Insight Type: Market Coverage

Can Workday’s AI-Driven Frontline Suite Disrupt WFM for Retail and Hospitality
February 6, 2026

Can Workday’s AI-Driven Frontline Suite Disrupt WFM for Retail and Hospitality?

Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights on Workday’s push to enhance frontline workforces through agentic technology, particularly in retail, transportation, and hospitality....
Coherent Q2 FY 2026 AI Datacenter Demand Lifts Revenue and Margins
February 6, 2026

Coherent Q2 FY 2026: AI Datacenter Demand Lifts Revenue and Margins

Futurum Research analyzes Coherent’s Q2 FY 2026 results, highlighting AI datacenter optics demand, 6-inch indium phosphide capacity expansion, and growing OCS/CPO traction supporting margin expansion into FY 2027....
Arm Q3 FY 2026 Earnings Highlight AI-Driven Royalty Momentum
February 6, 2026

Arm Q3 FY 2026 Earnings Highlight AI-Driven Royalty Momentum

Futurum Research analyzes Arm’s Q3 FY 2026 results, highlighting CPU-led AI inference momentum, CSS-driven royalty leverage, and diversification across data center, edge, and automotive, with guidance pointing to continued growth....
Qualcomm Q1 FY 2026 Earnings Record Revenue, Memory Headwinds
February 6, 2026

Qualcomm Q1 FY 2026 Earnings: Record Revenue, Memory Headwinds

Futurum Research analyzes Qualcomm’s Q1 FY 2026 earnings, highlighting AI-native device momentum, Snapdragon X PCs, and automotive SDV traction amid near-term handset build constraints from industry-wide memory tightness....
Alphabet Q4 FY 2025 Highlights Cloud Acceleration and Enterprise AI Momentum
February 6, 2026

Alphabet Q4 FY 2025 Highlights Cloud Acceleration and Enterprise AI Momentum

Nick Patience, VP and AI Practice Lead at Futurum analyzes Alphabet’s Q4 FY 2025 results, highlighting AI-driven momentum across Cloud and Search, Gemini scale, and 2026 capex priorities to expand...
Amazon CES 2026 Do Ring, Fire TV, and Alexa+ Add Up to One Strategy
February 5, 2026

Amazon CES 2026: Do Ring, Fire TV, and Alexa+ Add Up to One Strategy?

Olivier Blanchard, Research Director at The Futurum Group, examines Amazon’s CES 2026 announcements across Ring, Fire TV, and Alexa+, focusing on AI-powered security, faster interfaces, and expanded assistant access across...
Is 2026 the Turning Point for Industrial-Scale Agentic AI?
February 5, 2026

Is 2026 the Turning Point for Industrial-Scale Agentic AI?

VP and Practice Lead Fernando Montenegro shares insights from the Cisco AI Summit 2026, where leaders from the major AI ecosystem providers gathered to discuss bridging the AI ROI gap...
Supermicro Q2 FY2026 Delivers Breakout AI GPU Platform Revenue
February 5, 2026

Supermicro Q2 FY2026 Delivers Breakout AI GPU Platform Revenue

Brendan Burke, Research Director at Futurum, covers Supermicro’s Q2 FY2026 breakout revenue growth, driven by power-optimized rack-scale AI systems that are helping data center builders improve their energy efficiency....
NXP Q4 FY 2025: Auto Stabilises, Edge AI Platforms Gain Traction
February 5, 2026

NXP Q4 FY 2025: Auto Stabilises, Edge AI Platforms Gain Traction

Futurum Research analyzes NXP’s Q4 FY 2025 earnings, highlighting SDV design wins, edge AI platform traction, and portfolio focus, with guidance pointing to steady margins and disciplined channel management into...
Agent-Driven Development - Two Paths, One Future
February 5, 2026

Agent-Driven Development – Two Paths, One Future

Mitch Ashley, VP Practice Lead at Futurum, examines how multi-agent execution and intent-first structuring form parallel paths toward agent-driven development, with OpenAI Codex establishing a baseline for multi-agent work....
AMD Q4 FY 2025: Record Data Center And Client Momentum
February 5, 2026

AMD Q4 FY 2025: Record Data Center And Client Momentum

Futurum Research analyzes AMD’s Q4 FY 2025 results, highlighting data center CPU/GPU momentum, AI software progress, and a potential H2 FY 2026 rack-scale inflection, amid mixed client, gaming, and embedded...
Pure Storage Revises Its Partner Program. Is Outcomes-Led Focus the Shift
February 5, 2026

Pure Storage Revises Its Partner Program. Is Outcomes-Led Focus the Shift?

Tiffani Bova and Alex Smith at Futurum examine the Pure Storage partner program update, including the new Ambassador tier and solution practice designations, and what this shift signals for a...

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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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