Insight Type: Market Coverage

Synopsys Q2 FY 2025 Results Show AI-Led Growth, Design IP Surge
June 3, 2025

Synopsys Q2 FY 2025 Results Show AI-Led Growth, Design IP Surge

Olivier Blanchard, Research Director at Futurum, explores how Synopsys continues to benefit from AI-led design momentum and IP strength, even as new export restrictions introduce near-term uncertainty....
Model Context Protocol Is the New Control Point in AI
June 2, 2025

MCP Is the New Control Point in AI—Are CIOs Ready for the Lock-In Battle?

Dion Hinchcliffe, VP of CIO Insights at Futurum, shares why the Model Context Protocol is fast becoming a strategic control point for enterprise AI, including what CIOs must weigh as...
Pure Storage Earnings: Q1 FY2026 Revenue Hits $778.5 Million, Up 12% Amid Strong Subscription Growth
June 2, 2025

Pure Storage Earnings: Q1 FY2026 Revenue Hits $778.5 Million, Up 12% Amid Strong Subscription Growth

Futurum analyzes Pure Storage's strong Q1 FY26 earnings, which reached $778.5 million, up 12%. Robust subscription growth and AI-focused innovations underscore Pure's momentum in enterprise storage....
NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback
June 2, 2025

NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback

Olivier Blanchard and Daniel Newman at Futurum analyse NVIDIA’s Q1 FY 2026 results. Despite a $4.5 billion export hit, Blackwell-fueled data center and gaming momentum underscores NVIDIA’s dominant position in...
NetApp Q4 FY 2025 Results Show Record Margins, Cloud and Flash Momentum
May 30, 2025

NetApp Q4 FY 2025 Results Show Record Margins, Cloud and Flash Momentum

Krista Case, Research Director at Futurum, examines how NetApp’s record Q4 margins, all-flash growth, and AI reference wins position the company for resilient performance and continued enterprise....
Phison aiDAPTIV+ is Cost-Effective With Large Models to Enable Generative AI
May 30, 2025

Phison aiDAPTIV+ is Cost-Effective With Large Models to Enable Generative AI

Alastair Cooke, Tech Field Day Event Lead at Futurum, shares his insights on the Phison aiDAPTIV+ platform presented at AI Infrastructure Field Day. Phison enables the use of unmodified generative...
HP Q2 FY2025 Earnings: Healthy PC Growth and Swift Supply Chain Rebalancing Amid Tariff Headwinds
May 30, 2025

HP Q2 FY2025 Earnings: Healthy PC Growth and Swift Supply Chain Rebalancing Amid Tariff Headwinds

Futurum’s Olivier Blanchard shares his insights and analysis of HP, Inc.’s Q2 FY2025 earnings, which show commercial strength and supply chain agility as the company manages tariff impacts, with AI...
Dell’s Pro Max Plus Laptop Broadens Local AI Development Opportunity
May 29, 2025

Dell’s Pro Max Plus Laptop Broadens Local AI Development Opportunity

Olivier Blanchard, Research Director at Futurum, shares insights on Dell’s Pro Max Plus mobile workstation and its enterprise-grade NPU powering on-device AI development without cloud reliance....
Can Dell and NVIDIA’s AI Factory 2.0 Solve Enterprise-Scale AI Infrastructure Gaps?
May 29, 2025

Can Dell and NVIDIA’s AI Factory 2.0 Solve Enterprise-Scale AI Infrastructure Gaps?

Olivier Blanchard, Research Director at Futurum, shares insights on Dell and NVIDIA’s upgraded AI Factory and how it enables enterprises to deploy high-performance, full-stack AI infrastructure with integrated services and...
Can Dell Challenge Public Cloud AI with Its Expanded AI Factory?
May 29, 2025

Can Dell Challenge Public Cloud AI with Its Expanded AI Factory?

Olivier Blanchard, Research Director at Futurum, shares insights on Dell’s expanded AI Factory offerings, including infrastructure, AI PCs, and partner solutions aimed at making enterprise AI more scalable and energy-efficient....
WalkMe Highlighted as Core Element of SAP’s Digital Transformation Strategy
May 28, 2025

WalkMe Highlighted as Core Element of SAP’s Digital Transformation Strategy

Keith Kirkpatrick, Research Director with Futurum, shares his insights on SAP’s integration of WalkMe as part of the company’s core strategy for enabling digital transformation, and discusses the challenge it...

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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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