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Category: Enterprise Software, & Digital Workflows

Will Salesforce Marketing Cloud Next Deliver Real Agentic Marketing
Keith Kirkpatrick
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Will Salesforce Marketing Cloud Next Deliver Real Agentic Marketing?

Salesforce Connections 2025 Introduced Marketing Cloud Next—an AI-Powered Platform That Streamlines Campaign Creation and Monitoring, Expands Agentforce for Automated Marketing Workflows, and Highlights Data Cloud Features Like Zero‑Copy Integration, Unified Customer Profiles, and AI Segmentation
Keith Kirkpatrick, Research Director at Futurum, covers the highlights from Salesforce Connections, including agentic AI in marketing, unified journeys through Marketing Cloud Next, real-time Data Cloud activation, and new retail bundles.
Adobe Q2 FY 2025 Earnings Top Estimates With 11% Revenue Growth
Keith Kirkpatrick & Daniel Newman
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Adobe Q2 FY 2025 Earnings Top Estimates With 11% Revenue Growth

Adobe Raises FY 2025 Revenue and EPS Targets Amid Continuing AI-Driven Momentum Across Segments
Keith Kirkpatrick and Daniel Newman at Futurum analyze Adobe’s Q2 FY 2025 results, highlighting AI-fueled user growth, Firefly adoption, strong RPO gains, and raised FY 2025 guidance despite AI-native competitive pressures.
Oracle Delivers Q4 FY 2025 Results With 27% Cloud Growth, RPO Hits $138 Billion
Keith Kirkpatrick & Daniel Newman
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Oracle Delivers Q4 FY 2025 Results With 27% Cloud Growth, RPO Hits $138 Billion

Oracle Posts Q4 Fy 2025 Revenue and EPS Beat as Cloud Demand Fuels Growth Acceleration
Keith Kirkpatrick and Daniel Newman at Futurum analyze Oracle’s Q4 FY 2025 earnings, highlighting strong cloud momentum, multicloud adoption, AI-driven demand, and aggressive capacity expansion, positioning Oracle for FY 2026 acceleration.
Re-thinking the Customer Experience in the Age of Agentic AI - Six Five On The Road
Daniel Newman

Re-thinking the Customer Experience in the Age of Agentic AI – Six Five On The Road

Liz Centoni, EVP & Chief Customer Experience Officer at Cisco, joins the hosts to explore how Agentic AI is revolutionizing CX in the B2B sector.
Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth
Olivier Blanchard
Olivier Blanchard & Daniel Newman
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Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth

VMware-Led Software Sales and AI Chips Powered 20% YoY Topline Growth in Q2 FY 2025
Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip deployments.
The AI-Powered Content Revolution Introduction to AI in Enterprise Cloud Content Management
Dion Hinchcliffe
Dion Hinchcliffe & Nick Patience

The AI-Powered Content Revolution: Introduction to AI in Enterprise Cloud Content Management

In our latest Market Brief, The AI-Powered Content Revolution, created in partnership with Egnyte, Futurum explores how AI is transforming cloud content management from static storage into a dynamic system of insight, automation, and compliance. The report offers guidance on how enterprises can deploy AI agents, streamline knowledge discovery, and future-proof their content operations.
Hybrid Cloud & AI: The Future of Enterprises - Six Five On The Road
Daniel Newman

Hybrid Cloud & AI: The Future of Enterprises – Six Five On The Road

Menaka Sundar, VP at HPE, joins the discussion to share insights into how HPE's hybrid cloud and AI solutions are crafting the future of enterprises.
Microsoft Embraces the Development Community on the Path to Agentic AI
Mitch Ashley
Mitch Ashley, Nick Patience & Keith Kirkpatrick
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Microsoft Embraces the Development Community on the Path to Agentic AI

At Microsoft Build 2025, AI Is Microsoft’s Future, and Developers Are at the Heart of the Agentic AI Revolution, Not Replaced by It
Analysts Mitch Ashley, Nick Patience, and Keith Kirkpatrick at Futurum share their insights on Microsoft Build 2025, revealing Microsoft's strategic pivot to agentic AI and its profound implications for the future of software development.
Scaling AI Responsibly with Pega: Driving Real Customer Results - Six Five On The Road
Keith Kirkpatrick

Scaling AI Responsibly with Pega: Driving Real Customer Results – Six Five On The Road

Tara DeZao and Peter van der Putten from Pega join Keith Kirkpatrick to discuss the future of AI and creating impactful customer experiences responsibly.
Pegasystems Focuses on App, Workflow, and Process Transformation at PegaWorld
Keith Kirkpatrick
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Pegasystems Focuses on App, Workflow, and Process Transformation at PegaWorld

Enhancements to the Pega Platform, Pega Blueprint, and AI Agents Are Also Designed To Help Organizations Modernize and Streamline Their Stack and Enable CX, Productivity, and Efficiency Gains Now and in the Future
Keith Kirkpatrick, Research Director with Futurum, shares his insights on the news from PegaWorld ‘25 and discusses the potential impact for other platform vendors operating in the market.
Model Context Protocol Is the New Control Point in AI
Dion Hinchcliffe
Dion Hinchcliffe
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MCP Is the New Control Point in AI—Are CIOs Ready for the Lock-In Battle?

The Highly Influential Model Context Protocol Launched With Backing From OpenAI, Anthropic, Google DeepMind, Meta, and Now Microsoft, but CIOs Must Weigh Openness Against the Risk of Ecosystem Lock-in
Dion Hinchcliffe, VP of CIO Insights at Futurum, shares why the Model Context Protocol is fast becoming a strategic control point for enterprise AI, including what CIOs must weigh as vendors race to define memory standards.
Pure Storage Earnings: Q1 FY2026 Revenue Hits $778.5 Million, Up 12% Amid Strong Subscription Growth
Mitch Ashley
Mitch Ashley
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Pure Storage Earnings: Q1 FY2026 Revenue Hits $778.5 Million, Up 12% Amid Strong Subscription Growth

Robust Gains in Subscription Services Propel Pure Storage Earnings, Underlining the Company’s Momentum in AI and Enterprise Storage
Futurum analyzes Pure Storage's strong Q1 FY26 earnings, which reached $778.5 million, up 12%. Robust subscription growth and AI-focused innovations underscore Pure's momentum in enterprise storage.
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