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Category: AI Platforms

Amazon Q3 FY 2025 Earnings AWS Reaccelerates, Retail and Ads Grow
November 4, 2025

Amazon Q3 FY 2025 Earnings: AWS Reaccelerates, Retail and Ads Grow

Futurum Research analyzes Amazon’s Q3 FY 2025 results, highlighting AWS growth reacceleration, AI-driven capacity expansion, and the retail/ads flywheel, with Q4 guidance signaling continued momentum into the holiday period....
Adobe MAX 2025: Will Adobe’s Platform Approach Resonate with Enterprises?
November 3, 2025

Adobe MAX 2025: Will Adobe’s Platform Approach Resonate with Enterprises?

Futurum's Keith Kirkpatrick and Nick Patience analyze Adobe MAX 2025, highlighting its enterprise focus, Firefly AI expansion, GenStudio enhancements, and focus on trust, governance, and flexible AI pricing....
ServiceNow Q3 FY 2025 Earnings Raise Outlook on AI-Driven Demand
October 31, 2025

ServiceNow Q3 FY 2025 Earnings Raise Outlook on AI-Driven Demand

Futurum Research analyzes ServiceNow’s Q3 FY 2025 results, highlighting AI-led upsell momentum, federal strength, and platform expansion across workflows and CRM, alongside raised FY 2025 guidance on margins and free...
Alphabet Q3 FY 2025 Earnings Show Broad-Based AI-Driven Growth
October 31, 2025

Alphabet Q3 FY 2025 Earnings Show Broad-Based AI-Driven Growth

Futurum Research analyzes Alphabet’s Q3 FY 2025 results, highlighting AI-driven gains across Search, YouTube, and Google Cloud, rising Cloud backlog visibility, and elevated capex to scale AI infrastructure and enterprise...
Microsoft Q1 FY 2026 Cloud and AI Fuel Broad-Based Growth
October 31, 2025

Microsoft Q1 FY 2026: Cloud and AI Fuel Broad-Based Growth

Futurum Research analyzes Microsoft’s Q1 FY 2026 results, highlighting Azure AI scale, Copilot adoption, and the expanded OpenAI pact amid capacity constraints, and what this means for enterprise AI strategies...
Microsoft Introduces New Agents and Benchmarks for Dynamics 365
October 29, 2025

Microsoft Introduces New Agents and Benchmarks for Dynamics 365

Keith Kirkpatrick, Research Director at Futurum, shares his insights on Microsoft's new Dynamics 365 agents, which aim to transform business applications from systems of record to systems of action....
The Six Five Pod | EP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech’s Stock Market Rollercoaster
October 27, 2025

The Six Five Pod | EP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech’s Stock Market Rollercoaster

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss OpenAI's new browser Atlas, AWS's major outage, Google's quantum computing breakthrough, and the potential threat...
October 24, 2025

Agentic AI Platforms for Enterprise – Futurum Signal

The conversation around AI is shifting from capability to collaboration. What comes next isn’t just smarter tools, it’s systems that think, plan, and act alongside us....
Dreamforce Highlights Agentic Enterprise Messaging and Strategy for Salesforce
October 22, 2025

Dreamforce Highlights Agentic Enterprise Messaging and Strategy for Salesforce

Keith Kirkpatrick and Nick Patience at Futurum share their insights on the latest news coming out of Dreamforce, and discuss the steps Salesforce must take to execute on its Agentic...
New Amazon Devices Signal the Expansive Market Potential of Alexa+
October 22, 2025

New Amazon Devices Signal the Expansive Market Potential of Alexa+

Olivier Blanchard, Research Director at Futurum, shares insights on how new Amazon Alexa+ devices and companion product updates reflect Amazon’s expanding AI-driven smart home strategy anchored in purpose-built hardware....
Qualcomm’s Arduino Acquisition Expands Edge AI Access for Developers
October 22, 2025

Qualcomm’s Arduino Acquisition Expands Edge AI Access for Developers

Olivier Blanchard, Research Director at Futurum, shares his insights on “Qualcomm acquires Arduino,” launching UNO Q and Arduino App Lab to give 33+ million developers access to a full-stack edge...
The Importance of Strategic Portfolio Management and Data-Driven Planning for Modern Enterprises
October 21, 2025

The Importance of Strategic Portfolio Management and Data-Driven Planning for Modern Enterprises

In our latest Market Report, The Importance of Strategic Portfolio Management and Data-Driven Planning for Modern Enterprises, developed in partnership with IBM, Futurum Research examines how enterprises are using modern...

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