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....
Keith Kirkpatrick, Research Director at Futurum, shares his insights on Microsoft's new Dynamics 365 agents, which aim to transform business applications from systems of record to systems of action....
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss OpenAI's new browser Atlas, AWS's major outage, Google's quantum computing breakthrough, and the potential threat...
Futurum Research at Futurum dives into IBM’s Q3 FY 2025 results. Expanded operating margins, advanced AI, and z17‑driven growth, with bookings and ARR, position the company for continued leverage into...
The conversation around AI is shifting from capability to collaboration. What comes next isn’t just smarter tools, it’s systems that think, plan, and act alongside us....
Futurum Research examines SAP’s Q3 2025 results, highlighting Cloud ERP momentum, rising cloud margins, and AI- and data-led suite expansion amid FX and deal timing headwinds....
Futurum Research analyzes Intel’s Q3 FY 2025 revenue beat, AI partnerships, supply prioritization, and 18A/packaging progress, with Q4 guidance reflecting server mix and early next-gen client ramps....
Fernando Montenegro, VP at Futurum, shares his insights on Veeam's $1.7B Securiti AI deal. This move shifts Veeam from just recovery to full data lifecycle control and opens a new...
Keith Kirkpatrick and Nick Patience at Futurum share their insights on the latest news coming out of Dreamforce, and discuss the steps Salesforce must take to execute on its Agentic...
Olivier Blanchard, Research Director at Futurum, shares insights on how new Amazon Alexa+ devices and companion product updates reflect Amazon’s expanding AI-driven smart home strategy anchored in purpose-built hardware....
Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.
Thank you, we received your request, a member of our team will be in contact with you.