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Tag: Hybrid Cloud

NetApp Q3 FY 2026 Results Highlight All-Flash Growth And Cloud Services
March 2, 2026

NetApp Q3 FY 2026 Results Highlight All-Flash Growth And Cloud Services

Futurum Research analyzes NetApp’s Q3 FY 2026 earnings, focusing on all-flash growth, hyperscaler-native storage services, and AI data readiness initiatives....
Are Enterprises Ready for the Virtualization Reset, or Just Swapping Out One Complexity for Another
February 27, 2026

Are Enterprises Ready for the Virtualization Reset, or Just Swapping Out One Complexity for Another?

Futurum’s Alastair Cooke shares his insights on new HPE research that finds that only 5% of enterprises are fully prepared for the so-called Great Virtualization Reset, even as two-thirds plan...
The Open Lakehouse Imperative: Delivering AI Value Without Compromise
February 27, 2026

The Open Lakehouse Imperative: Delivering AI Value Without Compromise

In The Open Lakehouse Imperative: Delivering AI Value Without Compromise, a report commissioned by Oracle, Futurum Research explains why many lakehouse stacks still force tradeoffs—and what a truly open, multi-cloud,...
IBM Q4 FY 2025 Software and Z Cycle Lift Growth and FCF
January 30, 2026

IBM Q4 FY 2025: Software and Z Cycle Lift Growth and FCF

Futurum Research analyzes IBM’s Q4 FY 2025, highlighting software acceleration, the IBM Z AI cycle, and AI-driven productivity and M&A synergies supporting margin expansion and higher FY 2026 free cash...
Commvault Q3 FY 2026 Record Revenue, ARR Guide Trimmed
January 29, 2026

Commvault Q3 FY 2026: Record Revenue, ARR Guide Trimmed

Futurum Research reviews Commvault’s Q3 FY 2026 results, citing Unity-led cross-sell momentum, SaaS cohort scaling, identity resilience partnerships, and a modest ARR guide-down from mix and duration normalization....
AI Inference: Enterprise Infrastructure and Strategic Imperatives
January 27, 2026

AI Inference: Enterprise Infrastructure and Strategic Imperatives

In our latest Market Report, AI Inference: Enterprise Infrastructure and Strategic Imperatives, completed in partnership with Lenovo, Futurum Research examines the growth of AI inference, the shift toward hybrid/edge deployment,...
Enabling Enterprise Agility with Low-Code/No-Code, AI, and Platforms
January 27, 2026

Enabling Enterprise Agility with Low-Code/No-Code, AI, and Platforms

In Enabling Enterprise Agility with Low-Code/No-Code, AI, and Platforms, Futurum Research explores how enterprises are modernizing application development by combining LCNC tools, AI-powered development, and platform engineering. The brief highlights...
Five Key Reasons Why Confluent Is Strategic To IBM
December 9, 2025

Five Key Reasons Why Confluent Is Strategic To IBM

Brad Shimmin and Mitch Ashley at Futurum, share their insights on IBM’s $11B acquisition of Confluent. This bold move signals a strategic pivot, betting that real-time "data in motion" is...
Hewlett Packard Enterprise Q4 FY 2025 ARR Surges as AI Orders Build
December 8, 2025

Hewlett Packard Enterprise Q4 FY 2025: ARR Surges as AI Orders Build

Futurum Research analyzes HPE’s Q4 FY 2025 results, highlighting networking-led margin resiliency, AI server order momentum, and GreenLake ARR growth....
NetApp Q2 FY 2026 Earnings Mix Shift Lifts Margins, AI Momentum Builds
November 26, 2025

NetApp Q2 FY 2026 Earnings: Mix Shift Lifts Margins, AI Momentum Builds

Futurum Research analyzes NetApp’s Q2 FY 2026 results, highlighting AI data platform traction, first-party cloud storage growth, and all-flash mix that lifted margins, alongside raised FY EPS and margin guidance....
Commvault Q2 FY 2026 ARR Tops $1 Billion; Revenue Beats Consensus
October 31, 2025

Commvault Q2 FY 2026: ARR Tops $1 Billion; Revenue Beats Consensus

Futurum Research analyzes Commvault’s Q2 FY 2026 earnings, highlighting SaaS and identity-led resilience momentum, ARR surpassing $1 billion, and guidance that balances growth investments with disciplined margin targets....
IBM Q3 FY 2025 Revenue Beat, Margin Expansion, AI, and Z Tailwinds
October 27, 2025

IBM Q3 FY 2025: Revenue Beat, Margin Expansion, AI, and Z Tailwinds

Futurum Research at Futurum dives into IBM’s Q3 FY 2025 results. Expanded operating margins, advanced AI, and z17‑driven growth, with bookings and ARR, position the company for continued leverage into...

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