Snowflake Reports Healthy Q4 Results as AI Investments Begin Paying Dividends
Nick Patience, AI Practice Lead at The Futurum Group shares his insights on Snowflake’s Q4 2025 earnings & what they mean for the broader AI and data analytics space.
OpenText Pushes Further Into Enterprise Security With Core TDR, Leveraging Microsoft Integrations and AI
Fernando Montenegro, VP & Practice Lead for Cybersecurity at The Futurum Group, analyzes OpenText’s launch of Core TDR, its Microsoft collaboration, and how it competes in the crowded XDR market.
Camberley Bates, Keith Townsend, and Dion Hinchcliffe share a conversation on whether hyperscalers can keep up with AI demand and the efficiency of new LLM releases.
Cloud and AI Services Saw Strong Adoption, While Heightened Capex for AI Infrastructure Affected Margin Performance
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Microsoft’s Q2 FY 2025 results, highlighting strong cloud and AI-driven growth, a surge in commercial bookings, and record-high AI infrastructure investments.
Microsoft CEO Satya Nadella Predicts Business Applications Will Be Created With AI Agents
Mitch Ashley, VP and Practice Lead, DevOps and AppDev at The Futurum Group, explores how AI agents are set to redefine SaaS by automating workflows, enhancing efficiency, and reshaping enterprise software architecture.
OpenAI, Oracle, and SoftBank Join Forces to Build Massive Data Center Network as a Key Issue for US National Security
Nick Patience, AI Practice Lead at The Futurum Group examines President Trump's ambitious $500B Stargate initiative that aims to revolutionize US AI infrastructure while countering China's rapid advances in AI development.
Commvault Addresses the Rise of Identity-Based Attacks With Automated Active Directory Recovery, and the Ability to Protect Active Directory Alongside Entra ID
Krista Case, Research Director at The Futurum Group, shares her insights on Commvault’s automated recovery of Active Directory forests.
Nigel Alvares, VP of Marketing at Marvell, joins Patrick Moorhead to share his insights on the booming trend toward custom silicon, spotlighting how Marvell is steering through the changing tides of the semiconductor industry.
Daniel Newman and Patrick Moorhead share insights on how NVIDIA, Microsoft, Qualcomm, OpenText, and Meta navigate AI-driven innovation, supply chain challenges, and market diversification.
