Brendan Burke, Research Director at Futurum, analyzes Cisco's Silicon One G300 announcement. The 102.4T chip and 1.6T optics target agentic AI workloads, promising 6x system consolidation and improved reliability for...
Brendan Burke, Research Director at Futurum, analyzes Amkor Technology's Q4 2025 earnings, highlighting record advanced packaging revenue, AI-driven growth, and a potential $3 billion capital expansion plan....
Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights around the recent selloff of major SaaS vendors, fueled by fears of an AI-native software takeover, and provides his...
Keith Kirkpatrick, VP & Research Director at The Futurum Group, examines Qualtrics’ appointment of Jason Maynard as CEO and what tighter execution, AI adoption, and product focus could mean for...
Mitch Ashley, VP and Practice Lead, Software Lifecycle Engineering at Futurum, examines what Anthropic’s Claude agent teams reveal about AI-driven software development today, separating experience reports from externally credible capability...
Mitch Ashley, VP and Practice Lead, Software Lifecycle Engineering at Futurum, examines how Google’s Developer Knowledge API and Gemini CLI hooks externalize agent context and governance, shaping production-ready AI development...
Brendan Burke, Research Director at Futurum, examines Texas Instruments’ acquisition of Silicon Labs, assessing how manufacturing integration, portfolio scale, and cost discipline could reshape embedded wireless connectivity markets....
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,...
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