Futurum Research analyzes Twilio’s Q3 FY 2025 results, highlighting voice/AI momentum, ISV and self-serve strength, and solution selling that underpin raised revenue and profitability....
Keith Kirkpatrick, Research Director at Futurum, examines Microsoft 365 Copilot’s Researcher with Computer Use, which securely blends reasoning and real-world action through a sandboxed Windows 365 virtual machine for authenticated...
Futurum Research analyzes Amazon’s Q3 FY 2025 results, highlighting AWS growth reacceleration, AI-driven capacity expansion, and the retail/ads flywheel, with Q4 guidance signaling continued momentum into the holiday period....
Futurum's Keith Kirkpatrick and Nick Patience analyze Adobe MAX 2025, highlighting its enterprise focus, Firefly AI expansion, GenStudio enhancements, and focus on trust, governance, and flexible AI pricing....
Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technology at Futurum, shares his insights and observations during the OCP Global Summit 2025, focusing on AI infrastructure....
Mitch Ashley, VP and Practice Lead, Software Lifecycle Engineering at Futurum, shares his insights on GitHub's Agent HQ, the new control center transforming software development from code-assist to orchestrated, multi-agent...
Futurum Research analyzes ServiceNow’s Q3 FY 2025 results, highlighting AI-led upsell momentum, federal strength, and platform expansion across workflows and CRM, alongside raised FY 2025 guidance on margins and free...
Futurum Research analyzes Alphabet’s Q3 FY 2025 results, highlighting AI-driven gains across Search, YouTube, and Google Cloud, rising Cloud backlog visibility, and elevated capex to scale AI infrastructure and enterprise...
Futurum Research analyzes Microsoft’s Q1 FY 2026 results, highlighting Azure AI scale, Copilot adoption, and the expanded OpenAI pact amid capacity constraints, and what this means for enterprise AI strategies...
Futurum Research analyzes NXP’s Q3 FY 2025 results, highlighting early-cycle recovery signals, channel inventory strategy, and strategic moves in automotive networking and edge AI that support the company’s long-term margin...
Futurum Research analyzes PROS’s Q3 FY 2025 results, highlighting subscription growth, margin expansion from cloud optimization, and a healthy recurring mix as guidance is suspended during the pending acquisition....
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