Menu

Insights

Stellantis FY 2025 Earnings Reflect Reset Costs as H2 Momentum Builds
March 4, 2026

Stellantis FY 2025 Earnings Reflect Reset Costs as H2 Momentum Builds

Olivier Blanchard, Research Director at Futurum, reviews Stellantis FY 2025 results, focusing on the customer-led reset, product cadence, quality execution, and what the H2 recovery signals for 2026....
Qualcomm-Ericsson Partnership Accelerates Path to Intelligent AI6G Fabric
March 4, 2026

Qualcomm-Ericsson Partnership Accelerates Path to Intelligent AI/6G Fabric

Olivier Blanchard, Research Director at Futurum, shares his insights on the partnership between Qualcomm and Ericsson and how both companies are working to establish not only the foundations for AI-first...
Market News Coverage MediaTek Expands into Micro LED Optical Communication
March 4, 2026

Market News Coverage: MediaTek Expands into Micro LED Optical Communication

Olivier Blanchard, Research Director at Futurum, shares his insights on MediaTek’s micro-LED strategy, and how the expansion of data center and networking solutions from leading-edge and device-focused semiconductor vendors both...
Microsoft Leaders Have an Answer To AI Gutting the Developer Pipeline
March 4, 2026

Microsoft Leaders Have an Answer To AI Gutting the Developer Pipeline

Mitch Ashley, VP and Software Lifecycle Engineering Practice Lead at Futurum, examines Microsoft leaders' warning that AI productivity gains are gutting the developer talent pipeline and how their preceptorship model...
SentinelOne’s Identity Catch-Up Tests Its Endpoint-Led Platform Story
March 4, 2026

SentinelOne’s Identity Catch-Up Tests Its Endpoint-Led Platform Story

Fernando Montenegro, VP and Practice Lead, Cybersecurity at Futurum, examines SentinelOne’s identity portfolio expansion and its approach to securing human and non-human identities, including autonomous AI agents, browsers, and AI...
Will SAP’s New Services Portfolio Deliver Continuous Transformation
March 4, 2026

Will SAP’s New Services Portfolio Deliver Continuous Transformation?

Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights into SAP’s renewed multi-tiered Services and Support Portfolio, and assesses the risks to SAP and the impact on the...
Can Micron’s Modular Memory Upgrade Help NVIDIA’s CPUs Outperform
March 4, 2026

Can Micron’s Modular Memory Upgrade Help NVIDIA’s CPUs Outperform?

Brendan Burke, Research Director at Futurum Research, analyzes Micron's 256GB SOCAMM2 module and its role in NVIDIA's Vera Rubin AI platform, as AMD and Qualcomm explore SOCAMM adoption for agentic...
Elastic Q3 FY 2026 Strong Quarter, but Reacceleration Thesis Unproven
March 3, 2026

Elastic Q3 FY 2026: Strong Quarter, but Reacceleration Thesis Unproven

Nick Patience, VP and Practice Lead for AI Platforms at Futurum reviews Elastic Q3 FY 2026 earnings, highlighting sales-led subscription momentum, AI context engineering adoption, and agentic workflow expansion across...
Salesforce Overhauls Consulting Track, Recasting Partners as Outcome Architects
March 3, 2026

Salesforce Overhauls Consulting Track, Recasting Partners as Outcome Architects

Futurum’s Alex Smith shares insights on Salesforce’s radical overhaul of its Consulting Track, recasting partners as outcome architects to accelerate the shift toward agentic AI delivery in the partner ecosystem....
NVIDIA's $4B Optics Bet Signals Photonics as AI's Next Bottleneck
March 3, 2026

NVIDIA’s $4B Optics Bet Signals Photonics as AI’s Next Bottleneck

Brendan Burke, Research Director at Futurum, shares insights on NVIDIA's $4 billion investment in Coherent and Lumentum to address the emerging optical interconnect bottleneck constraining AI data center scaling amid...
POCO and MediaTek Aim to Redefine Mid-Tier Performance Expectations in the Mobile Segment
March 3, 2026

POCO and MediaTek Aim to Redefine Mid-Tier Performance Expectations in the Mobile Segment

Olivier Blanchard, research Director at Futurum, dives into POCO’s X8 Pro and POCO X8 Pro Max launches, and discusses how, with the help of MediaTek, the Xiaomi subsidiary is redefining...
Google ADK Is Not a Toolkit – It Is an Agent Execution Framework
March 3, 2026

Google ADK Is Not a Toolkit – It Is an Agent Execution Framework

Mitch Ashley, VP and Practice Lead of Software Lifecycle Engineering at Futurum, shares his insights on how Google ADK’s new integrations turn agent frameworks into an execution layer, connecting GitHub,...

Book a Demo

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.