The post Will Regrello Help Salesforce Push Further Into Agentic AI Workflows? appeared first on Futurum. Keith Kirkpatrick, Research Director at Futurum, shares insights on Salesforce’s acquisition of Regrello and how its integration with Agentforce and Slack could transform enterprise workflows with agentic AI automation. The post Will Regrello Help Salesforce Push Further Into Agentic AI Workflows? appeared first on Futurum.| Futurum
The post Palo Alto Networks Q4 FY 2025 Earnings Show 16% Growth, Strong ARR Momentum appeared first on Futurum. 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. The post Palo Alto Networks Q4 FY 2025 Earnings Show 16% Growth, Strong ARR Momentum appeared first on Futurum.| Futurum
The post Pebble Time 2 Returns: Will Long Battery Life Win the Market Back? appeared first on Futurum. Olivier Blanchard, Research Director at Futurum, shares insights on Pebble’s Time 2 smartwatch reboot, featuring a stainless steel build, e-paper screen, 30-day battery life, and advanced sensors as the brand returns to market. The post Pebble Time 2 Returns: Will Long Battery Life Win the Market Back? appeared first on Futurum.| Futurum
The post Ansys and Synopsys Expand Simulation Capabilities with NVIDIA Omniverse Integration appeared first on Futurum. Ray Wang, Research Director at Futurum, shares insights on Ansys integrating NVIDIA Omniverse into its simulation tools to enhance CFD, autonomous validation, and digital twin workflows through OpenUSD-enabled interoperability. The post Ansys and Synopsys Expand Simulation Capabilities with NVIDIA Omniverse Integration appeared first on Futurum.| Futurum
The post Lenovo Q1 FY2026 Earnings: Record $18.8B Revenue, 22% Growth on Hybrid AI Momentum appeared first on Futurum. Olivier Blanchard and Daniel Newman at Futurum share insights on Lenovo Q1 FY2025/26 earnings—record $18.8B revenue, AI infrastructure momentum, services margin expansion, and outlook for Hybrid AI execution. The post Lenovo Q1 FY2026 Earnings: Record $18.8B Revenue, 22% Growth on Hybrid AI Momentum appeared first on Futurum.| Futurum
The post Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand appeared first on Futurum. Ray Wang, Research Director at Futurum, examines Coherent’s Q4 FY 2025 earnings, highlighting AI datacenter and networking growth, margin gains, and the Aerospace and Defense sale to sharpen focus on core markets. The post Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand appeared first on Futurum.| Futurum
The post Cisco Q4 FY 2025 Delivers Solid Growth With AI and Networking Tailwinds appeared first on Futurum. 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. The post Cisco Q4 FY 2025 Delivers Solid Growth With AI and Networking Tailwinds appeared first on Futurum.| Futurum
The post Is NVIDIA’s RTX PRO 6000 Blackwell the Tipping Point for Enterprise AI Acceleration? appeared first on Futurum. Ray Wang, Research Director at Futurum, shares insights on NVIDIA RTX PRO 6000 Blackwell-powered 2U servers from top OEMs, delivering AI acceleration, efficiency gains, and broad workload support for enterprise data centers. The post Is NVIDIA’s RTX PRO 6000 Blackwell the Tipping Point for Enterprise AI Acceleration? appeared first on Futurum.| Futurum
The post Black Hat 2025, Def Con, And Others: Yes, AI, Sure, But Much, Much More appeared first on Futurum. Fernando Montenegro, VP at Futurum, shares his insights on how the many conversations at this year's Security Summer Camp - Black Hat, DEF CON, and more - line up with the major trends that are in play in cybersecurity. The post Black Hat 2025, Def Con, And Others: Yes, AI, Sure, But Much, Much More appeared first on Futurum.| Futurum
