Research notes and analysis from the Futurum practice areas.
Futurum Research analyzes Atlassian’s Q1 FY 2027 earnings, focusing on Rovo-driven Teamwork Collection upgrades, service management expansion, and the timing of enterprise cloud migrations.
Futurum Research analyzes Teradata’s Q3 FY 2026 results, focusing on hybrid AI wins, governed agent execution, and the shift toward AI implementation services.
Futurum Research analyzes Freshworks’ Q3 FY 2026 earnings. Multi-product EX deals and paid AI usage broaden its enterprise position, while longer sales cycles test execution.
Futurum Research analyzes AMD’s Q3 FY 2026 earnings and argues that agentic CPU demand, Helios revenue, and secured supply position AMD to outgrow the AI infrastructure market in 2027.
Futurum Research analyzes Microsoft’s Q1 FY 2027 results, examining Copilot consumption, Foundry adoption, infrastructure efficiency, and enterprise agent governance.
Futurum Research analyzes Twilio’s Q3 FY 2026 earnings, examining voice AI adoption, enterprise conversations deals, and agent identity as messaging demand shapes its outlook.
Futurum Research analyzes Ingram Micro’s Q3 FY 2026 earnings, examining Xvantage adoption, agentic procurement, AI infrastructure economics, and cloud services opportunities.
Futurum Research analyzes Alphabet’s Q3 FY 2026 results, examining Gemini enterprise adoption, TPU distribution, and the gap between AI Search usage and monetization.
Futurum Research examines ServiceNow’s Q3 FY 2026 earnings. AI consumption, governance demand, and faster deployments are reshaping its workflow strategy.
Futurum Research analyzes Equinix’s Q3 FY 2026 earnings, examining renewal pricing, AI connectivity, higher-density deployments, and capacity execution.
