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Insight Type: Market Coverage

ServiceNow Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus
Keith Kirkpatrick

ServiceNow Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus

ServiceNow’s AI Strategy Shifts to Usage-Based Pricing, Impacting Near-Term Revenue
Keith Kirkpatrick, Research Director at The Futurum Group, examines ServiceNow’s Q4 FY 2024 earnings, focusing on its AI pricing shift, key partnerships, and enterprise adoption impact.
Commvault Q3 FY 2025: Subscription & Cloud Gains Fuel Strong ARR Growth
Krista Case
Krista Case

Commvault Q3 FY 2025: Subscription & Cloud Gains Fuel Strong ARR Growth

Commvault’s Q3 Results Highlight Strong Subscription Growth, Accelerating SaaS Adoption, and Expanding Cloud Workloads, Reinforcing Its ARR-Driven Strategy
Krista Case, Research Director at The Futurum Group, examines Commvault’s Q3 FY2025 results, highlighting SaaS growth, multi-cloud expansion, and cyber resilience innovations driving ARR acceleration.
Cyber Resilience Boosted: Commvault & CrowdStrike
Krista Case
Krista Case

Cyber Resilience Boosted: Commvault & CrowdStrike

Data Protection Evolves: Commvault Integrates with CrowdStrike’s Falcon
Krista Case, Research Director at The Futurum Group, shares her insights on Commvault’s integration with CrowdStrike Falcon.
Blackstone and Vista Complete $8.4 Billion Smartsheet Takeover: What’s Next?
Keith Kirkpatrick

Blackstone and Vista Complete $8.4 Billion Smartsheet Takeover: What’s Next?

Smartsheet Positioned for Growth and Innovation Under New Private Ownership
Keith Kirkpatrick, Research Director at The Futurum Group, analyses the $8.4 billion Smartsheet acquisition, highlighting the potential for AI-driven innovation, global expansion, and enhanced enterprise work management solutions.
AI Agent and Hybrid Architecture: What It Means for Software Development
Mitch Ashley
Mitch Ashley

AI Agent and Hybrid Architecture: What It Means for Software Development

Microsoft CEO Satya Nadella Predicts Business Applications Will Be Created With AI Agents
Mitch Ashley, VP and Practice Lead, DevOps and AppDev at The Futurum Group, explores how AI agents are set to redefine SaaS by automating workflows, enhancing efficiency, and reshaping enterprise software architecture.
Can WalkMe’s Refocused Strategy Drive New Logo Acquisition and Revenue Growth?
Keith Kirkpatrick

Can WalkMe’s Refocused Strategy Drive New Logo Acquisition and Revenue Growth?

At WalkMe’s Analyst Day, Company Executives Laid Out a Compelling Plan to Leverage the Strengths of New Parent SAP and Sister Companies
Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights into WalkMe’s 2025 Analyst Day, which covered the company’s current products and roadmap, corporate strategy and direction, and current go-to-market initiatives.
Quantum in Context: Early-Stage Startups Are Still Finding Investors
Dr. Bob Sutor
Dr. Bob Sutor

Quantum in Context: Early-Stage Startups Are Still Finding Investors

Qolab, Quantum Brilliance, and SEEQC Raise Cash Despite Wild Stock Market Speculation
Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, examines three recent early-stage investment rounds by quantum computing companies Quantum Brilliance, Qolab, and SEEQC. These were finalized amid rampant market speculation on quantum computing stocks, followed by dramatic crashes.
US Govt Unveils $500B Stargate Alliance to Lead US AI Infrastructure Push
Nick Patience

US Government Unveils $500B Stargate Alliance to Lead US AI Infrastructure Push

OpenAI, Oracle, and SoftBank Join Forces to Build Massive Data Center Network as a Key Issue for US National Security
Nick Patience, AI Practice Lead at The Futurum Group examines President Trump's ambitious $500B Stargate initiative that aims to revolutionize US AI infrastructure while countering China's rapid advances in AI development.
CoreWeave Stakes Claim in UK AI Market with Advanced GPU Infrastructure Build-Out
Nick Patience

CoreWeave Stakes Claim in UK AI Market with Advanced GPU Infrastructure Build-Out

CoreWeave’s Newly Opened Crawley and London Docklands Facilities, Featuring NVIDIA H200 GPUs, Bolster Its AI Hyperscaling Efforts in Alignment With the UK’s AI Opportunities Action Plan
Nick Patience, VP and AI Practice Lead at The Futurum Group, explores CoreWeave's launch of UK-based data centers featuring NVIDIA H200 GPUs, driving AI innovation and supporting the UK’s AI Opportunities Action Plan.
Smartsheet’s 2024 Product Design: Elevating UX Experience
Keith Kirkpatrick

Smartsheet’s 2024 Product Design: Elevating UX to Meet Modern Business Needs

Smartsheet’s 2024 Product Experience Direction Introduces Scalable, Intuitive Features and a Modern Design System to Enhance Collaboration and Streamline Workflows
Keith Kirkpatrick, Research Director at The Futurum Group, shares insights into Smartsheet’s 2024 Product Experience Direction, highlighting its modern design system, scalable workflows, and transformative updates that position it as a strong contender in collaborative work management.
Oracle Exadata X11M: The Enterprise AI Architecture
Ron Westfall

Oracle Exadata X11M: The Enterprise AI Architecture

Oracle’s Latest Exadata X11M Platform Delivers Key Enhancements in Performance, Efficiency, and Energy Conservation for AI and Data Workloads
Futurum’s Ron Westfall examines why Exadata X11M allows customers to decide where they want to gain the best performance for their Oracle Database workloads from new levels of price performance, consolidation, and efficiency alongside savings in hardware, power and cooling, and data center space.
Lenovo’s New ThinkPad X9 Aura Editions Advance AI Features
Olivier Blanchard
Olivier Blanchard

How Lenovo’s New ThinkPad X9 Aura Editions Advance AI Features in Premium PCs

Lenovo’s CES 2025 Lineup Included Two New AI-Powered ThinkPad X9 Prosumer PCs for Hybrid Workers
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how Lenovo’s new Aura Edition ThinkPad X9 prosumer PCs help the company maximize Intel’s new Core Ultra processors to deliver a richer and more differentiated AI feature set on premium tier Copilot+ PCs to hybrid workers.
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