Menu

Insights

HP Q1 FY 2026 Earnings AI PC Momentum, Memory Costs Temper Outlook
February 26, 2026

HP Q1 FY 2026 Earnings: AI PC Momentum, Memory Costs Temper Outlook

Olivier Blanchard. Research Director at Futurum analyzes HP’s Q1 results, highlighting AI PC momentum, memory cost mitigation, and Print resilience, with guidance indicating near-term performance trending to the low end...
IBM vs. Anthropic A Tale of the COBOL Modernization Tape
February 26, 2026

IBM vs. Anthropic: A Tale of the COBOL Modernization Tape

Mitch Ashley, VP & Software Lifecycle Engineering Practice Lead at Futurum, examines the IBM vs. Anthropic COBOL modernization debate and explains why choosing the right AI tool is the wrong...
Will Meta’s Customization of AMD GPUs Empower Personal Agents
February 26, 2026

Will Meta’s Customization of AMD GPUs Empower Personal Agents?

Brendan Burke, Research Director at Futurum, analyzes Meta's 6-gigawatt AMD deal, its custom MI450 inference GPU, performance-based equity warrant, and what it means for GPU duopoly economics....
Intel Bets on Agentic AI Economics with SambaNova Partnership
February 26, 2026

Intel Bets on Agentic AI Economics with SambaNova Partnership

Brendan Burke, Research Director at Futurum, explores how Intel and SambaNova are disrupting the AI inference market with specialized, power-efficient inference and low-latency logic engines designed for the next era...
February 25, 2026

Contact Center as a Service (CCaaS) Platforms – Futurum Signal

Contact centers have undergone a significant transformation over the past two decades, evolving from narrowly focused, on-premises systems built to support outbound sales and inbound customer service into cloud-native platforms...
The Storage Era is Dead; Long Live Everpure!
February 25, 2026

Storage Evolved: Everpure Takes on Data Challenges for an AI World

Brad Shimmin, VP and Practice Lead at Futurum, shares his insights on Pure Storage’s rebrand to Everpure as well as its supportive acquisition of 1touch.io, exploring why dropping "Storage" is...
Five9 Q4 FY 2025 Earnings Revenue Beat, AI Momentum, Cash Flow High
February 25, 2026

Five9 Q4 FY 2025 Earnings: Revenue Beat, AI Momentum, Cash Flow High

Keith Kirkpatrick, VP & Research Director, Enterprise Software & Digital Workflows at Futurum, notes Five9’s Q4 FY 2025 AI momentum and record bookings signal strong H2 FY 2026 growth....
Will Canva’s MangoAI and Cavalry Bets Redefine Enterprise Creative Stack—Or Hit Adoption Barriers
February 25, 2026

Will Canva’s MangoAI and Cavalry Bets Redefine Enterprise Creative Stack—Or Hit Adoption Barriers?

Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights on how Canva’s acquisition of MangoAI and Cavalry challenges Adobe by unifying motion design and AI-driven marketing....
Amazon Ads MCP Server Debuts, Streamlining AI-Managed Campaign Execution
February 24, 2026

Amazon Ads MCP Server Debuts, Streamlining AI-Managed Campaign Execution

Futurum Research examines the Amazon Ads MCP Server and how AI-managed workflows streamline ad execution while redefining the role of human oversight in Amazon advertising....
indie Q4 FY 2025 Earnings Humanoid Robotics Catalyzed by Radar Chipset Ramp
February 24, 2026

indie Q4 FY 2025 Earnings: Humanoid Robotics Catalyzed by Radar Chipset Ramp

Brendan Burke, Research Director at Futurum, analyzes indie Semiconductor’s Q4 FY 2025, highlighting radar program ramps, DRAM‑less vision wins, and adjacencies in photonics and robotics, with Q1 guidance reflecting core...
Claude Found 500 Zero-Days. Who Patches Them Before Attackers Arrive
February 24, 2026

Claude Found 500 Zero-Days. Who Patches Them Before Attackers Arrive?

Mitch Ashley, VP & Practice Lead at Futurum, shares his insights on AI-driven zero-day discovery and why Anthropic’s Claude Code Security exposes a race condition between vulnerability discovery and patch...
Will Zoho’s Value-Generation Approach Drive More Success With Enterprises
February 24, 2026

Will Zoho’s Value-Generation Approach Drive More Success With Enterprises?

Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights into the evolution of Zoho as a provider of enterprise technology, and discusses the steps it should take to...

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.