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Category: Data Intelligence, Analytics, & Infrastructure

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...
Five9 Q4 FY 2025 Earnings Revenue Beat, AI Momentum, Cash Flow High
February 25, 2026

Five9 Q4 FY 2025 Earnings: Revenue Beat, AI Momentum, Cash Flow High

Keith Kirkpatrick, VP & Research Director, Enterprise Software & Digital Workflows at Futurum, notes Five9’s Q4 FY 2025 AI momentum and record bookings signal strong H2 FY 2026 growth....
The Agentic Frontier: Why Converged Data Engines are the Optimal Foundation for Autonomous Enterprise AI
February 20, 2026

The Agentic Frontier: Why Converged Data Engines are the Optimal Foundation for Autonomous Enterprise AI

In our latest report, The Agentic Frontier: Why Converged Data Engines are the Optimal Foundation for Autonomous Enterprise AI, commissioned by Oracle, Futurum Research examines why agentic AI is exposing...
Arista Networks Q4 FY 2025 Revenue Beat on AI Ethernet Momentum
February 16, 2026

Arista Networks Q4 FY 2025: Revenue Beat on AI Ethernet Momentum

Futurum Research analyzes Arista’s Q4 FY 2025 results, highlighting AI Ethernet adoption across model builders and cloud titans, growing DCI/7800 spine roles, AMD-driven open networking wins, and a Q1 guide...
Twilio Q4 FY 2025 Revenue Beat, Margin Expansion, AI Voice Momentum
February 16, 2026

Twilio Q4 FY 2025: Revenue Beat, Margin Expansion, AI Voice Momentum

Futurum Research analyzes Twilio’s Q4 FY 2025 results, highlighting voice AI momentum, solution-led selling, and disciplined margin management as Twilio positions its platform as an AI-era customer engagement infrastructure layer....
Lenovo Q3 FY 2026 Earnings Broad-Based Growth, AI Mix Rising
February 16, 2026

Lenovo Q3 FY 2026 Earnings: Broad-Based Growth, AI Mix Rising

Futurum Research analyzes Lenovo’s Q3 FY 2026 results, highlighting a revenue beat, rising AI mix across devices, infrastructure, and services, and management’s playbook to navigate persistent memory and silicon cost...
Cisco Q2 FY 2026 Earnings- AI Infrastructure Momentum Lifts Results
February 13, 2026

Cisco Q2 FY 2026 Earnings: AI Infrastructure Momentum Lifts Results

Futurum Research analyzes Cisco’s Q2 FY 2026 results, highlighting AI infrastructure momentum, campus networking demand, and margin mitigation plans, with guidance reaffirming a strong FY 2026 outlook....
ServiceNow Buys Pyramid Does this Spell the End of the BI Dashboard
February 13, 2026

ServiceNow Buys Pyramid: Does this Spell the End of the BI Dashboard?

Brad Shimmin, VP and Practice Lead at Futurum, along with Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Digital Workflows, analyze ServiceNow’s acquisition of Pyramid Analytics. They explore...
OpenAI Frontier Close the Enterprise AI Opportunity Gap—or Widen It
February 9, 2026

OpenAI Frontier: Close the Enterprise AI Opportunity Gap—or Widen It?

Futurum Research Analysts Mitch Ashley, Keith Kirkpatrick, Fernando Montenegro, Nick Patience, and Brad Shimmin examine OpenAI Frontier and whether enterprise AI agents can finally move from pilots to production. The...
Amazon Q4 FY 2025 Revenue Beat, AWS +24% Amid $200B Capex Plan
February 9, 2026

Amazon Q4 FY 2025: Revenue Beat, AWS +24% Amid $200B Capex Plan

Futurum Research reviews Amazon’s Q4 FY 2025 results, highlighting AWS acceleration from AI workloads, expanding custom silicon use, and an AI-led FY 2026 capex plan shaped by satellite and international...
Alphabet Q4 FY 2025 Highlights Cloud Acceleration and Enterprise AI Momentum
February 6, 2026

Alphabet Q4 FY 2025 Highlights Cloud Acceleration and Enterprise AI Momentum

Nick Patience, VP and AI Practice Lead at Futurum analyzes Alphabet’s Q4 FY 2025 results, highlighting AI-driven momentum across Cloud and Search, Gemini scale, and 2026 capex priorities to expand...
NXP Q4 FY 2025: Auto Stabilises, Edge AI Platforms Gain Traction
February 5, 2026

NXP Q4 FY 2025: Auto Stabilises, Edge AI Platforms Gain Traction

Futurum Research analyzes NXP’s Q4 FY 2025 earnings, highlighting SDV design wins, edge AI platform traction, and portfolio focus, with guidance pointing to steady margins and disciplined channel management into...

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