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Industry Analysts Get a Sneak Peak of the New Innovations That Are Being Deployed Within Oracle and NetSuite Products, With an Eye on Redefining the User Experience, Utilization of Data, and Agentic Workflows
Keith Kirkpatrick, Research Director with Futurum, covers the news from Oracle’s Applications + Industries Analyst Event, and discusses the impact on Oracle, NetSuite, and others vendors in the market.
Armv9 Adoption and Smartphone Royalty Growth Drive Top-Line Performance
Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and automotive compute.
Gross Margin Gains and Datacenter Momentum Support Coherent’s Record Quarterly Performance
Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of its OCS platform.
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