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.

Applied Materials Targets $3.5 Billion Electrochemical Deposition Market With NEXX Acquisition
May 7, 2026

Applied Materials Targets $3.5 Billion Electrochemical Deposition Market With NEXX Acquisition

Brendan Burke, Research Director at Futurum, examines how Applied Materials' acquisition of NEXX broadens its panel-level advanced packaging portfolio to address AI accelerator manufacturing demands....
Freshworks Q1 FY 2026 Earnings: EX Momentum Offsets CX Growth Questions
May 7, 2026

Freshworks Q1 FY 2026 Earnings: EX Momentum Offsets CX Growth Questions

Futurum Research reviews Freshworks Q1 FY 2026 results, focusing on EX upmarket execution, Freddy AI Copilot attach trends, CX replatforming progress, and FY 2026 guidance....
Physical AI
May 6, 2026

Intel’s Client Computing Refresh: Leadership Announcements Signal Clear Trajectory

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, Intel consolidates client computing and physical AI under new leadership to compete against GPU-accelerated rivals in fragmented markets....
Agentic Layer
May 6, 2026

Is Twilio’s Next Generation Platform the Missing Agentic Layer for Enterprise CX?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Twilio's Next Generation Platform aims to be the foundational agentic layer for intelligent, memory-driven customer conversations at...
Autonomous Workforce
May 6, 2026

ServiceNow Bets the Platform on Governed, Autonomous AI Orchestration

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines ServiceNow's Knowledge 2026 announcements, including the Autonomous Workforce and AI Control Tower designed to orchestrate governed...
Qlik’s CEO Transition and the Coming AI-Driven Shakeup in How Companies Build and Pay for Software
May 6, 2026

Qlik’s CEO Transition and the Coming AI-Driven Shakeup in How Companies Build and Pay for Software

Guy Currier, Chief Analyst, Visible Impact at Futurum, Qlik's leadership transition reflects how agentic AI is disrupting software pricing, token economics, and competition in data analytics and business intelligence....
Lattice Semiconductor Q1 FY 2026 Results Set Up AMI Acquisition
May 6, 2026

Lattice Semiconductor Q1 FY 2026 Results Set Up AMI Acquisition

Brendan Burke, Research Director at Futurum, analyzes Lattice’s Q1 FY 2026 earnings, focusing on compute and communications demand, improving channel visibility, and how the planned AMI acquisition broadens platform control....
Can SAP Finally Kill the ETL Monster? The Dremio and Prior Labs Acquisition Explained
May 6, 2026

Can SAP Finally Kill the ETL Monster? The Dremio and Prior Labs Acquisition Explained

Brad Shimmin, analyst at Futurum, analyzes SAP's major move to acquire Dremio and Prior Labs. This strategic play addresses the core challenges of enterprise data fragmentation and specialized AI reasoning...
Palantir Q1 FY 2026 Revenue Beats Estimates, US Demand Drives Outlook Raise
May 6, 2026

Palantir Q1 FY 2026 Revenue Beats Estimates, US Demand Drives Outlook Raise

Dion Hinchcliffe at Futurum reviews Palantir Q1 FY 2026 earnings, focusing on AIP-driven US demand, commercial and government execution, and raised FY 2026 guidance....
Lattice's $1.65B AMI Acquisition Doubles the Value of Neutral XPU Control to the AI Factory
May 6, 2026

Lattice’s $1.65B AMI Acquisition Doubles the Value of Neutral XPU Control to the AI Factory

Brendan Burke, Research Director at Futurum, shares insights on the Lattice AMI acquisition, a $1.65 billion bet on controlling the full stack of AI data center management and security, positioning...
ElevenLabs Hits $500M ARR: Can AI Voice Survive the Platform Wars?
May 6, 2026

ElevenLabs Hits $500M ARR: Can AI Voice Survive the Platform Wars?

ElevenLabs reaches $500M ARR with backing from BlackRock and NVIDIA, signaling institutional confidence in AI voice technology. Yet fierce platform competition threatens defensibility as hyperscalers deepen their AI bets....
Does Cisco Put an Astrix on the Agentic Identity Race
May 5, 2026

Does Cisco Put an Astrix on the Agentic Identity Race?

Fernando Montenegro, VP at Futurum, analyses Cisco’s intended acquisition of Astrix Security for $400 million to secure non-human identities....

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