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Author: Keith Kirkpatrick

Salesforce Q2 FY 2026 Earnings Show EPS Beat, CRPO Growth, Margin Expansion
September 4, 2025
 

Salesforce Q2 FY 2026 Earnings Show EPS Beat, CRPO Growth, Margin Expansion

Keith Kirkpatrick and Daniel Newman at Futurum analyze Salesforce’s Q2 FY 2026 earnings, highlighting subscription growth, margin expansion, AI adoption, and capital return, with guidance raised as the company pivots...
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Beyond HR Compliance Building Employee Trust Amid Global Uncertainty
September 3, 2025

Beyond HR Compliance: Building Employee Trust Amid Global Uncertainty

In our latest Research Brief, Beyond HR Compliance: Building Employee Trust Amid Global Uncertainty, completed in partnership with SAP, Futurum Research examines how compliance can evolve from a cost center...
Workday Q2 FY 2026 Revenue Up 13%, AI Momentum Drives Guidance Lift
August 25, 2025
 

Workday Q2 FY 2026 Revenue Up 13%, AI Momentum Drives Guidance Lift

Keith Kirkpatrick, Research Director at Futurum, examines Workday’s Q2 FY 2026 earnings, highlighting AI adoption, subscription revenue growth, and raised guidance that reinforce its positioning as an expanding enterprise platform....
Workday, SAP SuccessFactors, Oracle HCM Dominate HREmployee Experience Market
August 22, 2025

Workday, SAP SuccessFactors, Oracle HCM Dominate HR/Employee Experience Market

Keith Kirkpatrick, Research Director at Futurum, shares his insights into the dominance of Workday, SAP SuccessFactors, and Oracle HCM, and discusses how other vendors can still compete in the HR/employee...
Is the Middle Market the Sweet Spot for Enterprise Software Vendors?
August 22, 2025

Is the Middle Market the Sweet Spot for Enterprise Software Vendors?

Keith Kirkpatrick, Research Director at Futurum, shares his insights into the attractive market opportunity for SaaS vendors with mid-market companies, dives into the data supporting this position, and discusses key...
Adobe Brings AI to PDFs With the Launch of Acrobat Studio
August 22, 2025
 

Adobe Brings AI to PDFs With the Launch of Acrobat Studio

Keith Kirkpatrick, Research Director at Futurum, shares insights on Adobe’s launch of Acrobat Studio, a unified hub combining PDF Spaces, AI assistants, and Adobe Express to transform how users analyze,...
Will Regrello Help Salesforce Push Further Into Agentic AI Workflows?
August 21, 2025
 

Will Regrello Help Salesforce Push Further Into Agentic AI Workflows?

Keith Kirkpatrick, Research Director at Futurum, shares insights on Salesforce’s acquisition of Regrello and how its integration with Agentforce and Slack could transform enterprise workflows with agentic AI automation....
AI-Powered Oracle EHR Aims to Streamline Clinical Workflows and Documentation
August 14, 2025
 

AI-Powered Oracle EHR Aims to Streamline Clinical Workflows and Documentation

Keith Kirkpatrick and Mitch Ashley of Futurum share their insights on Oracle’s AI-powered, cloud-native EHR that streamlines workflows, reduces documentation, and delivers real-time patient insights for U.S. ambulatory providers....
Mitch Ashley
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August 8, 2025
 

Twilio Q2 FY 2025 Revenue Rises 13% With Record Profitability and Cash Flow

Keith Kirkpatrick, Research Director at Futurum, covers Twilio’s Q2 FY 2025 earnings and discusses how the company is driving margin expansion across its product portfolio amid economic headwinds....
August 7, 2025
 

SAP Adds AI-Powered Recruiting to HCM Portfolio with SmartRecruiters

Keith Kirkpatrick, Research Director at Futurum, shares insights on SAP’s planned acquisition of SmartRecruiters and how it enhances SAP SuccessFactors with AI-driven, high-volume talent acquisition capabilities....
August 4, 2025

Enterprise Software Market Shows Strong Growth Driven by AI, Digital Transformation

Keith Kirkpatrick, Research Director at Futurum, shares his thoughts on the latest enterprise software market sizing report and forecast, and discusses the key drivers of the market’s future growth, including...
August 4, 2025
 

PROS Holdings Q2 FY 2025 Earnings Exceed High-End Guidance

Futurum’s Keith Kirkpatrick covers PROS Holdings’ strong Q2 2025 results, highlighting accelerating subscription growth, AI-powered innovation, margin gains, and a raised full-year outlook....

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