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Balancing AI Goals and Core Strengths: Twilio’s Customer Engagement Platform
October 3, 2025

Balancing AI Goals and Core Strengths: Twilio’s Customer Engagement Platform

Keith Kirkpatrick and Mitch Ashley with Futurum share insights on Twilio’s shift to a unified customer engagement platform, its pragmatic AI strategy, and the company’s challenge of winning mindshare while...
Is Microsoft 365 Copilot Agent Mode Ready to Rival Human Accuracy?
October 2, 2025

Is Microsoft 365 Copilot Agent Mode Ready to Rival Human Accuracy?

Nick Patience, VP and AI Practice Lead at Futurum shares his insights on Microsoft 365 Copilot Agent Mode, exploring how new agentic features in Excel, Word, and Copilot chat are...
Workday Rising 2025: AI Agents, Data Cloud, and Flex Credits Unveiled
October 2, 2025

Workday Rising 2025: AI Agents, Data Cloud, and Flex Credits Unveiled

Keith Kirkpatrick, Research Director at Futurum, shares insights on Workday Rising 2025 announcements, including Illuminate agents, Flex Credits, Data Cloud partnerships, and Microsoft integration for AI governance....
Is Snapdragon 8 Elite Gen 5 the Benchmark for Next-Gen Flagship Phones?
October 1, 2025

Is Snapdragon 8 Elite Gen 5 the Benchmark for Next-Gen Flagship Phones?

Olivier Blanchard, Research Director at Futurum, shares his insights on Snapdragon 8 Elite Gen 5 - 20% faster CPU, 23% stronger GPU, 37% faster NPU, first APV video, and AI-enhanced...
Snapdragon X2 Elite Pushes AI-PC Performance to New Heights
October 1, 2025

Snapdragon X2 Elite Pushes AI-PC Performance to New Heights

Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm’s Snapdragon X2 Elite launch, spotlighting 18-core CPUs, 80 TOPS NPUs, redesigned GPUs, and multi-day battery targets for Windows PCs....
The Six Five Pod | EP 278: The Foundation of Future AI: From Micron's Memory Surge to Marvell's XPU and Nvidia's $100 Billion Blueprint
September 29, 2025

The Six Five Pod | EP 278: The Foundation of Future AI: From Micron’s Memory Surge to Marvell’s XPU and Nvidia’s $100 Billion Blueprint

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Nvidia's $100 billion investment in OpenAI, Oracle's leadership changes, Microsoft's addition of Anthropic to Copilot,...
September 29, 2025

Software Development Platforms – Futurum Signal

The 𝘁𝗵𝗶𝗿𝗱 𝗲𝗱𝗶𝘁𝗶𝗼𝗻 of the 𝗙𝘂𝘁𝘂𝗿𝘂𝗺 𝗦𝗶𝗴𝗻𝗮𝗹 has been released, offering in-depth insights into the evolving market for 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 (𝗦𝗗𝗣𝘀)....
Cloudera EVOLVE25 While the Market Chased Cloud-Native Deployments, Cloudera Built the Hybrid Endgame
September 26, 2025

Cloudera EVOLVE25: While the Market Chased Cloud-Native Deployments, Cloudera Built the Hybrid Endgame

Brad Shimmin, Principal Analyst at Futurum, analyzes Cloudera's new hybrid multi-cloud fabric. At EVOLVE25, the company declared a hybrid endgame, betting that predictable economics and Private AI will win the...
Splunk .conf25: Forging a Data Foundation for Cisco's AgenticOps Vision
September 26, 2025

Splunk .conf25: Forging a Data Foundation for Cisco’s AgenticOps Vision

Mitch Ashley and Fernando Montenegro of Futurum analyze Splunk .conf25. They discuss Splunk's role in AI under Cisco, focusing on the new Data Fabric, security integrations, and the push toward...
Microsoft Reimagines Marketplace: A New Battleground for AI Agents?
September 26, 2025

Microsoft Reimagines Marketplace: A New Battleground for AI Agents?

Alex Smith, VP Ecosystems, Channels, and Marketplaces at Futurum, shares his insights on Microsoft's strategic move to unify AppSource and Azure Marketplace, creating a powerful hub for AI agents and...
Micron Q4 FY 2025 Earnings Top Estimates on DRAM and HBM Strength
September 26, 2025

Micron Q4 FY 2025 Earnings Top Estimates on DRAM and HBM Strength

Ray Wang and Daniel Newman at Futurum analyze Micron’s Q4 FY 2025 earnings, focusing on record data center momentum, HBM growth, and margin expansion, while highlighting how AI demand positions...
Can Synopsys and TSMC Accelerate Next-Gen Chip Design With AI?
September 25, 2025

Can Synopsys and TSMC Accelerate Next-Gen Chip Design With AI?

Ray Wang, Research Director at Futurum, shares insights on Synopsys and TSMC’s expanded collaboration on certified flows, IP, and 3DIC solutions to accelerate AI and multi-die chip design across advanced...

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