Category: Cybersecurity & Resilience

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....
NetApp Q2 FY 2026 Earnings Mix Shift Lifts Margins, AI Momentum Builds
November 26, 2025

NetApp Q2 FY 2026 Earnings: Mix Shift Lifts Margins, AI Momentum Builds

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....
Commvault’s Strategic Shift Redefining Resilience as a Strategic Imperative
November 25, 2025

Commvault’s Strategic Shift: Redefining Resilience as a Strategic Imperative

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,...
Google Public Sector Launches a New Era of Mission-Ready AI
November 21, 2025

Google Public Sector Launches a New Era of Mission-Ready AI

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...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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