Growth in Flash ARR and Cloud Services Positions NetApp for AI-Aligned Momentum in FY 2026
Krista Case, Research Director at Futurum, examines how NetApp’s record Q4 margins, all-flash growth, and AI reference wins position the company for resilient performance and continued enterprise.
Keith Kirkpatrick and Daniel Newman at Futurum unpack Salesforce’s Q1 FY 2026 results, highlighting AI-led growth, Agentforce and Data Cloud traction, and why 60% of large deals now bundle AI and data subscriptions.
Dell and NVIDIA Announce Next-Gen Enterprise AI Infrastructure and Services To Streamline Deployment Across the Full AI Lifecycle
Olivier Blanchard, Research Director at Futurum, shares insights on Dell and NVIDIA’s upgraded AI Factory and how it enables enterprises to deploy high-performance, full-stack AI infrastructure with integrated services and tools.
Nathan Thomas and GG Goindi discuss the groundbreaking Oracle Database at Google Cloud partnership, highlighting how it empowers customers to utilize Oracle’s robust database capabilities within Google Cloud, marking a significant step in multicloud strategy advancement.
Broad-Based Growth Across Customers, Segments, and Geographies Drives Q1 Performance
Keith Kirkpatrick, Research Director at Futurum, examines Workday’s Q1 FY 2026 results, spotlighting accelerating AI adoption, partner-driven growth, and platform expansion across customer tiers and global markets.
AMD Launches Zen 5-Based EPYC 4005 CPUs Targeting Cost-Sensitive Enterprise, SMB, and Hosted IT Deployments Across Single-Socket AM5 Systems
Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s new EPYC 4005 CPUs. Built for SMBs and hosters, the Zen 5-based chips challenge Intel Xeon on price, performance, and deployment simplicity.
Google Cloud Offers Options to Build Customized Infrastructure for Your Generative AI Applications in Their Locations
Futurum’s Alastair Cooke examines building customized infrastructure for generative AI applications using the Google Cloud Platform, which offers numerous options ranging from managed services to Infrastructure-as-a-Service (IaaS).
Webscale AI Orders Surpass $1 Billion YTD as Cisco Beats Top and Bottom-Line Estimates
Krista Case and Fernando Montenegro at Futurum analyze Cisco’s Q3 FY 2025 results, highlighting strong AI infrastructure growth, security momentum with Splunk, and solid execution across networking and enterprise transformation.
Armv9 Adoption and Smartphone Royalty Growth Drive Top-Line Performance
Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and automotive compute.
Gross Margin Gains and Datacenter Momentum Support Coherent’s Record Quarterly Performance
Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of its OCS platform.
AWS Leads Amazon’s Q1 FY 2025 With 17% Yoy Revenue Growth; Retail Business Remains Steady
Olivier Blanchard, Research Director at Futurum, breaks down Amazon’s Q1 FY 2025 results. The focus is on AWS growth, rising ad revenues, cost efficiencies, and tariff risk shaping the outlook for Amazon’s operating margin and cloud scale-up.
