Futurum Research analyzes Meta’s Q4 FY 2025 earnings, focusing on AI-driven ads gains, stronger Reels and Threads engagement, and how 2026 infrastructure spend and messaging commerce shape enterprise AI strategy....
Futurum Research analyzes ASML’s Q4 FY 2025, highlighting EUV momentum, backlog coverage into 2027, and how fab readiness, mix, and upgrades shape 2026 execution and margins....
Futurum Research analyzes IBM’s Q4 FY 2025, highlighting software acceleration, the IBM Z AI cycle, and AI-driven productivity and M&A synergies supporting margin expansion and higher FY 2026 free cash...
Futurum Research analyzes ServiceNow’s Q4 FY 2025 results, highlighting AI agent monetization, platform consolidation in CRM/CPQ, and a security stack aimed at scaling agentic AI across governed workflows heading into...
Keith Kirkpatrick, VP and Research Director at Futurum, covers Adobe’s Acrobat Studio updates and provides his assessment of how this will impact the use of software to manage and automate...
Futurum Research analyzes TI’s Q4 FY 2025 results, highlighting industrial and automotive recovery and rising data center mix, with 300mm capacity and inventory strategy positioning TI for improving near-term demand....
Brad Shimmin, Vice President and Practice Lead at Futurum, analyzes Teradata’s launch of Enterprise AgentStack. He explores how Teradata is leveraging data gravity and robust governance to bridge the "production...
Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights on Salesforce’s $5.6 billion contract with the U.S Army, and discusses the implications for Salesforce, its competitors, and agentic...
Alastair Cooke, CTO Adviser at Futurum, shares his insights on the partnership between Pure Storage and Nutanix to integrate Pure’s Evergreen Storage and FlashArray into Nutanix’s Cloud-like AHV and Prism....
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