The post AI-Powered Oracle EHR Aims to Streamline Clinical Workflows and Documentation appeared first on Futurum. Keith Kirkpatrick and Mitch Ashley of Futurum share their insights on Oracle’s AI-powered, cloud-native EHR that streamlines workflows, reduces documentation, and delivers real-time patient insights for U.S. ambulatory providers. The post AI-Powered Oracle EHR Aims to Streamline Clinical Workflows and Documentation appeared first on Futurum.| Futurum
The post Applied Materials’ New Partnership with Apple and Texas Instruments Aims to Enhance Domestic Innovation and Supply Chain appeared first on Futurum. Ray Wang, Research Director at Futurum, shares insights on Applied Materials’ work with Apple and Texas Instruments to supply US-made chip equipment and boost manufacturing under Apple’s $600 billion American Manufacturing Program. The post Applied Materials’ New Partnership with Apple and Texas Instruments Aims to Enhance Domesti...| Futurum
The post If AI Is So Hot, Why Is Palantir Soaring While C3.ai Is Stumbling? appeared first on Futurum. Nick Patience, VP & AI Platforms Practice Lead at Futurum, shares insights on the Palantir vs. C3.ai divergence. While both offer AI platforms, Palantir's booming stock and financials contrast sharply with C3.ai's recent stock collapse and revenue miss, revealing crucial differences in go-to-market strategy. The post If AI Is So Hot, Why Is Palantir Soaring While C3.ai Is Stumbling? appeared...| Futurum
The post AMD Expands Windows AI Limits With 128B Parameter Model Capability appeared first on Futurum. Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s Variable Graphics Memory upgrade for the Ryzen AI Max+ 395, enabling up to 128B parameter models with full vision and MCP support on Windows devices. The post AMD Expands Windows AI Limits With 128B Parameter Model Capability appeared first on Futurum.| Futurum
The post MLPerf v2.0 Results Highlight Hammerspace Tier 0’s Role in Maximizing GPU Utilization appeared first on Futurum. Krista Case, Research Director at Futurum, shares insights on Hammerspace MLPerf Tier 0 results, showcasing linear scaling, 3.7x efficiency gains, and high GPU utilization for AI storage performance. The post MLPerf v2.0 Results Highlight Hammerspace Tier 0’s Role in Maximizing GPU Utilization appeared first on Futurum.| Futurum
The post Lenovo Introduces TruScale DaaS to Support Greener IT appeared first on Futurum. Olivier Blanchard, Research Director at Futurum, shares insights on Lenovo TruScale DaaS for Sustainability, a modular, AI-powered offering to cut IT costs, extend device life, and deliver measurable carbon footprint reductions. The post Lenovo Introduces TruScale DaaS to Support Greener IT appeared first on Futurum.| Futurum
The post Is CoreWeave’s OpenAI Momentum Enough to Beat Again? appeared first on Futurum. Insights on CoreWeave’s Q2 preview: AI cloud growth from OpenAI and GPU scarcity sets up another potential beat; balance sheet scrutiny remains key. The post Is CoreWeave’s OpenAI Momentum Enough to Beat Again? appeared first on Futurum.| Futurum
The post Will Applied Materials Meet Expectations in the AI Capex Boom? appeared first on Futurum. Insights on assessing Applied Materials’ Q3 2025 outlook amid AI-driven HBM demand and advanced packaging momentum. The post Will Applied Materials Meet Expectations in the AI Capex Boom? appeared first on Futurum.| Futurum
The post Is Cisco’s AI Push About to Spark an Earnings Beat? appeared first on Futurum. Insights on whether Cisco’s AI networking momentum and Splunk synergies position Cisco to beat expectations. The post Is Cisco’s AI Push About to Spark an Earnings Beat? appeared first on Futurum.| Futurum
The post Will NVIDIA and AMD Pass the 15% Fee to Chinese Buyers? appeared first on Futurum. Insights on how the recent 15% export license fee on NVIDIA’s H20 and AMD’s MI308 to China represents a significant policy development in the global AI semiconductor market. The post Will NVIDIA and AMD Pass the 15% Fee to Chinese Buyers? appeared first on Futurum.| Futurum
