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Category: Hybrid Cloud, Infrastructure, and Operations

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....
Tom Hollingsworth
January 29, 2026

Tom Hollingsworth

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....
Teradata Set to Turn Data Gravity Into AI Gold With Enterprise AgentStack
January 29, 2026

Teradata Set to Turn Data Gravity Into AI Gold With Enterprise AgentStack

Brad Shimmin, Vice President and Practice Lead at Futurum, analyzes Teradata’s launch of Enterprise AgentStack. He explores how Teradata is leveraging data gravity and robust governance to bridge the "production...
AI Inference: Enterprise Infrastructure and Strategic Imperatives
January 27, 2026

AI Inference: Enterprise Infrastructure and Strategic Imperatives

In our latest Market Report, AI Inference: Enterprise Infrastructure and Strategic Imperatives, completed in partnership with Lenovo, Futurum Research examines the growth of AI inference, the shift toward hybrid/edge deployment,...
Amazon EC2 G7e Goes GA With Blackwell GPUs. What Changes for AI Inference
January 27, 2026

Amazon EC2 G7e Goes GA With Blackwell GPUs. What Changes for AI Inference?

Nick Patience, VP and AI Practice Lead at Futurum, examines Amazon’s EC2 G7e instances and how higher GPU memory, bandwidth, and networking change AI inference and graphics workloads....
Snowflake Acquires Observe Operationalizing the Data Cloud
January 26, 2026

Snowflake Acquires Observe: Operationalizing the Data Cloud

Brad Shimmin, VP & Practice Lead at Futurum, examines Snowflake’s intent to acquire Observe and integrate AI-powered observability into the AI Data Cloud....
Modern Private Cloud: Balancing Operational Agility with Data Sovereignty
January 14, 2026

Modern Private Cloud: Balancing Operational Agility with Data Sovereignty

In this Market Brief, Modern Private Cloud: Balancing Operational Agility with Data Sovereignty, Futurum Research explores why enterprises are rethinking public cloud-first strategies and how modern private cloud platforms enable...
Lenovo Makes a Splash at CES; Debuts Tech World with Major Device and AI Infrastructure Announcements
January 9, 2026

Lenovo Makes a Splash at CES; Debuts Tech World with Major Device and AI Infrastructure Announcements

Alex Smith and Olivier Blanchard at The Futurum Group share their insights on the key announcements at Lenovo Tech World 2026....
Broadcom Q4 FY 2025 Earnings AI And Software Drive Beat
December 15, 2025

Broadcom Q4 FY 2025 Earnings: AI And Software Drive Beat

Futurum Research analyzes Broadcom’s Q4 FY 2025 results, highlighting accelerating AI semiconductor momentum, Ethernet AI switching backlog, and VMware Cloud Foundation gains, alongside system-level deliveries....
Oracle Q2 FY 2026 Cloud Grows; Capex Rises for AI Buildout
December 12, 2025

Oracle Q2 FY 2026: Cloud Grows; Capex Rises for AI Buildout

Futurum Research analyzes Oracle’s Q2 FY 2026 earnings, highlighting cloud infrastructure momentum, record RPO, rising AI-focused capex, and multicloud database traction driving workload growth across OCI and partner clouds....
Hewlett Packard Enterprise Q4 FY 2025 ARR Surges as AI Orders Build
December 8, 2025

Hewlett Packard Enterprise Q4 FY 2025: ARR Surges as AI Orders Build

Futurum Research analyzes HPE’s Q4 FY 2025 results, highlighting networking-led margin resiliency, AI server order momentum, and GreenLake ARR growth....

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