Menu

Insight Type: Market Coverage

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...
Arm Team-Up Aims to Grow Revenues from Software-Defined Vehicles
February 27, 2025

Arm Team-Up Aims to Grow Revenues from Software-Defined Vehicles

Olivier Blanchard, Research Director at The Futurum Group, explores Arm’s latest hybrid prototyping collaboration with S2C, Xylon, and ZC Technology, highlighting its role in accelerating SDV development....
Kyndryl Strengthens Security Play with AI-Powered SASE Offering
February 24, 2025

Kyndryl Strengthens Security Play with AI-Powered SASE Offering

Fernando Montenegro, VP and Practice Lead, Cybersecurity at The Futurum Group, examines Kyndryl’s expanded Palo Alto partnership, highlighting its impact on cybersecurity, revenue growth, and zero-trust positioning....
OpenText Launches Core TDR, But Can It Stand Out in a Crowded XDR Market?
February 24, 2025

OpenText Launches Core TDR, But Can It Stand Out in a Crowded XDR Market?

Fernando Montenegro, VP & Practice Lead for Cybersecurity at The Futurum Group, analyzes OpenText’s launch of Core TDR, its Microsoft collaboration, and how it competes in the crowded XDR market....
Lenovo Q3 FY 2025 Revenue Jumps 20%, AI Momentum Fuels Expansion
February 24, 2025

Lenovo Q3 FY 2025 Revenue Jumps 20%, AI Momentum Fuels Expansion

Olivier Blanchard, Research Director with The Futurum Group, analyzes Lenovo’s Q3 FY2025 earnings, highlighting AI-driven growth in ISG, premium PC momentum in IDG, and sustained double-digit expansion in SSG....
Gemini 2.0, AI Agents, and the Future of IT - A Recap from The CIO Pulse Report
February 20, 2025

Gemini 2.0, AI Agents, and the Future of IT – A Recap from The CIO Pulse Report

Dion Hinchcliffe, VP of CIO Practice at The Futurum Group, highlights Google’s Gemini 2.0, OpenAI’s Deep Research, and Anysphere’s Cursor, showing how they reshape IT leadership, AI adoption, and custom...
Twilio Q4 FY 2024 Performance Fueled by Communications and Margin Gains
February 14, 2025

Twilio Q4 FY 2024 Performance Fueled by Communications and Margin Gains

Keith Kirkpatrick highlights Twilio’s Q4 FY 2024 performance driven by messaging growth, AI innovation, and strong profitability gains....
Cisco Q2 FY 2025 Earnings Benefit from AI Infrastructure & Security Growth
February 14, 2025

Cisco Q2 FY 2025 Earnings Benefit from AI Infrastructure & Security Growth

Ron Westfall, Research Director at The Futurum Group, shares insights on Cisco’s Q2 FY 2025 results, focusing on AI infrastructure growth, Splunk’s impact on security, and innovations like AI PODs...

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.