Futurum Research at Futurum dives into IBM’s Q3 FY 2025 results. Expanded operating margins, advanced AI, and z17‑driven growth, with bookings and ARR, position the company for continued leverage into...
The conversation around AI is shifting from capability to collaboration. What comes next isn’t just smarter tools, it’s systems that think, plan, and act alongside us....
Futurum Research examines SAP’s Q3 2025 results, highlighting Cloud ERP momentum, rising cloud margins, and AI- and data-led suite expansion amid FX and deal timing headwinds....
Futurum Research analyzes Intel’s Q3 FY 2025 revenue beat, AI partnerships, supply prioritization, and 18A/packaging progress, with Q4 guidance reflecting server mix and early next-gen client ramps....
Fernando Montenegro, VP at Futurum, shares his insights on Veeam's $1.7B Securiti AI deal. This move shifts Veeam from just recovery to full data lifecycle control and opens a new...
Keith Kirkpatrick and Nick Patience at Futurum share their insights on the latest news coming out of Dreamforce, and discuss the steps Salesforce must take to execute on its Agentic...
Olivier Blanchard, Research Director at Futurum, shares insights on how new Amazon Alexa+ devices and companion product updates reflect Amazon’s expanding AI-driven smart home strategy anchored in purpose-built hardware....
Olivier Blanchard, Research Director at Futurum, shares his insights on “Qualcomm acquires Arduino,” launching UNO Q and Arduino App Lab to give 33+ million developers access to a full-stack edge...
Keith Kirkpatrick, Research Director at Futurum shares his insights on the enterprise software announcements from Oracle’s AI World, and discusses the new features and strategies it is using to drive...
Brad Shimmin, analyst at Futurum digs into Oracle AI World 2025, where the new Oracle AI Database 26ai and Autonomous AI Lakehouse signal a bold strategy to make the database...
Mitch Ashley, VP & Practice Lead of Software Lifecycle Engineering at Futurum, shares his insights on how AI agents are overtaking rule-based workflow tools. AgentOps emerges as the discipline for...
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments in the tech industry. They cover Oracle's financial analyst day, highlighting the company's...
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