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.

Cloudflare Becomes a Certificate Authority to Tackle Post-Quantum Signatures
October 2, 2026

Cloudflare Becomes a Certificate Authority to Tackle Post-Quantum Signatures

Fernando Montenegro, VP at Futurum, analyzes Cloudflare's plan to become a public certificate authority issuing post-quantum Merkle Tree Certificates, a credible move on the harder, signature side of the web's...
Synopsys Investor Day 2026 Turns EDA Into a Royalty and AI Model Revenue Share Business
October 2, 2026

Synopsys Investor Day 2026 Turns EDA Into a Royalty and AI Model Revenue Share Business

Brendan Burke, Research Director at Futurum, shares insights on the Synopsys Investor Day 2026, where a $1 billion Amazon royalty deal and GPT-Synopsys with OpenAI reprice EDA around customer volumes...
Zendesk's New CFO Is Built for the Billion-Dollar AI Bet
October 2, 2026

Zendesk's New CFO Is Built for the Billion-Dollar AI Bet

Zendesk appoints Rachita Sundar as CFO to drive financial discipline behind its AI-first strategy, leveraging her proven success scaling AI transitions to translate agentic CX ambitions into measurable growth....
IFS Bets on Saudi Arabia's Industrial AI Opportunity
October 2, 2026

IFS Bets on Saudi Arabia's Industrial AI Opportunity

Keith Kirkpatrick, Vice President, Research, at Futurum, IFS's partnership with Riyadh-based Echelon positions industrial AI to capture surging enterprise demand in Saudi Arabia's $1.1 trillion economy....
ServiceNow Flow: Can a One-Day Deploy Reshape Enterprise ITSM?
October 2, 2026

ServiceNow Flow: Can a One-Day Deploy Reshape Enterprise ITSM?

ServiceNow launched Flow on October 1, 2026, an AI-native conversational service desk requiring zero infrastructure and instant deployment, targeting AI-native teams and signaling a strategic defense against emerging challengers....
Micron Q4 FY 2026: AI Memory Demand Sustains Pricing Power
October 2, 2026

Micron Q4 FY 2026: AI Memory Demand Sustains Pricing Power

Futurum Research analyzes Micron’s Q4 FY 2026 earnings, focusing on AI memory demand, constrained supply, pricing power, and long-term customer contracts....
TCS Turns Best Buy's India GCC Into an AI Capability Center
October 2, 2026

TCS Turns Best Buy's India GCC Into an AI Capability Center

TCS and Best Buy announced a multi-year agreement to transition Best Buy's India Global Capability Center into an AI-native hub using TCS's Global Value & Innovation Centres framework, reflecting enterprise...
Qodo 3.0 Puts Governance at the Center of Agentic Code
October 2, 2026

Qodo 3.0 Puts Governance at the Center of Agentic Code

Qodo 3.0 fills a critical enterprise gap with governance-first AI agent code management, offering PR Triage, Agentic Toolbox, and analytics to address hallucination and reliability concerns cited by 55.4% of...
FTI Bets on AI Governance Demand With Morris Healthcare Hire
October 2, 2026

FTI Bets on AI Governance Demand With Morris Healthcare Hire

FTI Consulting appoints Christina Morris as Senior Managing Director to capitalize on surging demand for AI governance in software lifecycle engineering, a market projected to grow from $235B to $344B...
Thales Wins Ireland Radar Deal: A Sovereign Defence Benchmark
October 2, 2026

Thales Wins Ireland Radar Deal: A Sovereign Defence Benchmark

Thales has won a major contract to deliver Ireland's first Recognised Air Picture system, comprising four GM400α long-range radars and one GM200 multi-mission radar, with deliveries beginning in 2027....
Shopify Canvas: Agentic AI Collapses the Custom Store Barrier
October 2, 2026

Shopify Canvas: Agentic AI Collapses the Custom Store Barrier

Shopify's Canvas platform uses agentic AI to let merchants co-build fully customized online stores with Sidekick in 20 minutes, dramatically compressing the traditional two-week developer timeline....
Calian Exits U.S. Commercial IT to Double Down on Defense and Space
October 2, 2026

Calian Exits U.S. Commercial IT to Double Down on Defense and Space

Calian Group sold its Houston IT business to Trace3 for CAD $43 million, exiting generalist services to focus on higher-margin defense, space, healthcare, and critical infrastructure....

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If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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