Category: Data Intelligence, Analytics, & Infrastructure

Commvault Q1 FY 2027 AI and Identity Security Drive Subscription Momentum
July 30, 2026

Commvault Q1 FY 2027: AI and Identity Security Drive Subscription Momentum

Futurum Research analyzes Commvault’s Q1 FY 2027 earnings, focusing on SaaS growth, cyber resilience, identity recovery, and AI data protection demand....
July 30, 2026

Commvault Q1 FY 2027: AI and Identity Security Drive Subscription Momentum

Futurum Research analyzes Commvault’s Q1 FY 2027 earnings, focusing on SaaS growth, cyber resilience, identity recovery, and AI data protection demand....
The Software-Defined Vehicle is Winning the Compute War and Losing the Owner
July 29, 2026

The Software-Defined Vehicle is Winning the Compute War and Losing the Owner

Futurum analysts Olivier Blanchard and Brad Shimmin on the moment the car stopped being a car, and why the sharpest pushback isn’t about EVs, autonomy, or subscriptions at all. From...
July 29, 2026

The Software-Defined Vehicle is Winning the Compute War and Losing the Owner

Futurum analysts Olivier Blanchard and Brad Shimmin on the moment the car stopped being a car, and why the sharpest pushback isn’t about EVs, autonomy, or subscriptions at all. From...
Data Storage
July 29, 2026

Seagate’s Q4 Surge: What It Means for the Data Storage Market

Seagate Technology's fiscal Q4 results reveal record 52.3% gross margins, signaling structural demand for data storage as AI adoption accelerates across enterprises. The Data Intelligence market is projected to reach...
July 29, 2026

Seagate’s Q4 Surge: What It Means for the Data Storage Market

Seagate Technology's fiscal Q4 results reveal record 52.3% gross margins, signaling structural demand for data storage as AI adoption accelerates across enterprises. The Data Intelligence market is projected to reach...
SAP Q2 FY 2026: Autonomous Enterprise Strategy Gains Commercial Traction
July 27, 2026

SAP Q2 FY 2026: Autonomous Enterprise Strategy Gains Commercial Traction

Futurum Research analyzes SAP’s Q2 FY 2026 earnings, focusing on cloud backlog growth, agentic AI strategy, and updated profit guidance....
July 27, 2026

SAP Q2 FY 2026: Autonomous Enterprise Strategy Gains Commercial Traction

Futurum Research analyzes SAP’s Q2 FY 2026 earnings, focusing on cloud backlog growth, agentic AI strategy, and updated profit guidance....
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...
Solving the Distributed AI Dilemma: Oracle Base Database Cloud@Customer Brings OCI Automation to Local Workloads
July 24, 2026

Solving the Distributed AI Dilemma: Oracle Base Database Cloud@Customer Brings OCI Automation to Local Workloads

Brad Shimmin at Futurum analyzes Oracle's launch of Base Database Cloud@Customer X11, exploring how converged application VMs and local AI Database 26ai deployments solve data gravity and latency issues....
July 24, 2026

Solving the Distributed AI Dilemma: Oracle Base Database Cloud@Customer Brings OCI Automation to Local Workloads

Brad Shimmin at Futurum analyzes Oracle's launch of Base Database Cloud@Customer X11, exploring how converged application VMs and local AI Database 26ai deployments solve data gravity and latency issues....
SAP Completes Prior Labs Acquisition to Advance Structured Data AI
July 22, 2026

SAP Completes Prior Labs Acquisition to Advance Structured Data AI

Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights on why SAP’s Prior Labs acquisition must produce measurable business results....

Welcome

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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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