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Category: Cybersecurity & Resilience

Cisco Q2 FY 2026 Earnings- AI Infrastructure Momentum Lifts Results
February 13, 2026

Cisco Q2 FY 2026 Earnings: AI Infrastructure Momentum Lifts Results

Futurum Research analyzes Cisco’s Q2 FY 2026 results, highlighting AI infrastructure momentum, campus networking demand, and margin mitigation plans, with guidance reaffirming a strong FY 2026 outlook....
OpenAI Frontier Close the Enterprise AI Opportunity Gap—or Widen It
February 9, 2026

OpenAI Frontier: Close the Enterprise AI Opportunity Gap—or Widen It?

Futurum Research Analysts Mitch Ashley, Keith Kirkpatrick, Fernando Montenegro, Nick Patience, and Brad Shimmin examine OpenAI Frontier and whether enterprise AI agents can finally move from pilots to production. The...
Commvault Introduces Geo Shield. Can One Platform Meet Sovereign Needs?
February 9, 2026

Commvault Introduces Geo Shield. Can One Platform Meet Sovereign Needs?

Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines Commvault Geo Shield and its focus on sovereign deployment models that retain control over data location, operations,...
Is 2026 the Turning Point for Industrial-Scale Agentic AI?
February 5, 2026

Is 2026 the Turning Point for Industrial-Scale Agentic AI?

VP and Practice Lead Fernando Montenegro shares insights from the Cisco AI Summit 2026, where leaders from the major AI ecosystem providers gathered to discuss bridging the AI ROI gap...
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...
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...
Microsoft Q2 FY 2026 Cloud Surpasses $50B; Azure Up 38% CC
January 30, 2026

Microsoft Q2 FY 2026: Cloud Surpasses $50B; Azure Up 38% CC

Futurum Research analyzes Microsoft’s Q2 FY 2026 earnings, highlighting AI-led cloud demand, agent platform traction, and Copilot adoption amid record capex and a substantially expanded commercial backlog....
Commvault Q3 FY 2026 Record Revenue, ARR Guide Trimmed
January 29, 2026

Commvault Q3 FY 2026: Record Revenue, ARR Guide Trimmed

Futurum Research reviews Commvault’s Q3 FY 2026 results, citing Unity-led cross-sell momentum, SaaS cohort scaling, identity resilience partnerships, and a modest ARR guide-down from mix and duration normalization....
As CrowdStrike Buys Seraphic, Is Browser Security Destined to Be Just a Feature
January 15, 2026

As CrowdStrike Buys Seraphic, Is Browser Security Destined to Be Just a Feature?

Fernando Montenegro, VP at Futurum, analyzes CrowdStrike's acquisition of Seraphic Security, a strategic move to secure the browser "blind spot" and extend Falcon's visibility to unmanaged devices....
Can CrowdStrike Tackle Standing Privileges with $740M SGNL Acquisition
January 9, 2026

Can CrowdStrike Tackle Standing Privileges with $740M SGNL Acquisition?

Fernando Montenegro, VP at Futurum, analyzes CrowdStrike’s acquisition of SGNL to bring real-time, zero-standing-privilege access control to the Falcon platform....
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...
Pure Storage Q3 FY 2026 Results Revenue Up 16% YoY, Guidance Raised
December 4, 2025

Pure Storage Q3 FY 2026 Results: Revenue Up 16% YoY, Guidance Raised

Futurum Research analyzes Pure Storage’s Q3 FY 2026 results, highlighting enterprise platform adoption, hyperscaler momentum, and Portworx-led modernization....

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