Niklas Heuveldop and Åsa Tamsons from Ericsson join Daniel Newman and Patrick Moorhead to discuss the pivotal role of digital transformation in shaping agile and intelligent enterprises.
AI-Optimized Infrastructure Positions CoreWeave as a Strategic Alternative to Hyperscalers Amid GPU Shortage
Nick Patience, VP & AI Practice Lead at The Futurum Group, analyzes the S-1 filing of GPU infrastructure provider CoreWeave; the first step on its path to an IPO.
The Latest Earnings by Elastic Show Strong Growth and Innovations While GAAP Losses Remain
Mitch Ashley, Vice President and Practice Lead of DevOps and Application Development at The Futurum Group, shares his insights on Elastic’s Q3 2025 earnings performance, fiscal year-end guidance, Elastic Cloud Search, and moving into generative AI retrieval augmented generation.
Slight Miss of $60M, but Overall Strong Progress With All Flash and AI
Camberley Bates and Krista Case, analysts at The Futurum Group, share their insights on NetApp Q3 earnings and key momentum on all flash, AI, and VMware decisions.
AWS Marketplace Announced an Expansion to Its SaaS Catalog as It Pursues a Product-Led Growth Strategy
Alex Smith, VP Channels Research at The Futurum Group shares his insights on AWS’s decision to expand its Marketplace catalog to include any SaaS product.
Pure Storage Delivered Record Sales in Key Product Lines and Strong Subscription Growth, but Soft FY 2026 Guidance Weighed on Shares
Camberley Bates, VP & Practice Lead at The Futurum Group, analyzes Pure Storage’s Q4 FY 2025 results, noting sales, subscription growth, AI and cloud gains, and hyperscale progress, amid margin pressures and FY 2026 guidance concerns.
Despite a Record RPO of $63.4 Billion and 11% YoY Growth, Salesforce’s FY 2026 Revenue Forecast Signals Slower-Than-Expected AI Adoption and Near-Term Subscription Headwinds
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Salesforce’s Q4 FY 2025 earnings, highlighting AI growth, margin expansion, and concerns over muted FY 2026 guidance.
David Jeffries and Priya Doty from BMC Software discuss preserving mainframe knowledge and driving transformation with AI Agents and Hybrid AI on the latest Six Five On The Road.
The Deal Accelerates Zendesk’s AI-Powered Voice Strategy and Expands Its Amazon Connect Integration
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Zendesk’s acquisition of Local Measure and its impact on AI-powered contact centers, enterprise growth, and AWS integration.
The Partnership Between a Major Backer of AI Agents and an Infrastructure and AI Giant Reflects the Growing Need to Support Innovation and New Capabilities in an Increasingly Agentic World
The Futurum Group analysts share their insights on the partnership between Salesforce and Google, which is designed to provide more capability for Agentforce agents, and offer greater service capabilities for Google’s contact center offerings.
Strategic Move Aligns with Growing Enterprise Demand for Secure Cloud Connectivity
Fernando Montenegro, VP and Practice Lead, Cybersecurity at The Futurum Group, examines Kyndryl’s expanded Palo Alto partnership, highlighting its impact on cybersecurity, revenue growth, and zero-trust positioning.
Dion Hinchcliffe, VP of CIO Practice at The Futurum Group, highlights Google’s Gemini 2.0, OpenAI’s Deep Research, and Anysphere’s Cursor, showing how they reshape IT leadership, AI adoption, and custom development.
