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.

Texas Instruments Q1 FY 2026: Data Center and Industrial Demand Lift Outlook
April 27, 2026

Texas Instruments Q1 FY 2026: Data Center and Industrial Demand Lift Outlook

Brendan Burke, Research Director at Futurum, analyzes Texas Instruments’ Q1 FY 2026 earnings, focusing on data center power content, and how supply readiness shapes outlook for the next quarters....
STMicroelectronics Q1 FY 2026 Earnings Show Early AI and Satellite Upside
April 27, 2026

STMicroelectronics Q1 FY 2026 Earnings Show Early AI and Satellite Upside

Brendan Burke, Research Director, analyzes STMicroelectronics’ Q1 FY 2026 earnings, focusing on AI data center and LEO satellite momentum, photonics ramp timing....
Intel Q1 FY 2026 Earnings Point to Agentic CPU Demand and Foundry Upside
April 27, 2026

Intel Q1 FY 2026 Earnings Point to Agentic CPU Demand and Foundry Upside

Brendan Burke, Research Director at Futurum, analyzes Intel’s Q1 FY 2026 earnings, focusing on CPU demand tied to inference and agentic workloads, customer LTAs, and foundry and packaging execution signals....
SAP Q1 FY 2026 Earnings Show Cloud ERP Suite Acceleration
April 27, 2026

SAP Q1 FY 2026 Earnings Show Cloud ERP Suite Acceleration

Futurum Research reviews SAP Q1 FY 2026 earnings, focusing on cloud ERP Suite momentum, the path to trusted business AI, and what SAP’s guidance implies for enterprise software planning....
Cohere Acquires Aleph Alpha: A Deal Born of Sovereignty & Necessity
April 27, 2026

Cohere Acquires Aleph Alpha: A Deal Born of Sovereignty & Necessity

Nick Patience, VP & Practice Lead at Futurum, analyses the Cohere and Aleph Alpha deal, examining strategic synergies, sovereign AI positioning, and key integration risks for the combined transatlantic enterprise...
Meta’s AWS Pact Reframes the Graviton CPU as an AI Workhorse
April 27, 2026

Meta’s AWS Pact Reframes the Graviton CPU as an AI Workhorse

Brendan Burke, Research Director at Futurum, examines Meta's agreement with AWS to deploy tens of millions of Graviton cores, signaling a shift toward purpose-built CPUs as critical infrastructure for scaling...
Will Edison International’s Board Refresh Accelerate Its AI and Digital Ambitions?
April 25, 2026

Will Edison International’s Board Refresh Accelerate Its AI and Digital Ambitions?

Edison International appoints M. Susan Hardwick as independent director, strengthening the utility's leadership as it confronts mounting pressure to modernize operations and leverage AI-driven infrastructure solutions....
Will GPT-5.5 Redefine Enterprise AI, or Hit the Limits of Trust and Control?
April 25, 2026

Will GPT-5.5 Redefine Enterprise AI, or Hit the Limits of Trust and Control?

OpenAI's GPT-5.5 launches as a transformative enterprise AI platform, yet adoption barriers around trust, reliability, and data privacy remain critical concerns for 78% of organizations planning AI budget increases....
GPT-5.5 Raises the Stakes: Can OpenAI Maintain Its Lead as Enterprise AI Matures?
April 25, 2026

GPT-5.5 Raises the Stakes: Can OpenAI Maintain Its Lead as Enterprise AI Matures?

OpenAI's GPT-5.5 launch marks a critical moment in enterprise AI adoption. With 68% of organizations at advanced GenAI stages, competition from Microsoft and Google intensifies as buyers prioritize reliability and...
Can IBM's RITS Platform and vLLM Reset the Bar for Enterprise AI Access?
April 25, 2026

Can IBM’s RITS Platform and vLLM Reset the Bar for Enterprise AI Access?

IBM Research's RITS Platform uses vLLM to centralize large language model access across enterprise teams, signaling a shift toward scalable, governed AI infrastructure that balances innovation, cost, and control....
Autonomous Enterprise
April 24, 2026

Will ServiceNow and Google Cloud’s AI Agent Alliance Disrupt the Autonomous Enterprise Race?

ServiceNow and Google Cloud partnered to deliver AI agent solutions for autonomous enterprise operations, targeting 5G, retail, and IT sectors while raising concerns about vendor lock-in and scalability....
Google's $750M Partner Bet Resets the Agentic Channel Playbook
April 24, 2026

Google’s $750M Partner Bet Resets the Agentic Channel Playbook

Tiffani Bova at Futurum examines Google's $750M agentic AI partner commitment and new alliance formations with Accenture, Deloitte, Salesforce, and Vista Equity that reset channel program expectations....

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