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Insight Type: Market Coverage

Microsoft Embraces the Development Community on the Path to Agentic AI
June 6, 2025
 

Microsoft Embraces the Development Community on the Path to Agentic AI

Analysts Mitch Ashley, Nick Patience, and Keith Kirkpatrick at Futurum share their insights on Microsoft Build 2025, revealing Microsoft's strategic pivot to agentic AI and its profound implications for the...
Mitch Ashley
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Snowflake Summit '25: Accelerating AI with Unified Data & Compute
June 5, 2025
 

Snowflake Summit ’25: Accelerating AI with Unified Data & Compute

Nick Patience, AI Practice Lead at Futurum, shares his insights on Snowflake Summit 2025. Key announcements like Cortex AI, OpenFlow, and Adaptive Compute aim to accelerate enterprise AI by unifying...
HPE Q2 FY 2025 Revenue Tops Estimates on Server and Cloud Gains
June 5, 2025
 

HPE Q2 FY 2025 Revenue Tops Estimates on Server and Cloud Gains

Fernando Montenegro and Krista Case at Futurum examine HPE’s Q2 FY 2025 results, with improved server execution, AI systems traction, and hybrid cloud strength driving upside despite margin pressure and...
Fernando Montenegro
Pegasystems Focuses on App, Workflow, and Process Transformation at PegaWorld
June 4, 2025
 

Pegasystems Focuses on App, Workflow, and Process Transformation at PegaWorld

Keith Kirkpatrick, Research Director with Futurum, shares his insights on the news from PegaWorld ‘25 and discusses the potential impact for other platform vendors operating in the market....
Is Snowflake’s Crunchy Data Acquisition a Game-Changer in the AI Data Platform Race
June 4, 2025
 

Is Snowflake’s Crunchy Data Acquisition a Game-Changer in the AI Data Platform Race?

Brad Shimmin, Vice President & Practice Lead, Data and Analytics at Futurum shares his/her insights on Snowflake’s acquisition of Crunchy. Discover how Snowflake’s $250 million Crunchy Data acquisition is set...
Brad Shimmin
Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum
June 3, 2025
 

Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum

Olivier Blanchard, Research Director at Futurum, unpacks Marvell’s Q1 FY 2026 results, where strong AI demand, custom silicon ramp, and electro-optics gains fuel data center momentum amid cautious sentiment on...
Olivier Blanchard
Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss
June 3, 2025
 

Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss

Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh...
Olivier Blanchard
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Synopsys Q2 FY 2025 Results Show AI-Led Growth, Design IP Surge
June 3, 2025
 

Synopsys Q2 FY 2025 Results Show AI-Led Growth, Design IP Surge

Olivier Blanchard, Research Director at Futurum, explores how Synopsys continues to benefit from AI-led design momentum and IP strength, even as new export restrictions introduce near-term uncertainty....
Olivier Blanchard
Model Context Protocol Is the New Control Point in AI
June 2, 2025
 

MCP Is the New Control Point in AI—Are CIOs Ready for the Lock-In Battle?

Dion Hinchcliffe, VP of CIO Insights at Futurum, shares why the Model Context Protocol is fast becoming a strategic control point for enterprise AI, including what CIOs must weigh as...
Dion Hinchcliffe
Pure Storage Earnings: Q1 FY2026 Revenue Hits $778.5 Million, Up 12% Amid Strong Subscription Growth
June 2, 2025
 

Pure Storage Earnings: Q1 FY2026 Revenue Hits $778.5 Million, Up 12% Amid Strong Subscription Growth

Futurum analyzes Pure Storage's strong Q1 FY26 earnings, which reached $778.5 million, up 12%. Robust subscription growth and AI-focused innovations underscore Pure's momentum in enterprise storage....
Mitch Ashley
NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback
June 2, 2025
 

NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback

Olivier Blanchard and Daniel Newman at Futurum analyse NVIDIA’s Q1 FY 2026 results. Despite a $4.5 billion export hit, Blackwell-fueled data center and gaming momentum underscores NVIDIA’s dominant position in...
Olivier Blanchard
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NetApp Q4 FY 2025 Results Show Record Margins, Cloud and Flash Momentum
May 30, 2025
 

NetApp Q4 FY 2025 Results Show Record Margins, Cloud and Flash Momentum

Krista Case, Research Director at Futurum, examines how NetApp’s record Q4 margins, all-flash growth, and AI reference wins position the company for resilient performance and continued enterprise....
Krista Case

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