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Insight Type: Research Note

AWS Marketplace Expanding Its SaaS Catalog: Will This Drive the Next Boom?
Alex Smith
Alex Smith

AWS Marketplace Expanding Its SaaS Catalog: Will This Drive the Next Boom?

AWS Marketplace Announced an Expansion to Its SaaS Catalog as It Pursues a Product-Led Growth Strategy
Alex Smith, VP Channels Research at The Futurum Group shares his insights on AWS’s decision to expand its Marketplace catalog to include any SaaS product.
Pure Storage Q4 FY 2025: Double-Digit Revenue Growth Amid Strong Subscription Momentum
Camberley Bates
Camberley Bates

Pure Storage Q4 FY 2025: Double-Digit Revenue Growth Amid Strong Subscription Momentum

Pure Storage Delivered Record Sales in Key Product Lines and Strong Subscription Growth, but Soft FY 2026 Guidance Weighed on Shares
Camberley Bates, VP & Practice Lead at The Futurum Group, analyzes Pure Storage’s Q4 FY 2025 results, noting sales, subscription growth, AI and cloud gains, and hyperscale progress, amid margin pressures and FY 2026 guidance concerns.
Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures
Richard Gordon
Richard Gordon

Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures

Record Blackwell Sales of $11 Billion in Q4 FY 2025 Push Nvidia’s Data Center Revenue up 93% YoY
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, analyzes Nvidia’s Q4 FY 2025 earnings, highlighting record-breaking AI-driven growth, Blackwell’s rapid adoption, and margin pressures amid supply constraints. Key insights on gaming, automotive, and professional visualization trends.
Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results
Richard Gordon
Richard Gordon

Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results

Latest Synopsys Financial Report Shows Solid Performance and Continued Innovation Across Key Segments
Richard Gordon, Vice President & Practice Lead, Semiconductors at The Futurum Group shares his insights on Synopsys’ 1Q FY 2025 earnings report, where the company demonstrated that strong design activity remained a cornerstone of the company’s performance, driven by its leadership in hardware-assisted verification (HAV) solutions, advancements in EDA software, AI-driven innovations, and Design IP solutions.
Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives
Nick Patience

Snowflake Q4 FY25 Shows Strong Momentum in Core Business and AI Initiatives

Snowflake Reports Healthy Q4 Results as AI Investments Begin Paying Dividends
Nick Patience, AI Practice Lead at The Futurum Group shares his insights on Snowflake’s Q4 2025 earnings & what they mean for the broader AI and data analytics space.
Apple Launches the iPhone 16e A Budget Game-Changer or an Overpriced Entry Model
Olivier Blanchard
Olivier Blanchard

Apple Launches the iPhone 16e: A Budget Game-Changer or an Overpriced Entry Model?

Apple Aims to Redefine Its Budget Lineup with AI and In-House Modem
Olivier Blanchard, Research Director at The Futurum Group, analyzes Apple’s iPhone 16e launch, its pricing shift, AI integration, in-house modem transition, and the broader impact on Apple's iPhone strategy amid growing competition.
Salesforce Q4 FY 2025 Results Deliver Strong AI Growth, but FY 2026 Outlook Disappoints
Keith Kirkpatrick

Salesforce Q4 FY 2025 Results Deliver Strong AI Growth, but FY 2026 Outlook Disappoints

Despite a Record RPO of $63.4 Billion and 11% YoY Growth, Salesforce’s FY 2026 Revenue Forecast Signals Slower-Than-Expected AI Adoption and Near-Term Subscription Headwinds
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Salesforce’s Q4 FY 2025 earnings, highlighting AI growth, margin expansion, and concerns over muted FY 2026 guidance.
Zendesk to Acquire Local Measure to Strengthen Its AI-Driven Contact Center Solutions
Keith Kirkpatrick

Zendesk to Acquire Local Measure to Strengthen Its AI-Driven Contact Center Solutions

The Deal Accelerates Zendesk’s AI-Powered Voice Strategy and Expands Its Amazon Connect Integration
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Zendesk’s acquisition of Local Measure and its impact on AI-powered contact centers, enterprise growth, and AWS integration.
Solidigm and Broadcom Extend SSD Partnership to Power AI’s Next Growth Phase
Camberley Bates
Camberley Bates

Solidigm and Broadcom Extend SSD Partnership to Power AI’s Next Growth Phase

The Extended Collaboration Addresses the Growing Demand for High-Density, Power-Efficient SSD Storage
Camberley Bates, VP & Practice Lead at The Futurum Group, analyzes how Solidigm’s extended partnership with Broadcom ensures high-capacity SSD controllers for AI, supporting efficient, scalable storage as AI infrastructure demand grows.
Does Salesforce and Google’s Partnership Raise the Bar for AI Agent Capability?
Dion Hinchcliffe
Fernando Montenegro
Keith Kirkpatrick, Nick Patience, Dion Hinchcliffe, Ron Westfall & Fernando Montenegro

Does Salesforce and Google’s Partnership Raise the Bar for AI Agent Capability?

The Partnership Between a Major Backer of AI Agents and an Infrastructure and AI Giant Reflects the Growing Need to Support Innovation and New Capabilities in an Increasingly Agentic World
The Futurum Group analysts share their insights on the partnership between Salesforce and Google, which is designed to provide more capability for Agentforce agents, and offer greater service capabilities for Google’s contact center offerings.
HP’s AI PC Push: How Victus 15 Fits into Its Bigger Strategy
Olivier Blanchard
Olivier Blanchard

HP’s AI PC Push: How Victus 15 Fits into Its Bigger Strategy

HP Launches the Victus 15 Gaming Laptop in India, Featuring AMD Ryzen AI-Powered Enhancements, NVIDIA GeForce RTX Graphics, and a 144Hz Display, Signaling a Deeper Push Into AI-Integrated Personal Computing
Olivier Blanchard, Research Director at The Futurum Group, analyzes HP’s AI-powered Victus 15 and its role in HP’s broader AI PC strategy. With AI-driven gaming enhancements and a push into premium AI PCs, can HP maintain its competitive edge?
Arm Team-Up Aims to Grow Revenues from Software-Defined Vehicles
Olivier Blanchard
Olivier Blanchard

Arm Team-Up Aims to Grow Revenues from Software-Defined Vehicles

Arm’s Latest Automotive Initiative Streamlines MCU Development, Supporting Next-Gen Zonal E/E Architectures for SDVs
Olivier Blanchard, Research Director at The Futurum Group, explores Arm’s latest hybrid prototyping collaboration with S2C, Xylon, and ZC Technology, highlighting its role in accelerating SDV development.
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