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.
May 8, 2026
Brendan Burke, Research Director at Futurum, reviews Arm Q4 FY 2026 earnings, focusing on Arm AGI CPU traction, cloud royalty momentum, and what agentic AI implies for CPU demand in...
May 8, 2026
Futurum Research analyzes SiTime’s Q1 FY 2026 earnings, focusing on AI data center timing demand, inference-driven synchronization needs, and what the Q2 outlook implies for precision timing content growth....
May 8, 2026
Keith Kirkpatrick, VP & RD, Enterprise Software, and Brad Shimmin, VP & Practice Lead, Data Intelligence and Analytics, examine Microsoft Agent 365's general availability and analyze how the cross-platform control...
May 8, 2026
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, reviews Stellantis Q1 FY 2026 earnings, focusing on early execution gains, North America margin trajectory, and Europe pricing pressure....
May 8, 2026
Keith Kirkpatrick, VP & Research Director at Futurum, covers major announcements from Day 2 at ServiceNow Knowledge 2026, and discusses their impact on SaaS vendors and end customers....
May 8, 2026
Brad Shimmin at Futurum explores ServiceNow's major architectural shift toward a real-time data foundation. This update rearchitects the platform for the era of autonomous agents, collapsing the wall between operational...
May 8, 2026
Mitch Ashley, VP and Practice Lead for Software Lifecycle Engineering at Futurum, shares his insights on Atlassian's Teamwork Graph becoming a programmable platform for developer-built AI agents....
May 7, 2026
Brendan Burke, Research Director at Futurum, reviews Teradyne’s Q1 FY 2026 earnings, focusing on AI-driven test demand and new interconnect and board test platforms....
May 7, 2026
Nick Patience, VP & AI Platforms Practice Lead, and Mitch Ashley, VP & Software Lifecycle Engineering Practice Lead, at Futurum, examine IREN’s $625M acquisition of Mirantis and what it means...
May 7, 2026
Brendan Burke, Research Director at Futurum, examines how Astera Labs' Scorpio X-Series 320 Lane Smart Fabric Switch embeds Hypercast and In-Network Compute engines to improve token economics and accelerator utilization...
May 7, 2026
Fernando Montenegro, VP and Practice Lead at Futurum, discusses how the intended acquisition of Portkey by Palo Alto Networks fits into a broader framework of agentic security and broader platformization...
May 7, 2026
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, reviews MediaTek’s Q1 FY 2026 earnings, focusing on AI accelerator ASIC revenue timing, and Smart Edge growth....
