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Insight Type: Market Coverage

OpenAI Windsurf Acquisition Sends Shot Heard Around the AI World
May 7, 2025

OpenAI Windsurf Acquisition Sends Shot Heard Around the AI World

Analysts Mitch Ashley, VP of DevOps and Application Development, and Nick Patience, VP of AI Software and Tools, at Futurum, share their insights on the implications of OpenAI’s agreement to...
RSAC Conference 2025 - Evolution, Change, and Yes, Some AI
May 6, 2025

RSAC Conference 2025 – Evolution, Change, and Yes, Some AI

Key analysts at Futurum share insights on the rebranded RSAC Conference's transformation into a broader platform, the conference experience, and highlight trends including AI implementation and the importance of identity...
Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains
May 6, 2025

Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains

Olivier Blanchard, Research Director at Futurum, breaks down Amazon’s Q1 FY 2025 results. The focus is on AWS growth, rising ad revenues, cost efficiencies, and tariff risk shaping the outlook...
Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues
May 5, 2025

Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues

Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive....
OpenText Q3 FY 2025 Earnings Highlight Cloud Growth and Cost Discipline
May 5, 2025

OpenText Q3 FY 2025 Earnings Highlight Cloud Growth and Cost Discipline

Keith Kirkpatrick and Daniel Newman examine OpenText’s Q3 FY 2025 results, highlighting cost discipline, progress on AI initiatives, and strategic product rollouts amid ongoing global demand uncertainty....
RSAC 2025 HPE Transforms Cloud Security with ZTNA and Private Cloud Boosts
May 2, 2025

RSAC 2025: HPE Transforms Cloud Security with ZTNA and Private Cloud Boosts

Futurum’s Ron Westfall shares his insights on why HPE’s new ZTNA security portfolio capabilities are ready to provide robust protection, enabling organizations to reduce risks, counter attacks, and enhance organization-wide...
Microsoft Q3 FY 2025 Earnings Beat on Strong Cloud and AI Services Growth - Market Coverage-Earnings
May 2, 2025

Microsoft Q3 FY 2025 Earnings Beat on Strong Cloud and AI Services Growth

Keith Kirkpatrick and Daniel Newman of The Futurum Group analyze Microsoft’s Q3 FY 2025 results, with Azure growth, expanding AI workloads, and broad enterprise traction driving stronger-than-expected performance across segments....
WalkMe and ABeam to Support Digital Adoption Efforts
April 30, 2025

WalkMe Partners with ABeam Consulting to Support Digital Transformation Efforts

Keith Kirkpatrick, Research Director at The Futurum Group, discusses the partnership between digital adoption platform provider WalkMe and ABeam Consulting, highlighting the additional value created through the partnership....
Tariff Watch 2025 - Has the Tech Community Dodged a Bullet?
April 30, 2025

TariffWatch 2025 – Has the Tech Community Dodged a Bullet?

Alex Smith, VP Channels Research at The Futurum Group, shares his insights on how tariffs impact different technology sectors and vendors. It will explore how the industry is looking to...
Commvault Q4 FY 2025 SaaS Momentum and Subscription Gains Drive Growth
April 30, 2025

Commvault Q4 FY 2025: SaaS Momentum and Subscription Gains Drive Growth

Krista Case, Research Director at The Futurum Group, explores Commvault’s strong Q4 FY 2025 finish, fueled by SaaS momentum, enterprise traction, and cyber resilience-led innovation....
RSAC 2025 Cisco Raises the AI Security Stakes
April 30, 2025

RSAC 2025: Cisco Raises the AI Security Stakes

The Futurum Group’s Ron Westfall shares his insights on why Cisco’s new XDR and Splunk security enhancements can transform organizational security service delivery using a network-centric, open XDR framework, prioritizing...
Microsoft 365 Copilot Wave 2: Latest Advances for Enterprise AI
April 29, 2025

Microsoft Advances Enterprise AI With New Copilot Agents and Collab Features

Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights on Microsoft 365 Copilot Wave 2’s new AI agents and collaboration features that aim to expand AI’s role across...

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