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Lenovo Q2 FY 2026 Earnings Highlight Hybrid AI Mix Gains
November 25, 2025

Lenovo Q2 FY 2026 Earnings Highlight Hybrid AI Mix Gains

Futurum Research analyzes Lenovo’s Q2 FY 2026 results, highlighting AI-driven momentum across devices, infrastructure, and services....
NVIDIA Q3 FY 2026 Record Data Center Revenue, Higher Q4 Guide
November 25, 2025

NVIDIA Q3 FY 2026: Record Data Center Revenue, Higher Q4 Guide

Futurum Research analyzes NVIDIA’s Q3 FY 2026 earnings, focusing on AI infrastructure demand, Blackwell ramp, networking scale, and ecosystem partnerships shaping the outlook into Q4 and FY 2027....
Commvault’s Strategic Shift Redefining Resilience as a Strategic Imperative
November 25, 2025

Commvault’s Strategic Shift: Redefining Resilience as a Strategic Imperative

Fernando Montenegro, VP and Practice Lead at Futurum, shares insights on Commvault Shift 2025, highlighting the new Cloud Unity platform and the strategic shift to ResOps to unify IT, security,...
Microsoft Ignite 2025 AI, Agent 365, Anthropic on Azure & Security Advances
November 21, 2025

Microsoft Ignite 2025: AI, Agent 365, Anthropic on Azure & Security Advances

Analysts Nick Patience, Mitch Ashley, Fernando Montenegro, and Keith Kirkpatrick share insights on Microsoft's shift to agent-centric architecture, cementing the role of Agent 365 as the operational control plane and...
Can ServiceNow and Microsoft Deliver Unified Oversight for AI Agents?
November 21, 2025

Can ServiceNow and Microsoft Deliver Unified Oversight for AI Agents?

Keith Kirkpatrick, Research Director at Futurum, shares insights on how new ServiceNow Microsoft AI integrations enhance governance, unify workflows, and connect agents across AI Control Tower, Agent 365, GitHub, and...
Salesforce Launches Agentforce Commerce as AI Shopping Traffic Jumps 119%
November 20, 2025

Salesforce Launches Agentforce Commerce as AI Shopping Traffic Jumps 119%

Keith Kirkpatrick, Research Director at Futurum, examines Salesforce’s Agentforce Commerce launch as AI-driven shopping traffic surges 119% and retailers prepare for AI agents to influence global Cyber Week orders....
IFS Industrial X: Will the Focus on Physical World Use Cases for AI Resonate?
November 19, 2025

IFS Industrial X: Will the Focus on Physical World Use Cases for AI Resonate?

Keith Kirkpatrick, Research Director at Futurum, recaps IFS Industrial X Unleashed and discusses how the company is focusing on delivering AI benefits in the real world around safety, efficiency, and...
Will Zoho One Enhancements Drive More Confidence Among Enterprise Customers
November 19, 2025

Will Zoho One Enhancements Drive More Confidence Among Enterprise Customers?

Keith Kirkpatrick, Research Director at Futurum, shares his insights on Zoho’s latest Zoho One platform enhancements and discusses the potential impact on the company’s ability to successfully court new enterprise...
Are CIOs Ready to Bet Their Agentic Operating Model on Salesforce
November 18, 2025

Are CIOs Ready to Bet Their Agentic Operating Model on Salesforce?

Dion Hinchcliffe, VP and Practice Lead of Digital Leadership and CIO at Futurum, shares his insights on the CIO implications of Dreamforce 2025, unpacking Salesforce’s agentic strategy, competitive pressures, and...
Applied Materials Q4 FY 2025 Results Emphasize AI-Focused Mix
November 17, 2025

Applied Materials Q4 FY 2025 Results Emphasize AI-Focused Mix

Futurum Research analyzes Applied Materials’ Q4 FY 2025 results, highlighting AI-led mix shifts, new products in epitaxy/bonding/metrology, and services momentum....
Cisco Q1 FY 2026 AI Demand Lifts Outlook and Orders
November 14, 2025

Cisco Q1 FY 2026: AI Demand Lifts Outlook and Orders

Futurum Research analyzes Cisco’s Q1 FY 2026 results, highlighting AI infrastructure demand, campus refresh momentum, and a cloud-first security transition that lifts recurring revenue visibility into the second half of...
November 12, 2025

Security Operations Platforms – Futurum Signal

Security operations are evolving to meet the demands of an increasingly intelligent threat landscape. As attacks grow more dynamic and automated, organizations are rethinking how they detect, analyze, and respond...

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