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Insight Type: Market Coverage

NetApp Q3 FY 2025 Reports Revenue Growth of 2%
March 3, 2025

NetApp Revenue Grows 2%, Driven by Key All-Flash and Storage-as-a-Service Offerings

Camberley Bates and Krista Case, analysts at The Futurum Group, share their insights on NetApp Q3 earnings and key momentum on all flash, AI, and VMware decisions....
AWS Marketplace Expanding Its SaaS Catalog: Will This Drive the Next Boom?
February 28, 2025

AWS Marketplace Expanding Its SaaS Catalog: Will This Drive the Next Boom?

Alex Smith, VP Channels Research at The Futurum Group shares his insights on AWS’s decision to expand its Marketplace catalog to include any SaaS product....
Pure Storage Q4 FY 2025: Double-Digit Revenue Growth Amid Strong Subscription Momentum
February 28, 2025

Pure Storage Q4 FY 2025: Double-Digit Revenue Growth Amid Strong Subscription Momentum

Camberley Bates, VP & Practice Lead at The Futurum Group, analyzes Pure Storage’s Q4 FY 2025 results, noting sales, subscription growth, AI and cloud gains, and hyperscale progress, amid margin...
Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures
February 28, 2025

Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, analyzes Nvidia’s Q4 FY 2025 earnings, highlighting record-breaking AI-driven growth, Blackwell’s rapid adoption, and margin pressures amid supply constraints....
Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results
February 28, 2025

Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results

Richard Gordon, Vice President & Practice Lead, Semiconductors at The Futurum Group shares his insights on Synopsys’ 1Q FY 2025 earnings report, where the company demonstrated that strong design activity...
Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives
February 28, 2025

Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives

Nick Patience, AI Practice Lead at The Futurum Group shares his insights on Snowflake’s Q4 2025 earnings & what they mean for the broader AI and data analytics space....
Apple Launches the iPhone 16e A Budget Game-Changer or an Overpriced Entry Model
February 28, 2025

Apple Launches the iPhone 16e: A Budget Game-Changer or an Overpriced Entry Model?

Olivier Blanchard, Research Director at The Futurum Group, analyzes Apple’s iPhone 16e launch, its pricing shift, AI integration, in-house modem transition, and the broader impact on Apple's iPhone strategy amid...
Salesforce Q4 FY 2025 Results Deliver Strong AI Growth, but FY 2026 Outlook Disappoints
February 28, 2025

Salesforce Q4 FY 2025 Results Deliver Strong AI Growth, but FY 2026 Outlook Disappoints

Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Salesforce’s Q4 FY 2025 earnings, highlighting AI growth, margin expansion, and concerns over muted FY 2026 guidance....
Zendesk to Acquire Local Measure to Strengthen Its AI-Driven Contact Center Solutions
February 27, 2025

Zendesk to Acquire Local Measure to Strengthen Its AI-Driven Contact Center Solutions

Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Zendesk’s acquisition of Local Measure and its impact on AI-powered contact centers, enterprise growth, and AWS integration....
Solidigm and Broadcom Extend SSD Partnership to Power AI’s Next Growth Phase
February 27, 2025

Solidigm and Broadcom Extend SSD Partnership to Power AI’s Next Growth Phase

Camberley Bates, VP & Practice Lead at The Futurum Group, analyzes how Solidigm’s extended partnership with Broadcom ensures high-capacity SSD controllers for AI, supporting efficient, scalable storage as AI infrastructure...
Does Salesforce and Google’s Partnership Raise the Bar for AI Agent Capability?
February 27, 2025

Does Salesforce and Google’s Partnership Raise the Bar for AI Agent Capability?

The Futurum Group analysts share their insights on the partnership between Salesforce and Google, which is designed to provide more capability for Agentforce agents, and offer greater service capabilities for...
HP’s AI PC Push: How Victus 15 Fits into Its Bigger Strategy
February 27, 2025

HP’s AI PC Push: How Victus 15 Fits into Its Bigger Strategy

Olivier Blanchard, Research Director at The Futurum Group, analyzes HP’s AI-powered Victus 15 and its role in HP’s broader AI PC strategy. With AI-driven gaming enhancements and a push into...

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