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Category: Cybersecurity & Resilience

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...
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....

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