The Quantum Security-Resilience Beyond Q-Day

This sector report provides a forward-looking assessment of the quantum cybersecurity landscape, analyzing how the rapid advancement of quantum computing is necessitating a fundamental shift toward quantum-resistant infrastructure.

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Mondelez International (Q2FY26) (MDLZ) – Emerging markets shine despite input costs

Mondelez International (Q2FY26)- Emerging Markets remained the company's strongest growth engine in Q2FY26, with organic revenue increasing 4.4%, supported by strong volume and mix performance across most snacking categories.

The “Hardware & Software” Metaphor

As we approach 2026, the APAC region continues to stand out as a global growth engine. But for the institutional investor, the real “investment season” is happening right now.

Hewlett Packard Enterprise (HPE) (Q2FY26) – Juniper strengthens networking business

Hewlett Packard Enterprise delivered one of its strongest quarters as enterprise demand accelerated across networking, Cloud & AI, storage, and hybrid cloud.

Okta Inc Q1FY27 (OKTA) – AI potential still needs validation

Okta Inc Q1FY27 - Okta continues to strengthen its position within large enterprise customers, which remains the primary driver of recurring revenue growth.

UiPath Inc. (PATH) (Q1FY27) – Agentic AI challenges traditional RPA

UiPath is successfully evolving from a traditional RPA provider into an enterprise AI and process orchestration platform.

Micron Technology, Inc. (Q3FY26) (MU) – The $100 billion backlog protecting your investment

Micron Technology, Inc. (Q3FY26) - To support next-generation AI processors, Micron manufactures high-performance memory chips like HighBandwidth Memory (HBM).

Nike Inc Q4FY26 (NKE) – Recovery slowed by macro uncertainty

Nike Inc Q4FY26 - NKE's performance business continued to gain momentum in FY26, showing the success of the company's renewed focus on sports and innovation.

Autodesk Inc Q1FY27 (ADSK) – MaintainX expansion with margin risks

Autodesk Inc Q1FY27 - Autodesk's acquisition of MaintainX marks its largest strategic expansion beyond design and construction software into asset operations.

Conagra Brands Inc Q4FY26 (CAG) Persistent inflation limits margin recovery

Conagra Brands Inc Q4FY26 - The Project Catalyst and AI adoption are expected to become important drivers of CAG's long-term growth.

Broadcom Inc. Q2FY26 (AVGO) – The $30 billion AI backlog story

Broadcom Inc Q2FY26 shows Broadcom holds a leading market position in custom AI accelerators and high-speed data center switches.

Toyota Motor Corporation Q4FY26 (7203.T) Navigating external shocks via value chain growth

Toyota Motor Corporation Q4FY26 - Toyota’s multi-pathway strategy continues to extract high unit economics from powertrain divergence as pure BEV growth tempers globally.

MongoDB Inc Q1FY27 (MDB) – Enterprise AI becomes growth driver

MongoDB Inc Q1FY27 - MongoDB is emerging as the preferred data platform for enterprise AI.

PepsiCo Inc. (PEP) (Q2FY26) – International strength faces cost pressures

PepsiCo delivered a strong international performance in Q2FY26, with international organic revenue increasing 7%, marking its 21st consecutive quarter of at least mid-single-digit organic revenue growth.

ABB Ltd. (ABB) (Q2FY26) – Navigating segment divergence via disciplined capital allocation

ABB Ltd Q2FY26 results confirm structural decoupling from short-cycle industrial cooling, driven by record orders of $12,042mn and an order backlog reaching $30,007mn.

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