Research notes and analysis from the Futurum practice areas.
5 results
Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers at The Futurum Group, reviews Okta’s Q2 FY 2027 earnings, where core identity strength and new products drove a beat and raise while agentic identity stayed an early, forward-looking driver.
Futurum Research analyzes Cisco’s Q4 FY 2026 earnings, focusing on AI infrastructure orders, networking demand, security traction, and FY 2027 guidance.
Futurum Research analyzes NETSCOUT’s Q1 FY 2027 earnings, focusing on Service Assurance growth, Omnis traction, Arbor Cloud capacity, and FY 2027 guidance.
Brendan Burke, Research Director at Futurum, analyzes IonQ’s Q2 FY 2026 earnings, focusing on quantum platform growth, SkyWater integration, security demand, and raised FY 2026 guidance.
Futurum Research analyzes Lumen Technologies’ Q2 FY 2026 earnings, focusing on NaaS adoption, Alkira integration, strategic revenue growth, and AI networking strategy.