Category: Cybersecurity & Resilience

CrowdStrike Q4 FY 2026 Earnings Extend ARR Scale and AI Security Focus
March 6, 2026

CrowdStrike Q4 FY 2026 Earnings Extend ARR Scale and AI Security Focus

Fernando Montenegro, VP Cybersecurity at Futurum, highlights CrowdStrike’s Q4 FY26 earnings: Falcon expands into AI security, identity, and browser runtime, underscoring consolidation-driven cybersecurity strategies....
S3NS & Sovereignty Can Thales-Google Venture Make AI Sovereignty Work at Scale
March 5, 2026

S3NS & Sovereignty: Can Thales-Google Venture Make AI Sovereignty Work at Scale?

Nick Patience, VP & Practice Lead for AI Platforms at Futurum Research, assesses S3NS’s progress following its SecNumCloud qualification, evaluates the sovereign AI roadmap, and examines what the Thales-Google Cloud...
SentinelOne’s Identity Catch-Up Tests Its Endpoint-Led Platform Story
March 4, 2026

SentinelOne’s Identity Catch-Up Tests Its Endpoint-Led Platform Story

Fernando Montenegro, VP and Practice Lead, Cybersecurity at Futurum, examines SentinelOne’s identity portfolio expansion and its approach to securing human and non-human identities, including autonomous AI agents, browsers, and AI...
Elastic Q3 FY 2026 Strong Quarter, but Reacceleration Thesis Unproven
March 3, 2026

Elastic Q3 FY 2026: Strong Quarter, but Reacceleration Thesis Unproven

Nick Patience, VP and Practice Lead for AI Platforms at Futurum reviews Elastic Q3 FY 2026 earnings, highlighting sales-led subscription momentum, AI context engineering adoption, and agentic workflow expansion across...
How Fast Can Arctic Wolf Turn Sevco's Visibility Into an Advantage
March 2, 2026

How Fast Can Arctic Wolf Turn Sevco’s Visibility Into an Advantage?

Fernando Montenegro, VP at Futurum, analyzes Arctic Wolf's acquisition of Sevco Security and the challenge of integrating exposure management into an MDR platform....
NetApp Q3 FY 2026 Results Highlight All-Flash Growth And Cloud Services
March 2, 2026

NetApp Q3 FY 2026 Results Highlight All-Flash Growth And Cloud Services

Futurum Research analyzes NetApp’s Q3 FY 2026 earnings, focusing on all-flash growth, hyperscaler-native storage services, and AI data readiness initiatives....
IonQ Q4 FY 2025 Results Highlight Commercial Expansion And Platform Breadth
February 27, 2026

IonQ Q4 FY 2025 Results Highlight Commercial Expansion And Platform Breadth

Futurum Research reviews IonQ’s Q4 FY 2025 earnings, focusing on commercial expansion signals, platform positioning across quantum domains, and implications for enterprise adoption paths....
Cybersecurity in the Age of AI: Moving from Fragile to Resilient
February 27, 2026

Cybersecurity in the Age of AI: Moving from Fragile to Resilient

In this Futurum Research report, Cybersecurity in the Age of AI: Moving from Fragile to Resilient, created in collaboration with N-able, we outline a modern framework for business resilience built...
The Storage Era is Dead; Long Live Everpure!
February 25, 2026

Storage Evolved: Everpure Takes on Data Challenges for an AI World

Brad Shimmin, VP and Practice Lead at Futurum, shares his insights on Pure Storage’s rebrand to Everpure as well as its supportive acquisition of 1touch.io, exploring why dropping "Storage" is...
Palo Alto Networks Q2 FY 2026 ARR Accelerates as Platform Strategy Scales
February 23, 2026

Palo Alto Networks Q2 FY 2026: ARR Accelerates as Platform Strategy Scales

Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, analyzes Palo Alto Networks’ Q2 FY 2026 results, highlighting platformization momentum, SASE and AI SOC traction, and identity/observability...
No More Playing Koi Can Palo Alto Networks Secure the Modern Supply Chain
February 18, 2026

No More Playing Koi: Can Palo Alto Networks Secure the Modern Supply Chain?

Fernando Montenegro, VP at Futurum, analyzes Palo Alto Networks' acquisition of Koi Security, a move that shifts endpoint defense from file scanning to marketplace governance....
Can Proofpoint Secure the Intent of the Autonomous Agent
February 17, 2026

Can Proofpoint Secure the Intent of the Autonomous Agent?

Fernando Montenegro, VP at Futurum, analyzes Proofpoint’s acquisition of Acuvity and the strategic move to secure autonomous AI agents and "Read-Write AI" workflows....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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