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Category: Artificial Intelligence Software and Tools

Databricks Takes on Agentic AI Itself as a New User Persona with the Acquisition of Postgres Database Provider, Neon
Brad Shimmin
Brad Shimmin
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Databricks Takes on Agentic AI Itself as a New User Persona With the Acquisition of Postgres Database Provider, Neon

Databricks Acquires Neon to Bolster Agentic AI Capabilities With Serverless, Open-Source PostgreSQL
Brad Shimmin, VP Practice Lead for Data Management and Analytics at Futurum, shares his insights on Databricks' acquisition of Neon. This move positions Databricks to empower agentic AI with a robust, serverless PostgreSQL database, expanding its AI tooling market reach.
Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone
Krista Case
Fernando Montenegro
Krista Case & Fernando Montenegro
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Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone

Webscale AI Orders Surpass $1 Billion YTD as Cisco Beats Top and Bottom-Line Estimates
Krista Case and Fernando Montenegro at Futurum analyze Cisco’s Q3 FY 2025 results, highlighting strong AI infrastructure growth, security momentum with Splunk, and solid execution across networking and enterprise transformation.
Oracle Applications + Industries Summit: Embedding AI and Driving ROI?
Keith Kirkpatrick
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Oracle Applications + Industries Summit: Embedding AI and Driving ROI?

Industry Analysts Get a Sneak Peak of the New Innovations That Are Being Deployed Within Oracle and NetSuite Products, With an Eye on Redefining the User Experience, Utilization of Data, and Agentic Workflows
Keith Kirkpatrick, Research Director with Futurum, covers the news from Oracle’s Applications + Industries Analyst Event, and discusses the impact on Oracle, NetSuite, and others vendors in the market.
Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up
Olivier Blanchard
Olivier Blanchard & Daniel Newman
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Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up

Armv9 Adoption and Smartphone Royalty Growth Drive Top-Line Performance
Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and automotive compute.
Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure
Olivier Blanchard
Olivier Blanchard
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Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure

Gross Margin Gains and Datacenter Momentum Support Coherent’s Record Quarterly Performance
Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of its OCS platform.
AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments
Olivier Blanchard
Olivier Blanchard & Daniel Newman
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AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments

Strong EPYC and Instinct Demand Drive 36% YoY Growth; Data Center Revenue Up 57%
Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering AMD’s performance despite China export curbs.
Scaling Smarter: Empowering Partners to Deploy AI with Ease - Six Five On the Road
Tiffani Bova
Tiffani Bova

Scaling Smarter: Empowering Partners to Deploy AI with Ease – Six Five On the Road

Kareem Yusuf, Ph.D. at IBM joins Tiffani Bova to discuss how IBM is enabling partners to deploy AI with ease, leveraging open ecosystems for innovation and growth.
MFD13: Juniper Showcases AI-Native Portfolio Innovations
Ron Westfall
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MFD13: Juniper Showcases AI-Native Portfolio Innovations

Juniper Networks Ushers in a New Phase of AI-Native Innovation, Enhancing Client-to-Cloud Visibility and Advancing Self-Driving Network Operation
Futurum's Ron Westfall shares his insights on why Juniper Networks' AI-native platform enhancements set a high standard for end-to-end visibility and proactive management in the modern network ecosystem.
Oracle Database@Azure: The Genesis of Oracle’s Multi-Cloud Leadership
Ron Westfall

Oracle Database@Azure: The Genesis of Oracle’s Multi-Cloud Leadership

In our latest Research Brief, Oracle Database@Azure: The Genesis of Oracle’s Multi-Cloud Leadership, completed in partnership with Oracle, The Futurum Group explores how enterprises can simplify migration, reduce costs, and modernize operations while gaining a competitive edge in AI-driven application development.
Delivering on the AI Promise: Economic Realities, ROI, and the Path to Customer Value - Six Five On the Road
Daniel Newman

Delivering on the AI Promise: Economic Realities, ROI, and the Path to Customer Value – Six Five On the Road

Rob Thomas, SVP Software & Chief Commercial Officer at IBM, joins Daniel Newman to share his insights on transforming AI challenges into opportunities for value creation.
Creating a Modern Mainframe Culture Across DevOps Teams - The Main Scoop Episode 33
Daniel Newman

Creating a Modern Mainframe Culture Across DevOps Teams – The Main Scoop Episode 33

Sheree Britt discusses the importance of DevOps in modernizing application development at TD Bank, highlighting the journey and cultural shifts entailed.
The Six Five Pod EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM
Daniel Newman

The Six Five Pod EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss ServiceNow's Knowledge conference, IBM's Think event, and the UK-US trade deal. The hosts analyze AMD and ARM's recent earnings, highlighting their strong performance in the AI and data center markets. They debate the effectiveness of AI diffusion laws and touch on recent tech industry layoffs. The episode also covers updates from Coherent, Lattice, and Astera Labs.
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