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Category: Digital Transformation

Is OpenText’s AI-Led Workforce Strategy a Long-Term Cost Fix or a Risky Reset?
Keith Kirkpatrick

Is OpenText’s AI-Led Workforce Strategy a Long-Term Cost Fix or a Risky Reset?

OpenText Deepens Its Business Optimization Strategy, Linking Workforce Cuts to Its AI-First Operational Model as Part of a $550 Million Savings Plan
Keith Kirkpatrick, Research Director at Futurum, shares insights on OpenText’s AI-led restructuring strategy and its implications for long-term cost savings and operational efficiency.
Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion
Fernando Montenegro
Fernando Montenegro

Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion

Transformation Initiatives Drive Profitability as Company Posts Revenue Growth
Fernando Montenegro, VP and Practice Lead at Futurum, reviews Kyndryl's Q4 FY2025 earnings. Key highlights: Constant-currency growth, notable rise in pretax income, how 'three-A' initiatives drive results, and strategic tailwinds.
Agentic AI Platforms Powering the Next Era of Work for Enterprise Executive Summary
Dion Hinchcliffe
Dion Hinchcliffe & Nick Patience

Agentic AI Platforms Powering the Next Era of Work for Enterprise – Executive Summary

In our latest Executive Summary, Agentic AI Platforms Powering the Next Era of Work for Enterprise, we share a sample of the findings from our broader study, “Market Overview of Agentic AI Platforms in the Enterprise for 2025,” published exclusively for Futurum Intelligence Subscribers as an example of the deeper insights available to Subscribers to our Futurum Intelligence Service.
Smartsheet Customer Success: Efficiency and Visibility Gains
Keith Kirkpatrick

Smartsheet Supports Efficiency and Visibility Gains Across Enterprise Operations

Smartsheet Enables Project Standardization, Dashboard-Driven Reporting, and Measurable Efficiency Improvements Across Enterprise Functions
Keith Kirkpatrick, Research Director at The Futurum Group, shares insights into how enterprise clients use Smartsheet to improve execution speed, reporting visibility, and operational efficiency across distributed project teams.
Samsara Q4 FY 2025 Earnings: Understanding Market Reactions
Olivier Blanchard
Olivier Blanchard

Samsara’s Post-Earnings Drop: Understanding Market Reactions

Strong ARR and Margin Expansion, but Investor Concerns Over CapEx and AI-Driven Shifts Remain
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Samsara’s strong Q4 FY 2025 earnings, the 11% stock drop, and key investor concerns over CapEx slowdowns and AI-driven edge computing. How will these factors shape Samsara’s growth?
AI Ambitions vs. Reality: WalkMe Report Exposes Enterprises’ Digital Waste
Keith Kirkpatrick

AI Ambitions vs. Reality: WalkMe Report Exposes Enterprises’ Digital Waste

WalkMe’s 2025 State of Digital Adoption Report Highlights the AI Readiness Gap
Keith Kirkpatrick, Research Director at The Futurum Group, examines WalkMe’s 2025 report on the AI adoption gap, enterprise inefficiencies, and the role of digital adoption in maximizing AI ROI.
Alphabet Q4 2024: Ad Strength Overshadowed by Cloud Revenue Miss
Keith Kirkpatrick & Nick Patience

Alphabet Q4 2024: Ad Strength Overshadowed by Cloud Revenue Miss

Alphabet’s Q4 Saw Solid Gains in Search and YouTube, Yet Google Cloud’s Revenue Fell Short, and a $75 Billion Capex Forecast Raised Investor Concerns
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Alphabet’s Q4 2024 earnings, highlighting strong ad revenue from Search and YouTube, concerns over Google Cloud’s growth miss, and the company’s aggressive $75 billion capex plan.
Oracle Bets on AI-Driven Sales and Supply Chain Transformation
Keith Kirkpatrick

Oracle Bets on AI-Driven Sales and Supply Chain Transformation

Oracle Fusion Cloud Sales and SCM Introduce AI Agents to Boost Customer Interactions, Optimize Supply Chains, and Drive Productivity
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Oracle's AI-driven enhancements in Fusion Cloud Sales and SCM, evaluating how embedded AI agents streamline sales, optimize supply chains, and improve enterprise efficiency.
ServiceNow Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus
Keith Kirkpatrick

ServiceNow Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus

ServiceNow’s AI Strategy Shifts to Usage-Based Pricing, Impacting Near-Term Revenue
Keith Kirkpatrick, Research Director at The Futurum Group, examines ServiceNow’s Q4 FY 2024 earnings, focusing on its AI pricing shift, key partnerships, and enterprise adoption impact.
Can WalkMe’s Refocused Strategy Drive New Logo Acquisition and Revenue Growth?
Keith Kirkpatrick

Can WalkMe’s Refocused Strategy Drive New Logo Acquisition and Revenue Growth?

At WalkMe’s Analyst Day, Company Executives Laid Out a Compelling Plan to Leverage the Strengths of New Parent SAP and Sister Companies
Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights into WalkMe’s 2025 Analyst Day, which covered the company’s current products and roadmap, corporate strategy and direction, and current go-to-market initiatives.
Lenovo’s New ThinkPad X9 Aura Editions Advance AI Features
Olivier Blanchard
Olivier Blanchard

How Lenovo’s New ThinkPad X9 Aura Editions Advance AI Features in Premium PCs

Lenovo’s CES 2025 Lineup Included Two New AI-Powered ThinkPad X9 Prosumer PCs for Hybrid Workers
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how Lenovo’s new Aura Edition ThinkPad X9 prosumer PCs help the company maximize Intel’s new Core Ultra processors to deliver a richer and more differentiated AI feature set on premium tier Copilot+ PCs to hybrid workers.
Adobe Q4 FY2024 Earnings - Solids Growth, AI Integration, and Market Expectations
Keith Kirkpatrick

Adobe Q4 FY2024 Earnings – Solid Growth, AI Integration, and Market Expectations

Adobe Reports Record FY2024 Revenue Driven by Strong Digital Media and Digital Experience Segments While Leveraging AI to Drive Innovation and Meet Analyst Expectations
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Adobe’s FY2024 performance. Growth in the Digital Media and Digital Experience segments contributed to record revenue while addressing challenges like the impacts of foreign exchange.
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