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Insight Type: Market Coverage

CrowdStrike fal.con 2025: A Vision and a Path to the Human-Led Agentic SOC
October 3, 2025

CrowdStrike Fal.Con 2025: A Vision and a Path to the Human-Led Agentic SOC

Fernando Montenegro, VP and Practice Leadat Futurum shares his insights on CrowdStrike's Fal.Con 2025 conference, where the company went all-in on AI, unveiling its ambitious vision for an "agentic SOC"...
Momentum Shifts in the Tech Sector Q3 2025
October 3, 2025

Futurum Tech Vanguards 2025 Q3: The Established Resurge

Alex Smith, VP at Futurum, explores how established tech companies are resurging, detailing big tech performance and shifts in cloud power balance fueled by AI infrastructure and strategic pivots....
Balancing AI Goals and Core Strengths: Twilio’s Customer Engagement Platform
October 3, 2025

Balancing AI Goals and Core Strengths: Twilio’s Customer Engagement Platform

Keith Kirkpatrick and Mitch Ashley with Futurum share insights on Twilio’s shift to a unified customer engagement platform, its pragmatic AI strategy, and the company’s challenge of winning mindshare while...
Is Microsoft 365 Copilot Agent Mode Ready to Rival Human Accuracy?
October 2, 2025

Is Microsoft 365 Copilot Agent Mode Ready to Rival Human Accuracy?

Nick Patience, VP and AI Practice Lead at Futurum shares his insights on Microsoft 365 Copilot Agent Mode, exploring how new agentic features in Excel, Word, and Copilot chat are...
Workday Rising 2025: AI Agents, Data Cloud, and Flex Credits Unveiled
October 2, 2025

Workday Rising 2025: AI Agents, Data Cloud, and Flex Credits Unveiled

Keith Kirkpatrick, Research Director at Futurum, shares insights on Workday Rising 2025 announcements, including Illuminate agents, Flex Credits, Data Cloud partnerships, and Microsoft integration for AI governance....
Is Snapdragon 8 Elite Gen 5 the Benchmark for Next-Gen Flagship Phones?
October 1, 2025

Is Snapdragon 8 Elite Gen 5 the Benchmark for Next-Gen Flagship Phones?

Olivier Blanchard, Research Director at Futurum, shares his insights on Snapdragon 8 Elite Gen 5 - 20% faster CPU, 23% stronger GPU, 37% faster NPU, first APV video, and AI-enhanced...
Snapdragon X2 Elite Pushes AI-PC Performance to New Heights
October 1, 2025

Snapdragon X2 Elite Pushes AI-PC Performance to New Heights

Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm’s Snapdragon X2 Elite launch, spotlighting 18-core CPUs, 80 TOPS NPUs, redesigned GPUs, and multi-day battery targets for Windows PCs....
Cloudera EVOLVE25 While the Market Chased Cloud-Native Deployments, Cloudera Built the Hybrid Endgame
September 26, 2025

Cloudera EVOLVE25: While the Market Chased Cloud-Native Deployments, Cloudera Built the Hybrid Endgame

Brad Shimmin, Principal Analyst at Futurum, analyzes Cloudera's new hybrid multi-cloud fabric. At EVOLVE25, the company declared a hybrid endgame, betting that predictable economics and Private AI will win the...
Splunk .conf25: Forging a Data Foundation for Cisco's AgenticOps Vision
September 26, 2025

Splunk .conf25: Forging a Data Foundation for Cisco’s AgenticOps Vision

Mitch Ashley and Fernando Montenegro of Futurum analyze Splunk .conf25. They discuss Splunk's role in AI under Cisco, focusing on the new Data Fabric, security integrations, and the push toward...
Microsoft Reimagines Marketplace: A New Battleground for AI Agents?
September 26, 2025

Microsoft Reimagines Marketplace: A New Battleground for AI Agents?

Alex Smith, VP Ecosystems, Channels, and Marketplaces at Futurum, shares his insights on Microsoft's strategic move to unify AppSource and Azure Marketplace, creating a powerful hub for AI agents and...
Micron Q4 FY 2025 Earnings Top Estimates on DRAM and HBM Strength
September 26, 2025

Micron Q4 FY 2025 Earnings Top Estimates on DRAM and HBM Strength

Ray Wang and Daniel Newman at Futurum analyze Micron’s Q4 FY 2025 earnings, focusing on record data center momentum, HBM growth, and margin expansion, while highlighting how AI demand positions...
Can Synopsys and TSMC Accelerate Next-Gen Chip Design With AI?
September 25, 2025

Can Synopsys and TSMC Accelerate Next-Gen Chip Design With AI?

Ray Wang, Research Director at Futurum, shares insights on Synopsys and TSMC’s expanded collaboration on certified flows, IP, and 3DIC solutions to accelerate AI and multi-die chip design across advanced...

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