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Category: Ecosystems, Channels, & Marketplaces

Is Amazon Ads AI Becoming the New Center of the Advertising Stack
December 1, 2025

Is Amazon Ads AI Becoming the New Center of the Advertising Stack?

Olivier Blanchard, Research Director at Futurum, shares insights on how Amazon Ads AI reshapes campaign management, creative production, and full-funnel execution following the major announcements at unBoxed 2025....
NetApp Q2 FY 2026 Earnings Mix Shift Lifts Margins, AI Momentum Builds
November 26, 2025

NetApp Q2 FY 2026 Earnings: Mix Shift Lifts Margins, AI Momentum Builds

Futurum Research analyzes NetApp’s Q2 FY 2026 results, highlighting AI data platform traction, first-party cloud storage growth, and all-flash mix that lifted margins, alongside raised FY EPS and margin guidance....
HP Q4 FY 2025 Earnings Rise on PC Strength; FY 2026 EPS Soft
November 26, 2025

HP Q4 FY 2025 Earnings Rise on PC Strength; FY 2026 EPS Soft

Futurum Research analyzes HP’s Q4 FY 2025 results, highlighting AI PC momentum, Print subscription/industrial traction, and an AI-enabled cost program shaping FY 2026 execution amid memory inflation headwinds....
Salesforce Launches Agentforce Commerce as AI Shopping Traffic Jumps 119%
November 20, 2025

Salesforce Launches Agentforce Commerce as AI Shopping Traffic Jumps 119%

Keith Kirkpatrick, Research Director at Futurum, examines Salesforce’s Agentforce Commerce launch as AI-driven shopping traffic surges 119% and retailers prepare for AI agents to influence global Cyber Week orders....
From Potential to Production: Enterprise AI with a Partner Ecosystem
November 19, 2025

From Potential to Production: Enterprise AI with a Partner Ecosystem

In our latest market brief, From Potential to Production: Accelerating Enterprise AI Through a Collaborative Partner Ecosystem, completed in partnership with Hewlett Packard Enterprise (HPE), Futurum Research examines how a...
Cisco Partner Summit 2025 Does Cisco have the Right End-to-End AI Story
November 7, 2025

Cisco Partner Summit 2025: Does Cisco have the Right End-to-End AI Story?

Alex Smith, Vice President at Futurum, shares his insights on Cisco’s bold strategy to own the AI-era infrastructure with the launch of Unified Edge and a Splunk-powered security fabric....
Xerox Q3 FY 2025 Earnings Cut Outlook as IT Solutions Grew
November 4, 2025

Xerox Q3 FY 2025 Earnings Cut Outlook as IT Solutions Grew

Futurum Research analyzes Xerox’s Q3 FY 2025, noting IT Solutions growth and accelerated Lexmark synergies amid tariff and funding uncertainty, and what the integration and sales model shifts imply for...
Twilio Q3 FY 2025 Results Lift Outlook on Broad-Based Demand
November 4, 2025

Twilio Q3 FY 2025 Results Lift Outlook on Broad-Based Demand

Futurum Research analyzes Twilio’s Q3 FY 2025 results, highlighting voice/AI momentum, ISV and self-serve strength, and solution selling that underpin raised revenue and profitability....
Amazon Q3 FY 2025 Earnings AWS Reaccelerates, Retail and Ads Grow
November 4, 2025

Amazon Q3 FY 2025 Earnings: AWS Reaccelerates, Retail and Ads Grow

Futurum Research analyzes Amazon’s Q3 FY 2025 results, highlighting AWS growth reacceleration, AI-driven capacity expansion, and the retail/ads flywheel, with Q4 guidance signaling continued momentum into the holiday period....
ServiceNow Q3 FY 2025 Earnings Raise Outlook on AI-Driven Demand
October 31, 2025

ServiceNow Q3 FY 2025 Earnings Raise Outlook on AI-Driven Demand

Futurum Research analyzes ServiceNow’s Q3 FY 2025 results, highlighting AI-led upsell momentum, federal strength, and platform expansion across workflows and CRM, alongside raised FY 2025 guidance on margins and free...
PROS Holdings Q3 FY 2025 Results Subscription Growth, Margin Gains
October 31, 2025

PROS Holdings Q3 FY 2025 Results: Subscription Growth, Margin Gains

Futurum Research analyzes PROS’s Q3 FY 2025 results, highlighting subscription growth, margin expansion from cloud optimization, and a healthy recurring mix as guidance is suspended during the pending acquisition....
T-Mobile Q3 FY 2025 Posts Record Q3 Adds; Raises FY 2025 Guidance
October 28, 2025

T-Mobile Q3 FY 2025: Posts Record Q3 Adds; Raises FY 2025 Guidance

Futurum Research analyzes T-Mobile’s Q3 FY 2025: record postpaid and broadband adds, rising ARPA, accelerated UScellular synergies, and raised FY25 guidance amid heightened competitive promotions....

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