Login

Category: AI and Data Analytics

Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion
Fernando Montenegro
Fernando Montenegro

Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion

Transformation Initiatives Drive Profitability as Company Posts Revenue Growth
Fernando Montenegro, VP and Practice Lead at Futurum, reviews Kyndryl's Q4 FY2025 earnings. Key highlights: Constant-currency growth, notable rise in pretax income, how 'three-A' initiatives drive results, and strategic tailwinds.
Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum
Olivier Blanchard
Olivier Blanchard

Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum

Q1 FY 2025 Results Reflect Resilience in Gross Margin and Record Design Wins in AI, Robotics, and Automotive as New Products Scale
Olivier Blanchard, Research Director at Futurum, examines Lattice’s Q1 FY 2025 earnings, highlighting record design wins across AI, robotics, and automotive, and how new products are paving the way for growth in FY 2026.
Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains
Olivier Blanchard
Olivier Blanchard

Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains

AWS Leads Amazon’s Q1 FY 2025 With 17% Yoy Revenue Growth; Retail Business Remains Steady
Olivier Blanchard, Research Director at Futurum, breaks down Amazon’s Q1 FY 2025 results. The focus is on AWS growth, rising ad revenues, cost efficiencies, and tariff risk shaping the outlook for Amazon’s operating margin and cloud scale-up.
Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues
Olivier Blanchard
Olivier Blanchard

Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues

Automotive, PC, and IOT Drive Encouraging YoY Revenue Growth as Qualcomm’s Diversification Strategy Expands
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive.
OpenText Q3 FY 2025 Earnings Highlight Cloud Growth and Cost Discipline
Keith Kirkpatrick & Daniel Newman

OpenText Q3 FY 2025 Earnings Highlight Cloud Growth and Cost Discipline

Demand Headwinds Impact Total Revenue, but OpenText Posts Strong FCF and Margin Performance
Keith Kirkpatrick and Daniel Newman examine OpenText’s Q3 FY 2025 results, highlighting cost discipline, progress on AI initiatives, and strategic product rollouts amid ongoing global demand uncertainty.
Microsoft Q3 FY 2025 Earnings Beat on Strong Cloud and AI Services Growth - Market Coverage-Earnings
Keith Kirkpatrick & Daniel Newman

Microsoft Q3 FY 2025 Earnings Beat on Strong Cloud and AI Services Growth

Azure Grew 33% YoY, Adding 16 Points From AI Services; The Operating Margin Expanded by 100 bps
Keith Kirkpatrick and Daniel Newman of The Futurum Group analyze Microsoft’s Q3 FY 2025 results, with Azure growth, expanding AI workloads, and broad enterprise traction driving stronger-than-expected performance across segments.
Microsoft 365 Copilot Wave 2: Latest Advances for Enterprise AI
Keith Kirkpatrick

Microsoft Advances Enterprise AI With New Copilot Agents and Collab Features

Focus on Research, Data Analysis, Collaboration, and IT Governance in Microsoft 365 Copilot
Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights on Microsoft 365 Copilot Wave 2’s new AI agents and collaboration features that aim to expand AI’s role across enterprise workflows and boost operational productivity.
Intel Delivers Flat Q1 FY 2025 Revenue Amid Ongoing Turnaround Efforts
Richard Gordon
Richard Gordon & Daniel Newman

Intel Delivers Flat Q1 FY 2025 Revenue Amid Ongoing Turnaround Efforts

Q1 FY 2025 Results Show Intel Maintaining Topline but Facing Margin Pressure
Richard Gordon and Daniel Newman explore Intel’s Q1 FY 2025 results, highlighting flat revenue, margin challenges, and CEO Lip-Bu Tan’s early turnaround actions.
T-Mobile Q1 FY 2025: Delivers Wireless and Broadband Milestones
Ron Westfall

T-Mobile Q1 FY 2025: Delivers Wireless and Broadband Milestones

T-Mobile Q1 2025 Earnings Shine with Revenue Growth and Record Customer Additions
Ron Westfall at The Futurum Group analyzes T-Mobile’s Q1 FY 2025 earnings, highlighting why it delivered robust results, including revenue growth, record customer additions, and new 5GA, T-Fiber, and T-Satellite updates.
IBM's Q1 FY 2025 Results Backed by Automation and Hybrid Cloud
Nick Patience & Daniel Newman

IBM Posts Strong Q1 FY 2025 Results, Backed by Automation and Hybrid Cloud

IBM’s Software Strength and AI Bookings Support Its Reaffirmed 2025 Guidance
Daniel Newman and Nick Patience of The Futurum Group break down IBM’s Q1 FY 2025 results, with a focus on software-led growth, expanding AI backlog, and strategic traction across hybrid cloud and automation.
Alphabet Q1 FY 2025 Results Hit $90.2B, Driven by Cloud and Ads
Keith Kirkpatrick & Daniel Newman

Alphabet Q1 FY 2025 Revenue Hits $90.2B, Driven by Cloud and Ads

Alphabet Reports Strong Q1 FY 2025 Performance With Margin Expansion, Strong Bottom-Line Growth, and Resilient Ad Business Despite Macro Concerns
Keith Kirkpatrick and Daniel Newman at The Futurum Group analyze Alphabet's Q1 FY 2025 earnings. Key highlights include strong AI adoption, significant growth in ads and Cloud, and the continued leadership of Google’s AI-powered platforms.
ServiceNow Q1 FY 2025 Results Top Expectations as AI, Subscription Sales Grow
Keith Kirkpatrick

ServiceNow Q1 FY 2025 Results Top Expectations as AI, Subscription Sales Grow

ServiceNow Reports Robust 22% Yoy cRPO Growth and Improved Margins Amid Macro Uncertainty in Q1 FY 2025
Keith Kirkpatrick, Research Director at The Futurum Group, unpacks ServiceNow’s Q1 FY2025 earnings beat, driven by strong AI-led subscription growth, CRM and workflow expansion, and disciplined guidance amid U.S. budget and macro headwinds.
Become a Client

The Futurum Group

(833) 722-5337

501 West Ave., Suite 2102
Austin TX 78701

Linkedin Youtube Facebook

Welcome to The Futurum Group

Login to The Futurum Group
Login to Futurum Intelligence Platform
Login to Futurum Labs Research Library

Thank you, we received your request, a member of our team will be in contact with you.