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.

Xerox Q1 FY 2026 Earnings Show Improved Revenue Trajectory
May 5, 2026

Xerox Q1 FY 2026 Earnings Show Improved Revenue Trajectory

Futurum Research reviews Xerox Q1 FY 2026 earnings, focusing on improved revenue trajectory, print mix shift toward production, IT Solutions activity trends, and the company’s reaffirmed FY 2026 outlook....
Ingram Micro Q1 FY 2026 Earnings Driven by Xvantage Scale and AI Deal Mix
May 5, 2026

Ingram Micro Q1 FY 2026 Earnings Driven by Xvantage Scale and AI Deal Mix

Futurum Research analyzes Ingram Micro’s Q1 FY 2026 earnings, focusing on Xvantage execution, AI infrastructure mix, and supply-driven pricing dynamics shaping near-term performance....
Lenovo’s AI Strategy Drives Enterprise Transformation in a Crowded Market
May 4, 2026

Lenovo’s AI Strategy Drives Enterprise Transformation in a Crowded Market

Lenovo announces advanced AI integration across operations to support enterprise digital transformation. As competitors like Microsoft and Dell vie for AI budgets, Lenovo's differentiation depends on execution and measurable outcomes...
Phoenix Technologies Acquisition
May 4, 2026

Lenovo’s Phoenix Technologies Acquisition Signals a Firmware Power Play

Lenovo's completion of the Phoenix Technologies Acquisition marks a strategic move to control critical firmware layers, positioning the company to lead in AI PC security and enterprise device manageability as...
Tenstorrent Galaxy Blackhole
May 4, 2026

Tenstorrent’s Galaxy Blackhole: Can RISC-V Processors Expand Fast Inference Globally?

Brendan Burke, Research Director at Futurum, reviews Tenstorrent's Galaxy Blackhole launch event featuring record inference performance through open standards and integrated RISC-V processing, accelerating Sovereign AI....
AWS Pushes the Agent Stack Quick, Connect Verticals, OpenAI on Amazon Bedrock
May 4, 2026

AWS Pushes the Agent Stack: Quick, Connect Verticals, OpenAI on Amazon Bedrock

Mitch Ashley, Keith Kirkpatrick, Fernando Montenegro, and Alex Smith of Futurum Research share their analysis of AWS’s What’s Next event, where Quick, Connect verticals, and OpenAI on Amazon Bedrock reposition...
Atlassian Q3 FY 2026 Earnings Show Continued Cloud And AI-Led Expansion
May 4, 2026

Atlassian Q3 FY 2026 Earnings Show Continued Cloud And AI-Led Expansion

Futurum Research reviews Atlassian’s Q3 FY 2026 earnings, focusing on Cloud momentum, AI adoption via Rovo, and Service Collection traction, with takeaways for enterprise workflow and ITSM strategy....
Twilio Q1 FY 2026 Earnings Show Accelerating Voice and Messaging Demand
May 4, 2026

Twilio Q1 FY 2026 Earnings Show Accelerating Voice and Messaging Demand

Futurum Research reviews Twilio’s Q1 FY 2026 earnings, focusing on accelerating voice and messaging demand, growing multi-product adoption, and how AI-driven use cases are shaping Twilio’s platform direction....
Amazon Q1 FY 2026: AWS Momentum Builds as AI Infrastructure Spend Surges
May 4, 2026

Amazon Q1 FY 2026: AWS Momentum Builds as AI Infrastructure Spend Surges

Futurum Research analyzes Amazon’s Q1 FY 2026 earnings, focusing on AWS re-acceleration, custom silicon expansion, and agentic AI product moves shaping near-term spending and longer-term positioning....
Microsoft Q3 FY 2026 Earnings Show Cloud Growth, With Capacity Still Tight
May 4, 2026

Microsoft Q3 FY 2026 Earnings Show Cloud Growth, With Capacity Still Tight

Brad Shimmin and Futurum Research analyze Microsoft Q3 FY 2026 earnings, focusing on cloud demand, Azure capacity constraints, Copilot usage intensity, and the shift toward user plus usage commercial models....
Agentic ERP Model
May 1, 2026

Can NetSuite’s Agentic ERP Model Survive the SaaS ‘Apocalypse’ and Win the Next AI Platform War?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Digital Workflows at Futurum, examines how NetSuite's agentic ERP model aims to deliver real AI ROI and counter the fragmenting...
Fusion Applications
May 1, 2026

Oracle Bets on Outcome-Driven AI Agents, But Will Enterprises Buy the Vision?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines Oracle's pivot toward AI agents embedded in Fusion Applications, analyzing enterprise demand for measurable business value,...

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