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...
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....
Fernando Montenegro, VP and Practice Lead at Futurum, shares insights on Commvault Shift 2025, highlighting the new Cloud Unity platform and the strategic shift to ResOps to unify IT, security,...
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...
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...
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...
Security operations are evolving to meet the demands of an increasingly intelligent threat landscape. As attacks grow more dynamic and automated, organizations are rethinking how they detect, analyze, and respond...
Fernando Montenegro, VP at Futurum, shares insights on Wiz's Wizdom event. Wiz is betting on an open AI strategy, evolving its graph into a "knowledge layer" to help secure cloud,...
Alex Smith, Vice President at Futurum, shares his insights on Cisco’s bold strategy to own the AI-era infrastructure with the launch of Unified Edge and a Splunk-powered security fabric....
Futurum Research analyzes IonQ’s Q3 FY 2025 results, highlighting 99.99% fidelity, AQ 64 progress, and how EQC, acquisitions, and government momentum shape the company’s 2026 setup....
Keith Kirkpatrick, Research Director at Futurum, examines Microsoft 365 Copilot’s Researcher with Computer Use, which securely blends reasoning and real-world action through a sandboxed Windows 365 virtual machine for authenticated...
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