Insight Type: Research Note

Daniel Newman and Patrick Moorhead discuss the latest tech trends from Episode 240 of The Six Five Webcast, like Dell’s AI-driven innovations, Qualcomm’s edge AI growth, Coherent’s photonics breakthroughs, and Meta’s pivot to defense AI applications.
Cohesity Will Integrate Veritas NetBackup and Alta Data Protection to Bolster Its Large Enterprise Traction as Well as Its AI and Security Initiatives
Krista Case, Research Director at The Futurum Group, shares her insights on Cohesity’s acquisition of Veritas.
Oracle’s Q2 FY2025 Earnings Highlight AI-Driven Growth in Cloud and Healthcare Despite Narrowly Missing Analyst Expectations
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Oracle’s Q2 FY2025 results and AI’s role in Oracle’s cloud revenue growth, its impact on healthcare innovations, and the strategic significance of recurring revenues.
Enabling Enterprises to Confidently Test, Deploy, and Refine AI Agents at Scale With Innovative Tools and Secure Environments
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Salesforce’s Agentforce Testing Center, highlighting how its tools, such as secure sandboxes, synthetic testing, and analytics, redefine AI agent lifecycle management.
By Excluding “Soft” Services and Working on a Project Basis, SOUTHWORKS Offers a Completion-Focused Model for Engaging an External Firm on Application Development
Guy Currier, CTO of Visible Impact at The Futurum Group, shares his insights on the model provided by app dev services firm SOUTHWORKS for leveraging the expertise and reliable output of a service provider without creating ongoing dependencies that can delay release or cause lock-in.
Strong Revenue Growth, Operational Efficiency, and Strategic Realignments Define a Transformative Year for Synopsys
Dr. Bob Sutor, VP and Practice Lead at The Futurum Group, discusses Synopsys' fiscal year 2024 results, the company’s record-breaking revenue, operational efficiency, the sale of its Software Integrity business, and progress on the Ansys acquisition.
Marvell Reports 19% Sequential Revenue Growth Fueled by AI and Cloud Solutions While Addressing Operational Challenges Through Restructuring Efforts
Dr. Bob Sutor, VP and Practice Lead at The Futurum Group discusses Marvell’s Q3 FY2025 earnings and how AI silicon and cloud interconnect solutions drove robust revenue growth while restructuring costs presented challenges, shaping the company's outlook.
Smartsheet Posts Robust Q3 Growth and Announces Transformative Acquisition by Blackstone and Vista Equity Partners
Keith Kirkpatrick, Research Director at The Futurum Group, explores Smartsheet’s Q3 FY2025 results, focusing on its 17% revenue growth, customer retention strategies, and the $8.4B acquisition by Blackstone and Vista Equity Partners. What does this mean for its future in enterprise work management?
A Detailed Look At Smartsheet’s New Feature Enabling Curated Content Sharing for Enhanced Focus and Efficiency
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Smartsheet’s collections feature and curated content sharing, improved workspace collaboration, and enhanced security, which aim to improve the work management platform.
Examining Pure Storage’s Progress in Hyperscale Markets, AI Infrastructure, and Enterprise Storage During Q3 FY2025
Camberley Bates, Chief Technology Advisor at The Futurum Group, discusses Pure Storage’s Q3 FY2025 performance, focusing on its hyperscale breakthroughs, AI infrastructure advancements, and enterprise storage innovations.
Assessing Salesforce’s Financial Results, AI Innovations, and Strategic Developments for Q3 FY25
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Salesforce's Q3 FY25 earnings. Key topics include the financial impact of its Agentforce AI platform, cRPO growth, strategic acquisitions, and the competitive implications of industry talent shifts.

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