Insight Type: News

Can SAP Finally Kill the ETL Monster? The Dremio and Prior Labs Acquisition Explained
May 6, 2026

Can SAP Finally Kill the ETL Monster? The Dremio and Prior Labs Acquisition Explained

Brad Shimmin, analyst at Futurum, analyzes SAP's major move to acquire Dremio and Prior Labs. This strategic play addresses the core challenges of enterprise data fragmentation and specialized AI reasoning...
Lattice's $1.65B AMI Acquisition Doubles the Value of Neutral XPU Control to the AI Factory
May 6, 2026

Lattice’s $1.65B AMI Acquisition Doubles the Value of Neutral XPU Control to the AI Factory

Brendan Burke, Research Director at Futurum, shares insights on the Lattice AMI acquisition, a $1.65 billion bet on controlling the full stack of AI data center management and security, positioning...
ElevenLabs Hits $500M ARR: Can AI Voice Survive the Platform Wars?
May 6, 2026

ElevenLabs Hits $500M ARR: Can AI Voice Survive the Platform Wars?

ElevenLabs reaches $500M ARR with backing from BlackRock and NVIDIA, signaling institutional confidence in AI voice technology. Yet fierce platform competition threatens defensibility as hyperscalers deepen their AI bets....
Does Cisco Put an Astrix on the Agentic Identity Race
May 5, 2026

Does Cisco Put an Astrix on the Agentic Identity Race?

Fernando Montenegro, VP at Futurum, analyses Cisco’s intended acquisition of Astrix Security for $400 million to secure non-human identities....
Lenovo’s AI Strategy Drives Enterprise Transformation in a Crowded Market
May 4, 2026

Lenovo’s AI Strategy Drives Enterprise Transformation in a Crowded Market

Lenovo announces advanced AI integration across operations to support enterprise digital transformation. As competitors like Microsoft and Dell vie for AI budgets, Lenovo's differentiation depends on execution and measurable outcomes...
Phoenix Technologies Acquisition
May 4, 2026

Lenovo’s Phoenix Technologies Acquisition Signals a Firmware Power Play

Lenovo's completion of the Phoenix Technologies Acquisition marks a strategic move to control critical firmware layers, positioning the company to lead in AI PC security and enterprise device manageability as...
Tenstorrent Galaxy Blackhole
May 4, 2026

Tenstorrent’s Galaxy Blackhole: Can RISC-V Processors Expand Fast Inference Globally?

Brendan Burke, Research Director at Futurum, reviews Tenstorrent's Galaxy Blackhole launch event featuring record inference performance through open standards and integrated RISC-V processing, accelerating Sovereign AI....
Marketplace Integration
May 1, 2026

Assessing Ingram Micro’s Q1 2026: Cyclical Growth or Structural Channel Shift?

Ingram Micro's Q1 2026 results show distributors must shift from logistics to marketplace orchestrators or risk disintermediation as CIOs consolidate platforms and adopt AI....
Microsoft Dynamics 365
May 1, 2026

Is Microsoft Dynamics 365 Contact Center the Catalyst for Agentic CX at Scale?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Microsoft Dynamics 365 Contact Center's coordinated AI agents transform customer experience orchestration, challenging fragmented legacy solutions....
Enterprise Plan Manager
May 1, 2026

Will Smartsheet’s Contributor Seat Rewrite the Rules for Enterprise Collaboration Value?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Smartsheet's Enterprise Plan Manager and Contributor seats challenge legacy pricing and accelerate vendor switching in enterprise collaboration....
Can AMD’s Edge Silicon Scale to the Trillion Dollar Orbital Opportunity?
May 1, 2026

Can AMD’s Edge Silicon Scale to the Trillion Dollar Orbital Opportunity?

Brendan Burke, Research Director at Futurum, examines AMD CTO Mark Papermaster's vision for extending the company's edge AI playbook into orbital computing, targeting a $1 trillion addressable market by 2030....
Will ElevenMusic’s AI Platform Disrupt How Music Is Created and Monetized?
May 1, 2026

Will ElevenMusic’s AI Platform Disrupt How Music Is Created and Monetized?

ElevenLabs launches ElevenMusic, an AI platform letting creators discover, remix, and earn from fully licensed music while addressing copyright concerns that plagued earlier AI generators....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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