Category: Hybrid Cloud & Infrastructure

Coherent Q4 FY 2026 Earnings 1.6T Transceivers Ramp, CPO Revenue Approaches
August 14, 2026

Coherent Q4 FY 2026 Earnings: 1.6T Transceivers Ramp, CPO Revenue Approaches

Brendan Burke, Research Director at Futurum, analyzes Coherent’s Q4 FY 2026 earnings, focusing on AI datacenter optics, indium phosphide capacity, CPO, NPO, and optical circuit switching....
Cisco Q4 FY 2026 Earnings Point to Broader AI Infrastructure Demand
August 14, 2026

Cisco Q4 FY 2026 Earnings Point to Broader AI Infrastructure Demand

Futurum Research analyzes Cisco’s Q4 FY 2026 earnings, focusing on AI infrastructure orders, networking demand, security traction, and FY 2027 guidance....
Packer v1.16.0 Elevates Security with SLSA Provenance for Machine Images
August 14, 2026

Packer v1.16.0 Elevates Security with SLSA Provenance for Machine Images

HashiCorp's Packer v1.16.0 introduces native SLSA provenance attestations, addressing a critical vulnerability in cloud infrastructure where compromised machine images silently propagate to every workload launched from them....
Unisys and Dudley Building Society Forge New Path in Mortgage Operations
August 14, 2026

Unisys and Dudley Building Society Forge New Path in Mortgage Operations

Unisys and Dudley Building Society expand their partnership to modernize mortgage operations through Mortgage-as-a-Service and private cloud capabilities, positioning the vendor within a rapidly growing Software Lifecycle Engineering market....
CoreWeave Q2 FY 2026 AI Demand Drives Pricing and Capacity Growth
August 13, 2026

CoreWeave Q2 FY 2026: AI Demand Drives Pricing and Capacity Growth

Futurum Research analyzes CoreWeave’s Q2 FY 2026 earnings, focusing on AI cloud demand, managed inference growth, power expansion, and raised FY 2026 guidance....
From Blaize to NVIDIA: Why Is AI Infrastructure Converging on Indonesia?
August 13, 2026

From Blaize to NVIDIA: Why Is AI Infrastructure Converging on Indonesia?

Brendan Burke, Research Director at Futurum, shares his insights on 100 days that put Blaize, CoreWeave, NVIDIA, Nokia, Firmus, and Indosat on Indonesia's sovereign AI map, and the generation-plus-distribution model...
Who Decides Which Model Runs NVIDIA Would Like a Say
August 11, 2026

Who Decides Which Model Runs? NVIDIA Would Like a Say

Futurum’s AI Platforms practice examines NVIDIA Nemotron 3.5 Lightning and NeMo Switchyard....
NETSCOUT Q1 FY 2027 Service Assurance and DDoS Capacity Expand
August 11, 2026

NETSCOUT Q1 FY 2027: Service Assurance and DDoS Capacity Expand

Futurum Research analyzes NETSCOUT’s Q1 FY 2027 earnings, focusing on Service Assurance growth, Omnis traction, Arbor Cloud capacity, and FY 2027 guidance....
Is the AI Gold Rush Compromising Data Center Integrity?
August 11, 2026

Is the AI Gold Rush Compromising Data Center Integrity?

Hyperscalers' $660B capex surge is cutting corners in data center construction, risking unsafe AI infrastructure. Standards-compliant network integration is essential to address structural power gaps and commissioning risks....
growth strategy
August 7, 2026

Freshworks Bets on FedRAMP to Crack the $102 Billion Federal IT Market

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Freshworks' FedRAMP 'In Process' designation enables it to capture federal IT market share through its AI-powered Freshservice...
Active Storage Takes Over AWS DynamoDB Adds Native Vector Search for Agentic AI
August 7, 2026

Active Storage Takes Over: AWS DynamoDB Adds Native Vector Search for Agentic AI

Brad Shimmin, VP at Futurum, analyzes the launch of native vector search in AWS DynamoDB. By embedding semantic retrieval directly into its serverless operational database, AWS eliminates fragile AI data...
Freshworks Q2 FY 2026 Freddy AI and EX Drive Commercial Momentum
August 7, 2026

Freshworks Q2 FY 2026: Freddy AI and EX Drive Commercial Momentum

Futurum Research analyzes Freshworks’ Q2 FY 2026 earnings, focusing on EX growth, Freddy AI monetization, and service operations expansion....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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