August 1, 2025
Keith Kirkpatrick and Tiffani Bova at Futurum share their insights on Salesforce’s and ServiceNow’s joint $1.5 billion investment into CX provider Genesys, and discuss how each firm will benefit from...
August 1, 2025
Olivier Blanchard and Daniel Newman at Futurum break down Qualcomm’s Q3 FY 2025 earnings, focusing on how IoT and automotive strength offset handset softness and where Snapdragon platforms are gaining...
August 1, 2025
Futurum’s Ray Wang and Daniel Newman analyze Arm’s Q1 FY26 results, highlighting revenue above $1B, 25% royalty growth, and surging AI and cloud adoption. He examines key trends and offers...
July 31, 2025
Ray Wang, Research Director at Futurum, shares his insights on how NVIDIA’s GB300 NVL72 reduces grid disruption from AI workloads using energy storage, ramp-rate control, and GPU burn to cut...
July 30, 2025
Krista Case and Fernando Montenegro of The Futurum Group share their insights on Palo Alto Networks’ planned $25 billion acquisition of CyberArk....
July 30, 2025
Krista Case, Research Director at Futurum, unpacks Commvault’s Q1 FY 2026 results, highlighting momentum in SaaS and subscription ARR, growing marketplace traction, and an expanded partner ecosystem driving cyber resilience...
