Insight Type: Research Note

Decision Is Part of a Broader Organizational Transformation Journey
The Futurum Group’s Keith Kirkpatrick shares his latest insight and dives into Xerox’s strategic adoption of RISE with SAP, examining how this move will transform the company’s enterprise architecture and enhance its operational efficiency and growth prospects.
Annual Survey of Digital Adoption Professionals Highlights a Variety of AI-Powered Applications
The Futurum Group’s Keith Kirkpatrick highlights the results of WalkMe’s annual DAP Professional Survey, emphasizing the growing influence of DAPs in optimizing digital transformation and AI deployment.
Lenovo’s Infrastructure Solutions Group Posts Record Revenues as Demand for AI Continues to Grow
Olivier Blanchard, Research Director with The Futurum Group, digs into Lenovo’s latest quarterly earnings report and explains why the company’s device-to-cloud approach to the larger hybrid AI opportunity is already yielding impressive YoY growth at scale across its three main business segments.
Coherent Sees Strong Q4 Growth in AI-Driven Datacom and OLED Markets, Bolstered by Strategic Innovation and Robust Product Demand
Ron Westfall, Research Director at The Futurum Group, shares insights on Coherent Corp.’s Q4 2024 financial results, highlighting the company’s strategic growth in AI-driven Datacom transceivers and OLED markets. Discover how these factors influenced Coherent’s performance.
Steven Dickens emphasizes that the recent Google antitrust ruling could signal a pivotal shift in how regulators approach big tech companies, potentially leading to more aggressive enforcement actions across the industry. They suggest that this case, along with ongoing investigations into companies such as Apple and Meta, could reshape the competitive landscape and set new precedents for digital market regulation.
Acquisition Will Strengthen Cloud-Based Security Offerings for DNS and DDoS
Dr. Bob Sutor of The Futurum Group examines DigiCert’s planned acquisition of Vercara. He looks at the security capabilities in the new, expanded portfolio. For good measure, Bob discusses DigiCert’s post-quantum cryptography activities in light of the new standards from the US National Institute of Standards and Technology (NIST).
Google’s Pixel 9 Launch Drops Hints About How Google Intends to Use its Hybrid AI Strategy to Disrupt Apple’s Market Share in Mobile
The Futurum Group's Research Director Olivier Blanchard takes a look at the new Google Pixel 9 lineup and how Google intends to use its hybrid AI mobile solutions to disrupt Apple's mobile market share.
Google’s Pixel 9 Launch Provides the Clearest Indication Yet of How Google Intends to Monetize Premium AI Experiences in Mobile
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how the Pixel 9 launch clarifies Google’s expanding AI monetization strategy.
Paul Nashawaty, Practice Lead, and Sam Holschuh, Analyst, at The Futurum Group share their insight on Twilio's Second Annual SIGNAL event.
SiFive RISC-V Chip Targets Data Centers, Vehicles, and Embedded Systems
Dr. Bob Sutor and Steven Dickens of The Futurum Group examine the strategic significance of SiFive’s new P870-D processor in addressing the growing demand for scalable, power-efficient solutions in AI-driven data centers. The analysts note that SiFive’s focus on flexibility and industry-standard protocols positions the company to compete effectively in the evolving landscape dominated by traditional players such as AMD and Intel.
Paul Nashawaty of The Futurum Group examines the recent announcement of HPE acquisition of Morpheus Data
Cisco Q4 and FY 2024 Results Included Robust FY 2024 Gross Margins and Greater Q4 Portfolio Focus on AI, Security, and Cloud to Pave 2025 Return to Growth
The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q4 2024 and FY 2024 results and why Cisco’s portfolio consolidations focused its AI, security, and cloud capabilities pave the way to better capitalize on the AI megatrend and organization-wide security and cloud implementations.

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