Earnings & News

Solo.io Extends AI Agent Governance to the Desktop with agentdesktop
September 11, 2026

Solo.io Extends AI Agent Governance to the Desktop with agentdesktop

Alastair Cooke, Research Director, Cloud and Data Center at Futurum, shares his insights on Solo.io's agentdesktop launch and what it means for closing the AI agent governance gap at the...
What Most Still Seem To Miss About Apple’s Historic iPhone Duo Launch
September 11, 2026

What Most Still Seem To Miss About Apple’s Historic iPhone Duo Launch

Olivier Blanchard, Research Director at Futurum, breaks down Apple's newly confirmed iPhone Duo pricing and specs, the delayed base iPhone 18, and what CEO John Ternus debut keynote signals about...
Salesforce's Job-Ready Agents Target Enterprise AI's Biggest Gap
September 11, 2026

Salesforce’s Job-Ready Agents Target Enterprise AI’s Biggest Gap

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Salesforce's new agentic AI agents address enterprise deployment gaps, with 64.9% of decision-makers prioritizing autonomous agents for...
Atlassian Bets the Work Surface on Governed Agentic Workflows
September 10, 2026

Atlassian Bets the Work Surface on Governed Agentic Workflows

Mitch Ashley, VP and Practice Lead, CIO & Tech Buyers and Software Lifecycle Engineering at Futurum, shares his insights on Atlassian's move to governed agentic workflows and why staking the...
Will Embedded AI Strengthen Adobe’s Creative Software Position
September 10, 2026

Will Embedded AI Strengthen Adobe’s Creative Software Position?

Keith Kirkpatrick, Research Director at Futurum, shares insights on Adobe’s push to embed multi-model generation and AI assistance across professional video workflows....
Nextworld's Ambient AI Bet: Platform Play or Niche Contender?
September 10, 2026

Nextworld’s Ambient AI Bet: Platform Play or Niche Contender?

Nextworld's Platform 25.2 introduces Ambient AI agents with no-code workflows, positioning the vendor as a simpler alternative to assembling disparate AWS services for mid-market ERP buyers....
Smartsheet Bets on APAC Leadership to Capture AI Work Management Surge
September 9, 2026

Smartsheet Bets on APAC Leadership to Capture AI Work Management Surge

Keith Kirkpatrick, Vice President, Research, at Futurum, says Smartsheet's APAC leadership moves signal aggressive enterprise work management positioning, driven by generative AI adoption and integration capabilities....
Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant
September 9, 2026

Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant

Qualcomm announced a multi-generation collaboration with AWS covering customized silicon for AI inference and optical connectivity solutions extending up to 1.6T....
Dell Technologies Q2 FY 2027 AI Orders Fuel Server and Storage Growth
September 9, 2026

Dell Technologies Q2 FY 2027: AI Orders Fuel Server and Storage Growth

Futurum Research analyzes Dell Technologies’ Q2 FY 2027 earnings, focusing on AI server backlog, infrastructure demand, storage pull-through, and FY 2027 guidance....
Why HPE Gave Oracle Equity Instead of a Price Cut on AI Gear
September 9, 2026

Why HPE Gave Oracle Equity Instead of a Price Cut on AI Gear

Tom Hollingsworth at Futurum examines why HPE issued Oracle a nominal-cost equity warrant alongside an expanded Juniper networking deal for Oracle's AI data centers....
Snowflake Q2 FY 2027 CoCo and CoWork Expand AI Consumption
September 8, 2026

Snowflake Q2 FY 2027: CoCo and CoWork Expand AI Consumption

Futurum Research analyzes Snowflake’s Q2 FY 2027 earnings, focusing on AI-led consumption, CoCo adoption, CoWork growth, and raised FY 2027 guidance....
OpenAI’s GPT-6 Astra: Benchmarks, Cyber Risks, and Market Impact
September 4, 2026

OpenAI’s GPT-6 Astra: Benchmarks, Cyber Risks, and Market Impact

Nick Patience, VP and Practice Lead, AI Platforms at Futurum, shares his insights on GPT-6 Astra and what its cyber threshold and monitorability trade-offs mean for Anthropic and Google....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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