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Author: Keith Kirkpatrick

Salesforce Q4 FY 2025 Results Deliver Strong AI Growth, but FY 2026 Outlook Disappoints
Keith Kirkpatrick

Salesforce Q4 FY 2025 Results Deliver Strong AI Growth, but FY 2026 Outlook Disappoints

Despite a Record RPO of $63.4 Billion and 11% YoY Growth, Salesforce’s FY 2026 Revenue Forecast Signals Slower-Than-Expected AI Adoption and Near-Term Subscription Headwinds
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Salesforce’s Q4 FY 2025 earnings, highlighting AI growth, margin expansion, and concerns over muted FY 2026 guidance.
Zendesk to Acquire Local Measure to Strengthen Its AI-Driven Contact Center Solutions
Keith Kirkpatrick

Zendesk to Acquire Local Measure to Strengthen Its AI-Driven Contact Center Solutions

The Deal Accelerates Zendesk’s AI-Powered Voice Strategy and Expands Its Amazon Connect Integration
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Zendesk’s acquisition of Local Measure and its impact on AI-powered contact centers, enterprise growth, and AWS integration.
Does Salesforce and Google’s Partnership Raise the Bar for AI Agent Capability?
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Fernando Montenegro
Keith Kirkpatrick, Nick Patience, Dion Hinchcliffe, Ron Westfall & Fernando Montenegro

Does Salesforce and Google’s Partnership Raise the Bar for AI Agent Capability?

The Partnership Between a Major Backer of AI Agents and an Infrastructure and AI Giant Reflects the Growing Need to Support Innovation and New Capabilities in an Increasingly Agentic World
The Futurum Group analysts share their insights on the partnership between Salesforce and Google, which is designed to provide more capability for Agentforce agents, and offer greater service capabilities for Google’s contact center offerings.
Current Applications used at Enterprise Organizations
Keith Kirkpatrick

Five Types of Enterprise Software Currently Underpinning Application Ecosystems

Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights on the most-utilized enterprise application, based on Futurum Intelligence decision maker survey data, and provides future growth forecasts for enterprise software.
Will SAP’s Data-Focused Approach to AI Resonate with Customers and Prospects?
Keith Kirkpatrick

Will SAP’s Data-Focused Approach to AI Resonate with Customers and Prospects?

Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights on SAP’s recent announcements, which are designed to enable the use of AI across SAP’s suite and external data, and may help drive migration to its S/4HANA cloud ERP.
Twilio Q4 FY 2024 Performance Fueled by Communications and Margin Gains
Keith Kirkpatrick

Twilio Q4 FY 2024 Performance Fueled by Communications and Margin Gains

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.
Zoho Embraces New Focus on the Enterprise Market
Alex Smith
Keith Kirkpatrick & Alex Smith

Zoho Embraces New Focus on the Enterprise Market

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.
End of Free Preview: Microsoft 365 Copilot Agents Move to Paid Metered Model
Keith Kirkpatrick

End of Free Preview: Microsoft 365 Copilot Agents Move to Paid Metered Model

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 Q2 FY 2025: Solid Margins, Record Cloud Bookings, & Growth Uncertainty
Keith Kirkpatrick

OpenText Q2 FY 2025: Solid Margins, Record Cloud Bookings, & Growth Uncertainty

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 Q4 2024: Ad Strength Overshadowed by Cloud Revenue Miss
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Keith Kirkpatrick & Nick Patience

Alphabet Q4 2024: Ad Strength Overshadowed by Cloud Revenue Miss

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 Bets on AI-Driven Sales and Supply Chain Transformation
Keith Kirkpatrick

Oracle Bets on AI-Driven Sales and Supply Chain Transformation

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.
How AI is Transforming the Economics of Customer Service
Keith Kirkpatrick

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.
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