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Insight Type: Market Coverage

Synopsys Collaboration Expands Startup Access to Chip Design Tools
June 11, 2025

Synopsys Collaboration Expands Startup Access to Chip Design Tools

Olivier Blanchard, Research Director at Futurum, explores how Synopsys’ collaboration with Plug and Play could reduce chip design costs and accelerate time-to-market for startups entering the semiconductor space....
Google Expands Sovereign Cloud to Address EU Data Sovereignty Requirements
June 10, 2025

Google Expands Sovereign Cloud to Address EU Data Sovereignty Requirements

Daniel Newman, CEO at Futurum, shares insights on Google Cloud’s sovereign cloud expansion, highlighting how new data controls and local partnerships aim to address EU regulatory concerns and customer sovereignty...
Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth
June 10, 2025

Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth

Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip...
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...
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...
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...
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...
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...
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....
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...

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