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Astera Labs Q4 2025 Earnings Diversified AI Connectivity Momentum
February 13, 2026
Article
Article

Astera Labs Q4 2025 Earnings: Diversified AI Connectivity Momentum

Brendan Burke, Research Director at Futurum, analyzes Astera Labs’ Q4 2025 beat and above-consensus guidance, highlighting momentum in smart fabrics, signal conditioning, and CXL memory as AI connectivity spend accelerates....
ServiceNow Buys Pyramid Does this Spell the End of the BI Dashboard
February 13, 2026
Article
Article

ServiceNow Buys Pyramid: Does this Spell the End of the BI Dashboard?

Brad Shimmin, VP and Practice Lead at Futurum, along with Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Digital Workflows, analyze ServiceNow’s acquisition of Pyramid Analytics. They explore...
SuiteConnect NYC - Will Embedded Intelligence Redefine ERP Value
February 13, 2026
Article
Article

SuiteConnect NYC – Will Embedded Intelligence Redefine ERP Value?

Keith Kirkpatrick, VP & Research Director at Futurum, covers Oracle NetSuite’s SuiteConnect NYC event, and discusses the key announcements and their respective market implications....
Silicon Labs Q4 FY 2025 Earnings Highlight Wireless Momentum and Acquisition
February 13, 2026
Article
Article

Silicon Labs Q4 FY 2025 Earnings Highlight Wireless Momentum and Acquisition

Brendan Burke, Research Director at Futurum, analyzes Silicon Labs’ Q4 FY 2025 results and TI’s pending acquisition, highlighting industrial wireless momentum, manufacturing synergies, and how internalized production could expand reach...

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