Insight Type: Market Coverage

August 5, 2025

Amazon Q2 FY 2025 Revenue Tops View; Profit Outlook Disappoints Street

Olivier Blanchard and Brad Shimmin at Futurum examine Amazon’s Q2 FY 2025 results, spotlighting strong retail and ad growth, mixed AI progress, and AWS margin compression amid intensifying cloud competition...
August 4, 2025

PROS Holdings Q2 FY 2025 Earnings Exceed High-End Guidance

Futurum’s Keith Kirkpatrick covers PROS Holdings’ strong Q2 2025 results, highlighting accelerating subscription growth, AI-powered innovation, margin gains, and a raised full-year outlook....
August 4, 2025

Xerox Q2 FY 2025 Results Show Stability as IT Solutions Revenue Surges

Alex Smith, VP & Practice Lead at Futurum, breaks down Xerox’s Q2 FY 2025 results, with IT Solutions revenue more than doubling YoY, Lexmark integration underway, and Print weakness offset...
August 1, 2025

Open Data is Critical to Becoming an AI Intelligence Company

Daniel Newman, CEO, and Mitch Ashley, VP & Practice Lead at The Futurum Group, take a bold stance on open data access, essential for companies to become AI-powered intelligence organizations....
August 1, 2025

Will an Infusion from Salesforce and ServiceNow in Genesys Drive Similar Deals?

Keith Kirkpatrick and Tiffani Bova at Futurum share their insights on Salesforce’s and ServiceNow’s joint $1.5 billion investment into CX provider Genesys, and discuss how each firm will benefit from...
August 1, 2025

Qualcomm Q3 FY 2025 Earnings Beats Estimates, Driven by Auto and IoT Gains

Olivier Blanchard and Daniel Newman at Futurum break down Qualcomm’s Q3 FY 2025 earnings, focusing on how IoT and automotive strength offset handset softness and where Snapdragon platforms are gaining...
August 1, 2025

Arm Q1 FY26 Earnings: Revenue Surpasses $1B on Surging AI and Cloud Demand

Futurum’s Ray Wang and Daniel Newman analyze Arm’s Q1 FY26 results, highlighting revenue above $1B, 25% royalty growth, and surging AI and cloud adoption. He examines key trends and offers...
July 31, 2025

Microsoft Q4 FY 2025 Earnings Beat Driven by 39% Azure Growth

Keith Kirkpatrick and Daniel Newman from Futurum break down Microsoft’s Q4 FY 2025 earnings, highlighting Azure’s strong growth, the expanding Copilot ecosystem, and why Microsoft’s AI momentum shows no signs...
July 31, 2025

Is NVIDIA’s GB300 NVL72 Power Shelf the Answer to AI’s Grid Strain?

Ray Wang, Research Director at Futurum, shares his insights on how NVIDIA’s GB300 NVL72 reduces grid disruption from AI workloads using energy storage, ramp-rate control, and GPU burn to cut...
July 30, 2025

Palo Alto Networks Makes Bold $25B Identity Play with CyberArk Deal

Krista Case and Fernando Montenegro of The Futurum Group share their insights on Palo Alto Networks’ planned $25 billion acquisition of CyberArk....
July 30, 2025

Commvault Q1 FY 2026 Revenue Surges 26%, Outlook Raised

Krista Case, Research Director at Futurum, unpacks Commvault’s Q1 FY 2026 results, highlighting momentum in SaaS and subscription ARR, growing marketplace traction, and an expanded partner ecosystem driving cyber resilience...
July 29, 2025

Is T-Mobile’s T-Satellite the First Real Step Toward Eliminating Dead Zones?

Olivier Blanchard, Research Director at Futurum, shares insights on T-Mobile’s T-Satellite launch, enabling satellite-based texting and alerts in dead zones, with broad device support and plans to expand features and...

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

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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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