Insight Type: Market Coverage

Dell Scales Its Education PC Strategy. Is Rugged Hardware the Differentiator
February 4, 2026

Dell Scales Its Education PC Strategy. Is Rugged Hardware the Differentiator?

Olivier Blanchard, Research Director at Futurum, examines Dell’s education PC expansion and how rugged design, serviceability, and platform choice shape long-term classroom device strategies....
Cisco’s "End of Gold": A High-Stakes Pivot to Skills-First Architecture
February 3, 2026

Cisco’s “End of Gold”: A High-Stakes Pivot to Skills-First Architecture

Tiffani Bova, Chief Strategy and Research Officer at The Futurum Group, examines Cisco’s 360 Partner Program and how its redesigned incentives, designations, and tools aim to align partner profitability with...
Sandisk Q2 FY 2026 Revenue Beats on AI Storage Demand
February 3, 2026

Sandisk Q2 FY 2026 Revenue Beats on AI Storage Demand

Futurum Research analyzes Sandisk’s Q2 FY 2026 results, focusing on AI-driven data center SSD momentum, supply discipline with LTAs, and a premium mix in edge and consumer that supports margin...
SpaceX Acquires xAI: Rockets, Starlink, and AI Under One Roof
February 3, 2026

SpaceX Acquires xAI: Rockets, Starlink, and AI Under One Roof

Nick Patience, VP and Practice Lead for AI Platforms at Futurum, analyzes SpaceX's acquisition of xAI, examining the financial rationale, valuation metrics, and competitive implications for AI and satellite infrastructure...
Western Digital Q2 FY 2026 Results Beat on Cloud HDD Demand
February 3, 2026

Western Digital Q2 FY 2026 Results Beat on Cloud HDD Demand

Futurum Research analyzes Western Digital’s Q2 FY 2026, focusing on cloud nearline momentum, UltraSMR adoption, and roadmap progress in HAMR/ePMR, with LTAs and pricing discipline shaping outlook....
KLA Corporation Q2 FY 2026 Results Beat on AI-Led Demand
February 3, 2026

KLA Corporation Q2 FY 2026 Results Beat on AI-Led Demand

Futurum Research at Futurum analyzes KLA’s Q2 FY 2026 results, highlighting AI-driven inspection intensity, services scale, and advanced packaging momentum, with guidance tempered by supply constraints and DRAM cost headwinds....
100% AI-Generated Code Can You Code Like Boris
February 3, 2026

100% AI-Generated Code: Can You Code Like Boris?

Mitch Ashley, VP Practice Lead at Futurum, examines whether developers can achieve 100% AI-generated code like Anthropic's Boris Cherny, analyzing the gap between vendor demonstrations and peer-reviewed research showing 29%...
Industrial AI Scales at IFS in FY 2025. Is Adoption Moving Beyond Pilots
February 3, 2026

Industrial AI Scales at IFS in FY 2025. Is Adoption Moving Beyond Pilots?

Futurum Research examines IFS’s FY 2025 results as Industrial AI adoption shifts from initial deployments to scaled operations, supported by 23% ARR growth, rising retention, and margin expansion....
SK Hynix Q4 FY 2025 Structural Shift to AI Memory Lifts Margins
February 2, 2026

SK Hynix Q4 FY 2025: Structural Shift to AI Memory Lifts Margins

Futurum Research analyzes SK Hynix’s Q4 FY 2025 results, highlighting HBM leadership, DDR5 server mix, and NAND roadmap, and why capacity, packaging, and customer alignment position the company for sustained...
Samsung Electronics Q4 FY 2025 Highlights AI-Driven Memory Strength
February 2, 2026

Samsung Electronics Q4 FY 2025 Highlights AI-Driven Memory Strength

Futurum Research analyzes Samsung’s Q4 FY 2025 results, highlighting AI-driven memory momentum, HBM and server SSD mix, foundry 2nm progress, and how 2026 supply, CapEx, and guidance shape execution....
Dynatrace Perform 2026 Is Observability The New Agent OS
February 2, 2026

Dynatrace Perform 2026: Is Observability The New Agent OS?

Mitch Ashley, VP and Practice Lead at Futurum, shares insights on Dynatrace Perform 2026, examining how Dynatrace Intelligence and domain-specific agents signal the emergence of observability-led agent control planes....
Xerox Q4 FY 2025 Earnings Reflect Integration Progress Amid Headwinds
February 2, 2026

Xerox Q4 FY 2025 Earnings Reflect Integration Progress Amid Headwinds

Futurum Research analyzes Xerox’s Q4 FY2025 results, highlighting integration-led execution, IT Solutions momentum, and AI-enabled cost discipline supporting FY2026 AOI expansion despite DRAM and tariff headwinds....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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