Category: AI Platforms

August 5, 2025

Lattice Q2 FY 2025 Results Show Strong Comms and Compute Growth

Ray Wang and Daniel Newman at Futurum analyse Lattice’s Q2 FY 2025 results, highlighting record server revenue, growing AI attach rates, and strong momentum in communications and compute despite industrial...
August 5, 2025

Amazon Q2 FY 2025 Revenue Tops View; Profit Outlook Disappoints Street

Olivier Blanchard and Brad Shimmin at Futurum examine Amazon’s Q2 FY 2025 results, spotlighting strong retail and ad growth, mixed AI progress, and AWS margin compression amid intensifying cloud competition...
August 4, 2025

PROS Holdings Q2 FY 2025 Earnings Exceed High-End Guidance

Futurum’s Keith Kirkpatrick covers PROS Holdings’ strong Q2 2025 results, highlighting accelerating subscription growth, AI-powered innovation, margin gains, and a raised full-year outlook....
August 4, 2025

The Six Five Pod | EP 270: Silicon Strategies: Intel’s 14A Gambit and the Future of Chip Manufacturing

In this episode of The Six Five Podcast, hosts Patrick Moorhead and Daniel Newman break down the latest tech earnings and market trends, with expert insights on Intel's foundry strategy,...
August 1, 2025

Open Data is Critical to Becoming an AI Intelligence Company

Daniel Newman, CEO, and Mitch Ashley, VP & Practice Lead at The Futurum Group, take a bold stance on open data access, essential for companies to become AI-powered intelligence organizations....
July 28, 2025

The Six Five Pod | EP 269: From D.C. to Silicon Valley: Navigating the AI Revolution

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent AI summit in Washington D.C., analyzing its implications for U.S. competitiveness and policy....
July 25, 2025

Can AWS’s New AI Infrastructure Offering Stand Out from Its Competitors?

Ray Wang, Research Director at Futurum, shares his insights on AWS’s launch of EC2 P6e-GB200 UltraServers, highlighting how NVIDIA Grace Blackwell GPUs and liquid-cooled UltraClusters are enabling trillion-parameter AI workloads....
July 25, 2025

Alphabet’s Q2 FY 2025 Earnings Top Estimates, Led by Strong Cloud Revenue

Keith Kirkpatrick and Daniel Newman explore how Alphabet’s strong Q2 FY 2025 results reflect deepening AI integration across Search, Cloud, and YouTube, and what its $85 billion CapEx guidance says...
July 25, 2025

IBM Q2 2025 Earnings Exceed Expectations with Double-Digit Profit Growth, GenAI Book Surges Past $7.5B

Futurum’s Nick Patience and Daniel Newman share their insights on IBM's Q2 2025, highlighting strong revenue and profit growth, surging GenAI business, and raised free cash flow guidance as AI...
July 24, 2025

Enabling the Agentic AI Ecosystem Through watsonx

In our latest Market Brief, Enabling the Agentic AI Ecosystem Through watsonx, developed in partnership with IBM, Futurum Research explores how agentic AI will redefine digital labor and enterprise workflows....
July 23, 2025

Building the Right Data Architecture: Learn how to fine-tune AI models, host them securely, and train them on proprietary data sets.

Doug Oathout and Peter Lillian join Keith Townsend to discuss optimizing AI architecture, leveraging NVIDIA’s computing and Lenovo’s AI solutions....
July 23, 2025

SAP Delivers 28% Cloud Growth, Reaffirms FY 2025 Outlook in Q2 FY 2025

Keith Kirkpatrick, Research Director at Futurum, shares insights on SAP’s Q2 FY 2025 earnings, spotlighting AI-led cloud growth, ERP suite momentum, rising internal AI productivity, and a reaffirmed FY outlook...

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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