Insight Type: Market Coverage

CrowdStrike Q4 FY 2026 Earnings Extend ARR Scale and AI Security Focus
March 6, 2026

CrowdStrike Q4 FY 2026 Earnings Extend ARR Scale and AI Security Focus

Fernando Montenegro, VP Cybersecurity at Futurum, highlights CrowdStrike’s Q4 FY26 earnings: Falcon expands into AI security, identity, and browser runtime, underscoring consolidation-driven cybersecurity strategies....
Broadcom Q1 FY 2026 Earnings Driven by XPU Momentum
March 5, 2026

Broadcom Q1 FY 2026 Earnings Driven by XPU Momentum

Brendan Burke, Research Director at Futurum, analyzes Broadcom’s Q1 FY 2026 earnings, focusing on AI accelerator and networking momentum, expanding custom XPU programs, and VMware’s role in AI-era private cloud...
S3NS & Sovereignty Can Thales-Google Venture Make AI Sovereignty Work at Scale
March 5, 2026

S3NS & Sovereignty: Can Thales-Google Venture Make AI Sovereignty Work at Scale?

Nick Patience, VP & Practice Lead for AI Platforms at Futurum Research, assesses S3NS’s progress following its SecNumCloud qualification, evaluates the sovereign AI roadmap, and examines what the Thales-Google Cloud...
Could Apple’s New $599 MacBook Neo Decimate The Mid-Range Windows Laptop Market
March 5, 2026

Could Apple’s New $599 MacBook Neo Decimate The Mid-Range Windows Laptop Market?

Olivier Blanchard, Analyst at Futurum, shares his insights on Apple's new $599 MacBook Neo. This breakthrough price point is set to disrupt the entire budget PC market and could be...
Ingram Micro Q4 FY 2025 Earnings Highlight Xvantage-Driven Efficiency
March 5, 2026

Ingram Micro Q4 FY 2025 Earnings Highlight Xvantage-Driven Efficiency

Futurum Research analyzes Ingram Micro’s Q4 FY 2025 results, focusing on Xvantage-driven efficiency, AI workflow automation, and the company’s approach to AI infrastructure attach opportunities....
Stellantis FY 2025 Earnings Reflect Reset Costs as H2 Momentum Builds
March 4, 2026

Stellantis FY 2025 Earnings Reflect Reset Costs as H2 Momentum Builds

Olivier Blanchard, Research Director at Futurum, reviews Stellantis FY 2025 results, focusing on the customer-led reset, product cadence, quality execution, and what the H2 recovery signals for 2026....
Qualcomm-Ericsson Partnership Accelerates Path to Intelligent AI6G Fabric
March 4, 2026

Qualcomm-Ericsson Partnership Accelerates Path to Intelligent AI/6G Fabric

Olivier Blanchard, Research Director at Futurum, shares his insights on the partnership between Qualcomm and Ericsson and how both companies are working to establish not only the foundations for AI-first...
Market News Coverage MediaTek Expands into Micro LED Optical Communication
March 4, 2026

Market News Coverage: MediaTek Expands into Micro LED Optical Communication

Olivier Blanchard, Research Director at Futurum, shares his insights on MediaTek’s micro-LED strategy, and how the expansion of data center and networking solutions from leading-edge and device-focused semiconductor vendors both...
Microsoft Leaders Have an Answer To AI Gutting the Developer Pipeline
March 4, 2026

Microsoft Leaders Have an Answer To AI Gutting the Developer Pipeline

Mitch Ashley, VP and Software Lifecycle Engineering Practice Lead at Futurum, examines Microsoft leaders' warning that AI productivity gains are gutting the developer talent pipeline and how their preceptorship model...
SentinelOne’s Identity Catch-Up Tests Its Endpoint-Led Platform Story
March 4, 2026

SentinelOne’s Identity Catch-Up Tests Its Endpoint-Led Platform Story

Fernando Montenegro, VP and Practice Lead, Cybersecurity at Futurum, examines SentinelOne’s identity portfolio expansion and its approach to securing human and non-human identities, including autonomous AI agents, browsers, and AI...
Will SAP’s New Services Portfolio Deliver Continuous Transformation
March 4, 2026

Will SAP’s New Services Portfolio Deliver Continuous Transformation?

Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights into SAP’s renewed multi-tiered Services and Support Portfolio, and assesses the risks to SAP and the impact on the...
Can Micron’s Modular Memory Upgrade Help NVIDIA’s CPUs Outperform
March 4, 2026

Can Micron’s Modular Memory Upgrade Help NVIDIA’s CPUs Outperform?

Brendan Burke, Research Director at Futurum Research, analyzes Micron's 256GB SOCAMM2 module and its role in NVIDIA's Vera Rubin AI platform, as AMD and Qualcomm explore SOCAMM adoption for agentic...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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