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Insight Type: Market Coverage

Salesforce Q1 FY 2026 Results Show AI Momentum and Strong RPO Growth
Keith Kirkpatrick & Daniel Newman
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Salesforce Q1 FY 2026 Results Show AI Momentum and Strong RPO Growth

AI-Driven Growth, Raised Revenue Guide, and 12% cRPO Uplift Highlight Salesforce’s Momentum
Keith Kirkpatrick and Daniel Newman at Futurum unpack Salesforce’s Q1 FY 2026 results, highlighting AI-led growth, Agentforce and Data Cloud traction, and why 60% of large deals now bundle AI and data subscriptions.
HP Q2 FY2025 Earnings: Healthy PC Growth and Swift Supply Chain Rebalancing Amid Tariff Headwinds
Olivier Blanchard
Olivier Blanchard
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HP Q2 FY2025 Earnings: Healthy PC Growth and Swift Supply Chain Rebalancing Amid Tariff Headwinds

HP’s Q2 FY2025 Earnings Highlight Healthy AI PC Growth and Supply Chain Agility Despite Tariff Pressures, While Print Still Struggles To Find On-Ramp to Growth
Futurum’s Olivier Blanchard shares his insights and analysis of HP, Inc.’s Q2 FY2025 earnings, which show commercial strength and supply chain agility as the company manages tariff impacts, with AI PC momentum and cautious FY25 guidance.
Dell’s Pro Max Plus Laptop Broadens Local AI Development Opportunity
Olivier Blanchard
Olivier Blanchard
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Dell’s Pro Max Plus Laptop Broadens Local AI Development Opportunity

Dell Introduces a Discrete Enterprise-Grade NPU in a Mobile Form Factor for On-Device AI Model Inferencing
Olivier Blanchard, Research Director at Futurum, shares insights on Dell’s Pro Max Plus mobile workstation and its enterprise-grade NPU powering on-device AI development without cloud reliance.
Can Dell and NVIDIA’s AI Factory 2.0 Solve Enterprise-Scale AI Infrastructure Gaps?
Olivier Blanchard
Olivier Blanchard
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Can Dell and NVIDIA’s AI Factory 2.0 Solve Enterprise-Scale AI Infrastructure Gaps?

Dell and NVIDIA Announce Next-Gen Enterprise AI Infrastructure and Services To Streamline Deployment Across the Full AI Lifecycle
Olivier Blanchard, Research Director at Futurum, shares insights on Dell and NVIDIA’s upgraded AI Factory and how it enables enterprises to deploy high-performance, full-stack AI infrastructure with integrated services and tools.
Can Dell Challenge Public Cloud AI with Its Expanded AI Factory?
Olivier Blanchard
Olivier Blanchard
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Can Dell Challenge Public Cloud AI with Its Expanded AI Factory?

Dell Strengthens AI Leadership With Infrastructure, Edge Inferencing, Partner Solutions, and Energy-Efficient Cooling Across Its AI Factory Offerings
Olivier Blanchard, Research Director at Futurum, shares insights on Dell’s expanded AI Factory offerings, including infrastructure, AI PCs, and partner solutions aimed at making enterprise AI more scalable and energy-efficient.
WalkMe Highlighted as Core Element of SAP’s Digital Transformation Strategy
Keith Kirkpatrick
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WalkMe Highlighted as Core Element of SAP’s Digital Transformation Strategy

Despite Its Strategy of Being Vendor-Agnostic, SAP Executives at Sapphire Highlighted the Important Role WalkMe Will Play in Driving SAP Customer Digital Transformations
Keith Kirkpatrick, Research Director with Futurum, shares his insights on SAP’s integration of WalkMe as part of the company’s core strategy for enabling digital transformation, and discusses the challenge it will raise for WalkMe.
Dell Tech World 2025 - Is it a Good Time to be in Hardware Again?
Alex Smith
Olivier Blanchard
Krista Case
Alex Smith, Olivier Blanchard & Krista Case
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Dell Tech World 2025 – Is It a Good Time To Be in Hardware Again?

What Were the Key Learnings and Observations From Dell Tech World 2025?
Alex Smith, Krista Case, and Olivier Blanchard from Futurum share their insights on the key themes and announcements from the latest Dell Tech World.
Salesforce Signs Agreement to Acquire Data Management Vendor Informatica for $8 Billion
Brad Shimmin
Keith Kirkpatrick & Brad Shimmin
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Salesforce Signs Agreement to Acquire Data Management Vendor Informatica for $8 Billion

The Acquisition of a Data Management Vendor Reinforces Salesforce’s Strategy To Strengthen Its Connections With Core-Level Data and Insights
Futurum's Keith Kirkpatrick and Brad Shimmin share their insights on Salesforce’s planned acquisition of ERP vendor Informatica, and discuss the implications for the vendor and the SaaS market.
Make an AI-Ready Data Center With Help From Juniper
Alastair Cooke

Make an AI-Ready Data Center With Help From Juniper

Juniper Networks Showed AI Network Design, Implementation, and Operation at AI Infrastructure Field Day
Alastair Cooke, Tech Field Day Event Lead at Futurum, shares his insights on the Juniper Networks presentation at AI Infrastructure Field Day. Intent-based design and deployment using Apstra delivers 800 GB Ethernet for GPUs, storage, and front-end access, making an AI-ready Data Center.
Workday Q1 FY 2026 Delivers Strong Profitability Despite Macro Pressures
Keith Kirkpatrick

Workday Q1 FY 2026 Delivers Strong Profitability Despite Macro Pressures

Broad-Based Growth Across Customers, Segments, and Geographies Drives Q1 Performance
Keith Kirkpatrick, Research Director at Futurum, examines Workday’s Q1 FY 2026 results, spotlighting accelerating AI adoption, partner-driven growth, and platform expansion across customer tiers and global markets.
SAP Polishes and Reinforces its AI Strategy at Sapphire
Brad Shimmin
Keith Kirkpatrick & Brad Shimmin

SAP Polishes and Reinforces Its AI Strategy at Sapphire

AI, Agents, and the Flywheel Effect Were in Full View at SAP’s Annual User Conference
Futurum's Keith Kirkpatrick and Brad Shimmin share their insights on SAP’s annual Sapphire event, and discuss how the company’s revamped strategy helps to redefine the company in the age of generative AI, agents, and data.
Is Zendesk’s AI Voice Expansion Enough to Disrupt the Contact Center Market?
Keith Kirkpatrick

Is Zendesk’s AI Voice Expansion Enough to Disrupt the Contact Center Market?

Zendesk Completes Local Measure Acquisition, Expanding AI-Driven Voice and Contact Center Capabilities via AWS Integration
Keith Kirkpatrick, Research Director at Futurum, explores Zendesk’s completed acquisition of Local Measure and what it means for enterprise contact centers and AI voice deployment.
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