Technology Insights

The Futurum Group’s analysts cover a myriad of technologies across the technological landscape. Here you can narrow down our insights by technology category. If you prefer to filter by industry vertical, you can do that here.

July 31, 2025

Microsoft Q4 FY 2025 Earnings Beat Driven by 39% Azure Growth

Keith Kirkpatrick and Daniel Newman from Futurum break down Microsoft’s Q4 FY 2025 earnings, highlighting Azure’s strong growth, the expanding Copilot ecosystem, and why Microsoft’s AI momentum shows no signs...
July 31, 2025

Is NVIDIA’s GB300 NVL72 Power Shelf the Answer to AI’s Grid Strain?

Ray Wang, Research Director at Futurum, shares his insights on how NVIDIA’s GB300 NVL72 reduces grid disruption from AI workloads using energy storage, ramp-rate control, and GPU burn to cut...
July 30, 2025

Palo Alto Networks Makes Bold $25B Identity Play with CyberArk Deal

Krista Case and Fernando Montenegro of The Futurum Group share their insights on Palo Alto Networks’ planned $25 billion acquisition of CyberArk....
July 30, 2025

Commvault Q1 FY 2026 Revenue Surges 26%, Outlook Raised

Krista Case, Research Director at Futurum, unpacks Commvault’s Q1 FY 2026 results, highlighting momentum in SaaS and subscription ARR, growing marketplace traction, and an expanded partner ecosystem driving cyber resilience...
July 29, 2025

Is T-Mobile’s T-Satellite the First Real Step Toward Eliminating Dead Zones?

Olivier Blanchard, Research Director at Futurum, shares insights on T-Mobile’s T-Satellite launch, enabling satellite-based texting and alerts in dead zones, with broad device support and plans to expand features and...
July 28, 2025

The Six Five Pod | EP 269: From D.C. to Silicon Valley: Navigating the AI Revolution

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent AI summit in Washington D.C., analyzing its implications for U.S. competitiveness and policy....
July 28, 2025

Intel Q2 FY 2025 Results Beat on Revenue, Margin Hit by One-Time Charges

Ray Wang and Daniel Newman from Futurum explore Intel’s Q2 FY 2025 earnings, highlighting revenue strength, margin pressures from restructuring, strategic foundry shifts, and why the 18A ramp is critical...
July 25, 2025

Data Protection Meets Data Control in Commvault’s Satori Play

Krista Case, Research Director at Futurum, shares her insights on Commvault’s planned acquisition of Satori Cyber....
July 25, 2025

Can AWS’s New AI Infrastructure Offering Stand Out from Its Competitors?

Ray Wang, Research Director at Futurum, shares his insights on AWS’s launch of EC2 P6e-GB200 UltraServers, highlighting how NVIDIA Grace Blackwell GPUs and liquid-cooled UltraClusters are enabling trillion-parameter AI workloads....
July 25, 2025

ServiceNow’s Q2 2025 Results Beat Expectations as AI Innovations Power Growth

Keith Kirkpatrick and Daniel Newman of Futurum share insights on ServiceNow’s standout Q2 2025—highlighting record AI-driven growth, top-line beats, and breakthrough workflow innovation....
July 25, 2025

Alphabet’s Q2 FY 2025 Earnings Top Estimates, Led by Strong Cloud Revenue

Keith Kirkpatrick and Daniel Newman explore how Alphabet’s strong Q2 FY 2025 results reflect deepening AI integration across Search, Cloud, and YouTube, and what its $85 billion CapEx guidance says...
July 25, 2025

IBM Q2 2025 Earnings Exceed Expectations with Double-Digit Profit Growth, GenAI Book Surges Past $7.5B

Futurum’s Nick Patience and Daniel Newman share their insights on IBM's Q2 2025, highlighting strong revenue and profit growth, surging GenAI business, and raised free cash flow guidance as AI...

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If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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