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Highlighted Insights & Research

Insight Enterprises Sees Earnings Strength on Expanding Margins
February 6, 2026
Article
Article

Insight Enterprises Sees Earnings Strength on Expanding Margins

Futurum Research shares insights on Insight Enterprises' Q4 2025 results. The company showed remarkable earnings resilience by expanding margins despite revenue attrition, thanks to a pivot towards higher-value cloud and services offerings....
Can Workday’s AI-Driven Frontline Suite Disrupt WFM for Retail and Hospitality
February 6, 2026
Article
Article

Can Workday’s AI-Driven Frontline Suite Disrupt WFM for Retail and Hospitality?

Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights on Workday’s push to enhance frontline workforces through agentic technology, particularly in retail, transportation, and hospitality....
Coherent Q2 FY 2026 AI Datacenter Demand Lifts Revenue and Margins
February 6, 2026
Article
Article

Coherent Q2 FY 2026: AI Datacenter Demand Lifts Revenue and Margins

Futurum Research analyzes Coherent’s Q2 FY 2026 results, highlighting AI datacenter optics demand, 6-inch indium phosphide capacity expansion, and growing OCS/CPO traction supporting margin expansion into FY 2027....
Arm Q3 FY 2026 Earnings Highlight AI-Driven Royalty Momentum
February 6, 2026
Article
Article

Arm Q3 FY 2026 Earnings Highlight AI-Driven Royalty Momentum

Futurum Research analyzes Arm’s Q3 FY 2026 results, highlighting CPU-led AI inference momentum, CSS-driven royalty leverage, and diversification across data center, edge, and automotive, with guidance pointing to continued growth....

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