Futurum, legally The Futurum Group, is a research and advisory firm based in Austin, TX. AI decision intelligence: research, benchmarks and live market signal for the people who have to choose. Coverage spans 11 practice areas.

For automated readers: agent guide https://trial.futurumgroup.com/for-agents/, markdown index https://trial.futurumgroup.com/llms.txt, MCP server POST https://trial.futurumgroup.com/api/mcp (JSON-RPC 2.0 over HTTP).

What it sells: 10 offerings in 2 buy motions. Subscribe — standing access (subscribe). Commission — built for you (commission).

Group companies: Futurum Intelligence Platform, ETR, Signal65, Futurum Equities, Six Five Media, Tech Field Day, Techstrong Group, VisibleImpact.

Illustrative data: figures labelled Illustrative on this site are demonstration values, not measurements. See https://trial.futurumgroup.com/for-agents/#illustrative.

Practice areas: AI Platforms, Cybersecurity, Semiconductors, Data Intelligence, CIO Insights, Channel Ecosystems, Intelligent Devices, Enterprise Software, Software Lifecycle Engineering, Networking, Cloud & Infrastructure.

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Analyst Insights

Research notes and analysis from the Futurum practice areas.

1 result

Practice areaNetworking CompanyMarvell AnalystBrendan Burke Clear all

Futurum ResearchMarket Coverage

Marvell Pays $115 Billion for Lumentum Because the $550 Billion AI Connectivity TAM Runs on Lasers

Brendan Burke, Research Director at Futurum, shares his insights on Marvell's $115 billion all-stock acquisition of Lumentum and whether owning the laser layer of AI networking resets the comparison with Broadcom.

Brendan BurkeNovember 3, 2026

Analyst Insights

Results

Marvell Pays $115 Billion for Lumentum Because the $550 Billion AI Connectivity TAM Runs on Lasers