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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.

Can CrowdStrike Tackle Standing Privileges with $740M SGNL Acquisition
January 9, 2026

Can CrowdStrike Tackle Standing Privileges with $740M SGNL Acquisition?

Fernando Montenegro, VP at Futurum, analyzes CrowdStrike’s acquisition of SGNL to bring real-time, zero-standing-privilege access control to the Falcon platform....
5 Reasons Snowflake Acquiring Observe Sets the Tone For 2026
January 9, 2026

5 Reasons Snowflake Acquiring Observe Sets the Tone For 2026

Mitch Ashley, VP and Practice Lead of Software Lifecycle Engineering at Futurum, examines how Snowflake’s acquisition of Observe signals a shift toward AI observability platforms and why this move reshapes...
Lenovo Makes a Splash at CES; Debuts Tech World with Major Device and AI Infrastructure Announcements
January 9, 2026

Lenovo Makes a Splash at CES; Debuts Tech World with Major Device and AI Infrastructure Announcements

Alex Smith and Olivier Blanchard at The Futurum Group share their insights on the key announcements at Lenovo Tech World 2026....
Karpathy’s Thread Signals AI-Driven Development Breakpoint
December 30, 2025

Karpathy’s Thread Signals AI-Driven Development Breakpoint

Mitch Ashley, VP and Practice Lead for Software Lifecycle Engineering at Futurum, examines why industry researcher Andrej Karpathy’s X thread signals a breakpoint in AI-driven software development and what it...
CIO Take Smartsheet's Intelligent Work Management as a Strategic Execution Platform
December 22, 2025

CIO Take: Smartsheet’s Intelligent Work Management as a Strategic Execution Platform

Dion Hinchcliffe analyzes Smartsheet’s Intelligent Work Management announcements from a CIO lens—what’s real about agentic AI for execution at scale, what’s risky, and what to validate before standardizing....
Will Zoho’s Embedded AI Enterprise Spend and Billing Solutions Drive Growth
December 22, 2025

Will Zoho’s Embedded AI Enterprise Spend and Billing Solutions Drive Growth?

Keith Kirkpatrick, Research Director with Futurum, shares his insights on Zoho’s latest finance-focused releases, Zoho Spend and Zoho Billing Enterprise Edition, further underscoring Zoho’s drive to illustrate its enterprise-focused capabilities....
Will IFS’ Acquisition of Softeon Help Attract New Supply Chain Customers
December 19, 2025

Will IFS’ Acquisition of Softeon Help Attract New Supply Chain Customers?

Keith Kirkpatrick, Research Director at Futurum, shares his insights into IFS’ acquisition of WMS provider Softeon, and provides his assessment on the impact to IFS’s market position and the overall...
Micron Technology Q1 FY 2026 Sets Records; Strong Q2 Outlook
December 18, 2025

Micron Technology Q1 FY 2026 Sets Records; Strong Q2 Outlook

Futurum Research analyzes Micron’s Q1 FY 2026, focusing on AI-led demand, HBM commitments, and a pulled-forward capacity roadmap, with guidance signaling continued strength into FY 2026 amid persistent industry supply...
NVIDIA Bolsters AI/HPC Ecosystem with Nemotron 3 Models and SchedMD Buy
December 16, 2025

NVIDIA Bolsters AI/HPC Ecosystem with Nemotron 3 Models and SchedMD Buy

Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on NVIDIA's release of its Nemotron 3 family of open-source models and the acquisition of SchedMD, the developer of...
Will a Digital Adoption Platform Become a Must-Have App in 2026?
December 15, 2025

Will a DAP Become the Must-Have Software App in 2026?

Keith Kirkpatrick, Research Director with Futurum, covers WalkMe’s 2025 Analyst Day, and discusses the company’s key pillars for driving success with enterprise software in an AI- and agentic-dominated world heading...
Broadcom Q4 FY 2025 Earnings AI And Software Drive Beat
December 15, 2025

Broadcom Q4 FY 2025 Earnings: AI And Software Drive Beat

Futurum Research analyzes Broadcom’s Q4 FY 2025 results, highlighting accelerating AI semiconductor momentum, Ethernet AI switching backlog, and VMware Cloud Foundation gains, alongside system-level deliveries....
Oracle Q2 FY 2026 Cloud Grows; Capex Rises for AI Buildout
December 12, 2025

Oracle Q2 FY 2026: Cloud Grows; Capex Rises for AI Buildout

Futurum Research analyzes Oracle’s Q2 FY 2026 earnings, highlighting cloud infrastructure momentum, record RPO, rising AI-focused capex, and multicloud database traction driving workload growth across OCI and partner clouds....

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