Brendan Burke, Research Director at Futurum, analyzes Broadcom’s Q1 FY 2026 earnings, focusing on AI accelerator and networking momentum, expanding custom XPU programs, and VMware’s role in AI-era private cloud...
Nick Patience, VP & Practice Lead for AI Platforms at Futurum Research, assesses S3NS’s progress following its SecNumCloud qualification, evaluates the sovereign AI roadmap, and examines what the Thales-Google Cloud...
Olivier Blanchard, Analyst at Futurum, shares his insights on Apple's new $599 MacBook Neo. This breakthrough price point is set to disrupt the entire budget PC market and could be...
Futurum Research analyzes Ingram Micro’s Q4 FY 2025 results, focusing on Xvantage-driven efficiency, AI workflow automation, and the company’s approach to AI infrastructure attach opportunities....
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....
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...
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...
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...
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...
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...
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...
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...
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