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.

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Strong Demand From Webscale and Enterprise Segments Positions Cisco for Continued AI-Driven Growth
Ron Westfall, Research Director at The Futurum Group, shares insights on Cisco’s Q2 FY 2025 results, focusing on AI infrastructure growth, Splunk’s impact on security, and innovations like AI PODs and HyperFabric driving future opportunities.
Major Partnership Sees Databricks Offered as a First-Party Data Service; Aims to Modernize SAP Data Access and Accelerate AI Adoption Through Business Data Cloud
Nick Patience, AI Practice Lead at The Futurum Group, examines the strategic partnership between SAP and Databricks that combines SAP's enterprise data assets with Databricks' data platform capabilities through SAP Business Data Cloud, marking a significant shift in enterprise data accessibility and AI innovation.
While Zoho Has Established a Strong Foothold in the SMB Market, the Company Has Its Eye on Bigger Fish
The Futurum Group’s Keith Kirkpatrick and Alex Smith cover ZohoDay25 and discuss the company’s new strategic focus targeting enterprise customers, and the company’s go-to-market and partnership approach.
Camberley Bates, Keith Townsend, and Dion Hinchcliffe share a conversation on whether hyperscalers can keep up with AI demand and the efficiency of new LLM releases.
Revenue in Line With Expectations; Stronger Backlog, New Product Ramps, and Double-Digit Growth in New FPGAs Set a Positive Tone for FY 2025
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, highlights Lattice Semiconductor’s Q4 FY 2024 results, covering Nexus and Avant growth, market stabilization, and expanding software capabilities driving future performance.
Jay Subramanian, GM of Core Storage Platforms at Hitachi Vantara, joins Daniel Newman to discuss how AI and telemetry are key to achieving sustainability in IT.
Entry, Mid-Level Models Plus More on Cyber Resiliency
Camberley Bates at The Futurum Group covers NetApp’s announcement on block, cyber resiliency, and BlueXP.
Zoho Unveiled a New Agentic Platform to Deliver AI-enhanced Portfolio-wide Improvements Including Zoho IoT
Futurum’s Ron Westfall explores how Zoho is positioned to develop AI-enhanced solutions that can drive customer value including the optimization and full security of IoT assets that improve business outcomes and overall experience.
Microsoft Adopts a Paid Metered Approach for Autonomous Agents, Highlighting Evolving AI Monetization in Microsoft 365 Copilot
Keith Kirkpatrick, Research Director at The Futurum Group, examines Microsoft’s shift to metered pricing for autonomous agents in Microsoft 365 Copilot and its impact on enterprise AI adoption.
Andi Gutmans, VP & GM of Databases at Google Cloud, and Karan Batta, SVP of Oracle Cloud Infrastructure, join Patrick Moorhead to share their insights on leveraging the best of Oracle Database and Google Cloud for organizational growth. This collaboration aims to provide enhanced data management solutions.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Qualcomm, Arm, AMD, Amazon, Alphabet, Coherent as well as IBM Investor Day!
AWS Continues to Scale as Amazon Accelerates AI Investments, While Same-Day Delivery Expansion and Cost Control Drive Retail Profitability
Olivier Blanchard, Research Director with The Futurum Group, analyzes Amazon’s Q4 2024 earnings, highlighting AWS growth amid supply constraints, the expansion of same-day delivery, and advertising monetization.

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