Brad Shimmin, analyst at Futurum, analyzes SAP's major move to acquire Dremio and Prior Labs. This strategic play addresses the core challenges of enterprise data fragmentation and specialized AI reasoning...
Dion Hinchcliffe at Futurum reviews Palantir Q1 FY 2026 earnings, focusing on AIP-driven US demand, commercial and government execution, and raised FY 2026 guidance....
Brad Shimmin and Futurum Research analyze Microsoft Q3 FY 2026 earnings, focusing on cloud demand, Azure capacity constraints, Copilot usage intensity, and the shift toward user plus usage commercial models....
Futurum Research analyzes Alphabet’s Q1 FY 2026 earnings, focusing on Cloud AI demand, Search monetization changes, and rising capacity investment tied to TPUs and infrastructure....
Brad Shimmin, VP and Practice Lead at Futurum, explores the launch of Lovelace AI and its Elemental platform. Discover how this new enterprise context engine uses knowledge graphs and entity...
Brad Shimmin, Nick Patience, Brendan Burke, and Fernando Montenegro analyze the Google Cloud Agentic Strategy from Next 2026. They explore how Gemini Enterprise, the Virgo network, and the Wiz integration...
Catchpoint's Real User Monitoring provides deep visibility into app performance, enabling enterprises to prioritize digital experience. Session replay and contextual insights accelerate issue resolution and drive competitive advantage....
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at The Futurum Group, analyzes ABB’s Q1 FY 2026 earnings, focusing on electrification demand tied to data centers and grid upgrades....
Futurum Research reviews IBM Q1 FY 2026 earnings, focusing on software mix durability, Confluent-driven data streaming strategy, and mainframe AI inferencing as IBM maintains full-year growth and cash flow expectations....
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