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.

Coherent Q4 FY 2026 Earnings 1.6T Transceivers Ramp, CPO Revenue Approaches
August 14, 2026

Coherent Q4 FY 2026 Earnings: 1.6T Transceivers Ramp, CPO Revenue Approaches

Brendan Burke, Research Director at Futurum, analyzes Coherent’s Q4 FY 2026 earnings, focusing on AI datacenter optics, indium phosphide capacity, CPO, NPO, and optical circuit switching....
Cisco Q4 FY 2026 Earnings Point to Broader AI Infrastructure Demand
August 14, 2026

Cisco Q4 FY 2026 Earnings Point to Broader AI Infrastructure Demand

Futurum Research analyzes Cisco’s Q4 FY 2026 earnings, focusing on AI infrastructure orders, networking demand, security traction, and FY 2027 guidance....
Can Google's Pixel 11 Series Redefine the Smartphone Experience?
August 14, 2026

Can Google’s Pixel 11 Series Redefine the Smartphone Experience?

Google's Pixel 11 series features the Tensor G6 chip, delivering advanced AI and enhanced photography. Starting at $899, these devices redefine smartphones through personalized AI and superior camera performance....
ASUS Q2 FY 2026 Earnings Hit Record Revenue on AI Servers
August 14, 2026

ASUS Q2 FY 2026 Earnings Hit Record Revenue on AI Servers

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices with Futurum, analyzes ASUS Q2 FY 2026 earnings, focusing on AI server revenue doubling, and how agentic AI compute positions the...
Do Samsung Flex Titanium’s Advantages Come With Tricky Tradeoffs?
August 14, 2026

Do Samsung Flex Titanium’s Advantages Come With Tricky Tradeoffs?

Olivier Blanchard, Research Director at The Futurum Group shares insights on whether Samsung Flex Titanium can reduce crease visibility without creating new foldable compromises....
Oracle Introduces Fusion Agentic Applications for HCM
August 14, 2026

Oracle Introduces Fusion Agentic Applications for HCM

Keith Kirkpatrick, VP & Research Director, Enterprise Software & Digital Workflows at Futurum, shares his insights on Oracle's new Fusion Agentic Applications for HCM and what they mean for the...
Microchip Q1 FY 2027 Earnings Beat as Data Center Exposure Nears $1 Billion
August 14, 2026

Microchip Q1 FY 2027 Earnings Beat as Data Center Exposure Nears $1 Billion

Brendan Burke, Research Director at Futurum, reviews Microchip's Q1 FY 2027 earnings, its data center exposure nearing $1 billion, and margin gains above its long-term model....
Thales' H1 2026 Results Highlight Strategic Shifts in Cybersecurity Investments
August 14, 2026

Thales’ H1 2026 Results Highlight Strategic Shifts in Cybersecurity Investments

Thales' H1 2026 results reflect a $242B cybersecurity market forecast through 2029, with enterprises planning 5-15% budget increases and 74% showing strong vendor retention, signaling sustained momentum in data security...
MGT's Rapid Growth: A Strategic Shift in Technology Solutions
August 14, 2026

MGT’s Rapid Growth: A Strategic Shift in Technology Solutions

MGT's 213.3% two-year revenue growth earns it No. 5 ranking on CRN's Fast Growth 500 list, positioning the solution provider to capitalize on enterprise demand for Software Lifecycle Engineering services...
Centre Technologies' Growth Signals a Shift in Managed IT Services Market
August 14, 2026

Centre Technologies’ Growth Signals a Shift in Managed IT Services Market

Centre Technologies made CRN's 2026 Solution Provider 500 Fast Growth list, reflecting strong momentum in managed services as enterprises adopt AI workflows and the Software Lifecycle Engineering market nears $344B....
Ruder Finn's LLM Shift: A Major shift for Communications Agencies?
August 14, 2026

Ruder Finn’s LLM Shift: A Major shift for Communications Agencies?

Ruder Finn launched a custom AI model as its website interface, positioning itself as a first-mover in AI-native communications and signaling how agencies can differentiate through AI expertise....
SK hynix's 54 Trillion Won Investment: A Strategic Move for AI Memory Dominance
August 14, 2026

SK hynix’s 54 Trillion Won Investment: A Strategic Move for AI Memory Dominance

SK Hynix invested 54 trillion won in two fabrication facilities to support Enterprise AI growth, as memory infrastructure becomes the foundational constraint for data intelligence....

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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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