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Insight Type: Research Note

Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone
Krista Case
Fernando Montenegro
Krista Case & Fernando Montenegro

Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone

Webscale AI Orders Surpass $1 Billion YTD as Cisco Beats Top and Bottom-Line Estimates
Krista Case and Fernando Montenegro at Futurum analyze Cisco’s Q3 FY 2025 results, highlighting strong AI infrastructure growth, security momentum with Splunk, and solid execution across networking and enterprise transformation.
Oracle Applications + Industries Summit: Embedding AI and Driving ROI?
Keith Kirkpatrick

Oracle Applications + Industries Summit: Embedding AI and Driving ROI?

Industry Analysts Get a Sneak Peak of the New Innovations That Are Being Deployed Within Oracle and NetSuite Products, With an Eye on Redefining the User Experience, Utilization of Data, and Agentic Workflows
Keith Kirkpatrick, Research Director with Futurum, covers the news from Oracle’s Applications + Industries Analyst Event, and discusses the impact on Oracle, NetSuite, and others vendors in the market.
Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up
Olivier Blanchard
Olivier Blanchard & Daniel Newman

Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up

Armv9 Adoption and Smartphone Royalty Growth Drive Top-Line Performance
Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and automotive compute.
Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure
Olivier Blanchard
Olivier Blanchard

Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure

Gross Margin Gains and Datacenter Momentum Support Coherent’s Record Quarterly Performance
Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of its OCS platform.
AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments
Olivier Blanchard
Olivier Blanchard & Daniel Newman

AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments

Strong EPYC and Instinct Demand Drive 36% YoY Growth; Data Center Revenue Up 57%
Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering AMD’s performance despite China export curbs.
MFD13: Juniper Showcases AI-Native Portfolio Innovations
Ron Westfall

MFD13: Juniper Showcases AI-Native Portfolio Innovations

Juniper Networks Ushers in a New Phase of AI-Native Innovation, Enhancing Client-to-Cloud Visibility and Advancing Self-Driving Network Operation
Futurum's Ron Westfall shares his insights on why Juniper Networks' AI-native platform enhancements set a high standard for end-to-end visibility and proactive management in the modern network ecosystem.
IBM Think 2025 - Watsonx Platform Fuels Agentic AI and Hybrid Cloud Value
Brad Shimmin
Nick Patience & Brad Shimmin

IBM Think 2025 – Watsonx Platform Fuels Agentic AI and Hybrid Cloud Value

Key Announcements Center on watsonx.orchestrate, watsonx.data, and Granite 4.0, as IBM Aims to Make AI Agents and Unstructured Data Pivotal for Enterprise Transformation
Nick Patience and Brad Shimmin, analysts at Futurum, share insights on IBM Think 2025, where IBM showcased advancements in its watsonx platform, focusing on IBM Agentic AI, unstructured data, and hybrid cloud to drive enterprise value.
Epicor Insights Epicor Unveils Agentic AI to Drive Supply Chain Efficiency
Keith Kirkpatrick

Epicor Insights: Epicor Unveils Agentic AI to Drive Supply Chain Efficiency

New Tools Streamline ERP Tasks, Add Carbon Tracking, and Enhance Predictive Business Insights
Keith Kirkpatrick, Research Director at Futurum, provides his perspective on the news from Epicor Insights 2025, including agentic AI to streamline ERP workflows, carbon tracking in Kinetic, and expansion of predictive insights with Grow AI.
Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion
Fernando Montenegro
Fernando Montenegro

Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion

Transformation Initiatives Drive Profitability as Company Posts Revenue Growth
Fernando Montenegro, VP and Practice Lead at Futurum, reviews Kyndryl's Q4 FY2025 earnings. Key highlights: Constant-currency growth, notable rise in pretax income, how 'three-A' initiatives drive results, and strategic tailwinds.
Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum
Olivier Blanchard
Olivier Blanchard

Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum

Q1 FY 2025 Results Reflect Resilience in Gross Margin and Record Design Wins in AI, Robotics, and Automotive as New Products Scale
Olivier Blanchard, Research Director at Futurum, examines Lattice’s Q1 FY 2025 earnings, highlighting record design wins across AI, robotics, and automotive, and how new products are paving the way for growth in FY 2026.
OpenAI Windsurf Acquisition Sends Shot Heard Around the AI World
Mitch Ashley
Mitch Ashley & Nick Patience

OpenAI Windsurf Acquisition Sends Shot Heard Around the AI World

OpenAI Is Positioned as a Major AI-Powered Software Development Company, Competing With Microsoft, GitHub, Anthropic, and Startup Cursor
Analysts Mitch Ashley, VP of DevOps and Application Development, and Nick Patience, VP of AI Software and Tools, at Futurum, share their insights on the implications of OpenAI’s agreement to acquire AI coding tool company Windsurf. The acquisition propels OpenAI forward in its quest for leadership in the AI coding and agent development market.
RSAC Conference 2025 - Evolution, Change, and Yes, Some AI
Fernando Montenegro
Mitch Ashley
Krista Case
Alex Smith
Fernando Montenegro, Mitch Ashley, Krista Case & Alex Smith

RSAC Conference 2025 – Evolution, Change, and Yes, Some AI

The 2025 Edition of the Venerable Conference Shows How It Is Evolving Under New Ownership While the Industry Navigates the Impact of AI
Key analysts at Futurum share insights on the rebranded RSAC Conference's transformation into a broader platform, the conference experience, and highlight trends including AI implementation and the importance of identity and data security.
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