Nick Patience, AI Platforms Practice Lead at Futurum, shares insights direct from Cisco Live EMEA 2026 on Cisco’s ambitious pivot from networking vendor to full-stack AI platform company, and where...
Futurum Research analyzes Twilio’s Q4 FY 2025 results, highlighting voice AI momentum, solution-led selling, and disciplined margin management as Twilio positions its platform as an AI-era customer engagement infrastructure layer....
Brad Shimmin, VP and Practice Lead at Futurum, along with Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Digital Workflows, analyze ServiceNow’s acquisition of Pyramid Analytics. They explore...
Brendan Burke, Research Director at Futurum, explores Nebius’ acquisition of Tavily to create a unified "Agentic Cloud." By integrating real-time search, Nebius is addressing hallucinations and context gaps for autonomous...
Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on the massive AI capex plans of US hyperscalers, specifically whether the projected $700 billion infrastructure build-out can be...
In Arm at the Center of the AI & Data Center Revolution, Futurum Research examines how Arm’s scalable IP, partner ecosystem, and software enablement are positioning it as a unifying...
Futurum Research Analysts Mitch Ashley, Keith Kirkpatrick, Fernando Montenegro, Nick Patience, and Brad Shimmin examine OpenAI Frontier and whether enterprise AI agents can finally move from pilots to production. The...
In Accelerating Enterprise AI: From Complexity to Competitive Advantage (January 2026), Futurum Research—completed in partnership with Dell Technologies—explores how enterprises can reduce AI complexity by pairing a programmatic AI lifecycle...
Futurum Research reviews Amazon’s Q4 FY 2025 results, highlighting AWS acceleration from AI workloads, expanding custom silicon use, and an AI-led FY 2026 capex plan shaped by satellite and international...
Futurum Research analyzes Arm’s Q3 FY 2026 results, highlighting CPU-led AI inference momentum, CSS-driven royalty leverage, and diversification across data center, edge, and automotive, with guidance pointing to continued growth....
Nick Patience, VP and AI Practice Lead at Futurum analyzes Alphabet’s Q4 FY 2025 results, highlighting AI-driven momentum across Cloud and Search, Gemini scale, and 2026 capex priorities to expand...
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