Search Results for: sovereign – Page 18

Filter by Insight Type:
Show Earnings Results?
Sort by: Relevance  |  Date

Cisco Q4 FY 2025 Delivers Solid Growth With AI and Networking Tailwinds

Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, analyzes Cisco’s Q4 FY 2025 results, spotlighting strong AI infrastructure demand, robust networking growth, and guidance backed by portfolio innovation.

ASML Q2 FY 2025 Earnings Reflect Strong Demand, but Outlook Clouded by Future Uncertainty

The Latest ASML Earnings Point To Growth Acceleration Driven by Logic Chips, IBM, and Strong Demand in China
Ray Wang, Research Director at The Futurum Group shares his insights on ASML’s Q2 earnings result and outlook, specifically the company's key growth drivers and some existing and future challenges.

Six Five Connected with Diana Blass: Navigating the AI Era with HPE’s Infrastructure Innovations

Antonio Neri, CEO at HPE, and his team join Diana Blass to share their insights on how HPE is revolutionizing the integration of AI across industries with its comprehensive infrastructure, showcasing real-world applications and future AI potentials.

Can Mirantis and NVIDIA Run:ai Automation Break the AI Factory Bottleneck?

Integration Promises Production-Ready AI Infrastructure in Minutes
Mirantis and NVIDIA's k0rdent AI and Run:ai integration solves GPU infrastructure deployment by delivering fully orchestrated, multi-tenant AI environments in minutes instead of weeks.

Cisco Q1 FY 2026: AI Demand Lifts Outlook and Orders

AI Infrastructure and Campus Networking Demand Drove Outperformance and Raised FY 2026 Outlook
Futurum Research analyzes Cisco’s Q1 FY 2026 results, highlighting AI infrastructure demand, campus refresh momentum, and a cloud-first security transition that lifts recurring revenue visibility into the second half of FY 2026.

AMD Q3 FY 2025 Earnings Highlight Broad-Based Compute Momentum

AMD’s Quarter Reflects Data Center AI and EPYC CPU Momentum Alongside Strong Client and Gaming
Futurum Research analyzes AMD’s Q3 FY 2025 earnings, focusing on data center AI acceleration, EPYC cloud and enterprise traction, and client/gaming strength.

HubSpot’s Warmly Acquisition Embeds Real-Time Buyer Intent Directly Into the CRM Layer

Strategic M&A Closes Critical Gap in Real-Time Prospect Engagement
Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, analyzes HubSpot's acquisition of Warmly and how embedding AI-powered buyer intent signals directly into the CRM layer positions the vendor against Salesforc.

Dell Tech World 2025 – Is It a Good Time To Be in Hardware Again?

What Were the Key Learnings and Observations From Dell Tech World 2025?
Alex Smith, Krista Case, and Olivier Blanchard from Futurum share their insights on the key themes and announcements from the latest Dell Tech World.

SpaceX S-1: Is Elon Musk Building the Ultimate AI Foundation?

SpaceX Transforms Into AI Infrastructure Provider With Orbital Computing Strategy
Brendan Burke, Research Director at Futurum, analyzes how SpaceX's S-1 filing reveals a strategic pivot toward orbital data infrastructure.

SpaceX Acquires xAI: Rockets, Starlink, and AI Under One Roof

The deal unites launch, satellite broadband, and AI under one entity- with orbital data centers on the roadmap.
Nick Patience, VP and Practice Lead for AI Platforms at Futurum, analyzes SpaceX's acquisition of xAI, examining the financial rationale, valuation metrics, and competitive implications for AI and satellite infrastructure markets.

Cisco Q2 FY 2026 Earnings: AI Infrastructure Momentum Lifts Results

AI-driven networking demand offsets margin headwinds from higher memory costs, with orders accelerating and guidance reaffirming full-year strength.
Futurum Research analyzes Cisco’s Q2 FY 2026 results, highlighting AI infrastructure momentum, campus networking demand, and margin mitigation plans, with guidance reaffirming a strong FY 2026 outlook.

Qualcomm Q3 FY 2025 Earnings Beats Estimates, Driven by Auto and IoT Gains

Qualcomm’s Q3 Beat Was Aided by Strength in Snapdragon-Led IoT and Automotive Platforms
Olivier Blanchard and Daniel Newman at Futurum break down Qualcomm’s Q3 FY 2025 earnings, focusing on how IoT and automotive strength offset handset softness and where Snapdragon platforms are gaining traction across AI PCs and data center.

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.