Keith Kirkpatrick, VP & RD, Enterprise Software, and Brad Shimmin, VP & Practice Lead, Data Intelligence and Analytics, examine Microsoft Agent 365's general availability and analyze how the cross-platform control...
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, reviews Stellantis Q1 FY 2026 earnings, focusing on early execution gains, North America margin trajectory, and Europe pricing pressure....
Keith Kirkpatrick, VP & Research Director at Futurum, covers major announcements from Day 2 at ServiceNow Knowledge 2026, and discusses their impact on SaaS vendors and end customers....
Brad Shimmin at Futurum explores ServiceNow's major architectural shift toward a real-time data foundation. This update rearchitects the platform for the era of autonomous agents, collapsing the wall between operational...
Mitch Ashley, VP and Practice Lead for Software Lifecycle Engineering at Futurum, shares his insights on Atlassian's Teamwork Graph becoming a programmable platform for developer-built AI agents....
Brendan Burke, Research Director at Futurum, reviews Teradyne’s Q1 FY 2026 earnings, focusing on AI-driven test demand and new interconnect and board test platforms....
Nick Patience, VP & AI Platforms Practice Lead, and Mitch Ashley, VP & Software Lifecycle Engineering Practice Lead, at Futurum, examine IREN’s $625M acquisition of Mirantis and what it means...
Brendan Burke, Research Director at Futurum, examines how Astera Labs' Scorpio X-Series 320 Lane Smart Fabric Switch embeds Hypercast and In-Network Compute engines to improve token economics and accelerator utilization...
Fernando Montenegro, VP and Practice Lead at Futurum, discusses how the intended acquisition of Portkey by Palo Alto Networks fits into a broader framework of agentic security and broader platformization...
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, reviews MediaTek’s Q1 FY 2026 earnings, focusing on AI accelerator ASIC revenue timing, and Smart Edge growth....
Brendan Burke, Research Director at Futurum, analyzes AMD’s Q1 FY 2026 earnings, focusing on data center-driven growth, expanding server CPU demand tied to agentic AI, and second-half execution factors around...
Brad Shimmin, Research Director at Futurum, analyzes Tableau’s leap to agentic analytics, leveraging a Knowledge Engine grounded in 33 million semantic models to drive autonomous, closed-loop enterprise actions....
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