The post Can Oklo Power AI’s Growth With Nuclear Microreactors? appeared first on Futurum. Insights on Okla’s earnings preview, at the intersection of two major growth curves: AI infrastructure expansion and the need for sustainable, reliable energy sources. The post Can Oklo Power AI’s Growth With Nuclear Microreactors? appeared first on Futurum.| Futurum
The post Synopsys Wraps Up Ansys Acquisition, Targeting Integrated Design Solutions appeared first on Futurum. Ray Wang, Research Director at Futurum, shares insights on Synopsys’ $35 billion acquisition of Ansys, uniting EDA and multiphysics simulation to deliver a unified silicon-to-systems design platform with a $31 billion market opportunity. The post Synopsys Wraps Up Ansys Acquisition, Targeting Integrated Design Solutions appeared first on Futurum.| Futurum
The post Twilio Q2 FY 2025 Revenue Rises 13% With Record Profitability and Cash Flow appeared first on The Futurum Group. Keith Kirkpatrick, Research Director at Futurum, covers Twilio’s Q2 FY 2025 earnings and discusses how the company is driving margin expansion across its product portfolio amid economic headwinds. The post Twilio Q2 FY 2025 Revenue Rises 13% With Record Profitability and Cash Flow appeared first on The Futurum Group.| The Futurum Group
The post NXP Strengthens Industrial Edge Capabilities With port GmbH Acquisition appeared first on The Futurum Group. Ray Wang, Research Director at Futurum shares his insights on NXP’s acquisition of port GmbH, examining how this move advances real-time industrial networking and simplifies protocol integration for software-defined manufacturing systems. The post NXP Strengthens Industrial Edge Capabilities With port GmbH Acquisition appeared first on The Futurum Group.| The Futurum Group
The post Will Jericho4 Help Broadcom Lead the Next Era of AI Networking? appeared first on The Futurum Group. Ray Wang, Research Director at Futurum, shares insights on Broadcom Jericho4 - an Ethernet router designed to connect over a million XPUs across data centers with lossless, secure performance for distributed AI workloads. The post Will Jericho4 Help Broadcom Lead the Next Era of AI Networking? appeared first on The Futurum Group.| The Futurum Group
The post SAP Adds AI-Powered Recruiting to HCM Portfolio with SmartRecruiters appeared first on The Futurum Group. Keith Kirkpatrick, Research Director at Futurum, shares insights on SAP’s planned acquisition of SmartRecruiters and how it enhances SAP SuccessFactors with AI-driven, high-volume talent acquisition capabilities. The post SAP Adds AI-Powered Recruiting to HCM Portfolio with SmartRecruiters appeared first on The Futurum Group.| The Futurum Group
The post AMD Q2 FY 2025 Sales Beat Offset by MI308-Linked EPS Decline appeared first on The Futurum Group. Olivier Blanchard and Daniel Newman at Futurum unpack AMD’s Q2 FY 2025 results, where record EPYC and Ryzen sales were offset by export-driven MI308 charges. In focus: the MI355 ramp, China license risks, and margin recovery in Q3. The post AMD Q2 FY 2025 Sales Beat Offset by MI308-Linked EPS Decline appeared first on The Futurum Group.| The Futurum Group
The post Lattice Q2 FY 2025 Results Show Strong Comms and Compute Growth appeared first on The Futurum Group. Ray Wang and Daniel Newman at Futurum analyse Lattice’s Q2 FY 2025 results, highlighting record server revenue, growing AI attach rates, and strong momentum in communications and compute despite industrial softness. The post Lattice Q2 FY 2025 Results Show Strong Comms and Compute Growth appeared first on The Futurum Group.| The Futurum Group
The post Amazon Q2 FY 2025 Revenue Tops View; Profit Outlook Disappoints Street appeared first on The Futurum Group. Olivier Blanchard and Brad Shimmin at Futurum examine Amazon’s Q2 FY 2025 results, spotlighting strong retail and ad growth, mixed AI progress, and AWS margin compression amid intensifying cloud competition and infrastructure limitations. The post Amazon Q2 FY 2025 Revenue Tops View; Profit Outlook Disappoints Street appeared first on The Futurum Group.| The Futurum Group
