Futurum Research analyzes Western Digital’s Q2 FY 2026, focusing on cloud nearline momentum, UltraSMR adoption, and roadmap progress in HAMR/ePMR, with LTAs and pricing discipline shaping outlook....
Futurum Research at Futurum analyzes KLA’s Q2 FY 2026 results, highlighting AI-driven inspection intensity, services scale, and advanced packaging momentum, with guidance tempered by supply constraints and DRAM cost headwinds....
Mitch Ashley, VP Practice Lead at Futurum, examines whether developers can achieve 100% AI-generated code like Anthropic's Boris Cherny, analyzing the gap between vendor demonstrations and peer-reviewed research showing 29%...
Futurum Research examines IFS’s FY 2025 results as Industrial AI adoption shifts from initial deployments to scaled operations, supported by 23% ARR growth, rising retention, and margin expansion....
Futurum Research analyzes SK Hynix’s Q4 FY 2025 results, highlighting HBM leadership, DDR5 server mix, and NAND roadmap, and why capacity, packaging, and customer alignment position the company for sustained...
Futurum Research analyzes Samsung’s Q4 FY 2025 results, highlighting AI-driven memory momentum, HBM and server SSD mix, foundry 2nm progress, and how 2026 supply, CapEx, and guidance shape execution....
Mitch Ashley, VP and Practice Lead at Futurum, shares insights on Dynatrace Perform 2026, examining how Dynatrace Intelligence and domain-specific agents signal the emergence of observability-led agent control planes....
Futurum Research analyzes SAP’s Q4 FY 2025 earnings, highlighting Cloud ERP growth, AI and data cloud attach, and how deal mix and sovereignty considerations shaped near-term backlog while supporting multi-year...
Cloud computing has influenced the development of the technology landscape. Organizations no longer rely solely on traditional, on-premises infrastructure and software applications....
Mitch Ashley, VP and Practice Lead at Futurum, examines SUSE’s Cloud Sovereignty Framework Self-Assessment and what it signals about digital sovereignty shifting from policy intent to measurable, operational execution....
Futurum Research analyzes Lam Research’s Q2 FY 2026 results, highlighting AI-driven WFE demand, GAA and advanced packaging adoption, and CSBG automation scale, with guidance pointing to a second-half weighted FY...
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