Tiffani Bova, Chief Strategy and Research Officer at The Futurum Group, examines Cisco’s 360 Partner Program and how its redesigned incentives, designations, and tools aim to align partner profitability with...
Futurum Research analyzes Sandisk’s Q2 FY 2026 results, focusing on AI-driven data center SSD momentum, supply discipline with LTAs, and a premium mix in edge and consumer that supports margin...
Nick Patience, VP and Practice Lead for AI Platforms at Futurum, analyzes SpaceX's acquisition of xAI, examining the financial rationale, valuation metrics, and competitive implications for AI and satellite infrastructure...
Futurum Research analyzes Western Digital’s Q2 FY 2026, focusing on cloud nearline momentum, UltraSMR adoption, and roadmap progress in HAMR/ePMR, with LTAs and pricing discipline shaping outlook....
Futurum Research at Futurum analyzes KLA’s Q2 FY 2026 results, highlighting AI-driven inspection intensity, services scale, and advanced packaging momentum, with guidance tempered by supply constraints and DRAM cost headwinds....
Mitch Ashley, VP Practice Lead at Futurum, examines whether developers can achieve 100% AI-generated code like Anthropic's Boris Cherny, analyzing the gap between vendor demonstrations and peer-reviewed research showing 29%...
Futurum Research examines IFS’s FY 2025 results as Industrial AI adoption shifts from initial deployments to scaled operations, supported by 23% ARR growth, rising retention, and margin expansion....
Futurum Research analyzes SK Hynix’s Q4 FY 2025 results, highlighting HBM leadership, DDR5 server mix, and NAND roadmap, and why capacity, packaging, and customer alignment position the company for sustained...
Futurum Research analyzes Samsung’s Q4 FY 2025 results, highlighting AI-driven memory momentum, HBM and server SSD mix, foundry 2nm progress, and how 2026 supply, CapEx, and guidance shape execution....
Mitch Ashley, VP and Practice Lead at Futurum, shares insights on Dynatrace Perform 2026, examining how Dynatrace Intelligence and domain-specific agents signal the emergence of observability-led agent control planes....
Futurum Research analyzes SAP’s Q4 FY 2025 earnings, highlighting Cloud ERP growth, AI and data cloud attach, and how deal mix and sovereignty considerations shaped near-term backlog while supporting multi-year...
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