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.
January 30, 2026
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....
January 30, 2026
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...
January 30, 2026
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....
January 30, 2026
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....
January 30, 2026
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...
January 30, 2026
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...
January 30, 2026
Futurum Research analyzes Microsoft’s Q2 FY 2026 earnings, highlighting AI-led cloud demand, agent platform traction, and Copilot adoption amid record capex and a substantially expanded commercial backlog....
January 29, 2026
Keith Kirkpatrick, VP and Research Director at Futurum, covers Adobe’s Acrobat Studio updates and provides his assessment of how this will impact the use of software to manage and automate...
January 29, 2026
Futurum Research reviews Commvault’s Q3 FY 2026 results, citing Unity-led cross-sell momentum, SaaS cohort scaling, identity resilience partnerships, and a modest ARR guide-down from mix and duration normalization....
January 29, 2026
Futurum Research analyzes TI’s Q4 FY 2025 results, highlighting industrial and automotive recovery and rising data center mix, with 300mm capacity and inventory strategy positioning TI for improving near-term demand....
January 29, 2026
Brad Shimmin, Vice President and Practice Lead at Futurum, analyzes Teradata’s launch of Enterprise AgentStack. He explores how Teradata is leveraging data gravity and robust governance to bridge the "production...
January 28, 2026
Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights on Salesforce’s $5.6 billion contract with the U.S Army, and discusses the implications for Salesforce, its competitors, and agentic...
