Insight Type: Market Coverage

2025 OCP Summit—AI Infrastructure Buildout Consisted of Three Pillars: AI Servers Rack, Power & Cooling, and Networking
November 3, 2025

2025 OCP Summit—AI Infrastructure Buildout Consisted of Three Pillars: AI Servers Rack, Power & Cooling, and Networking

Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technology at Futurum, shares his insights and observations during the OCP Global Summit 2025, focusing on AI infrastructure....
GitHub Boldly Maps Out The Agentic Development Universe
November 3, 2025

GitHub Boldly Maps Out The Agentic Development Universe

Mitch Ashley, VP and Practice Lead, Software Lifecycle Engineering at Futurum, shares his insights on GitHub's Agent HQ, the new control center transforming software development from code-assist to orchestrated, multi-agent...
ServiceNow Q3 FY 2025 Earnings Raise Outlook on AI-Driven Demand
October 31, 2025

ServiceNow Q3 FY 2025 Earnings Raise Outlook on AI-Driven Demand

Futurum Research analyzes ServiceNow’s Q3 FY 2025 results, highlighting AI-led upsell momentum, federal strength, and platform expansion across workflows and CRM, alongside raised FY 2025 guidance on margins and free...
Alphabet Q3 FY 2025 Earnings Show Broad-Based AI-Driven Growth
October 31, 2025

Alphabet Q3 FY 2025 Earnings Show Broad-Based AI-Driven Growth

Futurum Research analyzes Alphabet’s Q3 FY 2025 results, highlighting AI-driven gains across Search, YouTube, and Google Cloud, rising Cloud backlog visibility, and elevated capex to scale AI infrastructure and enterprise...
Microsoft Q1 FY 2026 Cloud and AI Fuel Broad-Based Growth
October 31, 2025

Microsoft Q1 FY 2026: Cloud and AI Fuel Broad-Based Growth

Futurum Research analyzes Microsoft’s Q1 FY 2026 results, highlighting Azure AI scale, Copilot adoption, and the expanded OpenAI pact amid capacity constraints, and what this means for enterprise AI strategies...
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....

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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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