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Insight Type: Market Coverage

Epicor Insights Epicor Unveils Agentic AI to Drive Supply Chain Efficiency
Keith Kirkpatrick
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Epicor Insights: Epicor Unveils Agentic AI to Drive Supply Chain Efficiency

New Tools Streamline ERP Tasks, Add Carbon Tracking, and Enhance Predictive Business Insights
Keith Kirkpatrick, Research Director at Futurum, provides his perspective on the news from Epicor Insights 2025, including agentic AI to streamline ERP workflows, carbon tracking in Kinetic, and expansion of predictive insights with Grow AI.
Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion
Fernando Montenegro
Fernando Montenegro
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Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion

Transformation Initiatives Drive Profitability as Company Posts Revenue Growth
Fernando Montenegro, VP and Practice Lead at Futurum, reviews Kyndryl's Q4 FY2025 earnings. Key highlights: Constant-currency growth, notable rise in pretax income, how 'three-A' initiatives drive results, and strategic tailwinds.
Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum
Olivier Blanchard
Olivier Blanchard
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Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum

Q1 FY 2025 Results Reflect Resilience in Gross Margin and Record Design Wins in AI, Robotics, and Automotive as New Products Scale
Olivier Blanchard, Research Director at Futurum, examines Lattice’s Q1 FY 2025 earnings, highlighting record design wins across AI, robotics, and automotive, and how new products are paving the way for growth in FY 2026.
OpenAI Windsurf Acquisition Sends Shot Heard Around the AI World
Mitch Ashley
Mitch Ashley & Nick Patience
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OpenAI Windsurf Acquisition Sends Shot Heard Around the AI World

OpenAI Is Positioned as a Major AI-Powered Software Development Company, Competing With Microsoft, GitHub, Anthropic, and Startup Cursor
Analysts Mitch Ashley, VP of DevOps and Application Development, and Nick Patience, VP of AI Software and Tools, at Futurum, share their insights on the implications of OpenAI’s agreement to acquire AI coding tool company Windsurf. The acquisition propels OpenAI forward in its quest for leadership in the AI coding and agent development market.
RSAC Conference 2025 - Evolution, Change, and Yes, Some AI
Fernando Montenegro
Mitch Ashley
Krista Case
Alex Smith
Fernando Montenegro, Mitch Ashley, Krista Case & Alex Smith
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RSAC Conference 2025 – Evolution, Change, and Yes, Some AI

The 2025 Edition of the Venerable Conference Shows How It Is Evolving Under New Ownership While the Industry Navigates the Impact of AI
Key analysts at Futurum share insights on the rebranded RSAC Conference's transformation into a broader platform, the conference experience, and highlight trends including AI implementation and the importance of identity and data security.
Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains
Olivier Blanchard
Olivier Blanchard
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Amazon Q1 FY 2025 Earnings Reflect Cloud Momentum, Operating Margin Gains

AWS Leads Amazon’s Q1 FY 2025 With 17% Yoy Revenue Growth; Retail Business Remains Steady
Olivier Blanchard, Research Director at Futurum, breaks down Amazon’s Q1 FY 2025 results. The focus is on AWS growth, rising ad revenues, cost efficiencies, and tariff risk shaping the outlook for Amazon’s operating margin and cloud scale-up.
Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues
Olivier Blanchard
Olivier Blanchard
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Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues

Automotive, PC, and IOT Drive Encouraging YoY Revenue Growth as Qualcomm’s Diversification Strategy Expands
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive.
OpenText Q3 FY 2025 Earnings Highlight Cloud Growth and Cost Discipline
Keith Kirkpatrick & Daniel Newman
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OpenText Q3 FY 2025 Earnings Highlight Cloud Growth and Cost Discipline

Demand Headwinds Impact Total Revenue, but OpenText Posts Strong FCF and Margin Performance
Keith Kirkpatrick and Daniel Newman examine OpenText’s Q3 FY 2025 results, highlighting cost discipline, progress on AI initiatives, and strategic product rollouts amid ongoing global demand uncertainty.
RSAC 2025 HPE Transforms Cloud Security with ZTNA and Private Cloud Boosts
Ron Westfall
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RSAC 2025: HPE Transforms Cloud Security with ZTNA and Private Cloud Boosts

HPE Enhances Zero Trust Network Access Solutions, Fortifying Sovereign Cloud Infrastructure Against Security Threats
Futurum’s Ron Westfall shares his insights on why HPE’s new ZTNA security portfolio capabilities are ready to provide robust protection, enabling organizations to reduce risks, counter attacks, and enhance organization-wide resilience.
Microsoft Q3 FY 2025 Earnings Beat on Strong Cloud and AI Services Growth - Market Coverage-Earnings
Keith Kirkpatrick & Daniel Newman
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Microsoft Q3 FY 2025 Earnings Beat on Strong Cloud and AI Services Growth

Azure Grew 33% YoY, Adding 16 Points From AI Services; The Operating Margin Expanded by 100 bps
Keith Kirkpatrick and Daniel Newman of The Futurum Group analyze Microsoft’s Q3 FY 2025 results, with Azure growth, expanding AI workloads, and broad enterprise traction driving stronger-than-expected performance across segments.
WalkMe and ABeam to Support Digital Adoption Efforts
Keith Kirkpatrick
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WalkMe Partners with ABeam Consulting to Support Digital Transformation Efforts

The Partnership Between a Digital Adoption Platform and a Consultancy Underscores the Need To Address People and Process Issues, Not Just Technology Challenges, When Undergoing a Digital Transformation
Keith Kirkpatrick, Research Director at The Futurum Group, discusses the partnership between digital adoption platform provider WalkMe and ABeam Consulting, highlighting the additional value created through the partnership.
Tariff Watch 2025 - Has the Tech Community Dodged a Bullet?
Alex Smith
Alex Smith
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TariffWatch 2025 – Has the Tech Community Dodged a Bullet?

Based on the Most Recent Announcements Regarding Tariffs, an Overview of Which Sectors and Vendors Will Be Most Impacted
Alex Smith, VP Channels Research at The Futurum Group, shares his insights on how tariffs impact different technology sectors and vendors. It will explore how the industry is looking to respond, and what potential tariffs are still to come.
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