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Category: AI Platforms

Oracle Q2 FY 2026 Cloud Grows; Capex Rises for AI Buildout
December 12, 2025

Oracle Q2 FY 2026: Cloud Grows; Capex Rises for AI Buildout

Futurum Research analyzes Oracle’s Q2 FY 2026 earnings, highlighting cloud infrastructure momentum, record RPO, rising AI-focused capex, and multicloud database traction driving workload growth across OCI and partner clouds....
Adobe Q4 FY 2025 Record Revenue, AI Adoption, ARR Targets
December 12, 2025

Adobe Q4 FY 2025: Record Revenue, AI Adoption, ARR Targets

Futurum Research analyzes Adobe’s Q4 FY 2025 results, emphasizing AI distribution via LLMs, enterprise adoption of Firefly Foundry, and a credit-based monetization model aligned to FY 2026 ARR growth and...
The Future of AI-Driven Service Operations
December 9, 2025

The Future of AI-Driven Service Operations

In our latest market brief, The Future of AI-Driven Service Operations, completed in partnership with Zendesk, Futurum Research explores the demand drivers behind AI-enabled service transformation and the ways organizations...
Five Key Reasons Why Confluent Is Strategic To IBM
December 9, 2025

Five Key Reasons Why Confluent Is Strategic To IBM

Brad Shimmin and Mitch Ashley at Futurum, share their insights on IBM’s $11B acquisition of Confluent. This bold move signals a strategic pivot, betting that real-time "data in motion" is...
Is Google Workspace Studio the Turning Point for Employee-Built AI Automation
December 8, 2025

Is Google Workspace Studio the Turning Point for Employee-Built AI Automation?

Keith Kirkpatrick, Research Director at Futurum, examines how Google Workspace Studio uses Gemini 3 to enable employees to build no-code AI agents that automate everyday tasks and accelerate complex workflows...
AWS re:Invent 2025: Wrestling Back AI Leadership
December 5, 2025

AWS re:Invent 2025: Wrestling Back AI Leadership

Futurum analysts share their insights on how AWS re:Invent 2025 redefines the cloud giant as an AI manufacturer. We analyze Nova models, Trainium silicon, and AI Factories as AWS moves...
Salesforce Q3 FY 2026 AI Agents, Data 360 Lift Bookings and FY26 Outlook
December 5, 2025

Salesforce Q3 FY 2026: AI Agents, Data 360 Lift Bookings and FY26 Outlook

Futurum Research analyzes Salesforce’s Q3 FY 2026 results, focusing on Agentforce and Data 360 traction, Informatica integration, and how pricing and GTM execution set up bookings momentum into 2H FY...
Was 2025 Really the Year of Agentic AI, or Just More Agentic Hype
December 3, 2025

Was 2025 Really the Year of Agentic AI, or Just More Agentic Hype?

Keith Kirkpatrick, Research Director at Futurum, reviews the key developments in the SaaS software space in 2025 and shares his thoughts on the key market trends expected for 2026....
Unlocking Enterprise Value: The Real-World Benefits and ROI of SAP’s Embedded Business AI
December 1, 2025

Unlocking Enterprise Value: The Real-World Benefits and ROI of SAP’s Embedded Business AI

In our latest market report, Unlocking Enterprise Value: The Real-World Benefits and ROI of SAP’s Embedded Business AI, completed in partnership with SAP, Futurum Research explores how embedded AI—grounded in...
Is Amazon Ads AI Becoming the New Center of the Advertising Stack
December 1, 2025

Is Amazon Ads AI Becoming the New Center of the Advertising Stack?

Olivier Blanchard, Research Director at Futurum, shares insights on how Amazon Ads AI reshapes campaign management, creative production, and full-funnel execution following the major announcements at unBoxed 2025....
NetApp Q2 FY 2026 Earnings Mix Shift Lifts Margins, AI Momentum Builds
November 26, 2025

NetApp Q2 FY 2026 Earnings: Mix Shift Lifts Margins, AI Momentum Builds

Futurum Research analyzes NetApp’s Q2 FY 2026 results, highlighting AI data platform traction, first-party cloud storage growth, and all-flash mix that lifted margins, alongside raised FY EPS and margin guidance....
NVIDIA Q3 FY 2026 Record Data Center Revenue, Higher Q4 Guide
November 25, 2025

NVIDIA Q3 FY 2026: Record Data Center Revenue, Higher Q4 Guide

Futurum Research analyzes NVIDIA’s Q3 FY 2026 earnings, focusing on AI infrastructure demand, Blackwell ramp, networking scale, and ecosystem partnerships shaping the outlook into Q4 and FY 2027....

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