Brendan Burke, Research Director at Futurum, analyzes Analog Devices’ Q1 FY 2026 earnings, highlighting Industrial and Communications momentum, AI data center power/optics growth, pricing cadence, and a stronger second-half setup....
Brendan Burke, Research Director at Futurum, analyzes Cadence’s Q4 FY 2025 results, highlighting agentic AI workflows, hardware demand at hyperscalers, and portfolio traction across EDA, IP, and SDA that shape...
Nick Patience, AI Platforms Practice Lead at Futurum, breaks down the impact of Cohere's Tiny Aya and Rerank 4 launches. Explore how these efficient models and the new Model Vault...
Brendan Burke, Research Director at Futurum, analyzes NVIDIA and Meta's expanded partnership, deploying standalone Grace and Vera CPUs at hyperscale, signaling that agentic AI workloads are creating a new discrete...
Keith Kirkpatrick, VP and Research Director at Futurum, covers Salesforce’s acquisition of Momentum, and discusses the need to clearly lay out the vision and timing for integrating the technology into...
Alex Smith at Futurum shares his insights on Proofpoint’s new partner program launch, and the increased emphasis on cloud marketplaces as a route-to-market....
AI workloads are reshaping enterprise infrastructure strategy. As organizations scale model training, fine-tuning, and inference across environments, traditional storage...
Fernando Montenegro, VP at Futurum, analyzes Palo Alto Networks' acquisition of Koi Security, a move that shifts endpoint defense from file scanning to marketplace governance....
Alex Smith, Analyst at Futurum, shares insights on Xerox’s new global print sales structure, exploring how partner expansion and operational consolidation aim to reverse share loss in a declining print...
Alastair Cooke, Research Director, Cloud and Data Center at Futurum, shares his insights on the announcement of CoreWeave ARENA, a tool for customers to identify costs and operational processes for...
Brendan Burke, Research Director at Futurum, analyzes Applied Materials’ Q1 FY 2026, highlighting AI-driven mix to leading-edge logic, HBM, and advanced packaging, new product launches, and services leverage....
Fernando Montenegro, VP at Futurum, analyzes Proofpoint’s acquisition of Acuvity and the strategic move to secure autonomous AI agents and "Read-Write AI" workflows....
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