Insights

Lumen Technologies Q2 FY 2026: AI-Era Connectivity Drives Strategic Shift
August 6, 2026

Lumen Technologies Q2 FY 2026: AI-Era Connectivity Drives Strategic Shift

Futurum Research analyzes Lumen Technologies’ Q2 FY 2026 earnings, focusing on NaaS adoption, Alkira integration, strategic revenue growth, and AI networking strategy....
Epicor Prism Launches: A Major shift for Supply Chain AI Integration?
August 6, 2026

Epicor Prism Launches: A Major shift for Supply Chain AI Integration?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines how Epicor Prism's embedded AI agents are reshaping supply chain operations for manufacturers and distributors across...
Salesforce's Agentforce Deployment: A Major shift for Military HR Operations?
August 5, 2026

Salesforce’s Agentforce Deployment: A Major shift for Military HR Operations?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines how Salesforce's groundbreaking Agentic Enterprise deployment at U.S. Army HRC demonstrates secure AI operations at scale,...
Astera Labs Q2 FY 2026 Earnings Pull Scorpio Switch Leadership Forward
August 5, 2026

Astera Labs Q2 FY 2026 Earnings Pull Scorpio Switch Leadership Forward

Brendan Burke, Research Director at Futurum, reviews Astera Labs' Q2 FY 2026 earnings, record AI-connectivity revenue, and a Scorpio fabric-switch ramp set to lead the portfolio....
Marvell Scales AI Memory to 48TB Behind a Single CXL Switch at FMS 2026
August 5, 2026

Marvell Scales AI Memory to 48TB Behind a Single CXL Switch at FMS 2026

Brendan Burke, Research Director at Futurum, shares insights on Marvell's FMS 2026 AI memory infrastructure launches and why CXL controller attach economics could turn memory disaggregation into a volume silicon...
Palantir Q2 FY 2026 Earnings Surge on US Commercial AI Demand
August 5, 2026

Palantir Q2 FY 2026 Earnings Surge on US Commercial AI Demand

Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers and Software Lifecycle Engineering at The Futurum Group, reviews Palantir's Q2 FY 2026 earnings, 149% US commercial growth, the AI...
Backblaze Q2 FY 2026 CoreWeave Deal Strengthens AI Storage Position
August 5, 2026

Backblaze Q2 FY 2026: CoreWeave Deal Strengthens AI Storage Position

Brad Shimmin and Brendan Burke, analysts at Futurum, review Backblaze’s Q2 FY 2026 earnings, focusing on B2 Cloud Storage growth, AI infrastructure demand, and the CoreWeave agreement....
Is AI Governance Finally Taking Center Stage in Enterprise Strategy
August 5, 2026

Is AI Governance Finally Taking Center Stage in Enterprise Strategy?

Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights into recent research focused on AI governance and its implications for enterprise software leaders in the age of agentic...
Amazon Q2 2026 AWS Momentum Accelerates as AI Investment Climbs
August 5, 2026

Amazon Q2 2026: AWS Momentum Accelerates as AI Investment Climbs

Futurum Research analyzes Amazon’s Q2 2026 earnings, focusing on AWS acceleration, AI infrastructure demand, custom silicon, agentic AI, and commerce execution....
Teradyne Q2 FY 2026 Doubles Semiconductor Test Revenue on AI Compute and Memory Demand
August 5, 2026

Teradyne Q2 FY 2026 Doubles Semiconductor Test Revenue on AI Compute and Memory Demand

Brendan Burke, Research Director at Futurum, reviews Teradyne's Q2 FY 2026 earnings, record AI-driven semiconductor test demand, and a Q3 outlook beat....
The Data Foundation Problem: Why "Bring AI to Your Data" Beats the AI Data Lake
August 5, 2026

The Data Foundation Problem: Why “Bring AI to Your Data” Beats the AI Data Lake

OpenText's Waqas Ahmed and Futurum's Keith Kirkpatrick on why the fastest AI pilots fail for a data-governance reason nobody names in the demo. From Utilizing AI, "Trusted Data Foundations for...
Ingram Micro Q2 FY 2026: Xvantage Strengthens the AI Distribution Model
August 5, 2026

Ingram Micro Q2 FY 2026: Xvantage Strengthens the AI Distribution Model

Futurum Research analyzes Ingram Micro’s Q2 FY 2026 earnings, focusing on AI infrastructure, cloud growth, Xvantage adoption, and channel consolidation....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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