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Insight Type: Market Coverage

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
Phison aiDAPTIV+ is Cost-Effective With Large Models to Enable Generative AI
May 30, 2025
 

Phison aiDAPTIV+ is Cost-Effective With Large Models to Enable Generative AI

Alastair Cooke, Tech Field Day Event Lead at Futurum, shares his insights on the Phison aiDAPTIV+ platform presented at AI Infrastructure Field Day. Phison enables the use of unmodified generative...
Salesforce Q1 FY 2026 Results Show AI Momentum and Strong RPO Growth
May 30, 2025
 

Salesforce Q1 FY 2026 Results Show AI Momentum and Strong RPO Growth

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...
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HP Q2 FY2025 Earnings: Healthy PC Growth and Swift Supply Chain Rebalancing Amid Tariff Headwinds
May 30, 2025
 

HP Q2 FY2025 Earnings: Healthy PC Growth and Swift Supply Chain Rebalancing Amid Tariff Headwinds

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...
Olivier Blanchard
Dell’s Pro Max Plus Laptop Broadens Local AI Development Opportunity
May 29, 2025
 

Dell’s Pro Max Plus Laptop Broadens Local AI Development Opportunity

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....
Olivier Blanchard
Can Dell and NVIDIA’s AI Factory 2.0 Solve Enterprise-Scale AI Infrastructure Gaps?
May 29, 2025
 

Can Dell and NVIDIA’s AI Factory 2.0 Solve Enterprise-Scale AI Infrastructure Gaps?

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...
Olivier Blanchard
Can Dell Challenge Public Cloud AI with Its Expanded AI Factory?
May 29, 2025
 

Can Dell Challenge Public Cloud AI with Its Expanded AI Factory?

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....
Olivier Blanchard
WalkMe Highlighted as Core Element of SAP’s Digital Transformation Strategy
May 28, 2025
 

WalkMe Highlighted as Core Element of SAP’s Digital Transformation Strategy

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...
Dell Tech World 2025 - Is it a Good Time to be in Hardware Again?
May 28, 2025
 

Dell Tech World 2025 – Is It a Good Time To Be in Hardware Again?

Alex Smith, Krista Case, and Olivier Blanchard from Futurum share their insights on the key themes and announcements from the latest Dell Tech World....
Alex Smith
Olivier Blanchard
Krista Case
,  & 
Salesforce Signs Agreement to Acquire Data Management Vendor Informatica for $8 Billion
May 27, 2025
 

Salesforce Signs Agreement to Acquire Data Management Vendor Informatica for $8 Billion

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....
Brad Shimmin
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