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
MANTECH Bets on AI-Native CTO to Lead Defense IT Transformation
August 29, 2026

MANTECH Bets on AI-Native CTO to Lead Defense IT Transformation

MANTECH promoted Brandy Durham to CTO as part of a C-suite restructuring adding innovation and cyber leadership roles, positioning the defense IT contractor as AI-first amid forecasted cybersecurity market growth...
Okta Q2 FY 2027 Earnings Beat and Raise on Core Identity Strength
August 28, 2026

Okta Q2 FY 2027 Earnings Beat and Raise on Core Identity Strength

Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers at The Futurum Group, reviews Okta's Q2 FY 2027 earnings, where core identity strength and new products drove a beat...
NXP Tech Days Can Physical AI Reference Designs Solidify the Neural Axis
August 28, 2026

NXP Tech Days: Can Physical AI Reference Designs Solidify the Neural Axis?

Brendan Burke and Olivier Blanchard, Research Directors at Futurum, share their insights from NXP Tech Days Silicon Valley, where reference designs from humanoid hands to a four-board MCX A5 networking...
Sprout Social's Trellis: From Caption Tool to Enterprise AI Layer
August 21, 2026

Sprout Social’s Trellis: From Caption Tool to Enterprise AI Layer

Sprout Social's Trellis agentic AI unifies listening, publishing, inbox, and reporting into one intelligence layer, now available across all plans and already compressing reporting timelines at enterprise clients like JetBlue...
AI Implementation Is the New Account Control Point
August 20, 2026

AI Implementation Is the New Account Control Point

Mitch Ashley, VP & Practice Lead at Futurum, shares insights on how AI implementation is the new account control point. Read more on how hyperscalers are reorganizing to capture distributed...
Can NXP MCX A5 MCUs Secure the Industrial Edge Before Agentic Attackers Arrive?
August 20, 2026

Can NXP MCX A5 MCUs Secure the Industrial Edge Before Agentic Attackers Arrive?

Brendan Burke and Olivier Blanchard, Research Directors at Futurum, share their insights on why NXP's MCX A5, the first MCU to combine a 10BASE-T1S digital PHY, topology discovery, and post-quantum...

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.