Keith Kirkpatrick, VP and Research Director at Futurum, analyzes Workday’s Q4 FY 2026 earnings, focusing on the company’s agentic AI product direction, commercial attach signals in expansions....
Futurum Research analyzes Everpure’s Q4 FY 2026 earnings, focusing on enterprise data cloud adoption, hyperscale momentum, and AI infrastructure positioning....
Futurum Research reviews IonQ’s Q4 FY 2025 earnings, focusing on commercial expansion signals, platform positioning across quantum domains, and implications for enterprise adoption paths....
Futurum’s Nick Patience analyzes NVIDIA’s Q4 FY 2026 earnings, highlighting data center scale, networking expansion, and agentic AI adoption shaping AI infrastructure demand....
Keith Kirkpatrick, VP and Research Director at Futurum, analyzes Salesforce’s Q4 FY 2026 earnings, focusing on Agentforce scaling, enterprise AI execution metrics, and what FY 2027 guidance signals for growth...
Olivier Blanchard. Research Director at Futurum analyzes HP’s Q1 results, highlighting AI PC momentum, memory cost mitigation, and Print resilience, with guidance indicating near-term performance trending to the low end...
Keith Kirkpatrick, VP & Research Director, Enterprise Software & Digital Workflows at Futurum, notes Five9’s Q4 FY 2025 AI momentum and record bookings signal strong H2 FY 2026 growth....
Brendan Burke, Research Director at Futurum, analyzes indie Semiconductor’s Q4 FY 2025, highlighting radar program ramps, DRAM‑less vision wins, and adjacencies in photonics and robotics, with Q1 guidance reflecting core...
Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, analyzes Palo Alto Networks’ Q2 FY 2026 results, highlighting platformization momentum, SASE and AI SOC traction, and identity/observability...
Brendan Burke, Research Director at Futurum, analyzes Analog Devices’ Q1 FY 2026 earnings, highlighting Industrial and Communications momentum, AI data center power/optics growth, pricing cadence, and a stronger second-half setup....
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