The post PROS Holdings Q2 FY 2025 Earnings Exceed High-End Guidance appeared first on The Futurum Group. Futurum’s Keith Kirkpatrick covers PROS Holdings’ strong Q2 2025 results, highlighting accelerating subscription growth, AI-powered innovation, margin gains, and a raised full-year outlook. The post PROS Holdings Q2 FY 2025 Earnings Exceed High-End Guidance appeared first on The Futurum Group.| The Futurum Group
The post Xerox Q2 FY 2025 Results Show Stability as IT Solutions Revenue Surges appeared first on The Futurum Group. Alex Smith, VP & Practice Lead at Futurum, breaks down Xerox’s Q2 FY 2025 results, with IT Solutions revenue more than doubling YoY, Lexmark integration underway, and Print weakness offset by growing momentum in higher-margin services. The post Xerox Q2 FY 2025 Results Show Stability as IT Solutions Revenue Surges appeared first on The Futurum Group.| The Futurum Group
The post Open Data is Critical to Becoming an AI Intelligence Company appeared first on The Futurum Group. Daniel Newman, CEO, and Mitch Ashley, VP & Practice Lead at The Futurum Group, take a bold stance on open data access, essential for companies to become AI-powered intelligence organizations. Empowering customers with agency over their digital knowledge maximizes AI's potential in a competitive, AI-driven marketplace. The post Open Data is Critical to Becoming an AI Intelligence Company ...| The Futurum Group
The post Will an Infusion from Salesforce and ServiceNow in Genesys Drive Similar Deals? appeared first on The Futurum Group. Keith Kirkpatrick and Tiffani Bova at Futurum share their insights on Salesforce’s and ServiceNow’s joint $1.5 billion investment into CX provider Genesys, and discuss how each firm will benefit from the deal. The post Will an Infusion from Salesforce and ServiceNow in Genesys Drive Similar Deals? appeared first on The Futurum Group.| The Futurum Group
The post Qualcomm Q3 FY 2025 Earnings Beats Estimates, Driven by Auto and IoT Gains appeared first on The Futurum Group. 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. The post Qualcomm Q3 FY 2025 Earnings Beats Estimates, Driven by Auto and IoT Gains appeared first on The Futurum Group.| The Futurum Group
The post Arm Q1 FY26 Earnings: Revenue Surpasses $1B on Surging AI and Cloud Demand appeared first on The Futurum Group. Futurum’s Ray Wang and Daniel Newman analyze Arm’s Q1 FY26 results, highlighting revenue above $1B, 25% royalty growth, and surging AI and cloud adoption. He examines key trends and offers insights on Arm’s future outlook and competitive positioning. The post Arm Q1 FY26 Earnings: Revenue Surpasses $1B on Surging AI and Cloud Demand appeared first on The Futurum Group.| The Futurum Group
The post Microsoft Q4 FY 2025 Earnings Beat Driven by 39% Azure Growth appeared first on The Futurum Group. Keith Kirkpatrick and Daniel Newman from Futurum break down Microsoft’s Q4 FY 2025 earnings, highlighting Azure’s strong growth, the expanding Copilot ecosystem, and why Microsoft’s AI momentum shows no signs of slowing. The post Microsoft Q4 FY 2025 Earnings Beat Driven by 39% Azure Growth appeared first on The Futurum Group.| The Futurum Group
The post Is NVIDIA’s GB300 NVL72 Power Shelf the Answer to AI’s Grid Strain? appeared first on The Futurum Group. Ray Wang, Research Director at Futurum, shares his insights on how NVIDIA’s GB300 NVL72 reduces grid disruption from AI workloads using energy storage, ramp-rate control, and GPU burn to cut peak demand by up to 30%. The post Is NVIDIA’s GB300 NVL72 Power Shelf the Answer to AI’s Grid Strain? appeared first on The Futurum Group.| The Futurum Group
