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Category: Data Intelligence, Analytics, & Infrastructure

Xerox Q4 FY 2025 Earnings Reflect Integration Progress Amid Headwinds
February 2, 2026

Xerox Q4 FY 2025 Earnings Reflect Integration Progress Amid Headwinds

Futurum Research analyzes Xerox’s Q4 FY2025 results, highlighting integration-led execution, IT Solutions momentum, and AI-enabled cost discipline supporting FY2026 AOI expansion despite DRAM and tariff headwinds....
SAP Q4 FY 2025 Earnings Cloud ERP Strength, AI Traction
February 2, 2026

SAP Q4 FY 2025 Earnings: Cloud ERP Strength, AI Traction

Futurum Research analyzes SAP’s Q4 FY 2025 earnings, highlighting Cloud ERP growth, AI and data cloud attach, and how deal mix and sovereignty considerations shaped near-term backlog while supporting multi-year...
Meta Q4 FY 2025 Results Underscore AI-Fueled Ads Momentum
January 30, 2026

Meta Q4 FY 2025 Results Underscore AI-Fueled Ads Momentum

Futurum Research analyzes Meta’s Q4 FY 2025 earnings, focusing on AI-driven ads gains, stronger Reels and Threads engagement, and how 2026 infrastructure spend and messaging commerce shape enterprise AI strategy....
IBM Q4 FY 2025 Software and Z Cycle Lift Growth and FCF
January 30, 2026

IBM Q4 FY 2025: Software and Z Cycle Lift Growth and FCF

Futurum Research analyzes IBM’s Q4 FY 2025, highlighting software acceleration, the IBM Z AI cycle, and AI-driven productivity and M&A synergies supporting margin expansion and higher FY 2026 free cash...
Microsoft Q2 FY 2026 Cloud Surpasses $50B; Azure Up 38% CC
January 30, 2026

Microsoft Q2 FY 2026: Cloud Surpasses $50B; Azure Up 38% CC

Futurum Research analyzes Microsoft’s Q2 FY 2026 earnings, highlighting AI-led cloud demand, agent platform traction, and Copilot adoption amid record capex and a substantially expanded commercial backlog....
Commvault Q3 FY 2026 Record Revenue, ARR Guide Trimmed
January 29, 2026

Commvault Q3 FY 2026: Record Revenue, ARR Guide Trimmed

Futurum Research reviews Commvault’s Q3 FY 2026 results, citing Unity-led cross-sell momentum, SaaS cohort scaling, identity resilience partnerships, and a modest ARR guide-down from mix and duration normalization....
Teradata Set to Turn Data Gravity Into AI Gold With Enterprise AgentStack
January 29, 2026

Teradata Set to Turn Data Gravity Into AI Gold With Enterprise AgentStack

Brad Shimmin, Vice President and Practice Lead at Futurum, analyzes Teradata’s launch of Enterprise AgentStack. He explores how Teradata is leveraging data gravity and robust governance to bridge the "production...
Snowflake Acquires Observe Operationalizing the Data Cloud
January 26, 2026

Snowflake Acquires Observe: Operationalizing the Data Cloud

Brad Shimmin, VP & Practice Lead at Futurum, examines Snowflake’s intent to acquire Observe and integrate AI-powered observability into the AI Data Cloud....
Modern Private Cloud: Balancing Operational Agility with Data Sovereignty
January 14, 2026

Modern Private Cloud: Balancing Operational Agility with Data Sovereignty

In this Market Brief, Modern Private Cloud: Balancing Operational Agility with Data Sovereignty, Futurum Research explores why enterprises are rethinking public cloud-first strategies and how modern private cloud platforms enable...
CIO Take Smartsheet's Intelligent Work Management as a Strategic Execution Platform
December 22, 2025

CIO Take: Smartsheet’s Intelligent Work Management as a Strategic Execution Platform

Dion Hinchcliffe analyzes Smartsheet’s Intelligent Work Management announcements from a CIO lens—what’s real about agentic AI for execution at scale, what’s risky, and what to validate before standardizing....
NVIDIA Bolsters AI/HPC Ecosystem with Nemotron 3 Models and SchedMD Buy
December 16, 2025

NVIDIA Bolsters AI/HPC Ecosystem with Nemotron 3 Models and SchedMD Buy

Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on NVIDIA's release of its Nemotron 3 family of open-source models and the acquisition of SchedMD, the developer of...
Oracle Q2 FY 2026 Cloud Grows; Capex Rises for AI Buildout
December 12, 2025

Oracle Q2 FY 2026: Cloud Grows; Capex Rises for AI Buildout

Futurum Research analyzes Oracle’s Q2 FY 2026 earnings, highlighting cloud infrastructure momentum, record RPO, rising AI-focused capex, and multicloud database traction driving workload growth across OCI and partner clouds....

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