Insight Type: Market Coverage

NVIDIA Earnings Preview: Blackwell Demand Set to Fuel Another Blowout—and China’s Loyalty Isn’t Going Anywhere
August 26, 2025

NVIDIA Earnings Preview: Blackwell Demand Set to Fuel Another Blowout—and China’s Loyalty Isn’t Going Anywhere

Futurum’s Daniel Newman and Ray Wang share insights on the outlook of NVIDIA’s next earnings release....
America’s Bet on Intel: Why This Investment Is Existential for National Security and Tech Leadership
August 26, 2025

America’s Bet on Intel: Why This Investment Is Existential for National Security and Tech Leadership

Futurum’s Daniel Newman shares his insights on the US’s multi-billion-dollar investment in Intel to bolster domestic semiconductor manufacturing, vital for national security, economic competitiveness, and technological sovereignty....
Workday Q2 FY 2026 Revenue Up 13%, AI Momentum Drives Guidance Lift
August 25, 2025

Workday Q2 FY 2026 Revenue Up 13%, AI Momentum Drives Guidance Lift

Keith Kirkpatrick, Research Director at Futurum, examines Workday’s Q2 FY 2026 earnings, highlighting AI adoption, subscription revenue growth, and raised guidance that reinforce its positioning as an expanding enterprise platform....
SailPoint Bolsters SaaS Security with Savvy Acquisition
August 22, 2025

SailPoint Bolsters SaaS Security with Savvy Acquisition

Krista Case of Futurum shares her insights on SailPoint’s planned acquisition of Savvy Security....
Adobe Brings AI to PDFs With the Launch of Acrobat Studio
August 22, 2025

Adobe Brings AI to PDFs With the Launch of Acrobat Studio

Keith Kirkpatrick, Research Director at Futurum, shares insights on Adobe’s launch of Acrobat Studio, a unified hub combining PDF Spaces, AI assistants, and Adobe Express to transform how users analyze,...
Will Regrello Help Salesforce Push Further Into Agentic AI Workflows?
August 21, 2025

Will Regrello Help Salesforce Push Further Into Agentic AI Workflows?

Keith Kirkpatrick, Research Director at Futurum, shares insights on Salesforce’s acquisition of Regrello and how its integration with Agentforce and Slack could transform enterprise workflows with agentic AI automation....
Palo Alto Networks Q4 FY 2025 Earnings Show 16% Growth, Strong ARR Momentum
August 20, 2025

Palo Alto Networks Q4 FY 2025 Earnings Show 16% Growth, Strong ARR Momentum

Krista Case, analyst at Futurum, shares insights on Palo Alto Networks Q4 FY 2025 earnings—platformization, software-led Network Security and SASE momentum, XSIAM/AI scale, and FY 2026 guidance for growth and...
Pebble Time 2 Returns: Will Long Battery Life Win the Market Back?
August 19, 2025

Pebble Time 2 Returns: Will Long Battery Life Win the Market Back?

Olivier Blanchard, Research Director at Futurum, shares insights on Pebble’s Time 2 smartwatch reboot, featuring a stainless steel build, e-paper screen, 30-day battery life, and advanced sensors as the brand...
Ansys and Synopsys Expand Simulation Capabilities with NVIDIA Omniverse Integration
August 19, 2025

Ansys and Synopsys Expand Simulation Capabilities with NVIDIA Omniverse Integration

Ray Wang, Research Director at Futurum, shares insights on Ansys integrating NVIDIA Omniverse into its simulation tools to enhance CFD, autonomous validation, and digital twin workflows through OpenUSD-enabled interoperability....
Lenovo Q1 FY2026 Earnings: Record $18.8B Revenue, 22% Growth on Hybrid AI Momentum
August 18, 2025

Lenovo Q1 FY2026 Earnings: Record $18.8B Revenue, 22% Growth on Hybrid AI Momentum

Olivier Blanchard and Daniel Newman at Futurum share insights on Lenovo Q1 FY2025/26 earnings—record $18.8B revenue, AI infrastructure momentum, services margin expansion, and outlook for Hybrid AI execution....
Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand
August 15, 2025

Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand

Ray Wang, Research Director at Futurum, examines Coherent’s Q4 FY 2025 earnings, highlighting AI datacenter and networking growth, margin gains, and the Aerospace and Defense sale to sharpen focus on...
Cisco Q4 FY 2025 Delivers Solid Growth With AI and Networking Tailwinds
August 15, 2025

Cisco Q4 FY 2025 Delivers Solid Growth With AI and Networking Tailwinds

Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, analyzes Cisco’s Q4 FY 2025 results, spotlighting strong AI infrastructure demand, robust networking growth, and guidance backed by...

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.