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Insight Type: Market Coverage

Commvault Q2 FY 2026 ARR Tops $1 Billion; Revenue Beats Consensus
October 31, 2025

Commvault Q2 FY 2026: ARR Tops $1 Billion; Revenue Beats Consensus

Futurum Research analyzes Commvault’s Q2 FY 2026 earnings, highlighting SaaS and identity-led resilience momentum, ARR surpassing $1 billion, and guidance that balances growth investments with disciplined margin targets....
NXP Semiconductors Q3 FY 2025 Signals Early Recovery Across Markets
October 31, 2025

NXP Semiconductors Q3 FY 2025 Signals Early Recovery Across Markets

Futurum Research analyzes NXP’s Q3 FY 2025 results, highlighting early-cycle recovery signals, channel inventory strategy, and strategic moves in automotive networking and edge AI that support the company’s long-term margin...
PROS Holdings Q3 FY 2025 Results Subscription Growth, Margin Gains
October 31, 2025

PROS Holdings Q3 FY 2025 Results: Subscription Growth, Margin Gains

Futurum Research analyzes PROS’s Q3 FY 2025 results, highlighting subscription growth, margin expansion from cloud optimization, and a healthy recurring mix as guidance is suspended during the pending acquisition....
Microsoft Introduces New Agents and Benchmarks for Dynamics 365
October 29, 2025

Microsoft Introduces New Agents and Benchmarks for Dynamics 365

Keith Kirkpatrick, Research Director at Futurum, shares his insights on Microsoft's new Dynamics 365 agents, which aim to transform business applications from systems of record to systems of action....
T-Mobile Q3 FY 2025 Posts Record Q3 Adds; Raises FY 2025 Guidance
October 28, 2025

T-Mobile Q3 FY 2025: Posts Record Q3 Adds; Raises FY 2025 Guidance

Futurum Research analyzes T-Mobile’s Q3 FY 2025: record postpaid and broadband adds, rising ARPA, accelerated UScellular synergies, and raised FY25 guidance amid heightened competitive promotions....
IBM Q3 FY 2025 Revenue Beat, Margin Expansion, AI, and Z Tailwinds
October 27, 2025

IBM Q3 FY 2025: Revenue Beat, Margin Expansion, AI, and Z Tailwinds

Futurum Research at Futurum dives into IBM’s Q3 FY 2025 results. Expanded operating margins, advanced AI, and z17‑driven growth, with bookings and ARR, position the company for continued leverage into...
SAP Q3 FY 2025: Cloud ERP Momentum And Margin Expansion
October 24, 2025

SAP Q3 FY 2025: Cloud ERP Momentum And Margin Expansion

Futurum Research examines SAP’s Q3 2025 results, highlighting Cloud ERP momentum, rising cloud margins, and AI- and data-led suite expansion amid FX and deal timing headwinds....
Veeam Makes Bigger Data Security Play with Acquisition of Securiti
October 22, 2025

Veeam Makes Bigger Data Security Play with Acquisition of Securiti

Fernando Montenegro, VP at Futurum, shares his insights on Veeam's $1.7B Securiti AI deal. This move shifts Veeam from just recovery to full data lifecycle control and opens a new...
Dreamforce Highlights Agentic Enterprise Messaging and Strategy for Salesforce
October 22, 2025

Dreamforce Highlights Agentic Enterprise Messaging and Strategy for Salesforce

Keith Kirkpatrick and Nick Patience at Futurum share their insights on the latest news coming out of Dreamforce, and discuss the steps Salesforce must take to execute on its Agentic...
New Amazon Devices Signal the Expansive Market Potential of Alexa+
October 22, 2025

New Amazon Devices Signal the Expansive Market Potential of Alexa+

Olivier Blanchard, Research Director at Futurum, shares insights on how new Amazon Alexa+ devices and companion product updates reflect Amazon’s expanding AI-driven smart home strategy anchored in purpose-built hardware....
Qualcomm’s Arduino Acquisition Expands Edge AI Access for Developers
October 22, 2025

Qualcomm’s Arduino Acquisition Expands Edge AI Access for Developers

Olivier Blanchard, Research Director at Futurum, shares his insights on “Qualcomm acquires Arduino,” launching UNO Q and Arduino App Lab to give 33+ million developers access to a full-stack edge...
Oracle AI World Announcements Put AI Front and Center
October 20, 2025

Oracle AI World Announcements Put AI Front and Center

Keith Kirkpatrick, Research Director at Futurum shares his insights on the enterprise software announcements from Oracle’s AI World, and discusses the new features and strategies it is using to drive...

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