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Insight Type: Research Note

SAP Polishes and Reinforces its AI Strategy at Sapphire
Brad Shimmin
Keith Kirkpatrick & Brad Shimmin

SAP Polishes and Reinforces Its AI Strategy at Sapphire

AI, Agents, and the Flywheel Effect Were in Full View at SAP’s Annual User Conference
Futurum's Keith Kirkpatrick and Brad Shimmin share their insights on SAP’s annual Sapphire event, and discuss how the company’s revamped strategy helps to redefine the company in the age of generative AI, agents, and data.
Is Zendesk’s AI Voice Expansion Enough to Disrupt the Contact Center Market?
Keith Kirkpatrick

Is Zendesk’s AI Voice Expansion Enough to Disrupt the Contact Center Market?

Zendesk Completes Local Measure Acquisition, Expanding AI-Driven Voice and Contact Center Capabilities via AWS Integration
Keith Kirkpatrick, Research Director at Futurum, explores Zendesk’s completed acquisition of Local Measure and what it means for enterprise contact centers and AI voice deployment.
Is OpenText’s AI-Led Workforce Strategy a Long-Term Cost Fix or a Risky Reset?
Keith Kirkpatrick

Is OpenText’s AI-Led Workforce Strategy a Long-Term Cost Fix or a Risky Reset?

OpenText Deepens Its Business Optimization Strategy, Linking Workforce Cuts to Its AI-First Operational Model as Part of a $550 Million Savings Plan
Keith Kirkpatrick, Research Director at Futurum, shares insights on OpenText’s AI-led restructuring strategy and its implications for long-term cost savings and operational efficiency.
Palo Alto Networks Q3 2025 Results Indicate Sustained Platform and AI Momentum
Fernando Montenegro
Fernando Montenegro

Palo Alto Networks Q3 2025 Results Indicate Sustained Platform and AI Momentum

Platformization and AI Investments Shaped Palo Alto Networks’ Q3 Performance, as the Company Balanced Internal Execution With an Evolving Industry Landscape
Fernando Montenegro, Vice President and Practice Lead with Futurum, digs into Palo Alto Networks Q3 2025 results. In focus: the key movement towards platformization and AI momentum within a competitive landscape, as the company advances toward long-term targets.
Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA
Olivier Blanchard
Olivier Blanchard

Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA

Qualcomm Re-Enters the Data Center Market with Arm-Based CPUs Designed to Interface with NVIDIA AI Infrastructure
Olivier Blanchard, Research Director at Futurum, explores Qualcomm’s re-entry into the data center market with Arm-based CPUs designed to integrate with NVIDIA’s AI infrastructure, marking a strategic pivot from its past efforts.
Can AMD’s EPYC 4005 Series Disrupt the Entry-Level Enterprise Server Market?
Olivier Blanchard
Olivier Blanchard

Can AMD’s EPYC 4005 Series Disrupt the Entry-Level Enterprise Server Market?

AMD Launches Zen 5-Based EPYC 4005 CPUs Targeting Cost-Sensitive Enterprise, SMB, and Hosted IT Deployments Across Single-Socket AM5 Systems
Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s new EPYC 4005 CPUs. Built for SMBs and hosters, the Zen 5-based chips challenge Intel Xeon on price, performance, and deployment simplicity.
Salesforce Announces Flex Credit Pricing
Keith Kirkpatrick

Salesforce Announces Flex Credit Pricing

The SaaS Vendor Provides Customers and Prospects With More Flexibility Around AI Agent Pricing, and Reaffirms Its Goal of Demonstrating the Value of AI to Its Customers
Keith Kirkpatrick, Research Director at Futurum, discusses Salesforce’s new pricing strategy, which incorporates a consumption-based component, and discuss the potential impact on its customers and competitors in the SaaS marketplace.
Build Your Own AI Infrastructure Using Google Cloud
Alastair Cooke

Build Your Own AI Infrastructure Using Google Cloud

Google Cloud Offers Options to Build Customized Infrastructure for Your Generative AI Applications in Their Locations
Futurum’s Alastair Cooke examines building customized infrastructure for generative AI applications using the Google Cloud Platform, which offers numerous options ranging from managed services to Infrastructure-as-a-Service (IaaS).
Can Zoho’s Unified Payment Stack Streamline the Order-to-Cash Journey?
Keith Kirkpatrick

Can Zoho’s Unified Payment Stack Streamline the Order-to-Cash Journey?

Zoho Launches Zoho Payments To Bring Native Payment Capabilities to US Businesses, Strengthening Operational Workflows and Boosting Financial Visibility
Keith Kirkpatrick, Research Director at Futurum, shares insights on Zoho Payments and how its in-house payment stack aims to reduce financial workflow friction and improve transaction success rates across business operations.
Is Zoho’s Zia the Missing Link for Company-Wide CRM Adoption?
Keith Kirkpatrick

Is Zoho’s Zia the Missing Link for Company-Wide CRM Adoption?

Zoho Adds Generative AI and Orchestration Tools to Its CX Platform, Expanding CRM Usage Beyond Sales Teams
Keith Kirkpatrick, Research Director at Futurum, shares insights on Zoho’s CRM for Everyone and how Zia-powered AI tools like Ask Zia are enabling prompt-based reports, workflows, and no-code customization for broader CRM adoption.
Hammerspace Powers Data Platform for Distributed Media Projects at Animationsinstitut
Krista Case
Krista Case

Hammerspace Powers Data Platform for Distributed Media Projects at Animationsinstitut

At FMX 2025, Hammerspace Highlights Its Deployment at Animationsinstitut To Support Project-Heavy Academic Pipelines With Automated Data Orchestration and Hybrid Infrastructure
Krista Case, Research Director at Futurum, explores how Hammerspace enables metadata-driven automation, hybrid rendering, and sustainable storage reuse across Animationsinstitut’s distributed media workflows.
Databricks Takes on Agentic AI Itself as a New User Persona with the Acquisition of Postgres Database Provider, Neon
Brad Shimmin
Brad Shimmin

Databricks Takes on Agentic AI Itself as a New User Persona With the Acquisition of Postgres Database Provider, Neon

Databricks Acquires Neon to Bolster Agentic AI Capabilities With Serverless, Open-Source PostgreSQL
Brad Shimmin, VP Practice Lead for Data Management and Analytics at Futurum, shares his insights on Databricks' acquisition of Neon. This move positions Databricks to empower agentic AI with a robust, serverless PostgreSQL database, expanding its AI tooling market reach.
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