Earnings & News

SolarWinds Avior: Goal-Driven Agentic AI for Hybrid IT Ops
October 16, 2026

SolarWinds Avior: Goal-Driven Agentic AI for Hybrid IT Ops

Alastair Cooke, Research Director, Hybrid Cloud & Infrastructure at Futurum, examines SolarWinds' launch of Avior, a goal-driven agentic platform that enables IT teams to define objectives, coordinate specialized agents, and...
Proofpoint Varonis acquisition data security
October 16, 2026

Proofpoint Buys Varonis to Connect People Risk With Data Access

Fernando Montenegro, Vice President & Practice Lead, Cybersecurity & Resilience at Futurum, analyzes how Proofpoint's $6.3 billion acquisition of Varonis combines threat targeting intelligence with identity-based data access controls to...
NetSuite QuickStart Makes AI-First Finance Free to Win Startups Early
October 16, 2026

NetSuite QuickStart Makes AI-First Finance Free to Win Startups Early

Keith Kirkpatrick, VP, Research at Futurum, shares his insights on NetSuite QuickStart, Oracle NetSuite's free AI-first finance platform for startups, and what it means for the race to win founders...
ServiceNow's AI Passport Closes the Agentic Governance Gap
October 15, 2026

ServiceNow's AI Passport Closes the Agentic Governance Gap

ServiceNow's AI Passport uses cryptographic credentials to verify AI agents' authorized scope, addressing a critical governance gap: 100% of banks use AI, but only 24% have governance frameworks....
LocalStack for Azure: A Sandbox for Coding Agents Without Cloud Credentials
October 15, 2026

LocalStack for Azure: A Sandbox for Coding Agents Without Cloud Credentials

Alastair Cooke, Research Director, Hybrid Cloud & Infrastructure at Futurum, LocalStack's Azure emulation public beta lets developers and AI agents test code in isolated containers without exposing credentials or incurring...
Will AI Assistants Use Zendesk's Open Service Directory?
October 15, 2026

Will AI Assistants Use Zendesk’s Open Service Directory?

Keith Kirkpatrick, Vice President, Research at Futurum, shares his insights on Zendesk's Open Service Directory and whether AI assistant makers and rival CX platforms will adopt it....
Applied Materials' EPIC Center Ties 2x Faster Innovation to a 2% WFE Share Gain by 2030
October 15, 2026

Applied Materials' EPIC Center Ties 2x Faster Innovation to a 2% WFE Share Gain by 2030

Brendan Burke, Research Director at Futurum, shares insights from the Applied Materials EPIC Center unveiling and SEMICON West investor breakfast, where yield innovation and new 2030 targets reset the AI...
Freshworks to Acquire Torii, Extending Freshservice to AI Spend Governance
October 15, 2026

Freshworks to Acquire Torii, Extending Freshservice to AI Spend Governance

Keith Kirkpatrick, VP of Research at Futurum, shares his insights on Freshworks' deal for Torii and why AI spend governance may become the next battleground for ITSM platforms....
AI-defined fabs
October 14, 2026

NVIDIA's cuPotential Takes the CUDA Moat Down to the Atom in the AI-Defined Fab

Burke, Research Director at Futurum, examines NVIDIA's SEMICON West 2026 launch of cuPotential and the AI-defined fab, weighing 30x vendor speedups against the absence of fab output data....
HPE ProLiant Gen13: Security Features Matter More Than the Silicon
October 14, 2026

HPE ProLiant Gen13: Security Features Matter More Than the Silicon

Alastair Cooke, Research Director, Hybrid Cloud & Infrastructure at Futurum, HPE's ProLiant Gen13 servers prioritize advanced security—automatic drive encryption and post-quantum cryptography—over traditional processor specifications....
Broadcom's HyperArmor Brings Virtual Patching to the Hypervisor
October 14, 2026

Broadcom's HyperArmor Brings Virtual Patching to the Hypervisor

Fernando Montenegro, Vice President & Practice Lead, Cybersecurity & Resilience at Futurum, examines how Broadcom's HyperArmor brings virtual patching, execution allowlisting, and SSH MFA to ESX hypervisors, marking a strategic...
Harness Shows Why LLM Security Scanning Needs a Repeatable Verdict
October 14, 2026

Harness Shows Why LLM Security Scanning Needs a Repeatable Verdict

Vikram Rathnam and Mitch Ashley of The Futurum Research share insights on Harness's LLM security scanning research and why any AI scan should show verdict stability before it can block...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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