Category: Data Center

IBM Q2 FY 2026: Software Growth Continues as Mainframe Purchases Slow
July 27, 2026

IBM Q2 FY 2026: Software Growth Continues as Mainframe Purchases Slow

Futurum Research analyzes IBM’s Q2 FY 2026 earnings, focusing on software mix, mainframe timing, AI demand, and revised FY 2026 guidance....
STMicroelectronics Q2 FY 2026 Earnings Climb on Cloud AI and Satellite Strength
July 27, 2026

STMicroelectronics Q2 FY 2026 Earnings Climb on Cloud AI and Satellite Strength

Brendan Burke, Research Director at Futurum, reviews STMicroelectronics' Q2 FY 2026 earnings, the broad demand recovery, and the raised AI data center and satellite revenue ambitions....
July 27, 2026

STMicroelectronics Q2 FY 2026 Earnings Climb on Cloud AI and Satellite Strength

Brendan Burke, Research Director at Futurum, reviews STMicroelectronics' Q2 FY 2026 earnings, the broad demand recovery, and the raised AI data center and satellite revenue ambitions....
July 27, 2026

IBM Q2 FY 2026: Software Growth Continues as Mainframe Purchases Slow

Futurum Research analyzes IBM’s Q2 FY 2026 earnings, focusing on software mix, mainframe timing, AI demand, and revised FY 2026 guidance....
Nokia Q2 FY 2026 Optical Strength Positions Nokia for the AI Buildout
July 24, 2026

Nokia Q2 FY 2026: Optical Strength Positions Nokia for the AI Buildout

Futurum Research analyzes Nokia’s Q2 FY 2026 earnings, focusing on AI and cloud order strength, optical and IP demand, AI-RAN timing, and supply constraints....
July 24, 2026

Nokia Q2 FY 2026: Optical Strength Positions Nokia for the AI Buildout

Futurum Research analyzes Nokia’s Q2 FY 2026 earnings, focusing on AI and cloud order strength, optical and IP demand, AI-RAN timing, and supply constraints....
Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth
July 24, 2026

Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth

Brendan Burke, Research Director at Futurum, reviews Texas Instruments' Q2 FY 2026 earnings, the broad industrial recovery, doubling data center revenue, and automotive re-acceleration....
July 24, 2026

Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth

Brendan Burke, Research Director at Futurum, reviews Texas Instruments' Q2 FY 2026 earnings, the broad industrial recovery, doubling data center revenue, and automotive re-acceleration....
WEKA Engineers the AI Chassis to Conquer the Inference Power Paradox
July 24, 2026

WEKA Engineers the AI Chassis to Conquer the Inference Power Paradox

Brad Shimmin, VP and Practice Lead at Futurum, shares his insights on WEKA’s launch of the WEKApod 3 appliances and NeuralMesh 6 software. By taking total control of its hardware...
Alphabet Q2 FY 2026: Google Cloud Leads Growth Amid Rising AI Investment
July 23, 2026

Alphabet Q2 FY 2026: Google Cloud Leads Growth Amid Rising AI Investment

Futurum Research analyzes Alphabet’s Q2 FY 2026 earnings, focusing on cloud AI demand, Gemini adoption, Search monetization, and rising AI infrastructure spending....
July 23, 2026

Alphabet Q2 FY 2026: Google Cloud Leads Growth Amid Rising AI Investment

Futurum Research analyzes Alphabet’s Q2 FY 2026 earnings, focusing on cloud AI demand, Gemini adoption, Search monetization, and rising AI infrastructure spending....
NetBox Labs
July 23, 2026

BlueAlly and NetBox Labs Forge Strategic Alliance to Enhance AI Solutions

BlueAlly Technology Solutions and NetBox Labs partner to embed infrastructure intelligence into automation, targeting federal agencies, educational institutions, and enterprises in a market projected to reach $41.8 billion by 2029....

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.

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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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