Futurum Research Analysts Mitch Ashley, Keith Kirkpatrick, Fernando Montenegro, Nick Patience, and Brad Shimmin examine OpenAI Frontier and whether enterprise AI agents can finally move from pilots to production. The...
Brendan Burke, Research Director at Futurum, analyzes Microchip Technology's Q3 fiscal 2026 results including broad-based market recovery and strategic wins in automotive Ethernet and Gen 6 PCIe switching....
Futurum Research shares insights on how CDW's Q4 2025 results surpassed expectations, driven by double-digit profit growth in CDW cloud services and managed offerings, which countered ongoing volatility in hardware...
Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines Commvault Geo Shield and its focus on sovereign deployment models that retain control over data location, operations,...
Futurum Research reviews Amazon’s Q4 FY 2025 results, highlighting AWS acceleration from AI workloads, expanding custom silicon use, and an AI-led FY 2026 capex plan shaped by satellite and international...
Futurum Research shares insights on Insight Enterprises' Q4 2025 results. The company showed remarkable earnings resilience by expanding margins despite revenue attrition, thanks to a pivot towards higher-value cloud and...
Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights on Workday’s push to enhance frontline workforces through agentic technology, particularly in retail, transportation, and hospitality....
Futurum Research analyzes Arm’s Q3 FY 2026 results, highlighting CPU-led AI inference momentum, CSS-driven royalty leverage, and diversification across data center, edge, and automotive, with guidance pointing to continued growth....
Nick Patience, VP and AI Practice Lead at Futurum analyzes Alphabet’s Q4 FY 2025 results, highlighting AI-driven momentum across Cloud and Search, Gemini scale, and 2026 capex priorities to expand...
Olivier Blanchard, Research Director at The Futurum Group, examines Amazon’s CES 2026 announcements across Ring, Fire TV, and Alexa+, focusing on AI-powered security, faster interfaces, and expanded assistant access across...
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