Category: Cybersecurity & Resilience

Microsoft Ignite 2025 AI, Agent 365, Anthropic on Azure & Security Advances
November 21, 2025

Microsoft Ignite 2025: AI, Agent 365, Anthropic on Azure & Security Advances

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...
Cisco Q1 FY 2026 AI Demand Lifts Outlook and Orders
November 14, 2025

Cisco Q1 FY 2026: AI Demand Lifts Outlook and Orders

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...
November 12, 2025

Security Operations Platforms – Futurum Signal

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...
At Wizdom 2025, Wiz Presents a Broader Vision of Cloud Security
November 11, 2025

At Wizdom 2025, Wiz Presents a Broader Vision of Cloud Security

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,...
Cisco Partner Summit 2025 Does Cisco have the Right End-to-End AI Story
November 7, 2025

Cisco Partner Summit 2025: Does Cisco have the Right End-to-End AI Story?

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....
IonQ Q3 FY 2025 Earnings: Revenue Beat, AQ64 and 99.99% Fidelity
November 7, 2025

IonQ Q3 FY 2025 Earnings: Revenue Beat, AQ64 and 99.99% Fidelity

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....
Microsoft 365 Copilot Expands Researcher Agent with Secure Computer Use
November 4, 2025

Microsoft 365 Copilot Expands Researcher Agent with Secure Computer Use

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...
Microsoft Q1 FY 2026 Cloud and AI Fuel Broad-Based Growth
October 31, 2025

Microsoft Q1 FY 2026: Cloud and AI Fuel Broad-Based Growth

Futurum Research analyzes Microsoft’s Q1 FY 2026 results, highlighting Azure AI scale, Copilot adoption, and the expanded OpenAI pact amid capacity constraints, and what this means for enterprise AI strategies...
Commvault Q2 FY 2026 ARR Tops $1 Billion; Revenue Beats Consensus
October 31, 2025

Commvault Q2 FY 2026: ARR Tops $1 Billion; Revenue Beats Consensus

Futurum Research analyzes Commvault’s Q2 FY 2026 earnings, highlighting SaaS and identity-led resilience momentum, ARR surpassing $1 billion, and guidance that balances growth investments with disciplined margin targets....
Veeam Makes Bigger Data Security Play with Acquisition of Securiti
October 22, 2025

Veeam Makes Bigger Data Security Play with Acquisition of Securiti

Fernando Montenegro, VP at Futurum, shares his insights on Veeam's $1.7B Securiti AI deal. This move shifts Veeam from just recovery to full data lifecycle control and opens a new...
Make It So: Cribl Charts a Course for the Agentic Frontier
October 17, 2025

Make It So: Cribl Charts a Course for the Agentic Frontier

Fernando Montenegro, VP at Futurum, shares his insights on Cribl's recent user conference, where the company laid out its vision for the "agentic AI era" and unveiled new offerings to...
NetApp Insight 2025 Will AI Unlock New Growth for the Storage Market
October 17, 2025

NetApp Insight 2025: Will AI Unlock New Growth for the Storage Market?

Alex Smith, Vice President at The Futurum Group, shares highlights from NetApp Insight 2025: The debut of AFX and AI Data Engine signals NetApp’s evolution into a software-driven leader for...

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If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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