Brendan Burke, Research Director at Futurum, analyzes Astera Labs’ Q4 2025 beat and above-consensus guidance, highlighting momentum in smart fabrics, signal conditioning, and CXL memory as AI connectivity spend accelerates....
Brad Shimmin, VP and Practice Lead at Futurum, along with Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Digital Workflows, analyze ServiceNow’s acquisition of Pyramid Analytics. They explore...
Keith Kirkpatrick, VP & Research Director at Futurum, covers Oracle NetSuite’s SuiteConnect NYC event, and discusses the key announcements and their respective market implications....
Brendan Burke, Research Director at Futurum, analyzes Silicon Labs’ Q4 FY 2025 results and TI’s pending acquisition, highlighting industrial wireless momentum, manufacturing synergies, and how internalized production could expand reach...
Keith Kirkpatrick, VP & Research Director at Futurum, covers Salesforce’s State of Sales Report for 2026, and discusses what SaaS vendors should do to help customers derive value from sales-focused...
Futurum Research analyzes T-Mobile’s Q4 FY 2025 results, focusing on account-based growth, broadband momentum, and AI-driven network experiences that underpin multi-year service revenue and Core Adjusted EBITDA expansion....
Brendan Burke, Research Director at Futurum, explores Nebius’ acquisition of Tavily to create a unified "Agentic Cloud." By integrating real-time search, Nebius is addressing hallucinations and context gaps for autonomous...
Mitch Ashley, VP and Practice Lead at Futurum, shares his insights on Atlassian’s Rovo MCP Server GA and how it formalizes AI agent access to enterprise work data across Jira...
Futurum Research analyzes Lattice’s Q4 FY 2025 results, highlighting data center companion FPGA momentum, expanding security attach, and a growing new-product mix that supports FY 2026 growth and margin resilience....
Mitch Ashley, VP Practice Lead at Futurum, analyzes Entire's $60M launch, rethinking software development for AI agents. Former GitHub CEO Thomas Dohmke's platform captures agent context in Git, signaling that...
Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on the massive AI capex plans of US hyperscalers, specifically whether the projected $700 billion infrastructure build-out can be...
Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights on Salesforce's acquisition of Cimulate: A bold move to integrate AI-powered, intent-driven product discovery into Agentforce Commerce, challenging rivals...
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