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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.

Elastic Q3 FY 2026 Strong Quarter, but Reacceleration Thesis Unproven
March 3, 2026

Elastic Q3 FY 2026: Strong Quarter, but Reacceleration Thesis Unproven

Nick Patience, VP and Practice Lead for AI Platforms at Futurum reviews Elastic Q3 FY 2026 earnings, highlighting sales-led subscription momentum, AI context engineering adoption, and agentic workflow expansion across...
Salesforce Overhauls Consulting Track, Recasting Partners as Outcome Architects
March 3, 2026

Salesforce Overhauls Consulting Track, Recasting Partners as Outcome Architects

Futurum’s Alex Smith shares insights on Salesforce’s radical overhaul of its Consulting Track, recasting partners as outcome architects to accelerate the shift toward agentic AI delivery in the partner ecosystem....
NVIDIA's $4B Optics Bet Signals Photonics as AI's Next Bottleneck
March 3, 2026

NVIDIA’s $4B Optics Bet Signals Photonics as AI’s Next Bottleneck

Brendan Burke, Research Director at Futurum, shares insights on NVIDIA's $4 billion investment in Coherent and Lumentum to address the emerging optical interconnect bottleneck constraining AI data center scaling amid...
POCO and MediaTek Aim to Redefine Mid-Tier Performance Expectations in the Mobile Segment
March 3, 2026

POCO and MediaTek Aim to Redefine Mid-Tier Performance Expectations in the Mobile Segment

Olivier Blanchard, research Director at Futurum, dives into POCO’s X8 Pro and POCO X8 Pro Max launches, and discusses how, with the help of MediaTek, the Xiaomi subsidiary is redefining...
Google ADK Is Not a Toolkit – It Is an Agent Execution Framework
March 3, 2026

Google ADK Is Not a Toolkit – It Is an Agent Execution Framework

Mitch Ashley, VP and Practice Lead of Software Lifecycle Engineering at Futurum, shares his insights on how Google ADK’s new integrations turn agent frameworks into an execution layer, connecting GitHub,...
CoreWeave Q4 FY 2025 Results Highlight Backlog Growth And Capacity Expansion
March 3, 2026

CoreWeave Q4 FY 2025 Results Highlight Backlog Growth And Capacity Expansion

Futurum Research reviews CoreWeave’s Q4 FY 2025 earnings, focusing on backlog-driven capacity expansion, platform monetization beyond GPUs, and execution cadence shaping AI infrastructure supply....
How Fast Can Arctic Wolf Turn Sevco's Visibility Into an Advantage
March 2, 2026

How Fast Can Arctic Wolf Turn Sevco’s Visibility Into an Advantage?

Fernando Montenegro, VP at Futurum, analyzes Arctic Wolf's acquisition of Sevco Security and the challenge of integrating exposure management into an MDR platform....
Dell Q4 FY 2026 Earnings Highlight AI-Optimized Server Ramp
March 2, 2026

Dell Q4 FY 2026 Earnings Highlight AI-Optimized Server Ramp

Futurum Research analyzes Dell’s Q4 FY 2026 earnings, focusing on AI-optimized server scale, backlog expansion, and implications for infrastructure and client markets....
Snowflake Q4 FY 2026 Results Highlight AI-Led Consumption and Platform Expansion
March 2, 2026

Snowflake Q4 FY 2026 Results Highlight AI-Led Consumption and Platform Expansion

Brad Shimmin, Vice President & Practice Lead at Futurum analyzes Snowflake’s Q4 FY 2026 earnings, highlighting AI-driven consumption growth, expanding platform scope, and guidance shaping expectations for FY 2027....
NetApp Q3 FY 2026 Results Highlight All-Flash Growth And Cloud Services
March 2, 2026

NetApp Q3 FY 2026 Results Highlight All-Flash Growth And Cloud Services

Futurum Research analyzes NetApp’s Q3 FY 2026 earnings, focusing on all-flash growth, hyperscaler-native storage services, and AI data readiness initiatives....
Can Salesforce’s Data 360 Pricing Overhaul Deliver Predictable ROI?
March 2, 2026

Can Salesforce’s Data 360 Pricing Overhaul Deliver Predictable ROI?

Keith Kirkpatrick and Brad Shimmin of Futurum cover Salesforce’s pricing and packaging changes for Data 360, and discuss the implications for the company and the overall data platform market....
Collapsing the Stack VAST Data’s Bid to Own the AI Data Loop
February 27, 2026

Collapsing the Stack: VAST Data’s Bid to Own the AI Data Loop

Brad Shimmin, Vice President at Futurum, analyzes the VAST Data platform updates from VAST Forward, detailing how the new Policy Engine, Tuning Engine, and Polaris architectures are simplifying the AI...

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