Menu

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.

ServiceNow Q3 FY 2025 Earnings Raise Outlook on AI-Driven Demand
October 31, 2025

ServiceNow Q3 FY 2025 Earnings Raise Outlook on AI-Driven Demand

Futurum Research analyzes ServiceNow’s Q3 FY 2025 results, highlighting AI-led upsell momentum, federal strength, and platform expansion across workflows and CRM, alongside raised FY 2025 guidance on margins and free...
Alphabet Q3 FY 2025 Earnings Show Broad-Based AI-Driven Growth
October 31, 2025

Alphabet Q3 FY 2025 Earnings Show Broad-Based AI-Driven Growth

Futurum Research analyzes Alphabet’s Q3 FY 2025 results, highlighting AI-driven gains across Search, YouTube, and Google Cloud, rising Cloud backlog visibility, and elevated capex to scale AI infrastructure and enterprise...
Microsoft Q1 FY 2026 Cloud and AI Fuel Broad-Based Growth
October 31, 2025

Microsoft Q1 FY 2026: Cloud and AI Fuel Broad-Based Growth

Futurum Research analyzes Microsoft’s Q1 FY 2026 results, highlighting Azure AI scale, Copilot adoption, and the expanded OpenAI pact amid capacity constraints, and what this means for enterprise AI strategies...
Commvault Q2 FY 2026 ARR Tops $1 Billion; Revenue Beats Consensus
October 31, 2025

Commvault Q2 FY 2026: ARR Tops $1 Billion; Revenue Beats Consensus

Futurum Research analyzes Commvault’s Q2 FY 2026 earnings, highlighting SaaS and identity-led resilience momentum, ARR surpassing $1 billion, and guidance that balances growth investments with disciplined margin targets....
NXP Semiconductors Q3 FY 2025 Signals Early Recovery Across Markets
October 31, 2025

NXP Semiconductors Q3 FY 2025 Signals Early Recovery Across Markets

Futurum Research analyzes NXP’s Q3 FY 2025 results, highlighting early-cycle recovery signals, channel inventory strategy, and strategic moves in automotive networking and edge AI that support the company’s long-term margin...
PROS Holdings Q3 FY 2025 Results Subscription Growth, Margin Gains
October 31, 2025

PROS Holdings Q3 FY 2025 Results: Subscription Growth, Margin Gains

Futurum Research analyzes PROS’s Q3 FY 2025 results, highlighting subscription growth, margin expansion from cloud optimization, and a healthy recurring mix as guidance is suspended during the pending acquisition....
Microsoft Introduces New Agents and Benchmarks for Dynamics 365
October 29, 2025

Microsoft Introduces New Agents and Benchmarks for Dynamics 365

Keith Kirkpatrick, Research Director at Futurum, shares his insights on Microsoft's new Dynamics 365 agents, which aim to transform business applications from systems of record to systems of action....
T-Mobile Q3 FY 2025 Posts Record Q3 Adds; Raises FY 2025 Guidance
October 28, 2025

T-Mobile Q3 FY 2025: Posts Record Q3 Adds; Raises FY 2025 Guidance

Futurum Research analyzes T-Mobile’s Q3 FY 2025: record postpaid and broadband adds, rising ARPA, accelerated UScellular synergies, and raised FY25 guidance amid heightened competitive promotions....
The Six Five Pod | EP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech’s Stock Market Rollercoaster
October 27, 2025

The Six Five Pod | EP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech’s Stock Market Rollercoaster

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss OpenAI's new browser Atlas, AWS's major outage, Google's quantum computing breakthrough, and the potential threat...
IBM Q3 FY 2025 Revenue Beat, Margin Expansion, AI, and Z Tailwinds
October 27, 2025

IBM Q3 FY 2025: Revenue Beat, Margin Expansion, AI, and Z Tailwinds

Futurum Research at Futurum dives into IBM’s Q3 FY 2025 results. Expanded operating margins, advanced AI, and z17‑driven growth, with bookings and ARR, position the company for continued leverage into...
October 24, 2025

Agentic AI Platforms for Enterprise – Futurum Signal

The conversation around AI is shifting from capability to collaboration. What comes next isn’t just smarter tools, it’s systems that think, plan, and act alongside us....
SAP Q3 FY 2025: Cloud ERP Momentum And Margin Expansion
October 24, 2025

SAP Q3 FY 2025: Cloud ERP Momentum And Margin Expansion

Futurum Research examines SAP’s Q3 2025 results, highlighting Cloud ERP momentum, rising cloud margins, and AI- and data-led suite expansion amid FX and deal timing headwinds....

Book a Demo

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.