Category: AI Platforms

HPE Q1 FY 2026 Results Show Networking Strength, AI Backlog, and Higher Outlook
March 11, 2026

HPE Q1 FY 2026 Results Show Networking Strength, AI Backlog, and Higher Outlook

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....
Claude Marketplace Tests Whether Anthropic Can Win the Procurement Heart
March 11, 2026

Claude Marketplace Tests Whether Anthropic Can Win the Procurement Heart

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....
Teradata Trades Duct Tape for Unified Intelligence With Its Latest Release
March 10, 2026

Teradata Trades Duct Tape for Unified Intelligence With Its Latest Release

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...
CrowdStrike Q4 FY 2026 Earnings Extend ARR Scale and AI Security Focus
March 6, 2026

CrowdStrike Q4 FY 2026 Earnings Extend ARR Scale and AI Security Focus

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....
S3NS & Sovereignty Can Thales-Google Venture Make AI Sovereignty Work at Scale
March 5, 2026

S3NS & Sovereignty: Can Thales-Google Venture Make AI Sovereignty Work at Scale?

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...
Could Apple’s New $599 MacBook Neo Decimate The Mid-Range Windows Laptop Market
March 5, 2026

Could Apple’s New $599 MacBook Neo Decimate The Mid-Range Windows Laptop Market?

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...
Elastic Q3 FY 2026 Strong Quarter, but Reacceleration Thesis Unproven
March 3, 2026

Elastic Q3 FY 2026: Strong Quarter, but Reacceleration Thesis Unproven

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...
CoreWeave Q4 FY 2025 Results Highlight Backlog Growth And Capacity Expansion
March 3, 2026

CoreWeave Q4 FY 2025 Results Highlight Backlog Growth And Capacity Expansion

Futurum Research reviews CoreWeave’s Q4 FY 2025 earnings, focusing on backlog-driven capacity expansion, platform monetization beyond GPUs, and execution cadence shaping AI infrastructure supply....
Snowflake Q4 FY 2026 Results Highlight AI-Led Consumption and Platform Expansion
March 2, 2026

Snowflake Q4 FY 2026 Results Highlight AI-Led Consumption and Platform Expansion

Brad Shimmin, Vice President & Practice Lead at Futurum analyzes Snowflake’s Q4 FY 2026 earnings, highlighting AI-driven consumption growth, expanding platform scope, and guidance shaping expectations for FY 2027....
Collapsing the Stack VAST Data’s Bid to Own the AI Data Loop
February 27, 2026

Collapsing the Stack: VAST Data’s Bid to Own the AI Data Loop

Brad Shimmin, Vice President at Futurum, analyzes the VAST Data platform updates from VAST Forward, detailing how the new Policy Engine, Tuning Engine, and Polaris architectures are simplifying the AI...
Are Enterprises Ready for the Virtualization Reset, or Just Swapping Out One Complexity for Another
February 27, 2026

Are Enterprises Ready for the Virtualization Reset, or Just Swapping Out One Complexity for Another?

Futurum’s Alastair Cooke shares his insights on new HPE research that finds that only 5% of enterprises are fully prepared for the so-called Great Virtualization Reset, even as two-thirds plan...
NVIDIA Q4 FY 2026 Earnings Highlight Durable AI Infrastructure Demand
February 27, 2026

NVIDIA Q4 FY 2026 Earnings Highlight Durable AI Infrastructure Demand

Futurum’s Nick Patience analyzes NVIDIA’s Q4 FY 2026 earnings, highlighting data center scale, networking expansion, and agentic AI adoption shaping AI infrastructure demand....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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