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Palo Alto Networks Q4 FY 2025 Earnings Show 16% Growth, Strong ARR Momentum

Large Platform-Based Deals and AI-Driven Security Adoption Boost Palo Alto’s Momentum
Krista Case, analyst at Futurum, shares insights on Palo Alto Networks Q4 FY 2025 earnings—platformization, software-led Network Security and SASE momentum, XSIAM/AI scale, and FY 2026 guidance for growth and margin.

Is T-Mobile’s T-Satellite the First Real Step Toward Eliminating Dead Zones?

T-Mobile Launches Starlink-Powered Satellite Service for Texts and Alerts in Remote Areas
Olivier Blanchard, Research Director at Futurum, shares insights on T-Mobile’s T-Satellite launch, enabling satellite-based texting and alerts in dead zones, with broad device support and plans to expand features and coverage.

IBM and Arm Partner on Dual-Architecture Computing To Redefine Mainframes for AI

Focus On Enabling Arm-Based Workloads on IBM Z and LinuxONE Systems to Expand Software Compatibility, Flexibility, and Support for AI and Data-Intensive Enterprise Environments
Brendan Burke, Research Director at Futurum, shares insights on IBM/Arm dual architecture. Arm workloads on IBM Z systems can expand software compatibility, flexibility, and support AI in regulated enterprise environments.

Futurum Research Finds Threats and Skills Shortages Dominate SOC Challenges

Fernando Montenegro, VP and Practice Lead at Futurum, shares insights on new research revealing that sophisticated threats and skills shortages are the primary challenges hindering SOC and risk management efficiency.

Did SPIE Photonics West 2026 Set the Stage for Scale-up Optics?

Systems Engineering, Testing, and Advanced Materials Support the Vision for Co-Packaged Optics
Brendan Burke, Research Director at The Futurum Group, explains how SPIE Photonics West 2026 revealed that scaling co-packaged optics depends on cross-domain engineering, thermal materials, and manufacturing testing.

Futurum Signal: Google and AWS Reach Elite Tier in AI Cloud Platforms as the Competitive Bar Rises

Nick Patience, VP & AI Practice Lead at Futurum, reveals key findings: Google and AWS reach Elite status in the new Futurum Signal report, defined by proprietary silicon, inference economics, and advanced agentic infrastructure capabilities.

Data Center Semiconductor Market Is Set to Exceed $500 Billion in 2029, Pushed by Global Compute Buildouts

Ray Wang, Research Director of Semiconductors, Supply Chain, and Emerging Tech at Futurum, reveals key findings from comprehensive data center semiconductor market research forecasting the global data center semiconductor market to surge to reach $583B in 2029 with a 21.6% CAGR.

Google Cloud Targets Finance’s AI Gap With Vertical Platform

Google Cloud Launches Purpose-Built AI Platform for Capital Markets
Google Cloud's Gemini Enterprise for Financial Services tackles enterprise adoption barriers by addressing reliability, hallucination management, and data security in financial workflows.

Will GPT-5.5 Redefine Enterprise AI, or Hit the Limits of Trust and Control?

GPT-5.5 Promises Enterprise Power But Raises Governance Questions
OpenAI's GPT-5.5 launches as a transformative enterprise AI platform, yet adoption barriers around trust, reliability, and data privacy remain critical concerns for 78% of organizations planning AI budget increases.

Orbital Computing Can Reach $1 Trillion Addressable Market by 2030

Brendan Burke, Research Director at Futurum, explores how declining launch costs and rising terrestrial power bottlenecks could make orbital data centers a $1 trillion market by 2030.

AI Capex 2026: The $690B Infrastructure Sprint

AI Capex Plans Reach Record Levels Across US Tech Giants While Pure-Play AI Vendors Chase Revenue Growth
Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on the massive AI capex plans of US hyperscalers, specifically whether the projected $700 billion infrastructure build-out can be sustained by current revenue trajectories.

2026 Research Agenda: Key Topics and Coverage Areas

2026 Research Agenda Key Topics & Coverage Areas Download Report Request a Briefing or Inquiry Become a Client Futurum Intelligence provides critical insights into digital transformation, focusing on adoption, innovation, and disruption. Backed by a team of industry experts, we deliver research through personalized analyst-client

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

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