End of Free Preview: Microsoft 365 Copilot Agents Move to Paid Metered Model
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 Q2 FY 2025: Solid Margins, Record Cloud Bookings, & Growth Uncertainty
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 Q4 2024: Ad Strength Overshadowed by Cloud Revenue Miss
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 Bets on AI-Driven Sales and Supply Chain Transformation
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.
How AI is Transforming the Economics of Customer Service
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customer support by automating repetitive tasks, optimizing workflows, and enabling businesses to shift focus from outdated productivity metrics to customer-centric KPIs.
Will SugarCRM’s Focus on Manufacturing, Wholesaling, and Distribution Resonate?
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.
DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom
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.
Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex
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 Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus
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.
Blackstone and Vista Complete $8.4 Billion Smartsheet Takeover: What’s Next?
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.
Futurum: Customer and Vendor Friction Points Impair Software Acquisition
Keith Kirkpatrick, Research Director at The Futurum Group shares his insights into the hurdles that impact the purchasing of enterprise software, based on the findings from Futurum Intelligence’s IT decision maker survey.
Can WalkMe’s Refocused Strategy Drive New Logo Acquisition and Revenue Growth?
Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights into WalkMe’s 2025 Analyst Day, which covered the company’s current products and roadmap, corporate strategy and direction, and current go-to-market initiatives.
