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.

Exprivia Bets on Risk Management as Cybersecurity's Next Frontier
September 10, 2026

Exprivia Bets on Risk Management as Cybersecurity’s Next Frontier

Exprivia pivots from reactive cyberattack response to proactive risk management, positioning itself to capture significant market share as 62.4% of channel partners cite cybersecurity as a top 2026 growth driver....
Smartsheet Bets on APAC Leadership to Capture AI Work Management Surge
September 9, 2026

Smartsheet Bets on APAC Leadership to Capture AI Work Management Surge

Keith Kirkpatrick, Vice President, Research, at Futurum, says Smartsheet's APAC leadership moves signal aggressive enterprise work management positioning, driven by generative AI adoption and integration capabilities....
Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant
September 9, 2026

Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant

Qualcomm announced a multi-generation collaboration with AWS covering customized silicon for AI inference and optical connectivity solutions extending up to 1.6T....
Dell Technologies Q2 FY 2027 AI Orders Fuel Server and Storage Growth
September 9, 2026

Dell Technologies Q2 FY 2027: AI Orders Fuel Server and Storage Growth

Futurum Research analyzes Dell Technologies’ Q2 FY 2027 earnings, focusing on AI server backlog, infrastructure demand, storage pull-through, and FY 2027 guidance....
Why HPE Gave Oracle Equity Instead of a Price Cut on AI Gear
September 9, 2026

Why HPE Gave Oracle Equity Instead of a Price Cut on AI Gear

Tom Hollingsworth at Futurum examines why HPE issued Oracle a nominal-cost equity warrant alongside an expanded Juniper networking deal for Oracle's AI data centers....
Beyond Raw Compute Equinix’s Strategic Bet on AI Infrastructure
September 9, 2026

Beyond Raw Compute: Equinix’s Strategic Bet on AI Infrastructure

Nick Patience, VP & AI Platforms Practice Lead at The Futurum Group, examines Equinix Fabric One and Inference Exchange, and asks whether neutral infrastructure solves a problem enterprises have today...
CrowdStrike Bets on Its Own Models to Secure the AI Revolution
September 8, 2026

CrowdStrike Bets on Its Own Models to Secure the AI Revolution

Fernando Montenegro, VP at Futurum, analyzes CrowdStrike's Fal.Con 2026: an ambitious, largely defensible push into its own AI models and agent security, anchored to the endpoint and the promise to...
Snowflake Q2 FY 2027 CoCo and CoWork Expand AI Consumption
September 8, 2026

Snowflake Q2 FY 2027: CoCo and CoWork Expand AI Consumption

Futurum Research analyzes Snowflake’s Q2 FY 2027 earnings, focusing on AI-led consumption, CoCo adoption, CoWork growth, and raised FY 2027 guidance....
Genesys Bets on Agentic Orchestration to Own Enterprise CX
September 8, 2026

Genesys Bets on Agentic Orchestration to Own Enterprise CX

Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights on Genesys's new four-layer agentic orchestration stack, which aims to make Genesys Cloud the enterprise system of record for...
HCLTech's Semiconductor Lab Bet Targets a $25.7B Channel Opportunity
September 8, 2026

HCLTech’s Semiconductor Lab Bet Targets a $25.7B Channel Opportunity

HCLTech launched its Advanced Semiconductor Lab in Bengaluru, investing Rs. 185 crore in a 40,000 sq ft facility to capitalize on a $25.7B channel ecosystem opportunity....
Entelgy Brasil Bets on Febraban Tech to Own LatAm's AI Banking Moment
September 8, 2026

Entelgy Brasil Bets on Febraban Tech to Own LatAm’s AI Banking Moment

Entelgy Brasil's full-team commitment to Febraban Tech 2026 signals a deliberate channel-ecosystem strategy timed to capture AI consulting growth in Latin American banking, where 86.7% of partners identify AI as...
Sovereign Cloud as Channel Strategy: Visiativ's Free Pro Bet
September 8, 2026

Sovereign Cloud as Channel Strategy: Visiativ’s Free Pro Bet

Visiativ's deployment of Free Pro's sovereign cloud infrastructure across French datacenters demonstrates how ISVs are turning data residency compliance into a competitive channel trust asset, shielding clients from extraterritorial legislation....

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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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