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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.

Does NVIDIA’s Physical AI Gambit with T-Mobile Redraw the Edge Compute Map
March 23, 2026

Does NVIDIA’s Physical AI Gambit with T-Mobile Redraw the Edge Compute Map?

Tom Hollingsworth, Research Director at Futurum, examines how NVIDIA and T-Mobile are shifting AI from the cloud to the network edge, embedding intelligence directly into 5G networks to accelerate enterprise...
Coherent's $23 Billion Growth Opportunity Lifted by NVIDIA's Optical Ambitions
March 23, 2026

Coherent’s $23 Billion Growth Opportunity Lifted by NVIDIA’s Optical Ambitions

Brendan Burke, Research Director at Futurum, analyzes Coherent's expanded $21 billion CPO TAM disclosed at OFC 2026 and how NVIDIA's Spectrum-6 and Kyber architectures create structural demand for co-packaged optics...
Will AI-Driven Platformization Make Security Vendors Indispensable or Replaceable?
March 22, 2026

Will AI-Driven Platformization Make Security Vendors Indispensable or Replaceable?

Is Platformization in Cybersecurity Inevitable as AI Drives Vendor Consolidation?
March 22, 2026

Is Platformization in Cybersecurity Inevitable as AI Drives Vendor Consolidation?

Infosys and Anthropic Target Regulated AI—Will Trusted AI Win Over Speed?
March 21, 2026

Infosys and Anthropic Target Regulated AI—Will Trusted AI Win Over Speed?

Acer’s FY 2025 Results Signal Value Proposition Evolution Ahead of 2026 Headwinds
March 20, 2026

Acer’s FY 2025 Results Signal Value Proposition Evolution Ahead of 2026 Headwinds

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, examines Acer’s FY 2025 results and multi-engine strategy signal as PCs face potential 2026 headwinds and the company expands...
Can Qualtrics Help Customers Move From Listening to Insights to Driving Action
March 20, 2026

Can Qualtrics Help Customers Move From Listening to Insights to Driving Action?

Keith Kirkpatrick, VP & Research Director at Futurum, covers the key announcements from X4, Qualtric’s annual conference, and discusses the implications for the company, its competitors, and the overall CX...
Can Agentforce Sales Redefine AI Sales, Or Will Platform Fatigue Slow Adoption?
March 20, 2026

Can Agentforce Sales Redefine AI Sales, Or Will Platform Fatigue Slow Adoption?

Keith Kirkpatrick, VP & Research Director at Futurum, covers Salesforce’s Agentforce Sales launch, and discusses the implications for customers, prospects, and other vendors in the market....
Grounding the Agentic Mandate As the Semantic Layer Market Eyes 19% Growth, Microsoft Fabric IQ Targets Leaders Prioritizing AI Investment
March 20, 2026

Grounding the Agentic Mandate: As the Semantic Layer Market Eyes 19% Growth, Microsoft Fabric IQ Targets Leaders Prioritizing AI Investment

Brad Shimmin, VP and Practice Lead at Futurum, shares insights from FabCon and SQLCon 2026 on how Microsoft is leveraging the new Database Hub and Fabric IQ to unify transactional...
Micron Q2 FY 2026 Earnings Driven by AI-Led Memory Demand
March 20, 2026

Micron Q2 FY 2026 Earnings Driven by AI-Led Memory Demand

Futurum Research reviews Micron Q2 FY 2026 earnings, focusing on AI-driven memory demand, HBM roadmap progress, supply constraints, and what the outlook signals for data center and edge markets....
Can Accenture’s AI-First Mandate Create a Defensible Moat—or Trigger Talent Flight?
March 20, 2026

Can Accenture’s AI-First Mandate Create a Defensible Moat—or Trigger Talent Flight?

Can Infosys and Anthropic’s AI Alliance Crack the Code for Regulated Industry Transformation?
March 20, 2026

Can Infosys and Anthropic’s AI Alliance Crack the Code for Regulated Industry Transformation?

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