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,...
Keith Kirkpatrick, Research Director at Futurum, shares insights on Salesforce’s acquisition of Regrello and how its integration with Agentforce and Slack could transform enterprise workflows with agentic AI automation....
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....
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....
Olivier Blanchard, Research Director at Futurum, shares insights on Lenovo TruScale DaaS for Sustainability, a modular, AI-powered offering to cut IT costs, extend device life, and deliver measurable carbon footprint...
Ray Wang, Research Director at Futurum, shares insights on Synopsys’ $35 billion acquisition of Ansys, uniting EDA and multiphysics simulation to deliver a unified silicon-to-systems design platform with a $31...
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....
Keith Kirkpatrick, Research Director at Futurum, shares insights on SAP’s planned acquisition of SmartRecruiters and how it enhances SAP SuccessFactors with AI-driven, high-volume talent acquisition capabilities....
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...
Keith Kirkpatrick and Tiffani Bova at Futurum share their insights on Salesforce’s and ServiceNow’s joint $1.5 billion investment into CX provider Genesys, and discuss how each firm will benefit from...
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