Category: Data Center

CoreWeave files for IPO: Specialized AI Cloud Provider Eyes Next Phase of Growth
March 5, 2025

CoreWeave Files for IPO: Specialized AI Cloud Provider Eyes Next Phase of Growth

Nick Patience, VP & AI Practice Lead at The Futurum Group, analyzes the S-1 filing of GPU infrastructure provider CoreWeave; the first step on its path to an IPO....
Dell Q4 FY 2025 Earnings Show Strong AI Momentum, ISG Revenue Up 22% YoY
March 5, 2025

Dell Q4 FY 2025 Earnings Show Strong AI Momentum, ISG Revenue Up 22% YoY

Olivier Blanchard, Research Director at The Futurum Group, analyzes Dell’s Q4 FY 2025 earnings, highlighting record AI-driven ISG growth, a $9 billion AI backlog, and CSG challenges. With AI server...
MWC 2025: Qualcomm and IBM Raise GenAI Competitive Stakes
March 3, 2025

MWC 2025: Qualcomm and IBM Raise GenAI Competitive Stakes

Futurum’s Ron Westfall examines how the Qualcomm IBM alliance can spur broader enterprise adoption of on-device inferencing and low-power features key to sustainable GenAI deployment that improves energy efficiencies, performance,...
Pure Storage Q4 FY 2025: Double-Digit Revenue Growth Amid Strong Subscription Momentum
February 28, 2025

Pure Storage Q4 FY 2025: Double-Digit Revenue Growth Amid Strong Subscription Momentum

Camberley Bates, VP & Practice Lead at The Futurum Group, analyzes Pure Storage’s Q4 FY 2025 results, noting sales, subscription growth, AI and cloud gains, and hyperscale progress, amid margin...
Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures
February 28, 2025

Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, analyzes Nvidia’s Q4 FY 2025 earnings, highlighting record-breaking AI-driven growth, Blackwell’s rapid adoption, and margin pressures amid supply constraints....
Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives
February 28, 2025

Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives

Nick Patience, AI Practice Lead at The Futurum Group shares his insights on Snowflake’s Q4 2025 earnings & what they mean for the broader AI and data analytics space....
Lenovo Q3 FY 2025 Revenue Jumps 20%, AI Momentum Fuels Expansion
February 24, 2025

Lenovo Q3 FY 2025 Revenue Jumps 20%, AI Momentum Fuels Expansion

Olivier Blanchard, Research Director with The Futurum Group, analyzes Lenovo’s Q3 FY2025 earnings, highlighting AI-driven growth in ISG, premium PC momentum in IDG, and sustained double-digit expansion in SSG....
Zoho Analyst Day 2025: Zoho Readies Agentic AI to Elevate IoT Proposition
February 11, 2025

Zoho Analyst Day 2025: Zoho Readies Agentic AI to Elevate IoT Proposition

Futurum’s Ron Westfall explores how Zoho is positioned to develop AI-enhanced solutions that can drive customer value including the optimization and full security of IoT assets that improve business outcomes...
February 8, 2025

Alastair Cooke

Coherent Reports Robust Q2, Driven by Datacom Strength and Margin Expansion
February 7, 2025

Coherent Reports Robust Q2, Driven by Datacom Strength and Margin Expansion

Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s Q2 FY 2025 earnings, highlighting record networking revenue fueled by AI data center demand, telecom recovery, and margin expansion....
Arm Q3 FY 2025 Results: Armv9 and CSS Adoption Accelerates
February 6, 2025

Arm Reports Record Q3 Revenue as Armv9 and CSS Adoption Accelerates

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines Arm’s Q3 FY 2025 earnings, highlighting AI-driven royalty growth, Compute Subsystem expansion, and key AI collaborations....
Kyndryl Delivers Strong Q3 FY 2025 Signing Growth and Margin Expansion
February 5, 2025

Kyndryl Delivers Strong Q3 FY 2025 Signing Growth and Margin Expansion

Krista Case, Research Director at The Futurum Group, analyzes Kyndryl’s Q3 FY 2025 results, highlighting strong margin expansion, higher-value signings, and the company's progress in eliminating unprofitable pre-spinoff contracts....

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

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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