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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.

No More Playing Koi Can Palo Alto Networks Secure the Modern Supply Chain
February 18, 2026

No More Playing Koi: Can Palo Alto Networks Secure the Modern Supply Chain?

Fernando Montenegro, VP at Futurum, analyzes Palo Alto Networks' acquisition of Koi Security, a move that shifts endpoint defense from file scanning to marketplace governance....
Xerox Restructures Global Sales to Drive Print Through Partner Expansion
February 18, 2026

Xerox Restructures Global Sales to Drive Print Through Partner Expansion

Alex Smith, Analyst at Futurum, shares insights on Xerox’s new global print sales structure, exploring how partner expansion and operational consolidation aim to reverse share loss in a declining print...
CoreWeave ARENA is AI Production Readiness Redefined
February 17, 2026

CoreWeave ARENA is AI Production Readiness Redefined

Alastair Cooke, Research Director, Cloud and Data Center at Futurum, shares his insights on the announcement of CoreWeave ARENA, a tool for customers to identify costs and operational processes for...
Applied Materials Q1 FY 2026 AI Demand Lifts Outlook
February 17, 2026

Applied Materials Q1 FY 2026: AI Demand Lifts Outlook

Brendan Burke, Research Director at Futurum, analyzes Applied Materials’ Q1 FY 2026, highlighting AI-driven mix to leading-edge logic, HBM, and advanced packaging, new product launches, and services leverage....
Can Proofpoint Secure the Intent of the Autonomous Agent
February 17, 2026

Can Proofpoint Secure the Intent of the Autonomous Agent?

Fernando Montenegro, VP at Futurum, analyzes Proofpoint’s acquisition of Acuvity and the strategic move to secure autonomous AI agents and "Read-Write AI" workflows....
Arista Networks Q4 FY 2025 Revenue Beat on AI Ethernet Momentum
February 16, 2026

Arista Networks Q4 FY 2025: Revenue Beat on AI Ethernet Momentum

Futurum Research analyzes Arista’s Q4 FY 2025 results, highlighting AI Ethernet adoption across model builders and cloud titans, growing DCI/7800 spine roles, AMD-driven open networking wins, and a Q1 guide...
Can Cadence Shorten Chip Design Timelines with ChipStack AI
February 16, 2026

Can Cadence Shorten Chip Design Timelines with ChipStack AI?

Brendan Burke, Research Director at Futurum, assesses Cadence’s launch of ChipStack, an agentic AI workflow for front‑end chip design and verification, using a structured “Mental Model” to coordinate multiple agents....
Is Telefónica and Nokia's Agentic AI Push a Catalyst for Network API Adoption
February 16, 2026

Is Telefónica and Nokia’s Agentic AI Push a Catalyst for Network API Adoption?

Tom Holligsworth, Research Director, Networking at Futurum, shares his insights on how Telefónica and Nokia are accelerating Network API adoption using Agentic AI (A2A & MCP) in support of GSMA...
Enterprises Should Finally Stop Paying SSD Prices for Cold Data
February 16, 2026

Enterprises Should Finally Stop Paying SSD Prices for Cold Data

Alastair Cooke, Research Director, Cloud and Data Center at Futurum, shares his insights on how CTERA enables customers to use cloud object storage combined with small amounts of SSD to...
Cisco Live EMEA 2026 Can a Networking Giant Become an AI Platform Company
February 16, 2026

Cisco Live EMEA 2026: Can a Networking Giant Become an AI Platform Company?

Nick Patience, AI Platforms Practice Lead at Futurum, shares insights direct from Cisco Live EMEA 2026 on Cisco’s ambitious pivot from networking vendor to full-stack AI platform company, and where...
IBM’s New FlashSystem Might Be the Blueprint for AI-Driven Storage Resilience
February 16, 2026

IBM’s New FlashSystem Might Be the Blueprint for AI-Driven Storage Resilience

Alastair Cooke, Research Director at Futurum, shares his insights on IBM’s latest FlashSystem release with Agentic AI features to minimize manual operations and simplify compliance....
Twilio Q4 FY 2025 Revenue Beat, Margin Expansion, AI Voice Momentum
February 16, 2026

Twilio Q4 FY 2025: Revenue Beat, Margin Expansion, AI Voice Momentum

Futurum Research analyzes Twilio’s Q4 FY 2025 results, highlighting voice AI momentum, solution-led selling, and disciplined margin management as Twilio positions its platform as an AI-era customer engagement infrastructure layer....

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