Futurum Research at Futurum analyzes Coherent’s Q1 FY 2026 results, focusing on AI datacenter transceiver adoption, six‑inch InP capacity expansion, and OCS/CPO traction that position the company for continued growth...
Futurum Research analyzes Lattice’s Q3 FY 2025 results, highlighting record communications and computing momentum, PQC-ready control FPGAs, and inventory normalization that supports a stronger setup into FY 2026....
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...
Keith Kirkpatrick, Research Director at The Futurum Group, explores Twilio's Q3 earnings, focusing on how AI advancements and robust data integration are driving growth and transforming customer engagement for today's...
Keith Kirkpatrick, Research Director with The Futurum Group, discusses Adobe’s message reinforcement around genAI and creator IP rights, and provides his views on why this is an important and necessary...
The Futurum Group’s Daniel Newman and Keith Kirkpatrick share their insights on Twilio’s Q1 2024 earnings and discuss the elements that the company must address to move forward in the...
The Futurum Group’s Ron Westfall explores why Alianza’s full-stack communications platform with AWS’ proven cloud infrastructure can fulfill the topmost demands of CSPs as they transform their networks in meeting...
Sean Spradling, Senior Analyst at The Futurum Group, discusses the beta release of Zoom huddles, the experience of the product, and the longer-term implications of the new form of communication....
Sean Spradling, senior analyst at Wainhouse, part of The Futurum Group family of companies, covers the recent announcement from Webex Calling on the opening of a data center, a new...
Dan Root, senior analyst with Wainhouse, part of The Futurum Group family of companies, covers the announcement of GoTo’s integration with Miro and explores how this will improve meeting workflows...
Sean Spradling, senior analyst at Wainhouse Research, part of The Futurum Group family of companies, covers the recent whispers of Microsoft's potential $10 billion investment with OpenAI, the company who...
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