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.
February 7, 2025
Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s Q2 FY 2025 earnings, highlighting record networking revenue fueled by AI data center demand, telecom recovery, and margin expansion....
February 7, 2025
Olivier Blanchard, Research Director at The Futurum Group, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong growth in premium-tier smartphones, AI-driven IoT, and automotive....
February 6, 2025
Join us as Jim Anderson discusses Coherent's next chapter, focusing on innovation and strategic growth in the evolving tech space....
February 6, 2025
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines Arm’s Q3 FY 2025 earnings, highlighting AI-driven royalty growth, Compute Subsystem expansion, and key AI collaborations....
February 6, 2025
The Futurum Group’s Krista Case and Camberley Bates analyze Hammerspace’s 10x growth and Tier 0 storage, which eliminates GPU bottlenecks. Can its expansion and innovation reshape AI infrastructure?...
February 5, 2025
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Alphabet’s Q4 2024 earnings, highlighting strong ad revenue from Search and YouTube, concerns over Google Cloud’s growth miss, and the company’s...
February 5, 2025
Krista Case, Research Director at The Futurum Group, analyzes Kyndryl’s Q3 FY 2025 results, highlighting strong margin expansion, higher-value signings, and the company's progress in eliminating unprofitable pre-spinoff contracts....
February 5, 2025
Camberley Bates, Keith Townsend, and Dion Hinchcliffe share their insights on IBM's resurgence, Intel's hurdles, and the intriguing developments of DeepSeek technology, outlining the potential impacts on the industry....
February 4, 2025
Ron Westfall, Research Director at The Futurum Group, shares insights on the DOJ’s lawsuit blocking HPE’s Juniper acquisition. He examines its impact on competition, innovation, and whether blocking the deal...
February 4, 2025
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Oracle's AI-driven enhancements in Fusion Cloud Sales and SCM, evaluating how embedded AI agents streamline sales, optimize supply chains, and improve...
February 3, 2025
Camberley Bates, Keith Townsend, and Dion Hinchcliffe dive into the $500 billion Project Stargate, the competitive AI landscape, and infrastructural shifts in the era of AI....
February 3, 2025
Experts from Broadcom and partners discuss maintaining mainframe relevance in today's tech landscape, highlighting innovation, integration, and workforce development....
