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.

Conduent's Margin Inflection: Is ASCEND Delivering?
November 7, 2026

Conduent's Margin Inflection: Is ASCEND Delivering?

Conduent's Q3 2026 results show 160 basis points of EBITDA margin expansion, with $106M of $120M cost-savings identified and AI-enabled service delivery strengthened across healthcare, government, and commercial sectors....
Coherent Q1 FY 2027 PhotonLink Wins Broaden AI Infrastructure Reach
November 6, 2026

Coherent Q1 FY 2027: PhotonLink Wins Broaden AI Infrastructure Reach

Futurum Research analyzes Coherent’s Q1 FY 2027 earnings, including its second PhotonLink anchor customer, higher laser output, and growing demand for optical links between AI data centers....
SiTime Q3 FY 2026 Optical Demand Expands Timing Content
November 6, 2026

SiTime Q3 FY 2026: Optical Demand Expands Timing Content

Futurum Research analyzes how optical design wins increase SiTime’s timing content and how Renesas clocks extend its reach with AI infrastructure customers....
AMD Takes the Classical Side of IBM's Quantum Error Correction Buildout at Oak Ridge
November 6, 2026

AMD Takes the Classical Side of IBM's Quantum Error Correction Buildout at Oak Ridge

Brendan Burke, Research Director at Futurum, examines the IBM, AMD, and Oak Ridge co-design platform pairing the 120-qubit Nighthawk with an MI355X supercomputer, and why quantum error correction is becoming...
Arm Q2 FY 2027 AGI CPU Orders Expand Data Center Opportunity
November 6, 2026

Arm Q2 FY 2027: AGI CPU Orders Expand Data Center Opportunity

Futurum Research analyzes Arm’s Q2 FY 2027 licensing gains, rising data center royalties, and how supply will shape the rollout of Arm’s own server chip....
Supermicro, IBM, and NVIDIA Cut Inference Latency 56x With KV Cache on Shared Storage
November 6, 2026

Supermicro, IBM, and NVIDIA Cut Inference Latency 56x With KV Cache on Shared Storage

Brendan Burke, Research Director at Futurum, examines the Supermicro, IBM, and NVIDIA KV cache solution and what its white paper benchmarks prove about shared storage as the persistence tier for...
Midterm Voters Reject Data Centers in 40 of 41 Ballot Measures, Making Grid Flexibility the Price of AI Expansion
November 6, 2026

Midterm Voters Reject Data Centers in 40 of 41 Ballot Measures, Making Grid Flexibility the Price of AI Expansion

Brendan Burke, Research Director at Futurum, examines voters' rejection of 40 of 41 data center measures, NVIDIA and Emerald AI's stranded power outlet, OpenAI's curtailment pledge, and Schneider Electric's role....
Astera Labs Q3 FY 2026 Orion and Scorpio Expand Infrastructure Content Opportunity
November 6, 2026

Astera Labs Q3 FY 2026: Orion and Scorpio Expand Infrastructure Content Opportunity

Brendan Burke, Research Director at The Futurum Group, analyzes Astera Labs’ Q3 FY 2026 earnings, examining Scorpio adoption, memory and optical connectivity, and Orion’s role in AI inference infrastructure....
STMicroelectronics Q3 FY 2026 AI Data Center and Bookings Surge
November 6, 2026

STMicroelectronics Q3 FY 2026: AI Data Center and Bookings Surge

Brendan Burke, Research Director at Futurum, reviews STMicroelectronics' Q3 FY 2026 earnings, AI data center and LEO demand, record bookings, and the fab reshaping behind its margin path....
Mend.io Clears Both Frontier AI Defender Programs
November 6, 2026

Mend.io Clears Both Frontier AI Defender Programs

Mend.io has achieved verified defender status at Anthropic's Cyber Verification Program and OpenAI's Daybreak Blue, removing barriers to legitimate AI security research and enhancing SAST detection capabilities....
EPAM's Q3 Beat: Is Frontier AI Services the Channel's Next Big Bet?
November 6, 2026

EPAM's Q3 Beat: Is Frontier AI Services the Channel's Next Big Bet?

EPAM Systems beat Q3 expectations with strong revenue growth and margin expansion, while its new Frontier AI Services and forward-deployed engineering network capitalize on surging channel demand for AI consulting....
OpenClaw Multiplayer: The Shared Agent Layer Agentic AI Needs
November 6, 2026

OpenClaw Multiplayer: The Shared Agent Layer Agentic AI Needs

OpenClaw Multiplayer enables multiple users to coordinate within a single AI agent, addressing the 55.4% of enterprises struggling with AI agent reliability in production....

Book a Demo

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

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

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.