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Insight Type: Market Coverage

Salesforce Launches Agentforce Commerce as AI Shopping Traffic Jumps 119%
November 20, 2025

Salesforce Launches Agentforce Commerce as AI Shopping Traffic Jumps 119%

Keith Kirkpatrick, Research Director at Futurum, examines Salesforce’s Agentforce Commerce launch as AI-driven shopping traffic surges 119% and retailers prepare for AI agents to influence global Cyber Week orders....
IFS Industrial X: Will the Focus on Physical World Use Cases for AI Resonate?
November 19, 2025

IFS Industrial X: Will the Focus on Physical World Use Cases for AI Resonate?

Keith Kirkpatrick, Research Director at Futurum, recaps IFS Industrial X Unleashed and discusses how the company is focusing on delivering AI benefits in the real world around safety, efficiency, and...
Will Zoho One Enhancements Drive More Confidence Among Enterprise Customers
November 19, 2025

Will Zoho One Enhancements Drive More Confidence Among Enterprise Customers?

Keith Kirkpatrick, Research Director at Futurum, shares his insights on Zoho’s latest Zoho One platform enhancements and discusses the potential impact on the company’s ability to successfully court new enterprise...
Are CIOs Ready to Bet Their Agentic Operating Model on Salesforce
November 18, 2025

Are CIOs Ready to Bet Their Agentic Operating Model on Salesforce?

Dion Hinchcliffe, VP and Practice Lead of Digital Leadership and CIO at Futurum, shares his insights on the CIO implications of Dreamforce 2025, unpacking Salesforce’s agentic strategy, competitive pressures, and...
Applied Materials Q4 FY 2025 Results Emphasize AI-Focused Mix
November 17, 2025

Applied Materials Q4 FY 2025 Results Emphasize AI-Focused Mix

Futurum Research analyzes Applied Materials’ Q4 FY 2025 results, highlighting AI-led mix shifts, new products in epitaxy/bonding/metrology, and services momentum....
Cisco Q1 FY 2026 AI Demand Lifts Outlook and Orders
November 14, 2025

Cisco Q1 FY 2026: AI Demand Lifts Outlook and Orders

Futurum Research analyzes Cisco’s Q1 FY 2026 results, highlighting AI infrastructure demand, campus refresh momentum, and a cloud-first security transition that lifts recurring revenue visibility into the second half of...
Will Asana’s Teammates Drive Better Collaboration Between Humans and AI Agents
November 12, 2025

Will Asana’s Teammates Drive Better Collaboration Between Humans and AI Agents?

Keith Kirkpatrick, Research Director at Futurum, shares his insights on Asana’s Work Innovation Summit, which included new product announcements incorporating AI and AI agents that can augment human workers and...
At Wizdom 2025, Wiz Presents a Broader Vision of Cloud Security
November 11, 2025

At Wizdom 2025, Wiz Presents a Broader Vision of Cloud Security

Fernando Montenegro, VP at Futurum, shares insights on Wiz's Wizdom event. Wiz is betting on an open AI strategy, evolving its graph into a "knowledge layer" to help secure cloud,...
Arm Q2 FY 2026 Earnings Highlight AI-Driven Royalty Momentum
November 10, 2025

Arm Q2 FY 2026 Earnings Highlight AI-Driven Royalty Momentum

Futurum Research analyzes Arm’s Q2 FY 2026 results, focusing on Neoverse data center momentum, CSS-driven mix shift, and ecosystem-led licensing growth as AI demand expands from smartphones to hyperscale....
Coherent Q1 FY 2026 Shows Strong Datacenter & Comms Momentum
November 10, 2025

Coherent Q1 FY 2026 Shows Strong Datacenter & Comms Momentum

Futurum Research at Futurum analyzes Coherent’s Q1 FY 2026 results, focusing on AI datacenter transceiver adoption, six‑inch InP capacity expansion, and OCS/CPO traction that position the company for continued growth...
Cisco Partner Summit 2025 Does Cisco have the Right End-to-End AI Story
November 7, 2025

Cisco Partner Summit 2025: Does Cisco have the Right End-to-End AI Story?

Alex Smith, Vice President at Futurum, shares his insights on Cisco’s bold strategy to own the AI-era infrastructure with the launch of Unified Edge and a Splunk-powered security fabric....
IonQ Q3 FY 2025 Earnings: Revenue Beat, AQ64 and 99.99% Fidelity
November 7, 2025

IonQ Q3 FY 2025 Earnings: Revenue Beat, AQ64 and 99.99% Fidelity

Futurum Research analyzes IonQ’s Q3 FY 2025 results, highlighting 99.99% fidelity, AQ 64 progress, and how EQC, acquisitions, and government momentum shape the company’s 2026 setup....

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