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Insight Type: Market Coverage

Databricks Takes on Agentic AI Itself as a New User Persona with the Acquisition of Postgres Database Provider, Neon
May 15, 2025

Databricks Takes on Agentic AI Itself as a New User Persona With the Acquisition of Postgres Database Provider, Neon

Brad Shimmin, VP Practice Lead for Data Management and Analytics at Futurum, shares his insights on Databricks' acquisition of Neon. This move positions Databricks to empower agentic AI with a...
Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone
May 15, 2025

Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone

Krista Case and Fernando Montenegro at Futurum analyze Cisco’s Q3 FY 2025 results, highlighting strong AI infrastructure growth, security momentum with Splunk, and solid execution across networking and enterprise transformation....
Oracle Applications + Industries Summit: Embedding AI and Driving ROI?
May 14, 2025

Oracle Applications + Industries Summit: Embedding AI and Driving ROI?

Keith Kirkpatrick, Research Director with Futurum, covers the news from Oracle’s Applications + Industries Analyst Event, and discusses the impact on Oracle, NetSuite, and others vendors in the market....
Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up
May 13, 2025

Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up

Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and...
Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure
May 13, 2025

Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure

Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of...
AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments
May 13, 2025

AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments

Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering...
MFD13: Juniper Showcases AI-Native Portfolio Innovations
May 12, 2025

MFD13: Juniper Showcases AI-Native Portfolio Innovations

Futurum's Ron Westfall shares his insights on why Juniper Networks' AI-native platform enhancements set a high standard for end-to-end visibility and proactive management in the modern network ecosystem....
IBM Think 2025 - Watsonx Platform Fuels Agentic AI and Hybrid Cloud Value
May 9, 2025

IBM Think 2025 – Watsonx Platform Fuels Agentic AI and Hybrid Cloud Value

Nick Patience and Brad Shimmin, analysts at Futurum, share insights on IBM Think 2025, where IBM showcased advancements in its watsonx platform, focusing on IBM Agentic AI, unstructured data, and...
Epicor Insights Epicor Unveils Agentic AI to Drive Supply Chain Efficiency
May 8, 2025

Epicor Insights: Epicor Unveils Agentic AI to Drive Supply Chain Efficiency

Keith Kirkpatrick, Research Director at Futurum, provides his perspective on the news from Epicor Insights 2025, including agentic AI to streamline ERP workflows, carbon tracking in Kinetic, and expansion of...
Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion
May 8, 2025

Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion

Fernando Montenegro, VP and Practice Lead at Futurum, reviews Kyndryl's Q4 FY2025 earnings. Key highlights: Constant-currency growth, notable rise in pretax income, how 'three-A' initiatives drive results, and strategic tailwinds....
Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum
May 8, 2025

Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum

Olivier Blanchard, Research Director at Futurum, examines Lattice’s Q1 FY 2025 earnings, highlighting record design wins across AI, robotics, and automotive, and how new products are paving the way for...

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