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Insight Type: Research Note

DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom
Mitch Ashley
Olivier Blanchard
Krista Case
Fernando Montenegro
Daniel Newman, Mitch Ashley, Olivier Blanchard, Krista Case, Keith Kirkpatrick, Fernando Montenegro, Nick Patience & Ron Westfall

DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom

AI Investors, Tech Leaders, and Customers Sort Through Short-Term Fallout and Longer-Term Claims By China’s DeepSeek
The Futurum Group analysts share their insights on DeepSeek R1 claims of model training and cost efficiency, questions about the potential use of competitors' models, and security and privacy concerns. Analysts discuss the near and long-term implications of faster and lower-cost LLM development.
Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex
Keith Kirkpatrick & Nick Patience

Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex

Cloud and AI Services Saw Strong Adoption, While Heightened Capex for AI Infrastructure Affected Margin Performance
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Microsoft’s Q2 FY 2025 results, highlighting strong cloud and AI-driven growth, a surge in commercial bookings, and record-high AI infrastructure investments.
ServiceNow Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus
Keith Kirkpatrick

ServiceNow Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus

ServiceNow’s AI Strategy Shifts to Usage-Based Pricing, Impacting Near-Term Revenue
Keith Kirkpatrick, Research Director at The Futurum Group, examines ServiceNow’s Q4 FY 2024 earnings, focusing on its AI pricing shift, key partnerships, and enterprise adoption impact.
Commvault Q3 FY 2025: Subscription & Cloud Gains Fuel Strong ARR Growth
Krista Case
Krista Case

Commvault Q3 FY 2025: Subscription & Cloud Gains Fuel Strong ARR Growth

Commvault’s Q3 Results Highlight Strong Subscription Growth, Accelerating SaaS Adoption, and Expanding Cloud Workloads, Reinforcing Its ARR-Driven Strategy
Krista Case, Research Director at The Futurum Group, examines Commvault’s Q3 FY2025 results, highlighting SaaS growth, multi-cloud expansion, and cyber resilience innovations driving ARR acceleration.
Cyber Resilience Boosted: Commvault & CrowdStrike
Krista Case
Krista Case

Cyber Resilience Boosted: Commvault & CrowdStrike

Data Protection Evolves: Commvault Integrates with CrowdStrike’s Falcon
Krista Case, Research Director at The Futurum Group, shares her insights on Commvault’s integration with CrowdStrike Falcon.
Blackstone and Vista Complete $8.4 Billion Smartsheet Takeover: What’s Next?
Keith Kirkpatrick

Blackstone and Vista Complete $8.4 Billion Smartsheet Takeover: What’s Next?

Smartsheet Positioned for Growth and Innovation Under New Private Ownership
Keith Kirkpatrick, Research Director at The Futurum Group, analyses the $8.4 billion Smartsheet acquisition, highlighting the potential for AI-driven innovation, global expansion, and enhanced enterprise work management solutions.
AI Agent and Hybrid Architecture: What It Means for Software Development
Mitch Ashley
Mitch Ashley

AI Agent and Hybrid Architecture: What It Means for Software Development

Microsoft CEO Satya Nadella Predicts Business Applications Will Be Created With AI Agents
Mitch Ashley, VP and Practice Lead, DevOps and AppDev at The Futurum Group, explores how AI agents are set to redefine SaaS by automating workflows, enhancing efficiency, and reshaping enterprise software architecture.
Can WalkMe’s Refocused Strategy Drive New Logo Acquisition and Revenue Growth?
Keith Kirkpatrick

Can WalkMe’s Refocused Strategy Drive New Logo Acquisition and Revenue Growth?

At WalkMe’s Analyst Day, Company Executives Laid Out a Compelling Plan to Leverage the Strengths of New Parent SAP and Sister Companies
Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights into WalkMe’s 2025 Analyst Day, which covered the company’s current products and roadmap, corporate strategy and direction, and current go-to-market initiatives.
Quantum in Context: Early-Stage Startups Are Still Finding Investors
Dr. Bob Sutor
Dr. Bob Sutor

Quantum in Context: Early-Stage Startups Are Still Finding Investors

Qolab, Quantum Brilliance, and SEEQC Raise Cash Despite Wild Stock Market Speculation
Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, examines three recent early-stage investment rounds by quantum computing companies Quantum Brilliance, Qolab, and SEEQC. These were finalized amid rampant market speculation on quantum computing stocks, followed by dramatic crashes.
US Govt Unveils $500B Stargate Alliance to Lead US AI Infrastructure Push
Nick Patience

US Government Unveils $500B Stargate Alliance to Lead US AI Infrastructure Push

OpenAI, Oracle, and SoftBank Join Forces to Build Massive Data Center Network as a Key Issue for US National Security
Nick Patience, AI Practice Lead at The Futurum Group examines President Trump's ambitious $500B Stargate initiative that aims to revolutionize US AI infrastructure while countering China's rapid advances in AI development.
CoreWeave Stakes Claim in UK AI Market with Advanced GPU Infrastructure Build-Out
Nick Patience

CoreWeave Stakes Claim in UK AI Market with Advanced GPU Infrastructure Build-Out

CoreWeave’s Newly Opened Crawley and London Docklands Facilities, Featuring NVIDIA H200 GPUs, Bolster Its AI Hyperscaling Efforts in Alignment With the UK’s AI Opportunities Action Plan
Nick Patience, VP and AI Practice Lead at The Futurum Group, explores CoreWeave's launch of UK-based data centers featuring NVIDIA H200 GPUs, driving AI innovation and supporting the UK’s AI Opportunities Action Plan.
Smartsheet’s 2024 Product Design: Elevating UX Experience
Keith Kirkpatrick

Smartsheet’s 2024 Product Design: Elevating UX to Meet Modern Business Needs

Smartsheet’s 2024 Product Experience Direction Introduces Scalable, Intuitive Features and a Modern Design System to Enhance Collaboration and Streamline Workflows
Keith Kirkpatrick, Research Director at The Futurum Group, shares insights into Smartsheet’s 2024 Product Experience Direction, highlighting its modern design system, scalable workflows, and transformative updates that position it as a strong contender in collaborative work management.
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