Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights into SAP’s renewed multi-tiered Services and Support Portfolio, and assesses the risks to SAP and the impact on the...
Brendan Burke, Research Director at Futurum Research, analyzes Micron's 256GB SOCAMM2 module and its role in NVIDIA's Vera Rubin AI platform, as AMD and Qualcomm explore SOCAMM adoption for agentic...
Nick Patience, VP and Practice Lead for AI Platforms at Futurum reviews Elastic Q3 FY 2026 earnings, highlighting sales-led subscription momentum, AI context engineering adoption, and agentic workflow expansion across...
Futurum’s Alex Smith shares insights on Salesforce’s radical overhaul of its Consulting Track, recasting partners as outcome architects to accelerate the shift toward agentic AI delivery in the partner ecosystem....
Brendan Burke, Research Director at Futurum, shares insights on NVIDIA's $4 billion investment in Coherent and Lumentum to address the emerging optical interconnect bottleneck constraining AI data center scaling amid...
Olivier Blanchard, research Director at Futurum, dives into POCO’s X8 Pro and POCO X8 Pro Max launches, and discusses how, with the help of MediaTek, the Xiaomi subsidiary is redefining...
Mitch Ashley, VP and Practice Lead of Software Lifecycle Engineering at Futurum, shares his insights on how Google ADK’s new integrations turn agent frameworks into an execution layer, connecting GitHub,...
Fernando Montenegro, VP at Futurum, analyzes Arctic Wolf's acquisition of Sevco Security and the challenge of integrating exposure management into an MDR platform....
Futurum Research analyzes Dell’s Q4 FY 2026 earnings, focusing on AI-optimized server scale, backlog expansion, and implications for infrastructure and client markets....
Brad Shimmin, Vice President & Practice Lead at Futurum analyzes Snowflake’s Q4 FY 2026 earnings, highlighting AI-driven consumption growth, expanding platform scope, and guidance shaping expectations for FY 2027....
Futurum Research analyzes NetApp’s Q3 FY 2026 earnings, focusing on all-flash growth, hyperscaler-native storage services, and AI data readiness initiatives....
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