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Category: Ecosystems, Channels, & Marketplaces

Cloud Services Power CDW’s Q4 Outperformance Amid Hardware Uncertainty
February 9, 2026

Cloud Services Power CDW’s Q4 Outperformance Amid Hardware Uncertainty

Futurum Research shares insights on how CDW's Q4 2025 results surpassed expectations, driven by double-digit profit growth in CDW cloud services and managed offerings, which countered ongoing volatility in hardware...
Amazon Q4 FY 2025 Revenue Beat, AWS +24% Amid $200B Capex Plan
February 9, 2026

Amazon Q4 FY 2025: Revenue Beat, AWS +24% Amid $200B Capex Plan

Futurum Research reviews Amazon’s Q4 FY 2025 results, highlighting AWS acceleration from AI workloads, expanding custom silicon use, and an AI-led FY 2026 capex plan shaped by satellite and international...
Insight Enterprises Sees Earnings Strength on Expanding Margins
February 6, 2026

Insight Enterprises Sees Earnings Strength on Expanding Margins

Futurum Research shares insights on Insight Enterprises' Q4 2025 results. The company showed remarkable earnings resilience by expanding margins despite revenue attrition, thanks to a pivot towards higher-value cloud and...
Pure Storage Revises Its Partner Program. Is Outcomes-Led Focus the Shift
February 5, 2026

Pure Storage Revises Its Partner Program. Is Outcomes-Led Focus the Shift?

Tiffani Bova and Alex Smith at Futurum examine the Pure Storage partner program update, including the new Ambassador tier and solution practice designations, and what this shift signals for a...
Cisco’s "End of Gold": A High-Stakes Pivot to Skills-First Architecture
February 3, 2026

Cisco’s “End of Gold”: A High-Stakes Pivot to Skills-First Architecture

Tiffani Bova, Chief Strategy and Research Officer at The Futurum Group, examines Cisco’s 360 Partner Program and how its redesigned incentives, designations, and tools aim to align partner profitability with...
Xerox Q4 FY 2025 Earnings Reflect Integration Progress Amid Headwinds
February 2, 2026

Xerox Q4 FY 2025 Earnings Reflect Integration Progress Amid Headwinds

Futurum Research analyzes Xerox’s Q4 FY2025 results, highlighting integration-led execution, IT Solutions momentum, and AI-enabled cost discipline supporting FY2026 AOI expansion despite DRAM and tariff headwinds....
SAP Q4 FY 2025 Earnings Cloud ERP Strength, AI Traction
February 2, 2026

SAP Q4 FY 2025 Earnings: Cloud ERP Strength, AI Traction

Futurum Research analyzes SAP’s Q4 FY 2025 earnings, highlighting Cloud ERP growth, AI and data cloud attach, and how deal mix and sovereignty considerations shaped near-term backlog while supporting multi-year...
ServiceNow Q4 FY 2025 Earnings Highlight AI Platform Momentum
January 30, 2026

ServiceNow Q4 FY 2025 Earnings Highlight AI Platform Momentum

Futurum Research analyzes ServiceNow’s Q4 FY 2025 results, highlighting AI agent monetization, platform consolidation in CRM/CPQ, and a security stack aimed at scaling agentic AI across governed workflows heading into...
Does Smartsheet's Partner Program Transformation Signal Market Consolidation?
January 21, 2026

Does Smartsheet’s Partner Program Transformation Signal Market Consolidation?

Keith Kirkpatrick and Alex Smith of Futurum cover Smartsheet’s enhancements to its Aligned Partner Program, which may serve as a key differentiator for the work management platform provider....
Hewlett Packard Enterprise Q4 FY 2025 ARR Surges as AI Orders Build
December 8, 2025

Hewlett Packard Enterprise Q4 FY 2025: ARR Surges as AI Orders Build

Futurum Research analyzes HPE’s Q4 FY 2025 results, highlighting networking-led margin resiliency, AI server order momentum, and GreenLake ARR growth....
AWS re:Invent 2025: Wrestling Back AI Leadership
December 5, 2025

AWS re:Invent 2025: Wrestling Back AI Leadership

Futurum analysts share their insights on how AWS re:Invent 2025 redefines the cloud giant as an AI manufacturer. We analyze Nova models, Trainium silicon, and AI Factories as AWS moves...
Salesforce Q3 FY 2026 AI Agents, Data 360 Lift Bookings and FY26 Outlook
December 5, 2025

Salesforce Q3 FY 2026: AI Agents, Data 360 Lift Bookings and FY26 Outlook

Futurum Research analyzes Salesforce’s Q3 FY 2026 results, focusing on Agentforce and Data 360 traction, Informatica integration, and how pricing and GTM execution set up bookings momentum into 2H FY...

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