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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.

Cloud Services Power CDW’s Q4 Outperformance Amid Hardware Uncertainty
February 9, 2026

Cloud Services Power CDW’s Q4 Outperformance Amid Hardware Uncertainty

Futurum Research shares insights on how CDW's Q4 2025 results surpassed expectations, driven by double-digit profit growth in CDW cloud services and managed offerings, which countered ongoing volatility in hardware...
Commvault Introduces Geo Shield. Can One Platform Meet Sovereign Needs?
February 9, 2026

Commvault Introduces Geo Shield. Can One Platform Meet Sovereign Needs?

Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines Commvault Geo Shield and its focus on sovereign deployment models that retain control over data location, operations,...
Amazon Q4 FY 2025 Revenue Beat, AWS +24% Amid $200B Capex Plan
February 9, 2026

Amazon Q4 FY 2025: Revenue Beat, AWS +24% Amid $200B Capex Plan

Futurum Research reviews Amazon’s Q4 FY 2025 results, highlighting AWS acceleration from AI workloads, expanding custom silicon use, and an AI-led FY 2026 capex plan shaped by satellite and international...
Insight Enterprises Sees Earnings Strength on Expanding Margins
February 6, 2026

Insight Enterprises Sees Earnings Strength on Expanding Margins

Futurum Research shares insights on Insight Enterprises' Q4 2025 results. The company showed remarkable earnings resilience by expanding margins despite revenue attrition, thanks to a pivot towards higher-value cloud and...
Can Workday’s AI-Driven Frontline Suite Disrupt WFM for Retail and Hospitality
February 6, 2026

Can Workday’s AI-Driven Frontline Suite Disrupt WFM for Retail and Hospitality?

Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights on Workday’s push to enhance frontline workforces through agentic technology, particularly in retail, transportation, and hospitality....
Coherent Q2 FY 2026 AI Datacenter Demand Lifts Revenue and Margins
February 6, 2026

Coherent Q2 FY 2026: AI Datacenter Demand Lifts Revenue and Margins

Futurum Research analyzes Coherent’s Q2 FY 2026 results, highlighting AI datacenter optics demand, 6-inch indium phosphide capacity expansion, and growing OCS/CPO traction supporting margin expansion into FY 2027....
Arm Q3 FY 2026 Earnings Highlight AI-Driven Royalty Momentum
February 6, 2026

Arm Q3 FY 2026 Earnings Highlight AI-Driven Royalty Momentum

Futurum Research analyzes Arm’s Q3 FY 2026 results, highlighting CPU-led AI inference momentum, CSS-driven royalty leverage, and diversification across data center, edge, and automotive, with guidance pointing to continued growth....
Qualcomm Q1 FY 2026 Earnings Record Revenue, Memory Headwinds
February 6, 2026

Qualcomm Q1 FY 2026 Earnings: Record Revenue, Memory Headwinds

Futurum Research analyzes Qualcomm’s Q1 FY 2026 earnings, highlighting AI-native device momentum, Snapdragon X PCs, and automotive SDV traction amid near-term handset build constraints from industry-wide memory tightness....
Alphabet Q4 FY 2025 Highlights Cloud Acceleration and Enterprise AI Momentum
February 6, 2026

Alphabet Q4 FY 2025 Highlights Cloud Acceleration and Enterprise AI Momentum

Nick Patience, VP and AI Practice Lead at Futurum analyzes Alphabet’s Q4 FY 2025 results, highlighting AI-driven momentum across Cloud and Search, Gemini scale, and 2026 capex priorities to expand...
Amazon CES 2026 Do Ring, Fire TV, and Alexa+ Add Up to One Strategy
February 5, 2026

Amazon CES 2026: Do Ring, Fire TV, and Alexa+ Add Up to One Strategy?

Olivier Blanchard, Research Director at The Futurum Group, examines Amazon’s CES 2026 announcements across Ring, Fire TV, and Alexa+, focusing on AI-powered security, faster interfaces, and expanded assistant access across...
Is 2026 the Turning Point for Industrial-Scale Agentic AI?
February 5, 2026

Is 2026 the Turning Point for Industrial-Scale Agentic AI?

VP and Practice Lead Fernando Montenegro shares insights from the Cisco AI Summit 2026, where leaders from the major AI ecosystem providers gathered to discuss bridging the AI ROI gap...
Supermicro Q2 FY2026 Delivers Breakout AI GPU Platform Revenue
February 5, 2026

Supermicro Q2 FY2026 Delivers Breakout AI GPU Platform Revenue

Brendan Burke, Research Director at Futurum, covers Supermicro’s Q2 FY2026 breakout revenue growth, driven by power-optimized rack-scale AI systems that are helping data center builders improve their energy efficiency....

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