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OpenAI Frontier Close the Enterprise AI Opportunity Gap—or Widen It
February 9, 2026
Article
Article

OpenAI Frontier: Close the Enterprise AI Opportunity Gap—or Widen It?

Futurum Research Analysts Mitch Ashley, Keith Kirkpatrick, Fernando Montenegro, Nick Patience, and Brad Shimmin examine OpenAI Frontier and whether enterprise AI agents can finally move from pilots to production. The analysis explores...
Microchip Q3 2026 Earnings Signal Mix Shift to Networking and Data Center
February 9, 2026
Article
Article

Microchip Q3 2026 Earnings Signal Mix Shift to Networking and Data Center

Brendan Burke, Research Director at Futurum, analyzes Microchip Technology's Q3 fiscal 2026 results including broad-based market recovery and strategic wins in automotive Ethernet and Gen 6 PCIe switching....
Cloud Services Power CDW’s Q4 Outperformance Amid Hardware Uncertainty
February 9, 2026

Cloud Services Power CDW’s Q4 Outperformance Amid Hardware Uncertainty

Futurum Research shares insights on how CDW's Q4 2025 results surpassed expectations, driven by double-digit profit growth in CDW cloud services and managed offerings, which countered ongoing volatility in hardware...
Commvault Introduces Geo Shield. Can One Platform Meet Sovereign Needs?
February 9, 2026
Article
Article

Commvault Introduces Geo Shield. Can One Platform Meet Sovereign Needs?

Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines Commvault Geo Shield and its focus on sovereign deployment models that retain control over data location, operations,...

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