Insight Type: Research Note

Strategic Move Aligns with Growing Enterprise Demand for Secure Cloud Connectivity
Fernando Montenegro, VP and Practice Lead, Cybersecurity at The Futurum Group, examines Kyndryl’s expanded Palo Alto partnership, highlighting its impact on cybersecurity, revenue growth, and zero-trust positioning.
OpenText Pushes Further Into Enterprise Security With Core TDR, Leveraging Microsoft Integrations and AI
Fernando Montenegro, VP & Practice Lead for Cybersecurity at The Futurum Group, analyzes OpenText’s launch of Core TDR, its Microsoft collaboration, and how it competes in the crowded XDR market.
AI Acceleration and Hybrid Infrastructure Strategy Lift Lenovo’s Earnings
Olivier Blanchard, Research Director with The Futurum Group, analyzes Lenovo’s Q3 FY2025 earnings, highlighting AI-driven growth in ISG, premium PC momentum in IDG, and sustained double-digit expansion in SSG.
Dion Hinchcliffe, VP of CIO Practice at The Futurum Group, highlights Google’s Gemini 2.0, OpenAI’s Deep Research, and Anysphere’s Cursor, showing how they reshape IT leadership, AI adoption, and custom development.
Messaging Growth and Cost Discipline Drive Twilio’s Q4 FY 2024 Profitability Gains
Keith Kirkpatrick highlights Twilio’s Q4 FY 2024 performance driven by messaging growth, AI innovation, and strong profitability gains.
Strong Demand From Webscale and Enterprise Segments Positions Cisco for Continued AI-Driven Growth
Ron Westfall, Research Director at The Futurum Group, shares insights on Cisco’s Q2 FY 2025 results, focusing on AI infrastructure growth, Splunk’s impact on security, and innovations like AI PODs and HyperFabric driving future opportunities.
Major Partnership Sees Databricks Offered as a First-Party Data Service; Aims to Modernize SAP Data Access and Accelerate AI Adoption Through Business Data Cloud
Nick Patience, AI Practice Lead at The Futurum Group, examines the strategic partnership between SAP and Databricks that combines SAP's enterprise data assets with Databricks' data platform capabilities through SAP Business Data Cloud, marking a significant shift in enterprise data accessibility and AI innovation.
While Zoho Has Established a Strong Foothold in the SMB Market, the Company Has Its Eye on Bigger Fish
The Futurum Group’s Keith Kirkpatrick and Alex Smith cover ZohoDay25 and discuss the company’s new strategic focus targeting enterprise customers, and the company’s go-to-market and partnership approach.
Revenue in Line With Expectations; Stronger Backlog, New Product Ramps, and Double-Digit Growth in New FPGAs Set a Positive Tone for FY 2025
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, highlights Lattice Semiconductor’s Q4 FY 2024 results, covering Nexus and Avant growth, market stabilization, and expanding software capabilities driving future performance.
Entry, Mid-Level Models Plus More on Cyber Resiliency
Camberley Bates at The Futurum Group covers NetApp’s announcement on block, cyber resiliency, and BlueXP.
Zoho Unveiled a New Agentic Platform to Deliver AI-enhanced Portfolio-wide Improvements Including Zoho IoT
Futurum’s Ron Westfall explores how Zoho is positioned to develop AI-enhanced solutions that can drive customer value including the optimization and full security of IoT assets that improve business outcomes and overall experience.
Microsoft Adopts a Paid Metered Approach for Autonomous Agents, Highlighting Evolving AI Monetization in Microsoft 365 Copilot
Keith Kirkpatrick, Research Director at The Futurum Group, examines Microsoft’s shift to metered pricing for autonomous agents in Microsoft 365 Copilot and its impact on enterprise AI adoption.

Thank you, we received your request, a member of our team will be in contact with you.