Futurum Research analyzes Arista’s Q4 FY 2025 results, highlighting AI Ethernet adoption across model builders and cloud titans, growing DCI/7800 spine roles, AMD-driven open networking wins, and a Q1 guide...
Brendan Burke, Research Director at Futurum, assesses Cadence’s launch of ChipStack, an agentic AI workflow for front‑end chip design and verification, using a structured “Mental Model” to coordinate multiple agents....
Tom Holligsworth, Research Director, Networking at Futurum, shares his insights on how Telefónica and Nokia are accelerating Network API adoption using Agentic AI (A2A & MCP) in support of GSMA...
Alastair Cooke, Research Director, Cloud and Data Center at Futurum, shares his insights on how CTERA enables customers to use cloud object storage combined with small amounts of SSD to...
Nick Patience, AI Platforms Practice Lead at Futurum, shares insights direct from Cisco Live EMEA 2026 on Cisco’s ambitious pivot from networking vendor to full-stack AI platform company, and where...
Alastair Cooke, Research Director at Futurum, shares his insights on IBM’s latest FlashSystem release with Agentic AI features to minimize manual operations and simplify compliance....
Futurum Research analyzes Twilio’s Q4 FY 2025 results, highlighting voice AI momentum, solution-led selling, and disciplined margin management as Twilio positions its platform as an AI-era customer engagement infrastructure layer....
Futurum Research analyzes Lenovo’s Q3 FY 2026 results, highlighting a revenue beat, rising AI mix across devices, infrastructure, and services, and management’s playbook to navigate persistent memory and silicon cost...
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....
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