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.
November 7, 2026
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....
November 6, 2026
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....
November 6, 2026
Futurum Research analyzes how optical design wins increase SiTime’s timing content and how Renesas clocks extend its reach with AI infrastructure customers....
November 6, 2026
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...
November 6, 2026
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....
November 6, 2026
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...
November 6, 2026
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....
November 6, 2026
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....
November 6, 2026
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....
November 6, 2026
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....
November 6, 2026
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....
November 6, 2026
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....
