Brad Shimmin at Futurum explores ServiceNow's major architectural shift toward a real-time data foundation. This update rearchitects the platform for the era of autonomous agents, collapsing the wall between operational...
Nick Patience, VP & AI Platforms Practice Lead, and Mitch Ashley, VP & Software Lifecycle Engineering Practice Lead, at Futurum, examine IREN’s $625M acquisition of Mirantis and what it means...
Brendan Burke, Research Director at Futurum, analyzes AMD’s Q1 FY 2026 earnings, focusing on data center-driven growth, expanding server CPU demand tied to agentic AI, and second-half execution factors around...
Futurum Research reviews Freshworks Q1 FY 2026 results, focusing on EX upmarket execution, Freddy AI Copilot attach trends, CX replatforming progress, and FY 2026 guidance....
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, Intel consolidates client computing and physical AI under new leadership to compete against GPU-accelerated rivals in fragmented markets....
Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Twilio's Next Generation Platform aims to be the foundational agentic layer for intelligent, memory-driven customer conversations at...
Guy Currier, Chief Analyst, Visible Impact at Futurum, Qlik's leadership transition reflects how agentic AI is disrupting software pricing, token economics, and competition in data analytics and business intelligence....
Brad Shimmin, analyst at Futurum, analyzes SAP's major move to acquire Dremio and Prior Labs. This strategic play addresses the core challenges of enterprise data fragmentation and specialized AI reasoning...
Dion Hinchcliffe at Futurum reviews Palantir Q1 FY 2026 earnings, focusing on AIP-driven US demand, commercial and government execution, and raised FY 2026 guidance....
In our latest Market Brief, The Autonomous Store: How Agentic AI is Redefining the Retail Experience, completed in partnership with Lenovo, Futurum Research explores how agentic AI is reshaping retail...
ElevenLabs reaches $500M ARR with backing from BlackRock and NVIDIA, signaling institutional confidence in AI voice technology. Yet fierce platform competition threatens defensibility as hyperscalers deepen their AI bets....
Lenovo announces advanced AI integration across operations to support enterprise digital transformation. As competitors like Microsoft and Dell vie for AI budgets, Lenovo's differentiation depends on execution and measurable outcomes...
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