Keith Kirkpatrick, Research Director at Futurum, examines Adobe’s Q3 FY 2025 earnings, highlighting how strong AI adoption and Digital Media growth are fueling momentum....
Ray Wang, Research Director at Futurum, examines Synopsys’ Q3 FY 2025 earnings, where strong Design Automation growth and Ansys contributions were tempered by weakness in Design IP and ongoing China-related...
Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on how ASML’s strategic investment in Mistral AI represents a pivotal step toward ensuring European leadership in the global...
Olivier Blanchard, Research Director at Futurum, shares his insights on NVIDIA and MediaTek’s GB10 collaboration, which fuses CPU, memory, and GPU into a superchip while fueling speculation of a $73...
Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm and BMW’s Snapdragon Ride Pilot launch in the BMW iX3, a scalable automated driving system validated in 60 countries and...
Brad Shimmin, Analyst at Futurum, shares insights on Neo4j's Infinigraph, its bold bet on becoming the data layer for agentic AI, and if it's a future-proof strategy or a solution...
Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm’s Dragonwing Q-6690, the first processor with integrated RFID, AI, and 5G, redefining retail, logistics, and industrial mobility....
Keith Kirkpatrick, Research Director at Futurum, shares his insights on GSA’s OneGov agreement with ServiceNow, which delivers discounts up to 70% on ITSM Pro bundles and positions AI at the...
Ray Wang, Research Director at Futurum, analyzes Broadcom’s Q3 FY2025 earnings, highlighting AI semiconductor momentum, VMware Cloud Foundation growth, and record backlog that reinforce Broadcom’s position in semiconductors and software....
Olivier Blanchard, Research Director at Futurum, shares insights on the Google Pixel 10, highlighting its 5x telephoto camera, larger 4,970 mAh battery, and on-device AI features that enhance reliability and...
Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines HPE’s Q3 FY 2025 results, where record revenue, Juniper integration, and AI-driven momentum position the company for...
Keith Kirkpatrick and Daniel Newman at Futurum analyze Salesforce’s Q2 FY 2026 earnings, highlighting subscription growth, margin expansion, AI adoption, and capital return, with guidance raised as the company pivots...
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