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Insight Type: Research Note

Kyndryl Delivers Strong Q3 FY 2025 Signing Growth and Margin Expansion
Krista Case
Krista Case

Kyndryl Delivers Strong Q3 FY 2025 Signing Growth and Margin Expansion

Kyndryl’s Latest Results Reflect a Turnaround in Profitability, With Expanding Margins and Rising Contributions From High-Value Contracts and Kyndryl Consult
Krista Case, Research Director at The Futurum Group, analyzes Kyndryl’s Q3 FY 2025 results, highlighting strong margin expansion, higher-value signings, and the company's progress in eliminating unprofitable pre-spinoff contracts.
DOJ Blocks HPE’s $14 billion Juniper Deal – A Competitive Setback or Market Win?
Ron Westfall

DOJ Blocks HPE’s $14 billion Juniper Deal – A Competitive Setback or Market Win?

Antitrust Suit Challenges HPE’s Bid to Acquire Juniper, Raising Questions on Competition, Innovation, and Market Dynamics
Ron Westfall, Research Director at The Futurum Group, shares insights on the DOJ’s lawsuit blocking HPE’s Juniper acquisition. He examines its impact on competition, innovation, and whether blocking the deal benefits Cisco more than the market.
Oracle Bets on AI-Driven Sales and Supply Chain Transformation
Keith Kirkpatrick

Oracle Bets on AI-Driven Sales and Supply Chain Transformation

Oracle Fusion Cloud Sales and SCM Introduce AI Agents to Boost Customer Interactions, Optimize Supply Chains, and Drive Productivity
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Oracle's AI-driven enhancements in Fusion Cloud Sales and SCM, evaluating how embedded AI agents streamline sales, optimize supply chains, and improve enterprise efficiency.
Will SugarCRM’s Focus on Manufacturing, Wholesaling, and Distribution Resonate?
Keith Kirkpatrick

Will SugarCRM’s Focus on Manufacturing, Wholesaling, and Distribution Resonate?

At the Company’s 2025 Analyst Day, New CEO David Roberts Revealed the Company’s Strategy for Positioning SugarCRM as the Vendor of Choice for Mid-Market Manufacturers, Wholesalers, and Distributors
Keith Kirkpatrick, Research Director at The Futurum Group shares his review and insights gleaned from SugarCRM’s 2025 Analyst Day, where the company laid out its new strategy, customer focus, GTM, and generative AI approach.
T-Mobile Q4 FY 2024: Sustained Growth and 5G Leadership
Ron Westfall

T-Mobile Q4 FY 2024: Sustained Growth and 5G Leadership

T-Mobile’s Strong Q4 Highlights Market Leadership, 5G Expansion, and M&A-Driven Growth
Ron Westfall, Research Director at The Futurum Group, examines T-Mobile’s 5G expansion, postpaid growth, and broadband strategy, highlighting its strong market position and strategic moves for 2025.
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.
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