Author: Keith Kirkpatrick

Messaging Growth and Cost Discipline Drive Twilio’s Q4 FY 2024 Profitability Gains
Keith Kirkpatrick highlights Twilio’s Q4 FY 2024 performance driven by messaging growth, AI innovation, and strong profitability gains.
While Zoho Has Established a Strong Foothold in the SMB Market, the Company Has Its Eye on Bigger Fish
The Futurum Group’s Keith Kirkpatrick and Alex Smith cover ZohoDay25 and discuss the company’s new strategic focus targeting enterprise customers, and the company’s go-to-market and partnership approach.
Microsoft Adopts a Paid Metered Approach for Autonomous Agents, Highlighting Evolving AI Monetization in Microsoft 365 Copilot
Keith Kirkpatrick, Research Director at The Futurum Group, examines Microsoft’s shift to metered pricing for autonomous agents in Microsoft 365 Copilot and its impact on enterprise AI adoption.
OpenText Shifts Focus to Growth After Margin-Driven Execution, With AI and Cloud Leading the Strategy
Keith Kirkpatrick, Research Director at The Futurum Group, examines OpenText’s Q2 FY 2025 results, highlighting strong profitability, record cloud bookings, and a strategic pivot toward AI-driven growth.
Alphabet’s Q4 Saw Solid Gains in Search and YouTube, Yet Google Cloud’s Revenue Fell Short, and a $75 Billion Capex Forecast Raised Investor Concerns
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Alphabet’s Q4 2024 earnings, highlighting strong ad revenue from Search and YouTube, concerns over Google Cloud’s growth miss, and the company’s aggressive $75 billion capex plan.
Oracle Fusion Cloud Sales and SCM Introduce AI Agents to Boost Customer Interactions, Optimize Supply Chains, and Drive Productivity
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Oracle's AI-driven enhancements in Fusion Cloud Sales and SCM, evaluating how embedded AI agents streamline sales, optimize supply chains, and improve enterprise efficiency.
In our latest brief, How AI is Transforming the Economics of Customer Service, completed in partnership with Zendesk, The Futurum Group explores how AI is revolutionizing customer support by automating repetitive tasks, optimizing workflows, and enabling businesses to shift focus from outdated productivity metrics to customer-centric KPIs.
At the Company’s 2025 Analyst Day, New CEO David Roberts Revealed the Company’s Strategy for Positioning SugarCRM as the Vendor of Choice for Mid-Market Manufacturers, Wholesalers, and Distributors
Keith Kirkpatrick, Research Director at The Futurum Group shares his review and insights gleaned from SugarCRM’s 2025 Analyst Day, where the company laid out its new strategy, customer focus, GTM, and generative AI approach.
AI Investors, Tech Leaders, and Customers Sort Through Short-Term Fallout and Longer-Term Claims By China’s DeepSeek
The Futurum Group analysts share their insights on DeepSeek R1 claims of model training and cost efficiency, questions about the potential use of competitors' models, and security and privacy concerns. Analysts discuss the near and long-term implications of faster and lower-cost LLM development.
Cloud and AI Services Saw Strong Adoption, While Heightened Capex for AI Infrastructure Affected Margin Performance
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Microsoft’s Q2 FY 2025 results, highlighting strong cloud and AI-driven growth, a surge in commercial bookings, and record-high AI infrastructure investments.
ServiceNow’s AI Strategy Shifts to Usage-Based Pricing, Impacting Near-Term Revenue
Keith Kirkpatrick, Research Director at The Futurum Group, examines ServiceNow’s Q4 FY 2024 earnings, focusing on its AI pricing shift, key partnerships, and enterprise adoption impact.
Smartsheet Positioned for Growth and Innovation Under New Private Ownership
Keith Kirkpatrick, Research Director at The Futurum Group, analyses the $8.4 billion Smartsheet acquisition, highlighting the potential for AI-driven innovation, global expansion, and enhanced enterprise work management solutions.

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