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.
August 26, 2025
Futurum’s Daniel Newman and Ray Wang share insights on the outlook of NVIDIA’s next earnings release....
August 26, 2025
America’s Bet on Intel: Why This Investment Is Existential for National Security and Tech Leadership
Futurum’s Daniel Newman shares his insights on the US’s multi-billion-dollar investment in Intel to bolster domestic semiconductor manufacturing, vital for national security, economic competitiveness, and technological sovereignty....
August 25, 2025
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's potential government stake, China's reliance on Nvidia, and the impact of Fed interest rate...
August 25, 2025
Keith Kirkpatrick, Research Director at Futurum, examines Workday’s Q2 FY 2026 earnings, highlighting AI adoption, subscription revenue growth, and raised guidance that reinforce its positioning as an expanding enterprise platform....
August 22, 2025
Krista Case of Futurum shares her insights on SailPoint’s planned acquisition of Savvy Security....
August 22, 2025
Keith Kirkpatrick, Research Director at Futurum, shares insights on Adobe’s launch of Acrobat Studio, a unified hub combining PDF Spaces, AI assistants, and Adobe Express to transform how users analyze,...
August 21, 2025
Keith Kirkpatrick, Research Director at Futurum, shares insights on Salesforce’s acquisition of Regrello and how its integration with Agentforce and Slack could transform enterprise workflows with agentic AI automation....
August 20, 2025
In our inaugural 𝗙𝘂𝘁𝘂𝗿𝘂𝗺 𝗦𝗶𝗴𝗻𝗮𝗹: 𝗗𝗮𝘁𝗮 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀, three vendors set the benchmark for excellence: Databricks, Google, and Microsoft....
August 20, 2025
Krista Case, analyst at Futurum, shares insights on Palo Alto Networks Q4 FY 2025 earnings—platformization, software-led Network Security and SASE momentum, XSIAM/AI scale, and FY 2026 guidance for growth and...
August 19, 2025
Olivier Blanchard, Research Director at Futurum, shares insights on Pebble’s Time 2 smartwatch reboot, featuring a stainless steel build, e-paper screen, 30-day battery life, and advanced sensors as the brand...
August 19, 2025
Ray Wang, Research Director at Futurum, shares insights on Ansys integrating NVIDIA Omniverse into its simulation tools to enhance CFD, autonomous validation, and digital twin workflows through OpenUSD-enabled interoperability....
August 18, 2025
Olivier Blanchard and Daniel Newman at Futurum share insights on Lenovo Q1 FY2025/26 earnings—record $18.8B revenue, AI infrastructure momentum, services margin expansion, and outlook for Hybrid AI execution....