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Category: Enterprise Software & Digital Workflows

Is SaaS Facing a Threat from AI Automation
February 10, 2026

Is SaaS Facing a Threat from AI Automation?

Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights around the recent selloff of major SaaS vendors, fueled by fears of an AI-native software takeover, and provides his...
Qualtrics Names Jason Maynard CEO; Can Execution Match AI Ambition
February 10, 2026

Qualtrics Names Jason Maynard CEO; Can Execution Match AI Ambition?

Keith Kirkpatrick, VP & Research Director at The Futurum Group, examines Qualtrics’ appointment of Jason Maynard as CEO and what tighter execution, AI adoption, and product focus could mean for...
OpenAI Frontier Close the Enterprise AI Opportunity Gap—or Widen It
February 9, 2026

OpenAI Frontier: Close the Enterprise AI Opportunity Gap—or Widen It?

Futurum Research Analysts Mitch Ashley, Keith Kirkpatrick, Fernando Montenegro, Nick Patience, and Brad Shimmin examine OpenAI Frontier and whether enterprise AI agents can finally move from pilots to production. The...
Can Workday’s AI-Driven Frontline Suite Disrupt WFM for Retail and Hospitality
February 6, 2026

Can Workday’s AI-Driven Frontline Suite Disrupt WFM for Retail and Hospitality?

Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights on Workday’s push to enhance frontline workforces through agentic technology, particularly in retail, transportation, and hospitality....
Alphabet Q4 FY 2025 Highlights Cloud Acceleration and Enterprise AI Momentum
February 6, 2026

Alphabet Q4 FY 2025 Highlights Cloud Acceleration and Enterprise AI Momentum

Nick Patience, VP and AI Practice Lead at Futurum analyzes Alphabet’s Q4 FY 2025 results, highlighting AI-driven momentum across Cloud and Search, Gemini scale, and 2026 capex priorities to expand...
Industrial AI Scales at IFS in FY 2025. Is Adoption Moving Beyond Pilots
February 3, 2026

Industrial AI Scales at IFS in FY 2025. Is Adoption Moving Beyond Pilots?

Futurum Research examines IFS’s FY 2025 results as Industrial AI adoption shifts from initial deployments to scaled operations, supported by 23% ARR growth, rising retention, and margin expansion....
SAP Q4 FY 2025 Earnings Cloud ERP Strength, AI Traction
February 2, 2026

SAP Q4 FY 2025 Earnings: Cloud ERP Strength, AI Traction

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...
IBM Q4 FY 2025 Software and Z Cycle Lift Growth and FCF
January 30, 2026

IBM Q4 FY 2025: Software and Z Cycle Lift Growth and FCF

Futurum Research analyzes IBM’s Q4 FY 2025, highlighting software acceleration, the IBM Z AI cycle, and AI-driven productivity and M&A synergies supporting margin expansion and higher FY 2026 free cash...
ServiceNow Q4 FY 2025 Earnings Highlight AI Platform Momentum
January 30, 2026

ServiceNow Q4 FY 2025 Earnings Highlight AI Platform Momentum

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...
Microsoft Q2 FY 2026 Cloud Surpasses $50B; Azure Up 38% CC
January 30, 2026

Microsoft Q2 FY 2026: Cloud Surpasses $50B; Azure Up 38% CC

Futurum Research analyzes Microsoft’s Q2 FY 2026 earnings, highlighting AI-led cloud demand, agent platform traction, and Copilot adoption amid record capex and a substantially expanded commercial backlog....
Will Acrobat Studio’s Update Redefine Productivity and Content Creation
January 29, 2026

Will Acrobat Studio’s Update Redefine Productivity and Content Creation?

Keith Kirkpatrick, VP and Research Director at Futurum, covers Adobe’s Acrobat Studio updates and provides his assessment of how this will impact the use of software to manage and automate...
Commvault Q3 FY 2026 Record Revenue, ARR Guide Trimmed
January 29, 2026

Commvault Q3 FY 2026: Record Revenue, ARR Guide Trimmed

Futurum Research reviews Commvault’s Q3 FY 2026 results, citing Unity-led cross-sell momentum, SaaS cohort scaling, identity resilience partnerships, and a modest ARR guide-down from mix and duration normalization....

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