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.
February 6, 2026
Futurum Research shares insights on Insight Enterprises' Q4 2025 results. The company showed remarkable earnings resilience by expanding margins despite revenue attrition, thanks to a pivot towards higher-value cloud and...
February 6, 2026
Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights on Workday’s push to enhance frontline workforces through agentic technology, particularly in retail, transportation, and hospitality....
February 6, 2026
Futurum Research analyzes Coherent’s Q2 FY 2026 results, highlighting AI datacenter optics demand, 6-inch indium phosphide capacity expansion, and growing OCS/CPO traction supporting margin expansion into FY 2027....
February 6, 2026
Futurum Research analyzes Arm’s Q3 FY 2026 results, highlighting CPU-led AI inference momentum, CSS-driven royalty leverage, and diversification across data center, edge, and automotive, with guidance pointing to continued growth....
February 6, 2026
Futurum Research analyzes Qualcomm’s Q1 FY 2026 earnings, highlighting AI-native device momentum, Snapdragon X PCs, and automotive SDV traction amid near-term handset build constraints from industry-wide memory tightness....
February 6, 2026
Nick Patience, VP and AI Practice Lead at Futurum analyzes Alphabet’s Q4 FY 2025 results, highlighting AI-driven momentum across Cloud and Search, Gemini scale, and 2026 capex priorities to expand...
February 5, 2026
Olivier Blanchard, Research Director at The Futurum Group, examines Amazon’s CES 2026 announcements across Ring, Fire TV, and Alexa+, focusing on AI-powered security, faster interfaces, and expanded assistant access across...
February 5, 2026
VP and Practice Lead Fernando Montenegro shares insights from the Cisco AI Summit 2026, where leaders from the major AI ecosystem providers gathered to discuss bridging the AI ROI gap...
February 5, 2026
Brendan Burke, Research Director at Futurum, covers Supermicro’s Q2 FY2026 breakout revenue growth, driven by power-optimized rack-scale AI systems that are helping data center builders improve their energy efficiency....
February 5, 2026
Futurum Research analyzes NXP’s Q4 FY 2025 earnings, highlighting SDV design wins, edge AI platform traction, and portfolio focus, with guidance pointing to steady margins and disciplined channel management into...
February 5, 2026
Mitch Ashley, VP Practice Lead at Futurum, examines how multi-agent execution and intent-first structuring form parallel paths toward agent-driven development, with OpenAI Codex establishing a baseline for multi-agent work....
February 5, 2026
Futurum Research analyzes AMD’s Q4 FY 2025 results, highlighting data center CPU/GPU momentum, AI software progress, and a potential H2 FY 2026 rack-scale inflection, amid mixed client, gaming, and embedded...
