrello and how its integration with Agentforce and Slack could transform enterprise workflows with agentic AI automation. The post Will Regrello Help Salesforce Push Further Into Agentic AI Workflows? appeared first on Futurum.| Futurum
The post Ansys and Synopsys Expand Simulation Capabilities with NVIDIA Omniverse Integration appeared first on Futurum. Ray Wang, Research Director at Futurum, shares insights on Ansys integrating NVIDIA Omniverse into its simulation tools to enhance CFD, autonomous validation, and digital twin workflows through OpenUSD-enabled interoperability. The post Ansys and Synopsys Expand Simulation Capabilities with NVIDIA Omniverse Integration appeared first on Futurum.| Futurum
The post Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand appeared first on Futurum. Ray Wang, Research Director at Futurum, examines Coherent’s Q4 FY 2025 earnings, highlighting AI datacenter and networking growth, margin gains, and the Aerospace and Defense sale to sharpen focus on core markets. The post Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand appeared first on Futurum.| Futurum
The post Is NVIDIA’s RTX PRO 6000 Blackwell the Tipping Point for Enterprise AI Acceleration? appeared first on Futurum. Ray Wang, Research Director at Futurum, shares insights on NVIDIA RTX PRO 6000 Blackwell-powered 2U servers from top OEMs, delivering AI acceleration, efficiency gains, and broad workload support for enterprise data centers. The post Is NVIDIA’s RTX PRO 6000 Blackwell the Tipping Point for Enterprise AI Acceleration? appeared first on Futurum.| Futurum
The post AI-Powered Oracle EHR Aims to Streamline Clinical Workflows and Documentation appeared first on Futurum. Keith Kirkpatrick and Mitch Ashley of Futurum share their insights on Oracle’s AI-powered, cloud-native EHR that streamlines workflows, reduces documentation, and delivers real-time patient insights for U.S. ambulatory providers. The post AI-Powered Oracle EHR Aims to Streamline Clinical Workflows and Documentation appeared first on Futurum.| Futurum
The post If AI Is So Hot, Why Is Palantir Soaring While C3.ai Is Stumbling? appeared first on Futurum. Nick Patience, VP & AI Platforms Practice Lead at Futurum, shares insights on the Palantir vs. C3.ai divergence. While both offer AI platforms, Palantir's booming stock and financials contrast sharply with C3.ai's recent stock collapse and revenue miss, revealing crucial differences in go-to-market strategy. The post If AI Is So Hot, Why Is Palantir Soaring While C3.ai Is Stumbling? appeared...| Futurum
The post AMD Expands Windows AI Limits With 128B Parameter Model Capability appeared first on Futurum. Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s Variable Graphics Memory upgrade for the Ryzen AI Max+ 395, enabling up to 128B parameter models with full vision and MCP support on Windows devices. The post AMD Expands Windows AI Limits With 128B Parameter Model Capability appeared first on Futurum.| Futurum
The post Is CoreWeave’s OpenAI Momentum Enough to Beat Again? appeared first on Futurum. Insights on CoreWeave’s Q2 preview: AI cloud growth from OpenAI and GPU scarcity sets up another potential beat; balance sheet scrutiny remains key. The post Is CoreWeave’s OpenAI Momentum Enough to Beat Again? appeared first on Futurum.| Futurum
The post Can Oklo Power AI’s Growth With Nuclear Microreactors? appeared first on Futurum. Insights on Okla’s earnings preview, at the intersection of two major growth curves: AI infrastructure expansion and the need for sustainable, reliable energy sources. The post Can Oklo Power AI’s Growth With Nuclear Microreactors? appeared first on Futurum.| Futurum
The post Twilio Q2 FY 2025 Revenue Rises 13% With Record Profitability and Cash Flow appeared first on Futurum. Keith Kirkpatrick, Research Director at Futurum, covers Twilio’s Q2 FY 2025 earnings and discusses how the company is driving margin expansion across its product portfolio amid economic headwinds. The post Twilio Q2 FY 2025 Revenue Rises 13% With Record Profitability and Cash Flow appeared first on Futurum.| Futurum
The post AMD Q2 FY 2025 Sales Beat Offset by MI308-Linked EPS Decline appeared first on Futurum. Olivier Blanchard and Daniel Newman at Futurum unpack AMD’s Q2 FY 2025 results, where record EPYC and Ryzen sales were offset by export-driven MI308 charges. In focus: the MI355 ramp, China license risks, and margin recovery in Q3. The post AMD Q2 FY 2025 Sales Beat Offset by MI308-Linked EPS Decline appeared first on Futurum.| Futurum
The post Lattice Q2 FY 2025 Results Show Strong Comms and Compute Growth appeared first on Futurum. Ray Wang and Daniel Newman at Futurum analyse Lattice’s Q2 FY 2025 results, highlighting record server revenue, growing AI attach rates, and strong momentum in communications and compute despite industrial softness. The post Lattice Q2 FY 2025 Results Show Strong Comms and Compute Growth appeared first on Futurum.| Futurum
The post Amazon Q2 FY 2025 Revenue Tops View; Profit Outlook Disappoints Street appeared first on Futurum. Olivier Blanchard and Brad Shimmin at Futurum examine Amazon’s Q2 FY 2025 results, spotlighting strong retail and ad growth, mixed AI progress, and AWS margin compression amid intensifying cloud competition and infrastructure limitations. The post Amazon Q2 FY 2025 Revenue Tops View; Profit Outlook Disappoints Street appeared first on Futurum.| Futurum
PROS Holdings Q2 FY 2025 earnings driven by SaaS platform growth, margin expansion, and guidance for full-year revenue and profitability.| Futurum