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.

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,...
Marketplace Integration
May 1, 2026

Assessing Ingram Micro’s Q1 2026: Cyclical Growth or Structural Channel Shift?

Ingram Micro's Q1 2026 results show distributors must shift from logistics to marketplace orchestrators or risk disintermediation as CIOs consolidate platforms and adopt AI....
Microsoft Dynamics 365
May 1, 2026

Is Microsoft Dynamics 365 Contact Center the Catalyst for Agentic CX at Scale?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Microsoft Dynamics 365 Contact Center's coordinated AI agents transform customer experience orchestration, challenging fragmented legacy solutions....
Qualcomm Q2 FY 2026 Earnings Show Data Center Entry and Auto Strength
May 1, 2026

Qualcomm Q2 FY 2026 Earnings Show Data Center Entry and Auto Strength

Futurum Research analyzes Qualcomm Q2 FY 2026 results, focusing on data center entry progress, agentic AI positioning across platforms, and continued handset constraints tied to memory supply dynamics....
Cadence Q1 FY 2026 Earnings Driven by Agentic AI Expansion and Emulation Hardware
May 1, 2026

Cadence Q1 FY 2026 Earnings Driven by Agentic AI Expansion and Emulation Hardware

Brendan Burke, Research Director at Futurum Group, analyzes Cadence’s Q1 FY 2026 earnings, focusing on agentic AI product expansion and how automation strategy shapes FY 2026 execution....
Enterprise Plan Manager
May 1, 2026

Will Smartsheet’s Contributor Seat Rewrite the Rules for Enterprise Collaboration Value?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Smartsheet's Enterprise Plan Manager and Contributor seats challenge legacy pricing and accelerate vendor switching in enterprise collaboration....
Can AMD’s Edge Silicon Scale to the Trillion Dollar Orbital Opportunity?
May 1, 2026

Can AMD’s Edge Silicon Scale to the Trillion Dollar Orbital Opportunity?

Brendan Burke, Research Director at Futurum, examines AMD CTO Mark Papermaster's vision for extending the company's edge AI playbook into orbital computing, targeting a $1 trillion addressable market by 2030....

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If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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