Futurum Research analyzes SAP’s Q4 FY 2025 earnings, highlighting Cloud ERP growth, AI and data cloud attach, and how deal mix and sovereignty considerations shaped near-term backlog while supporting multi-year...
Futurum Research analyzes ServiceNow’s Q4 FY 2025 results, highlighting AI agent monetization, platform consolidation in CRM/CPQ, and a security stack aimed at scaling agentic AI across governed workflows heading into...
Keith Kirkpatrick and Alex Smith of Futurum cover Smartsheet’s enhancements to its Aligned Partner Program, which may serve as a key differentiator for the work management platform provider....
Futurum Research analyzes HPE’s Q4 FY 2025 results, highlighting networking-led margin resiliency, AI server order momentum, and GreenLake ARR growth....
Futurum analysts share their insights on how AWS re:Invent 2025 redefines the cloud giant as an AI manufacturer. We analyze Nova models, Trainium silicon, and AI Factories as AWS moves...
Futurum Research analyzes Salesforce’s Q3 FY 2026 results, focusing on Agentforce and Data 360 traction, Informatica integration, and how pricing and GTM execution set up bookings momentum into 2H FY...
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....
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....
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....
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....
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...
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....
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