Keith Kirkpatrick, Research Director at Futurum, examines Workday’s Q2 FY 2026 earnings, highlighting AI adoption, subscription revenue growth, and raised guidance that reinforce its positioning as an expanding enterprise platform....
Keith Kirkpatrick, Research Director at Futurum, shares insights on Adobe’s launch of Acrobat Studio, a unified hub combining PDF Spaces, AI assistants, and Adobe Express to transform how users analyze,...
Ray Wang, Research Director at Futurum, shares insights on Ansys integrating NVIDIA Omniverse into its simulation tools to enhance CFD, autonomous validation, and digital twin workflows through OpenUSD-enabled interoperability....
Olivier Blanchard and Daniel Newman at Futurum share insights on Lenovo Q1 FY2025/26 earnings—record $18.8B revenue, AI infrastructure momentum, services margin expansion, and outlook for Hybrid AI execution....
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...
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