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
Planisware Q3 FY 2026 Recurring Revenue Speeds Up as Prisma AI Enters Beta
October 30, 2026

Planisware Q3 FY 2026 Recurring Revenue Speeds Up as Prisma AI Enters Beta

Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers and Software Lifecycle Engineering at The Futurum Group, reviews Planisware's Q3 FY 2026 earnings, recurring revenue acceleration, the Prisma AI...
Salesforce Agent Fabric Expands to AI Control
October 30, 2026

Salesforce Agent Fabric Expands to AI Control

Futurum analyzes Salesforce's Agent Fabric expansion, the MuleSoft AI control plane now adding production evals, an agent kill switch, and hard AI cost controls, and what it means for CIOs...
Mirantis Bundles Free Migration With Managed OpenStack to Lure VMware Defectors
October 29, 2026

Mirantis Bundles Free Migration With Managed OpenStack to Lure VMware Defectors

Alastair Cooke, Research Director, Hybrid Cloud & Infrastructure at Futurum, Mirantis offers strategic VMware migration with free implementation, full workload migration, and managed operations to eliminate switching costs for organizations....
NXP Q3 FY 2026 Data Center and Physical AI Broaden Growth
October 29, 2026

NXP Q3 FY 2026: Data Center and Physical AI Broaden Growth

Futurum Research analyzes NXP’s Q3 FY 2026 earnings, focusing on vehicle content gains, industrial edge AI adoption, and data center control systems....
Cadence Q3 FY 2026 AI Agents Expand Design Workflow Adoption
October 28, 2026

Cadence Q3 FY 2026: AI Agents Expand Design Workflow Adoption

Futurum Research analyzes Cadence’s Q3 FY 2026 earnings, examining specialized AI models, production agent deployments, and expansion into system design....
Qualcomm Wins Liability Verdict Against Arm With Royalty Suspension Ruling To Follow
October 27, 2026

Qualcomm Wins Liability Verdict Against Arm With Royalty Suspension Ruling To Follow

Olivier Blanchard, Research Director, Intelligent Devices at Futurum, shares his insights on the Qualcomm v. Arm verdict, why the nominal $2 award masks a much bigger win, and how a...

Book a Demo

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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.