Menu

The Highs, Lows, and Unexpected Happenings Week of July 26 – Futurum Tech Webcast

Check out our Deep dive of the week and our Highs, Lows and Unexpecteds from the week in technology. This week we cover: A crazy week of earnings, Contentful, Facebook and the Metaverse, SAS going public, The return of in-person events, how earning beats are leading to share price drops and Vast Dats.

For this episode of the Futurum Research Weekly Podcast, I am joined by my colleague, fellow analyst, and founding partner, Daniel Newman, for a conversation about the highs, lows and unexpecteds from this week in the Technology industry.

In this episode, we covered:

Deep Dive

Crazy week for Earnings from some huge companies. Everyone from Apple to Microsoft and bunch in between announced earnings this week. Daniel went deep and fast through his highlights.

Highs

Daniel covered Contentful and their funding raise. For more details check out Daniel’s extended coverage here.

Steven covered his feelings on the the first in-person event he has attended since March 2020. The buzz at the Fiber Broadband Association event in Nashville was off the charts. For more from the event:

Full-Fiber MDU: Enabling The Lifestyle Better Broadband Provides

Fiber Connect 2021: DZS Enlightens The Edge With DZS Helix Edge Access Portfolio Launch

Lows

Daniel covered his feelings on Facebook’s discussions on the subject of the Metaverse.

Steven talked about how companies who are announcing earnings beats are seeing their share price drop as a result.

Unexpecteds

Daniel covered SAS going public. For more information read this article.

Steven covered his thoughts on Vast Data, for more on Vast data read this recent article.

Watch the video of the conversation here, and if you’re not yet a subscriber to the Futurum Research YouTube channel, hit that button.

Or grab the audio version here:

You can also listen below or stream the audio on your favorite podcast platform — and if you’ve not yet subscribed, let’s fix that!

Don’t Miss An Episode – Subscribe Below:

 

Follow Daniel and Steven on Twitter at @DanielNewmanUV and @StevenDickens3.

Disclaimer: The Futurum Tech Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such. 

Author Information

Steven engages with the world’s largest technology brands to explore new operating models and how they drive innovation and competitive edge.

Related Insights
Infosys and Anthropic Target Regulated AI—Will Trusted AI Win Over Speed?
March 21, 2026

Infosys and Anthropic Target Regulated AI—Will Trusted AI Win Over Speed?

Acer’s FY 2025 Results Signal Value Proposition Evolution Ahead of 2026 Headwinds
March 20, 2026

Acer’s FY 2025 Results Signal Value Proposition Evolution Ahead of 2026 Headwinds

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, examines Acer’s FY 2025 results and multi-engine strategy signal as PCs face potential 2026 headwinds and the company expands...
Micron Q2 FY 2026 Earnings Driven by AI-Led Memory Demand
March 20, 2026

Micron Q2 FY 2026 Earnings Driven by AI-Led Memory Demand

Futurum Research reviews Micron Q2 FY 2026 earnings, focusing on AI-driven memory demand, HBM roadmap progress, supply constraints, and what the outlook signals for data center and edge markets....
Can Accenture’s AI-First Mandate Create a Defensible Moat—or Trigger Talent Flight?
March 20, 2026

Can Accenture’s AI-First Mandate Create a Defensible Moat—or Trigger Talent Flight?

ASUSTeK Q4 FY 2025 Results Highlight Server Mix Shift and AI-Led Portfolio Expansion
March 17, 2026

ASUSTeK Q4 FY 2025 Results Highlight Server Mix Shift and AI-Led Portfolio Expansion

Olivier Blanchard, Research Director, Intelligent Devices at Futurum, reviews ASUSTeK’s Q4 2025 earnings, focusing on AI server momentum, portfolio shifts across PCs, and 2026 guidance implies for execution in a...

Book a Demo

Newsletter Sign-up Form

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.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.