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Author: Keith Kirkpatrick

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customer support by automating repetitive tasks, optimizing workflows, and enabling businesses to shift focus from outdated productivity metrics to customer-centric KPIs.
Will SugarCRM’s Focus on Manufacturing, Wholesaling, and Distribution Resonate?
Keith Kirkpatrick

Will SugarCRM’s Focus on Manufacturing, Wholesaling, and Distribution Resonate?

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.
DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom
Mitch Ashley
Olivier Blanchard
Krista Case
Fernando Montenegro
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Daniel Newman, Mitch Ashley, Olivier Blanchard, Krista Case, Keith Kirkpatrick, Fernando Montenegro, Nick Patience & Ron Westfall

DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom

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.
Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex
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Keith Kirkpatrick & Nick Patience

Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex

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 Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus
Keith Kirkpatrick

ServiceNow Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus

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.
Blackstone and Vista Complete $8.4 Billion Smartsheet Takeover: What’s Next?
Keith Kirkpatrick

Blackstone and Vista Complete $8.4 Billion Smartsheet Takeover: What’s Next?

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.
Customer-Vendor Factors That Hurt Enterprise Software Acquisition
Keith Kirkpatrick

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

Can WalkMe’s Refocused Strategy Drive New Logo Acquisition and Revenue Growth?

At WalkMe’s Analyst Day, Company Executives Laid Out a Compelling Plan to Leverage the Strengths of New Parent SAP and Sister Companies
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.
Smartsheet’s 2024 Product Design: Elevating UX Experience
Keith Kirkpatrick

Smartsheet’s 2024 Product Design: Elevating UX to Meet Modern Business Needs

Smartsheet’s 2024 Product Experience Direction Introduces Scalable, Intuitive Features and a Modern Design System to Enhance Collaboration and Streamline Workflows
Keith Kirkpatrick, Research Director at The Futurum Group, shares insights into Smartsheet’s 2024 Product Experience Direction, highlighting its modern design system, scalable workflows, and transformative updates that position it as a strong contender in collaborative work management.
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