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Vertical Insights

The Futurum Group’s analysts cover topics from a variety of industry verticals. Here you can narrow down our insights by industry or vertical. If you prefer to filter by specific technologies, you can do that here.

Collapsing the Stack VAST Data’s Bid to Own the AI Data Loop
February 27, 2026

Collapsing the Stack: VAST Data’s Bid to Own the AI Data Loop

Brad Shimmin, Vice President at Futurum, analyzes the VAST Data platform updates from VAST Forward, detailing how the new Policy Engine, Tuning Engine, and Polaris architectures are simplifying the AI...
Workday Q4 FY 2026 Earnings Mark AI Agent Push Amid Slight Outlook Miss
February 27, 2026

Workday Q4 FY 2026 Earnings Mark AI Agent Push Amid Slight Outlook Miss

Keith Kirkpatrick, VP and Research Director at Futurum, analyzes Workday’s Q4 FY 2026 earnings, focusing on the company’s agentic AI product direction, commercial attach signals in expansions....
Synopsys Q1 FY 2026 Earnings Highlight EDA and Ansys Momentum
February 27, 2026

Synopsys Q1 FY 2026 Earnings Highlight EDA and Ansys Momentum

Brendan Burke, Research Director at Futurum, analyzes Synopsys’ Q1 FY 2026 earnings, highlighting AI-driven design automation momentum, strong Ansys contribution, and implications for silicon-to-system engineering workflows....
Will ServiceNow's Autonomous Workforce Redraw the Map for Enterprise AI Execution
February 27, 2026

Will ServiceNow’s Autonomous Workforce Redraw the Map for Enterprise AI Execution?

Keith Kirkpatrick, VP & Research Director at Futurum, covers ServiceNow’s announcement of its Autonomous Workforce, and discusses the implications for organizations seeking to use AI agents to handle L1 service...
Are Enterprises Ready for the Virtualization Reset, or Just Swapping Out One Complexity for Another
February 27, 2026

Are Enterprises Ready for the Virtualization Reset, or Just Swapping Out One Complexity for Another?

Futurum’s Alastair Cooke shares his insights on new HPE research that finds that only 5% of enterprises are fully prepared for the so-called Great Virtualization Reset, even as two-thirds plan...
Everpure Q4 FY 2026 Revenue Passes $1 Billion as Platform Strategy Scales
February 27, 2026

Everpure Q4 FY 2026 Revenue Passes $1 Billion as Platform Strategy Scales

Futurum Research analyzes Everpure’s Q4 FY 2026 earnings, focusing on enterprise data cloud adoption, hyperscale momentum, and AI infrastructure positioning....
IonQ Q4 FY 2025 Results Highlight Commercial Expansion And Platform Breadth
February 27, 2026

IonQ Q4 FY 2025 Results Highlight Commercial Expansion And Platform Breadth

Futurum Research reviews IonQ’s Q4 FY 2025 earnings, focusing on commercial expansion signals, platform positioning across quantum domains, and implications for enterprise adoption paths....
NVIDIA Q4 FY 2026 Earnings Highlight Durable AI Infrastructure Demand
February 27, 2026

NVIDIA Q4 FY 2026 Earnings Highlight Durable AI Infrastructure Demand

Futurum’s Nick Patience analyzes NVIDIA’s Q4 FY 2026 earnings, highlighting data center scale, networking expansion, and agentic AI adoption shaping AI infrastructure demand....
Salesforce Q4 FY 2026 Earnings Show Agentic AI Scaling, Guidance Steadies
February 27, 2026

Salesforce Q4 FY 2026 Earnings Show Agentic AI Scaling, Guidance Steadies

Keith Kirkpatrick, VP and Research Director at Futurum, analyzes Salesforce’s Q4 FY 2026 earnings, focusing on Agentforce scaling, enterprise AI execution metrics, and what FY 2027 guidance signals for growth...
HP Q1 FY 2026 Earnings AI PC Momentum, Memory Costs Temper Outlook
February 26, 2026

HP Q1 FY 2026 Earnings: AI PC Momentum, Memory Costs Temper Outlook

Olivier Blanchard. Research Director at Futurum analyzes HP’s Q1 results, highlighting AI PC momentum, memory cost mitigation, and Print resilience, with guidance indicating near-term performance trending to the low end...
IBM vs. Anthropic A Tale of the COBOL Modernization Tape
February 26, 2026

IBM vs. Anthropic: A Tale of the COBOL Modernization Tape

Mitch Ashley, VP & Software Lifecycle Engineering Practice Lead at Futurum, examines the IBM vs. Anthropic COBOL modernization debate and explains why choosing the right AI tool is the wrong...
Will Meta’s Customization of AMD GPUs Empower Personal Agents
February 26, 2026

Will Meta’s Customization of AMD GPUs Empower Personal Agents?

Brendan Burke, Research Director at Futurum, analyzes Meta's 6-gigawatt AMD deal, its custom MI450 inference GPU, performance-based equity warrant, and what it means for GPU duopoly economics....

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