Menu
Become a Client

Insight Type: Market Coverage

Kyndryl Delivers Strong Q3 FY 2025 Signing Growth and Margin Expansion
February 5, 2025

Kyndryl Delivers Strong Q3 FY 2025 Signing Growth and Margin Expansion

Krista Case, Research Director at The Futurum Group, analyzes Kyndryl’s Q3 FY 2025 results, highlighting strong margin expansion, higher-value signings, and the company's progress in eliminating unprofitable pre-spinoff contracts....
Krista Case
DOJ Blocks HPE’s $14 billion Juniper Deal – A Competitive Setback or Market Win?
February 4, 2025

DOJ Blocks HPE’s $14 billion Juniper Deal – A Competitive Setback or Market Win?

Ron Westfall, Research Director at The Futurum Group, shares insights on the DOJ’s lawsuit blocking HPE’s Juniper acquisition. He examines its impact on competition, innovation, and whether blocking the deal...
Oracle Bets on AI-Driven Sales and Supply Chain Transformation
February 4, 2025

Oracle Bets on AI-Driven Sales and Supply Chain Transformation

Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Oracle's AI-driven enhancements in Fusion Cloud Sales and SCM, evaluating how embedded AI agents streamline sales, optimize supply chains, and improve...
Will SugarCRM’s Focus on Manufacturing, Wholesaling, and Distribution Resonate?
February 3, 2025

Will SugarCRM’s Focus on Manufacturing, Wholesaling, and Distribution Resonate?

Keith Kirkpatrick, Research Director at The Futurum Group shares his review and insights gleaned from SugarCRM’s 2025 Analyst Day, where the company laid out its new strategy, customer focus, GTM,...
T-Mobile Q4 FY 2024: Sustained Growth and 5G Leadership
January 31, 2025

T-Mobile Q4 FY 2024: Sustained Growth and 5G Leadership

Ron Westfall, Research Director at The Futurum Group, examines T-Mobile’s 5G expansion, postpaid growth, and broadband strategy, highlighting its strong market position and strategic moves for 2025....
DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom
January 30, 2025

DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom

The Futurum Group analysts share their insights on DeepSeek R1 claims of model training and cost efficiency, questions about the potential use of competitors' models, and security and privacy concerns....
Mitch Ashley
Olivier Blanchard
Krista Case
Fernando Montenegro
, , , , , ,  & 
Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex
January 30, 2025

Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex

The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Microsoft’s Q2 FY 2025 results, highlighting strong cloud and AI-driven growth, a surge in commercial bookings, and record-high AI infrastructure investments....
 & 
ServiceNow Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus
January 30, 2025

ServiceNow Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus

Keith Kirkpatrick, Research Director at The Futurum Group, examines ServiceNow’s Q4 FY 2024 earnings, focusing on its AI pricing shift, key partnerships, and enterprise adoption impact....
Commvault Q3 FY 2025: Subscription & Cloud Gains Fuel Strong ARR Growth
January 29, 2025

Commvault Q3 FY 2025: Subscription & Cloud Gains Fuel Strong ARR Growth

Krista Case, Research Director at The Futurum Group, examines Commvault’s Q3 FY2025 results, highlighting SaaS growth, multi-cloud expansion, and cyber resilience innovations driving ARR acceleration....
Krista Case
Cyber Resilience Boosted: Commvault & CrowdStrike
January 29, 2025

Cyber Resilience Boosted: Commvault & CrowdStrike

Krista Case, Research Director at The Futurum Group, shares her insights on Commvault’s integration with CrowdStrike Falcon....
Krista Case
Blackstone and Vista Complete $8.4 Billion Smartsheet Takeover: What’s Next?
January 29, 2025

Blackstone and Vista Complete $8.4 Billion Smartsheet Takeover: What’s Next?

Keith Kirkpatrick, Research Director at The Futurum Group, analyses the $8.4 billion Smartsheet acquisition, highlighting the potential for AI-driven innovation, global expansion, and enhanced enterprise work management solutions....
AI Agent and Hybrid Architecture: What It Means for Software Development
January 24, 2025

AI Agent and Hybrid Architecture: What It Means for Software Development

Mitch Ashley, VP and Practice Lead, DevOps and AppDev at The Futurum Group, explores how AI agents are set to redefine SaaS by automating workflows, enhancing efficiency, and reshaping enterprise...
Mitch Ashley

Welcome to The Futurum Group

Login to The Futurum Group
Login to Futurum Intelligence Platform
Login to Futurum Labs Research Library

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.