The post Palo Alto Networks Makes Bold $25B Identity Play with CyberArk Deal appeared first on The Futurum Group. Krista Case and Fernando Montenegro of The Futurum Group share their insights on Palo Alto Networks’ planned $25 billion acquisition of CyberArk. The post Palo Alto Networks Makes Bold $25B Identity Play with CyberArk Deal appeared first on The Futurum Group.| The Futurum Group
The post Commvault Q1 FY 2026 Revenue Surges 26%, Outlook Raised appeared first on The Futurum Group. Krista Case, Research Director at Futurum, unpacks Commvault’s Q1 FY 2026 results, highlighting momentum in SaaS and subscription ARR, growing marketplace traction, and an expanded partner ecosystem driving cyber resilience adoption. The post Commvault Q1 FY 2026 Revenue Surges 26%, Outlook Raised appeared first on The Futurum Group.| The Futurum Group
The post Is T-Mobile’s T-Satellite the First Real Step Toward Eliminating Dead Zones? appeared first on The Futurum Group. 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. The post Is T-Mobile’s T-Satellite the First Real Step Toward Eliminating Dead Zones? appeared first on The Futurum Group.| The Futurum Group
The post Intel Q2 FY 2025 Results Beat on Revenue, Margin Hit by One-Time Charges appeared first on The Futurum Group. Ray Wang and Daniel Newman from Futurum explore Intel’s Q2 FY 2025 earnings, highlighting revenue strength, margin pressures from restructuring, strategic foundry shifts, and why the 18A ramp is critical to Intel’s recovery trajectory. The post Intel Q2 FY 2025 Results Beat on Revenue, Margin Hit by One-Time Charges appeared first on The Futurum Group.| The Futurum Group
The post Data Protection Meets Data Control in Commvault’s Satori Play appeared first on The Futurum Group. Krista Case, Research Director at Futurum, shares her insights on Commvault’s planned acquisition of Satori Cyber. The post Data Protection Meets Data Control in Commvault’s Satori Play appeared first on The Futurum Group.| The Futurum Group
The post Can AWS’s New AI Infrastructure Offering Stand Out from Its Competitors? appeared first on The Futurum Group. Ray Wang, Research Director at Futurum, shares his insights on AWS’s launch of EC2 P6e-GB200 UltraServers, highlighting how NVIDIA Grace Blackwell GPUs and liquid-cooled UltraClusters are enabling trillion-parameter AI workloads. The post Can AWS’s New AI Infrastructure Offering Stand Out from Its Competitors? appeared first on The Futurum Group.| The Futurum Group
The post ServiceNow’s Q2 2025 Results Beat Expectations as AI Innovations Power Growth appeared first on The Futurum Group. Keith Kirkpatrick and Daniel Newman of Futurum share insights on ServiceNow’s standout Q2 2025—highlighting record AI-driven growth, top-line beats, and breakthrough workflow innovation. The post ServiceNow’s Q2 2025 Results Beat Expectations as AI Innovations Power Growth appeared first on The Futurum Group.| The Futurum Group
The post Alphabet’s Q2 FY 2025 Earnings Top Estimates, Led by Strong Cloud Revenue appeared first on The Futurum Group. Keith Kirkpatrick and Daniel Newman explore how Alphabet’s strong Q2 FY 2025 results reflect deepening AI integration across Search, Cloud, and YouTube, and what its $85 billion CapEx guidance says about long-term AI leadership. The post Alphabet’s Q2 FY 2025 Earnings Top Estimates, Led by Strong Cloud Revenue appeared first on The Futurum Group.| The Futurum Group
The post IBM Q2 2025 Earnings Exceed Expectations with Double-Digit Profit Growth, GenAI Book Surges Past $7.5B appeared first on The Futurum Group. Futurum’s Nick Patience and Daniel Newman share their insights on IBM's Q2 2025, highlighting strong revenue and profit growth, surging GenAI business, and raised free cash flow guidance as AI adoption accelerates. The post IBM Q2 2025 Earnings Exceed Expectations with Double-Digit Profit Growth, GenAI Book Surges Past $7.5B appeared first on T...| The Futurum Group
