Category: AI Platforms

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....
Moving from Chaos to Clarity The FinOps Imperative for Data, Analytics, and AI
November 21, 2025

Moving from Chaos to Clarity: The FinOps Imperative for Data, Analytics, and AI

Data and AI promise trillions in economic impact—but hidden costs, waste, and weak ROI measurement are holding many organizations back. This infographic from Futurum Research breaks down how FinOps brings...
Google Public Sector Launches a New Era of Mission-Ready AI
November 21, 2025

Google Public Sector Launches a New Era of Mission-Ready AI

The convergence of mission-ready AI, secure architecture, and edge intelligence reflects a new phase in government modernization. Google’s integrated stack—spanning models, agents, compliance, and infrastructure—offers public sector organizations a unified...
Microsoft Ignite 2025 AI, Agent 365, Anthropic on Azure & Security Advances
November 21, 2025

Microsoft Ignite 2025: AI, Agent 365, Anthropic on Azure & Security Advances

Analysts Nick Patience, Mitch Ashley, Fernando Montenegro, and Keith Kirkpatrick share insights on Microsoft's shift to agent-centric architecture, cementing the role of Agent 365 as the operational control plane and...
Can ServiceNow and Microsoft Deliver Unified Oversight for AI Agents?
November 21, 2025

Can ServiceNow and Microsoft Deliver Unified Oversight for AI Agents?

Keith Kirkpatrick, Research Director at Futurum, shares insights on how new ServiceNow Microsoft AI integrations enhance governance, unify workflows, and connect agents across AI Control Tower, Agent 365, GitHub, and...
Salesforce Launches Agentforce Commerce as AI Shopping Traffic Jumps 119%
November 20, 2025

Salesforce Launches Agentforce Commerce as AI Shopping Traffic Jumps 119%

Keith Kirkpatrick, Research Director at Futurum, examines Salesforce’s Agentforce Commerce launch as AI-driven shopping traffic surges 119% and retailers prepare for AI agents to influence global Cyber Week orders....
From Potential to Production: Enterprise AI with a Partner Ecosystem
November 19, 2025

From Potential to Production: Enterprise AI with a Partner Ecosystem

In our latest market brief, From Potential to Production: Accelerating Enterprise AI Through a Collaborative Partner Ecosystem, completed in partnership with Hewlett Packard Enterprise (HPE), Futurum Research examines how a...
IFS Industrial X: Will the Focus on Physical World Use Cases for AI Resonate?
November 19, 2025

IFS Industrial X: Will the Focus on Physical World Use Cases for AI Resonate?

Keith Kirkpatrick, Research Director at Futurum, recaps IFS Industrial X Unleashed and discusses how the company is focusing on delivering AI benefits in the real world around safety, efficiency, and...
Will Zoho One Enhancements Drive More Confidence Among Enterprise Customers
November 19, 2025

Will Zoho One Enhancements Drive More Confidence Among Enterprise Customers?

Keith Kirkpatrick, Research Director at Futurum, shares his insights on Zoho’s latest Zoho One platform enhancements and discusses the potential impact on the company’s ability to successfully court new enterprise...
Are CIOs Ready to Bet Their Agentic Operating Model on Salesforce
November 18, 2025

Are CIOs Ready to Bet Their Agentic Operating Model on Salesforce?

Dion Hinchcliffe, VP and Practice Lead of Digital Leadership and CIO at Futurum, shares his insights on the CIO implications of Dreamforce 2025, unpacking Salesforce’s agentic strategy, competitive pressures, and...
Cisco Q1 FY 2026 AI Demand Lifts Outlook and Orders
November 14, 2025

Cisco Q1 FY 2026: AI Demand Lifts Outlook and Orders

Futurum Research analyzes Cisco’s Q1 FY 2026 results, highlighting AI infrastructure demand, campus refresh momentum, and a cloud-first security transition that lifts recurring revenue visibility into the second half of...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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