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.

FPT IS Bets on AI-Powered Justice as ASEAN's Legal Tech Moment Arrives
August 18, 2026

FPT IS Bets on AI-Powered Justice as ASEAN’s Legal Tech Moment Arrives

FPT IS unveiled an AI-Powered Justice ecosystem at ASEAN Law Forum 2026, demonstrating deployments with 170,000+ legal documents and positioning itself as a full-stack AI integrator for Southeast Asian legal...
Strategy's $282M Capital Move Signals AI-Era Balance Sheet Confidence
August 18, 2026

Strategy’s $282M Capital Move Signals AI-Era Balance Sheet Confidence

Strategy's coordinated $282M capital action—combining a $150M reserve increase with a $132M STRC repurchase—demonstrates deliberate balance sheet management aligned with surging enterprise generative AI investment priorities....
Peraton's $117M Army Recompete: A Cyber Partnership Blueprint
August 18, 2026

Peraton’s $117M Army Recompete: A Cyber Partnership Blueprint

Peraton secures $117M Army cyber contract through 2031, demonstrating how proven partnerships drive national security and recurring revenue for defense contractors....
The Pricing Split: Why Core Software and AI Can't Share One Commercial Model
August 17, 2026

The Pricing Split: Why Core Software and AI Can’t Share One Commercial Model

Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights on why enterprise buyers are rejecting per-seat pricing for core software, while simultaneously demanding it for AI, forcing vendors...
Applied Materials Q3 FY 2026 Advanced Packaging and DRAM Accelerate Growth
August 17, 2026

Applied Materials Q3 FY 2026: Advanced Packaging and DRAM Accelerate Growth

Brendan Burke, Research Director at Futurum, analyzes Applied Materials’ Q3 FY 2026 earnings, focusing on AI-driven chip equipment demand, DRAM strength, advanced packaging, and capacity visibility....
Terrestrial Data Centers Are Getting Expensive Enough to Make Space Cheap
August 17, 2026

Terrestrial Data Centers Are Getting Expensive Enough to Make Space Cheap

Futurum’s Brendan Burke on why a third of the $3 trillion AI data center buildout goes off-grid by 2030, and what launch, satellite hardware, and solar density must do before...
IBM and Together AI: Did IBM Cloud Just Become a Neocloud?
August 17, 2026

IBM and Together AI: Did IBM Cloud Just Become a Neocloud?

Brendan Burke, Research Director at Futurum, shares his insights on the $240 million IBM and Together AI agreement and why an anchor-tenant inference cluster moves IBM Cloud to the landlord...
Nagarro's Strategic Shift: What Persistent's Takeover Offer Means for the Market
August 15, 2026

Nagarro’s Strategic Shift: What Persistent’s Takeover Offer Means for the Market

Persistent Systems' takeover offer for Nagarro creates a scaled AI services provider positioned to capture surging channel partner demand for AI consulting and custom application development in a market forecast...
Is the Rise of Agentic AI Threatening Cybersecurity Readiness?
August 15, 2026

Is the Rise of Agentic AI Threatening Cybersecurity Readiness?

Taiwan confirmed an autonomous AI cyber attack in July 2026. Tenable tracked seven incidents across three threat actors, signaling enterprises must urgently build defenses against offensive AI....
Unisys Positions Itself as a Leader in AI and Cloud with Upcoming Investor Conferences
August 15, 2026

Unisys Positions Itself as a Leader in AI and Cloud with Upcoming Investor Conferences

Unisys is positioning itself as a leader in AI and cloud transformation as the Software Lifecycle Engineering market reaches $344B by 2028, driven by accelerating enterprise AI adoption....
Coherent Q4 FY 2026 Earnings 1.6T Transceivers Ramp, CPO Revenue Approaches
August 14, 2026

Coherent Q4 FY 2026 Earnings: 1.6T Transceivers Ramp, CPO Revenue Approaches

Brendan Burke, Research Director at Futurum, analyzes Coherent’s Q4 FY 2026 earnings, focusing on AI datacenter optics, indium phosphide capacity, CPO, NPO, and optical circuit switching....
Cisco Q4 FY 2026 Earnings Point to Broader AI Infrastructure Demand
August 14, 2026

Cisco Q4 FY 2026 Earnings Point to Broader AI Infrastructure Demand

Futurum Research analyzes Cisco’s Q4 FY 2026 earnings, focusing on AI infrastructure orders, networking demand, security traction, and FY 2027 guidance....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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