Insight Type: Market Coverage

Microsoft Q3 FY 2026 Earnings Show Cloud Growth, With Capacity Still Tight
May 4, 2026

Microsoft Q3 FY 2026 Earnings Show Cloud Growth, With Capacity Still Tight

Brad Shimmin and Futurum Research analyze Microsoft Q3 FY 2026 earnings, focusing on cloud demand, Azure capacity constraints, Copilot usage intensity, and the shift toward user plus usage commercial models....
Agentic ERP Model
May 1, 2026

Can NetSuite’s Agentic ERP Model Survive the SaaS ‘Apocalypse’ and Win the Next AI Platform War?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Digital Workflows at Futurum, examines how NetSuite's agentic ERP model aims to deliver real AI ROI and counter the fragmenting...
Fusion Applications
May 1, 2026

Oracle Bets on Outcome-Driven AI Agents, But Will Enterprises Buy the Vision?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines Oracle's pivot toward AI agents embedded in Fusion Applications, analyzing enterprise demand for measurable business value,...
Marketplace Integration
May 1, 2026

Assessing Ingram Micro’s Q1 2026: Cyclical Growth or Structural Channel Shift?

Ingram Micro's Q1 2026 results show distributors must shift from logistics to marketplace orchestrators or risk disintermediation as CIOs consolidate platforms and adopt AI....
Microsoft Dynamics 365
May 1, 2026

Is Microsoft Dynamics 365 Contact Center the Catalyst for Agentic CX at Scale?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Microsoft Dynamics 365 Contact Center's coordinated AI agents transform customer experience orchestration, challenging fragmented legacy solutions....
Qualcomm Q2 FY 2026 Earnings Show Data Center Entry and Auto Strength
May 1, 2026

Qualcomm Q2 FY 2026 Earnings Show Data Center Entry and Auto Strength

Futurum Research analyzes Qualcomm Q2 FY 2026 results, focusing on data center entry progress, agentic AI positioning across platforms, and continued handset constraints tied to memory supply dynamics....
Cadence Q1 FY 2026 Earnings Driven by Agentic AI Expansion and Emulation Hardware
May 1, 2026

Cadence Q1 FY 2026 Earnings Driven by Agentic AI Expansion and Emulation Hardware

Brendan Burke, Research Director at Futurum Group, analyzes Cadence’s Q1 FY 2026 earnings, focusing on agentic AI product expansion and how automation strategy shapes FY 2026 execution....
Enterprise Plan Manager
May 1, 2026

Will Smartsheet’s Contributor Seat Rewrite the Rules for Enterprise Collaboration Value?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Smartsheet's Enterprise Plan Manager and Contributor seats challenge legacy pricing and accelerate vendor switching in enterprise collaboration....
Can AMD’s Edge Silicon Scale to the Trillion Dollar Orbital Opportunity?
May 1, 2026

Can AMD’s Edge Silicon Scale to the Trillion Dollar Orbital Opportunity?

Brendan Burke, Research Director at Futurum, examines AMD CTO Mark Papermaster's vision for extending the company's edge AI playbook into orbital computing, targeting a $1 trillion addressable market by 2030....
Workhuman Bets on Data, AI, and Experience to Drive Business Outcomes
May 1, 2026

Workhuman Bets on Data, AI, and Experience to Drive Business Outcomes

Keith Kirkpatrick, VP & Research Director at Futurum, covers Workhuman Live, and shares his insights into how the company’s transformation is being designed to help customers align workers with desired...
Commvault Q4 FY 2026 Earnings Extend SaaS And Identity Momentum
May 1, 2026

Commvault Q4 FY 2026 Earnings Extend SaaS And Identity Momentum

Fernando Montenegro, VP at Futurum, analyzes Commvault Q4 FY 2026 earnings, focusing on SaaS scale, identity resilience momentum, multi-product adoption, and what management’s FY 2027 guidance implies for platform execution....
Alphabet Q1 FY 2026 AI Demand Surges as Cloud Capacity Caps Growth
May 1, 2026

Alphabet Q1 FY 2026: AI Demand Surges as Cloud Capacity Caps Growth

Futurum Research analyzes Alphabet’s Q1 FY 2026 earnings, focusing on Cloud AI demand, Search monetization changes, and rising capacity investment tied to TPUs and infrastructure....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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