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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In what has become the norm, Zoom delivered another massive beat to the top and bottom line while adding big to its TTM $100,000 customer base
Futurum’s Daniel Newman and Fred McClimans break down first quarter results for fiscal 2022 from Dell Technologies. Dell delivered both record revenue and adjusted earnings above consensus estimates.
Cloudera, in a $5.3 billion deal is going private, which should provide the company runway to focus on innovation and shifting cloud demand.
Increasing pressure on data privacy is putting more necessity on enterprise CMOs and leaders to facilitate first-party data and CDP solutions will be key to enabling enterprises to unlock customer data and experiences without being intrusive or relying on no longer available third-party data.
Salesforce continued its FY 21 momentum with a strong first quarter for its fiscal 2022 campaign touting growth in Tableau and MuleSoft.
Earlier this week, Microsoft published it’s Book of News at Microsoft Build. It’s an annual guide to upgrades and enhancements that were announced at the event. These spanned the entire Microsoft developer platform including Visual Studio, GitHub, Microsoft Azure, Power Platform, Windows, and Microsoft 365.
Oracle unveiled its first Arm-based compute offering OCI Ampere A1 Compute, aiming to guide the porting of open source projects to Arm technology for price-performance and efficiency gains. Futurum’s Ron Westfall analyzes why the Arm architecture is gaining a broader presence across data center server processor architectures, how OCI attains competitive differentiation through the new platform, and why OCI’s main rivals need to counter the move.
NVIDIA followed up back to back record-breaking quarters with a third taking its datacenter and gaming numbers to new high on demand for AI and Gaming.
Apple's changes to its opt-in policy is shifting the landscape of tracking users and leveraging 3rd party data. This shift means CMOs have a big task in front of them to continue to deliver best of class customer experiences.
This year at Microsoft Build, the company provided a series of new tools to enable developers to deliver a better Microsoft Teams experience.

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