Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, analyzes Cisco’s Q4 FY 2025 results, spotlighting strong AI infrastructure demand, robust networking growth, and guidance backed by...
Keith Kirkpatrick and Mitch Ashley of Futurum share their insights on Oracle’s AI-powered, cloud-native EHR that streamlines workflows, reduces documentation, and delivers real-time patient insights for U.S. ambulatory providers....
Nick Patience, VP & AI Platforms Practice Lead at Futurum, shares insights on the Palantir vs. C3.ai divergence. While both offer AI platforms, Palantir's booming stock and financials contrast sharply...
Krista Case, Research Director at Futurum, shares insights on Hammerspace MLPerf Tier 0 results, showcasing linear scaling, 3.7x efficiency gains, and high GPU utilization for AI storage performance....
Keith Kirkpatrick, Research Director at Futurum, covers Twilio’s Q2 FY 2025 earnings and discusses how the company is driving margin expansion across its product portfolio amid economic headwinds....
Olivier Blanchard and Brad Shimmin at Futurum examine Amazon’s Q2 FY 2025 results, spotlighting strong retail and ad growth, mixed AI progress, and AWS margin compression amid intensifying cloud competition...
Alex Smith, VP & Practice Lead at Futurum, breaks down Xerox’s Q2 FY 2025 results, with IT Solutions revenue more than doubling YoY, Lexmark integration underway, and Print weakness offset...
Daniel Newman, CEO, and Mitch Ashley, VP & Practice Lead at The Futurum Group, take a bold stance on open data access, essential for companies to become AI-powered intelligence organizations....
Olivier Blanchard and Daniel Newman at Futurum break down Qualcomm’s Q3 FY 2025 earnings, focusing on how IoT and automotive strength offset handset softness and where Snapdragon platforms are gaining...
Keith Kirkpatrick and Daniel Newman explore how Alphabet’s strong Q2 FY 2025 results reflect deepening AI integration across Search, Cloud, and YouTube, and what its $85 billion CapEx guidance says...
In our latest Market Brief, Enterprise AI Evolution: Maximizing Data Value in a Hybrid World, developed in partnership with NetApp, Futurum Research explores how forward-thinking enterprises are modernizing their infrastructure...
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