Keith Kirkpatrick, Research Director at Futurum, shares his insights on Asana’s Work Innovation Summit, which included new product announcements incorporating AI and AI agents that can augment human workers and...
Fernando Montenegro, VP at Futurum, shares insights on Wiz's Wizdom event. Wiz is betting on an open AI strategy, evolving its graph into a "knowledge layer" to help secure cloud,...
Futurum Research analyzes Arm’s Q2 FY 2026 results, focusing on Neoverse data center momentum, CSS-driven mix shift, and ecosystem-led licensing growth as AI demand expands from smartphones to hyperscale....
Futurum Research at Futurum analyzes Coherent’s Q1 FY 2026 results, focusing on AI datacenter transceiver adoption, six‑inch InP capacity expansion, and OCS/CPO traction that position the company for continued growth...
Alex Smith, Vice President at Futurum, shares his insights on Cisco’s bold strategy to own the AI-era infrastructure with the launch of Unified Edge and a Splunk-powered security fabric....
Futurum Research analyzes IonQ’s Q3 FY 2025 results, highlighting 99.99% fidelity, AQ 64 progress, and how EQC, acquisitions, and government momentum shape the company’s 2026 setup....
Futurum Research analyzes AMD’s Q3 FY 2025 earnings, focusing on data center AI acceleration, EPYC cloud and enterprise traction, and client/gaming strength....
Futurum Research analyzes Qualcomm’s Q4 FY 2025 earnings, focusing on QCT’s record year, Android premium and AI PC momentum, and scaling in automotive, IoT, and XR....
Brad Shimmin, VP and Practice Lead at Futurum, breaks down the SAP and Snowflake partnership. This isn't just an integration; it's a fundamental shift away from ETL that redefines enterprise...
Futurum Research analyzes Silicon Labs’ Q3 FY 2025 results, highlighting IoT demand in industrial and smart home, new AI-enabled developer tools, and expanded U.S. foundry capacity supporting margin and design-win...
Futurum Research analyzes Lattice’s Q3 FY 2025 results, highlighting record communications and computing momentum, PQC-ready control FPGAs, and inventory normalization that supports a stronger setup into FY 2026....
Futurum Research analyzes Xerox’s Q3 FY 2025, noting IT Solutions growth and accelerated Lexmark synergies amid tariff and funding uncertainty, and what the integration and sales model shifts imply for...
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