The post T-Mobile Q2 FY 2025 Results Top Estimates With Record Subscriber Gains appeared first on The Futurum Group. Olivier Blanchard, Research Director at Futurum, explores T-Mobile’s Q2 FY 2025 results, highlighting record subscriber growth, broadband expansion, and how satellite and fiber strategies are positioning the company for long-term leadership. The post T-Mobile Q2 FY 2025 Results Top Estimates With Record Subscriber Gains appeared first on The Futurum Group.| The Futurum Group
The post Enabling the Agentic AI Ecosystem Through watsonx appeared first on The Futurum Group. In our latest Market Brief, Enabling the Agentic AI Ecosystem Through watsonx, developed in partnership with IBM, Futurum Research explores how agentic AI will redefine digital labor and enterprise workflows. The brief highlights IBM’s multi-layered approach—from data unification and orchestration to governance and real-world agent use cases—while offering guidance on building secure, scalabl...| The Futurum Group
The post Enterprise AI Evolution: Maximizing Data Value in a Hybrid World appeared first on The Futurum Group. In our latest Market Brief, Enterprise AI Evolution: Maximizing Data Value in a Hybrid World, developed in partnership with NetApp, Futurum Research explores how forward-thinking enterprises are modernizing their infrastructure to support scalable, secure, and high-performance AI operations. The post Enterprise AI Evolution: Maximizing Data Value in a Hybrid World appeared first on T...| The Futurum Group
The post Microsoft Now Offers a Security Data Lake. Time To Jump Into the Water? appeared first on The Futurum Group. Krista Case and Fernando Montenegro of Futurum share their insights on Microsoft’s release of Sentinel Data Lake and changes to its Threat Intel offering. The post Microsoft Now Offers a Security Data Lake. Time To Jump Into the Water? appeared first on The Futurum Group.| The Futurum Group
The post SAP Delivers 28% Cloud Growth, Reaffirms FY 2025 Outlook in Q2 FY 2025 appeared first on The Futurum Group. Keith Kirkpatrick, Research Director at Futurum, shares insights on SAP’s Q2 FY 2025 earnings, spotlighting AI-led cloud growth, ERP suite momentum, rising internal AI productivity, and a reaffirmed FY outlook despite ongoing macro pressures. The post SAP Delivers 28% Cloud Growth, Reaffirms FY 2025 Outlook in Q2 FY 2025 appeared first on The Futurum Group.| The Futurum Group
The Futurum Group is where insight meets action. The world's most recognized technology companies rely on Futurum and our portfolio of companies to provide expert analysis, research, and advisory services, in addition to market and decision maker data, testing and evaluation services, and media activation.| The Futurum Group
Salesforce’s survey finds significant use of unapproved gen AI tools at work, which can introduce cybersecurity, legal, & operational risks.| The Futurum Group
Snowflake’s acquisition of Crunchy Data adds enterprise Postgres power to its AI data cloud and intensifies competition with Databricks.| The Futurum Group
Mitch Ashley is VP and Practice Lead of DevOps and Application Development for The Futurum Group. Mitch has over 30+ years of experience as an entrepreneur, industry analyst, product development, and IT leader, with expertise in software engineering, cybersecurity, DevOps, DevSecOps, cloud, and AI. As an entrepreneur, CTO, CIO, and head of engineering, Mitch led the creation of award-winning cybersecurity products utilized in the private and public sectors, including the U.S. Department of De...| The Futurum Group
Dive into Kubernetes, WebAssembly, & cloud-native modernization with insights from Paul Nashawaty & Mitch Ashley on this episode| The Futurum Group
The Futurum Group provides in-depth research on global technology markets. Our industry analysts conduct comprehensive qualitative and quantitative assessments of technology solutions, business issues, market drivers, and end-user demand dynamics across industry sectors.| The Futurum Group
