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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.

SK Hynix Q4 FY 2025 Structural Shift to AI Memory Lifts Margins
February 2, 2026

SK Hynix Q4 FY 2025: Structural Shift to AI Memory Lifts Margins

Futurum Research analyzes SK Hynix’s Q4 FY 2025 results, highlighting HBM leadership, DDR5 server mix, and NAND roadmap, and why capacity, packaging, and customer alignment position the company for sustained...
Samsung Electronics Q4 FY 2025 Highlights AI-Driven Memory Strength
February 2, 2026

Samsung Electronics Q4 FY 2025 Highlights AI-Driven Memory Strength

Futurum Research analyzes Samsung’s Q4 FY 2025 results, highlighting AI-driven memory momentum, HBM and server SSD mix, foundry 2nm progress, and how 2026 supply, CapEx, and guidance shape execution....
Dynatrace Perform 2026 Is Observability The New Agent OS
February 2, 2026

Dynatrace Perform 2026: Is Observability The New Agent OS?

Mitch Ashley, VP and Practice Lead at Futurum, shares insights on Dynatrace Perform 2026, examining how Dynatrace Intelligence and domain-specific agents signal the emergence of observability-led agent control planes....
Xerox Q4 FY 2025 Earnings Reflect Integration Progress Amid Headwinds
February 2, 2026

Xerox Q4 FY 2025 Earnings Reflect Integration Progress Amid Headwinds

Futurum Research analyzes Xerox’s Q4 FY2025 results, highlighting integration-led execution, IT Solutions momentum, and AI-enabled cost discipline supporting FY2026 AOI expansion despite DRAM and tariff headwinds....
SAP Q4 FY 2025 Earnings Cloud ERP Strength, AI Traction
February 2, 2026

SAP Q4 FY 2025 Earnings: Cloud ERP Strength, AI Traction

Futurum Research analyzes SAP’s Q4 FY 2025 earnings, highlighting Cloud ERP growth, AI and data cloud attach, and how deal mix and sovereignty considerations shaped near-term backlog while supporting multi-year...
January 30, 2026

Cloud Marketplaces – Futurum Signal

Cloud computing has influenced the development of the technology landscape. Organizations no longer rely solely on traditional, on-premises infrastructure and software applications....
SUSE Assists Customers With Digital Sovereignty Self-Assessment Framework
January 30, 2026

SUSE Assists Customers With Digital Sovereignty Self-Assessment Framework

Mitch Ashley, VP and Practice Lead at Futurum, examines SUSE’s Cloud Sovereignty Framework Self-Assessment and what it signals about digital sovereignty shifting from policy intent to measurable, operational execution....
Lam Research Q2 FY 2026 Highlights AI-Driven Demand and Packaging Gains
January 30, 2026

Lam Research Q2 FY 2026 Highlights AI-Driven Demand and Packaging Gains

Futurum Research analyzes Lam Research’s Q2 FY 2026 results, highlighting AI-driven WFE demand, GAA and advanced packaging adoption, and CSBG automation scale, with guidance pointing to a second-half weighted FY...
Meta Q4 FY 2025 Results Underscore AI-Fueled Ads Momentum
January 30, 2026

Meta Q4 FY 2025 Results Underscore AI-Fueled Ads Momentum

Futurum Research analyzes Meta’s Q4 FY 2025 earnings, focusing on AI-driven ads gains, stronger Reels and Threads engagement, and how 2026 infrastructure spend and messaging commerce shape enterprise AI strategy....
ASML Q4 FY 2025 Earnings Record Orders, Capacity Execution in Focus
January 30, 2026

ASML Q4 FY 2025 Earnings: Record Orders, Capacity Execution in Focus

Futurum Research analyzes ASML’s Q4 FY 2025, highlighting EUV momentum, backlog coverage into 2027, and how fab readiness, mix, and upgrades shape 2026 execution and margins....
IBM Q4 FY 2025 Software and Z Cycle Lift Growth and FCF
January 30, 2026

IBM Q4 FY 2025: Software and Z Cycle Lift Growth and FCF

Futurum Research analyzes IBM’s Q4 FY 2025, highlighting software acceleration, the IBM Z AI cycle, and AI-driven productivity and M&A synergies supporting margin expansion and higher FY 2026 free cash...
ServiceNow Q4 FY 2025 Earnings Highlight AI Platform Momentum
January 30, 2026

ServiceNow Q4 FY 2025 Earnings Highlight AI Platform Momentum

Futurum Research analyzes ServiceNow’s Q4 FY 2025 results, highlighting AI agent monetization, platform consolidation in CRM/CPQ, and a security stack aimed at scaling agentic AI across governed workflows heading into...

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