Brendan Burke, Research Director at Futurum, examines how Applied Materials' acquisition of NEXX broadens its panel-level advanced packaging portfolio to address AI accelerator manufacturing demands....
Futurum Research reviews Freshworks Q1 FY 2026 results, focusing on EX upmarket execution, Freddy AI Copilot attach trends, CX replatforming progress, and FY 2026 guidance....
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, Intel consolidates client computing and physical AI under new leadership to compete against GPU-accelerated rivals in fragmented markets....
Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Twilio's Next Generation Platform aims to be the foundational agentic layer for intelligent, memory-driven customer conversations at...
Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines ServiceNow's Knowledge 2026 announcements, including the Autonomous Workforce and AI Control Tower designed to orchestrate governed...
Guy Currier, Chief Analyst, Visible Impact at Futurum, Qlik's leadership transition reflects how agentic AI is disrupting software pricing, token economics, and competition in data analytics and business intelligence....
Brendan Burke, Research Director at Futurum, analyzes Lattice’s Q1 FY 2026 earnings, focusing on compute and communications demand, improving channel visibility, and how the planned AMI acquisition broadens platform control....
Brad Shimmin, analyst at Futurum, analyzes SAP's major move to acquire Dremio and Prior Labs. This strategic play addresses the core challenges of enterprise data fragmentation and specialized AI reasoning...
Dion Hinchcliffe at Futurum reviews Palantir Q1 FY 2026 earnings, focusing on AIP-driven US demand, commercial and government execution, and raised FY 2026 guidance....
Brendan Burke, Research Director at Futurum, shares insights on the Lattice AMI acquisition, a $1.65 billion bet on controlling the full stack of AI data center management and security, positioning...
ElevenLabs reaches $500M ARR with backing from BlackRock and NVIDIA, signaling institutional confidence in AI voice technology. Yet fierce platform competition threatens defensibility as hyperscalers deepen their AI bets....
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