Insight Type: Market Coverage

Amkor Q4 2025 Earnings Advanced Packaging Bottleneck Spurs Investment
February 11, 2026

Amkor Q4 2025 Earnings: Advanced Packaging Bottleneck Spurs Investment

Brendan Burke, Research Director at Futurum, analyzes Amkor Technology's Q4 2025 earnings, highlighting record advanced packaging revenue, AI-driven growth, and a potential $3 billion capital expansion plan....
Is SaaS Facing a Threat from AI Automation
February 10, 2026

Is SaaS Facing a Threat from AI Automation?

Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights around the recent selloff of major SaaS vendors, fueled by fears of an AI-native software takeover, and provides his...
Qualtrics Names Jason Maynard CEO; Can Execution Match AI Ambition
February 10, 2026

Qualtrics Names Jason Maynard CEO; Can Execution Match AI Ambition?

Keith Kirkpatrick, VP & Research Director at The Futurum Group, examines Qualtrics’ appointment of Jason Maynard as CEO and what tighter execution, AI adoption, and product focus could mean for...
Truth or Dare What Can Claude Agent Teams And Developers Create Today
February 10, 2026

Truth or Dare: What Can Claude Agent Teams And Developers Create Today?

Mitch Ashley, VP and Practice Lead, Software Lifecycle Engineering at Futurum, examines what Anthropic’s Claude agent teams reveal about AI-driven software development today, separating experience reports from externally credible capability...
Google Adds Deeper Context and Control for Agentic Developer Workflows
February 10, 2026

Google Adds Deeper Context and Control for Agentic Developer Workflows

Mitch Ashley, VP and Practice Lead, Software Lifecycle Engineering at Futurum, examines how Google’s Developer Knowledge API and Gemini CLI hooks externalize agent context and governance, shaping production-ready AI development...
Texas Instruments Buys Silicon Labs To Fuel Edge AI Scale
February 10, 2026

Texas Instruments Buys Silicon Labs To Fuel Edge AI Scale

Brendan Burke, Research Director at Futurum, examines Texas Instruments’ acquisition of Silicon Labs, assessing how manufacturing integration, portfolio scale, and cost discipline could reshape embedded wireless connectivity markets....
OpenAI Frontier Close the Enterprise AI Opportunity Gap—or Widen It
February 9, 2026

OpenAI Frontier: Close the Enterprise AI Opportunity Gap—or Widen It?

Futurum Research Analysts Mitch Ashley, Keith Kirkpatrick, Fernando Montenegro, Nick Patience, and Brad Shimmin examine OpenAI Frontier and whether enterprise AI agents can finally move from pilots to production. The...
Microchip Q3 2026 Earnings Signal Mix Shift to Networking and Data Center
February 9, 2026

Microchip Q3 2026 Earnings Signal Mix Shift to Networking and Data Center

Brendan Burke, Research Director at Futurum, analyzes Microchip Technology's Q3 fiscal 2026 results including broad-based market recovery and strategic wins in automotive Ethernet and Gen 6 PCIe switching....
Cloud Services Power CDW’s Q4 Outperformance Amid Hardware Uncertainty
February 9, 2026

Cloud Services Power CDW’s Q4 Outperformance Amid Hardware Uncertainty

Futurum Research shares insights on how CDW's Q4 2025 results surpassed expectations, driven by double-digit profit growth in CDW cloud services and managed offerings, which countered ongoing volatility in hardware...
Commvault Introduces Geo Shield. Can One Platform Meet Sovereign Needs?
February 9, 2026

Commvault Introduces Geo Shield. Can One Platform Meet Sovereign Needs?

Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines Commvault Geo Shield and its focus on sovereign deployment models that retain control over data location, operations,...
Amazon Q4 FY 2025 Revenue Beat, AWS +24% Amid $200B Capex Plan
February 9, 2026

Amazon Q4 FY 2025: Revenue Beat, AWS +24% Amid $200B Capex Plan

Futurum Research reviews Amazon’s Q4 FY 2025 results, highlighting AWS acceleration from AI workloads, expanding custom silicon use, and an AI-led FY 2026 capex plan shaped by satellite and international...
Insight Enterprises Sees Earnings Strength on Expanding Margins
February 6, 2026

Insight Enterprises Sees Earnings Strength on Expanding Margins

Futurum Research shares insights on Insight Enterprises' Q4 2025 results. The company showed remarkable earnings resilience by expanding margins despite revenue attrition, thanks to a pivot towards higher-value cloud and...

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The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

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If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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