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.
December 18, 2025
Futurum Research analyzes Micron’s Q1 FY 2026, focusing on AI-led demand, HBM commitments, and a pulled-forward capacity roadmap, with guidance signaling continued strength into FY 2026 amid persistent industry supply...
December 16, 2025
Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on NVIDIA's release of its Nemotron 3 family of open-source models and the acquisition of SchedMD, the developer of...
December 15, 2025
Keith Kirkpatrick, Research Director with Futurum, covers WalkMe’s 2025 Analyst Day, and discusses the company’s key pillars for driving success with enterprise software in an AI- and agentic-dominated world heading...
December 15, 2025
Futurum Research analyzes Broadcom’s Q4 FY 2025 results, highlighting accelerating AI semiconductor momentum, Ethernet AI switching backlog, and VMware Cloud Foundation gains, alongside system-level deliveries....
December 12, 2025
Futurum Research analyzes Oracle’s Q2 FY 2026 earnings, highlighting cloud infrastructure momentum, record RPO, rising AI-focused capex, and multicloud database traction driving workload growth across OCI and partner clouds....
December 12, 2025
Futurum Research analyzes Synopsys’ Q4 FY 2025 results, highlighting AI-era EDA demand, Ansys integration momentum, and the NVIDIA partnership....
December 12, 2025
Futurum Research analyzes Adobe’s Q4 FY 2025 results, emphasizing AI distribution via LLMs, enterprise adoption of Firefly Foundry, and a credit-based monetization model aligned to FY 2026 ARR growth and...
December 11, 2025
Alastair Cooke, Tech Field Day Event Lead at Futurum, shares his insights on the updated Akuity platform for continuous delivery and promotion. Akuity provides unified visibility and control for hybrid...
December 9, 2025
Brad Shimmin and Mitch Ashley at Futurum, share their insights on IBM’s $11B acquisition of Confluent. This bold move signals a strategic pivot, betting that real-time "data in motion" is...
December 8, 2025
Keith Kirkpatrick, Research Director at Futurum, examines how Google Workspace Studio uses Gemini 3 to enable employees to build no-code AI agents that automate everyday tasks and accelerate complex workflows...
December 8, 2025
Futurum Research analyzes HPE’s Q4 FY 2025 results, highlighting networking-led margin resiliency, AI server order momentum, and GreenLake ARR growth....
December 5, 2025
Futurum analysts share their insights on how AWS re:Invent 2025 redefines the cloud giant as an AI manufacturer. We analyze Nova models, Trainium silicon, and AI Factories as AWS moves...
