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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 Nebius’ Acquisition of Tavily Create the Leading Agentic Cloud
February 12, 2026

Does Nebius’ Acquisition of Tavily Create the Leading Agentic Cloud?

Brendan Burke, Research Director at Futurum, explores Nebius’ acquisition of Tavily to create a unified "Agentic Cloud." By integrating real-time search, Nebius is addressing hallucinations and context gaps for autonomous...
Rovo MCP Server Formalizes AI Access to Enterprise Work Data
February 12, 2026

Rovo MCP Server Formalizes AI Access to Enterprise Work Data

Mitch Ashley, VP and Practice Lead at Futurum, shares his insights on Atlassian’s Rovo MCP Server GA and how it formalizes AI agent access to enterprise work data across Jira...
Lattice Semiconductor Q4 FY 2025 Record Comms & Compute, AI Servers +85%
February 12, 2026

Lattice Semiconductor Q4 FY 2025: Record Comms & Compute, AI Servers +85%

Futurum Research analyzes Lattice’s Q4 FY 2025 results, highlighting data center companion FPGA momentum, expanding security attach, and a growing new-product mix that supports FY 2026 growth and margin resilience....
Is Entire's Agent-Native Platform the Blueprint for Software Development
February 12, 2026

Is Entire’s Agent-Native Platform the Blueprint for Software Development?

Mitch Ashley, VP Practice Lead at Futurum, analyzes Entire's $60M launch, rethinking software development for AI agents. Former GitHub CEO Thomas Dohmke's platform captures agent context in Git, signaling that...
AI Capex 2026 The $690B Infrastructure Sprint
February 12, 2026

AI Capex 2026: The $690B Infrastructure Sprint

Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on the massive AI capex plans of US hyperscalers, specifically whether the projected $700 billion infrastructure build-out can be...
Will Salesforce’s Cimulate Acquisition Redefine AI-Driven Product Discovery
February 11, 2026

Will Salesforce’s Cimulate Acquisition Redefine AI-Driven Product Discovery?

Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights on Salesforce's acquisition of Cimulate: A bold move to integrate AI-powered, intent-driven product discovery into Agentforce Commerce, challenging rivals...
Will Canva On-Brand AI Design Set a New Standard for Content Creation
February 11, 2026

Will Canva On-Brand AI Design Set a New Standard for Content Creation?

Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights into Canva’s expansion of its Claude AI connector and discusses the potential impact on competitors such as Adobe, Microsoft,...
Will Applied Materials’ Transistor Breakthroughs Empower 2nm AI Chips?
February 11, 2026

Will Applied Materials’ Transistor Breakthroughs Empower 2nm AI Chips?

Brendan Burke, Research Director at Futurum, analyzes whether Applied Materials’ transistor breakthroughs will empower 2nm AI chips....
Will Cisco’s Silicon One G300 Be the Backbone of Agentic Inference
February 11, 2026

Will Cisco’s Silicon One G300 Be the Backbone of Agentic Inference?

Brendan Burke, Research Director at Futurum, analyzes Cisco's Silicon One G300 announcement. The 102.4T chip and 1.6T optics target agentic AI workloads, promising 6x system consolidation and improved reliability for...
Amkor Q4 2025 Earnings Advanced Packaging Bottleneck Spurs Investment
February 11, 2026

Amkor Q4 2025 Earnings: Advanced Packaging Bottleneck Spurs Investment

Brendan Burke, Research Director at Futurum, analyzes Amkor Technology's Q4 2025 earnings, highlighting record advanced packaging revenue, AI-driven growth, and a potential $3 billion capital expansion plan....
Is SaaS Facing a Threat from AI Automation
February 10, 2026

Is SaaS Facing a Threat from AI Automation?

Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights around the recent selloff of major SaaS vendors, fueled by fears of an AI-native software takeover, and provides his...
Qualtrics Names Jason Maynard CEO; Can Execution Match AI Ambition
February 10, 2026

Qualtrics Names Jason Maynard CEO; Can Execution Match AI Ambition?

Keith Kirkpatrick, VP & Research Director at The Futurum Group, examines Qualtrics’ appointment of Jason Maynard as CEO and what tighter execution, AI adoption, and product focus could mean for...

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