Futurum Research analyzes HPE’s Q1 FY 2026 earnings, focusing on networking-for-AI demand, memory-driven supply constraints, Juniper integration progress, and what the updated outlook implies for FY 2026 execution....
Futurum Research analyzes Marvell’s Q4 FY 2026 earnings, focusing on raised data center outlook, scale-up networking expansion, and connectivity roadmap transitions....
Dion Hinchcliffe is Vice President & Practice Lead, CIO & Technology Buyers reviews Okta’s Q4 FY 2026 earnings, focusing on agentic identity positioning, evolving pricing models, and how large-customer platform...
Fernando Montenegro, VP Cybersecurity at Futurum, highlights CrowdStrike’s Q4 FY26 earnings: Falcon expands into AI security, identity, and browser runtime, underscoring consolidation-driven cybersecurity strategies....
Brendan Burke, Research Director at Futurum, analyzes Broadcom’s Q1 FY 2026 earnings, focusing on AI accelerator and networking momentum, expanding custom XPU programs, and VMware’s role in AI-era private cloud...
Futurum Research analyzes Ingram Micro’s Q4 FY 2025 results, focusing on Xvantage-driven efficiency, AI workflow automation, and the company’s approach to AI infrastructure attach opportunities....
Olivier Blanchard, Research Director at Futurum, reviews Stellantis FY 2025 results, focusing on the customer-led reset, product cadence, quality execution, and what the H2 recovery signals for 2026....
Nick Patience, VP and Practice Lead for AI Platforms at Futurum reviews Elastic Q3 FY 2026 earnings, highlighting sales-led subscription momentum, AI context engineering adoption, and agentic workflow expansion across...
Dion Hinchcliffe, Vice President & Practice Lead, CIO & Technology Buyers, analyzes Planisware’s FY 2025 earnings, focusing on SaaS-led momentum, AI platform differentiation, pipeline conversion, and implications for FY 2026...
Futurum Research analyzes Dell’s Q4 FY 2026 earnings, focusing on AI-optimized server scale, backlog expansion, and implications for infrastructure and client markets....
Brad Shimmin, Vice President & Practice Lead at Futurum analyzes Snowflake’s Q4 FY 2026 earnings, highlighting AI-driven consumption growth, expanding platform scope, and guidance shaping expectations for FY 2027....
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