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Tag: Hybrid 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...
NetApp Insight 2025 Will AI Unlock New Growth for the Storage Market
October 17, 2025

NetApp Insight 2025: Will AI Unlock New Growth for the Storage Market?

Alex Smith, Vice President at The Futurum Group, shares highlights from NetApp Insight 2025: The debut of AFX and AI Data Engine signals NetApp’s evolution into a software-driven leader for...
Is Teradata About to Leapfrog Agentic AI for Regulated Enterprises
October 16, 2025

Is Teradata About to Leapfrog Agentic AI for Regulated Enterprises?

Dion Hinchcliffe, Vice President and Practice Lead, Digital Leadership and CIO at Futurum, analyzes Teradata agentic AI—AgentBuilder, MCP Server, and AI Factory—and explains why a deterministic, governed approach could put...
IBM HashiCorp Stakes Its Claim to Agentic Infrastructure
October 14, 2025

IBM HashiCorp Stakes Its Claim to Agentic Infrastructure

Mitch Ashley, VP & Practice Lead, Software Lifecycle Engineering at Futurum, shares his insights on HashiCorp’s definitive move to own agentic infrastructure with Project Infragraph and MCP Servers, leveraging IBM’s...

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