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Hybrid Cloud & Infrastructure

The Convergence of Storage and Data: Evolving Infrastructure for Cloud and AI

Data is the lifeblood of a modern business, and the underlying storage technology plays a vital role in delivering it. The storage industry is continually adding more data and application-aware capabilities and services to what was historically a box of storage devices with a network attached. The requirements for cloud applications, and now for AI applications, have blurred the line between storage and data, with more software-defined capabilities bringing innovations as fast as new hardware platforms and capabilities.  

When working on strategy, product, marketing, and sales initiatives, consider intelligence from our expert analysts – planned deliverables for 2026 include:

  • Analyst Insight Report – an analyst report on critical issues facing partner leaders  
  • Futurum Signal Report Access – any Signal Report published in the relevant practice area

The Latest Insights on Hybrid Cloud & Infrastructure

IBM Q4 FY 2025 Software and Z Cycle Lift Growth and FCF

IBM Q4 FY 2025: Software and Z Cycle Lift Growth and FCF

Futurum Research analyzes IBM’s Q4 FY 2025, highlighting software acceleration, the IBM Z AI cycle, and AI-driven productivity and M&A [...]
Commvault Q3 FY 2026 Record Revenue, ARR Guide Trimmed

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 [...]
Five Key Reasons Why Confluent Is Strategic To IBM

Five Key Reasons Why Confluent Is Strategic To IBM

Brad Shimmin and Mitch Ashley at Futurum, share their insights on IBM’s $11B acquisition of Confluent. This bold move signals [...]
Hewlett Packard Enterprise Q4 FY 2025 ARR Surges as AI Orders Build

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. [...]
NetApp Q2 FY 2026 Earnings Mix Shift Lifts Margins, AI Momentum Builds

NetApp Q2 FY 2026 Earnings: Mix Shift Lifts Margins, AI Momentum Builds

Futurum Research analyzes NetApp’s Q2 FY 2026 results, highlighting AI data platform traction, first-party cloud storage growth, and all-flash mix [...]
Commvault Q2 FY 2026 ARR Tops $1 Billion; Revenue Beats Consensus

Commvault Q2 FY 2026: ARR Tops $1 Billion; Revenue Beats Consensus

Futurum Research analyzes Commvault’s Q2 FY 2026 earnings, highlighting SaaS and identity-led resilience momentum, ARR surpassing $1 billion, and guidance [...]

The Latest NEWS

Enterprises Reject One-Size-Fits-All GenAI Infrastructure
December 19, 2025

Enterprises Reject One-Size-Fits-All GenAI Infrastructure

Nick Patience, VP & AI Platforms Practice Lead at Futurum, shares his insights on new Futurum Research, which reveals a GenAI split between cloud (22.4%) and hybrid (20.8%), while GPU...
Decision Maker Survey: Sharp Increase in AI Compute Services Spending for 2025
April 25, 2025

Decision Maker Survey: Sharp Increase in AI Compute Services Spending for 2025

Richard Gordon, VP & Practice Lead for Semiconductors at The Futurum Group, analyses the 1H 2025 AI Chipsets and Accelerators for Data Centers decision maker survey, which highlights trends and...

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