Futurum Research analyzes Oracle’s Q3 FY 2026 earnings, focusing on OCI AI infrastructure momentum, sovereign cloud positioning, and Fusion’s embedded AI agents as the company scales capacity and backlog....
Brad Shimmin, VP and Practice Lead at Futurum, explores Dataiku's pivot to "The Platform for AI Success." He analyzes how new tools for agent management and visual orchestration aim to...
Keith Kirkpatrick, VP & Research Director at Futurum, covers Zendesk's proposed acquisition of Forethought, and discusses its impact on Zendesk’s Resolution Platform, outcome-based pricing models, and other SaaS competitors offering...
The rapid acceleration of artificial intelligence is fundamentally reshaping the semiconductor and data center landscape. In our latest Futurum Signal Report: AI Accelerators, we examine how a new generation of...
Mitch Ashley, VP Practice Lead at Futurum, examines OpenAI's acquisition of Promptfoo and what it signals about the security and governance requirements blocking AI agents from enterprise production....
Futurum Research analyzes HPE’s Q1 FY 2026 earnings, focusing on networking-for-AI demand, memory-driven supply constraints, Juniper integration progress, and what the updated outlook implies for FY 2026 execution....
Alex Smith, VP and Practice Lead at Futurum examines Anthropic’s Claude Marketplace and how commitment-based procurement and partner apps shift enterprise AI buying toward consolidated spend and workflow-specific tools....
Brad Shimmin, VP and Practice Lead at Futurum, analyzes Teradata’s launch of the Agentic Enterprise Vector Store. This multi-modal pivot aims to challenge the standalone vector database by bringing AI...
Fernando Montenegro, VP Cybersecurity at Futurum, highlights CrowdStrike’s Q4 FY26 earnings: Falcon expands into AI security, identity, and browser runtime, underscoring consolidation-driven cybersecurity strategies....
Nick Patience, VP & Practice Lead for AI Platforms at Futurum Research, assesses S3NS’s progress following its SecNumCloud qualification, evaluates the sovereign AI roadmap, and examines what the Thales-Google Cloud...
Olivier Blanchard, Analyst at Futurum, shares his insights on Apple's new $599 MacBook Neo. This breakthrough price point is set to disrupt the entire budget PC market and could be...
Nick Patience, VP and Practice Lead for AI Platforms at Futurum reviews Elastic Q3 FY 2026 earnings, highlighting sales-led subscription momentum, AI context engineering adoption, and agentic workflow expansion across...
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