Salesforce’s Real Moat Behind Koa Is Its CRM Training Data
Keith Kirkpatrick, VP, Research, Enterprise Software & Digital Workflows at Futurum, argues that Koa’s real defense isn’t the model Salesforce built, but the CRM training data behind it.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
11 results
Practice area
Company
Analyst
Enterprise AI Overruns Hit 46.9%: Is the Reckoning in FY2027?
Mitch Ashley, VP and Practice Lead at The Futurum Group, shares his insights on why 46.9% of enterprises are running over budget on AI and how FY2027 budgeting will force new discipline, accountability, and outcome-based pricing on AI spend.
The Foundry Bet: IonQ, SkyWater, and the Industrialization of Quantum
Futurum’s Daniel Newman shares his insights on why quantum’s next phase is an industrialization race, why the SkyWater acquisition puts IonQ in the top echelon, and why the bet still has to be proven.
Partners Weary on SaaS as Infrastructure Surges Again
Alex Smith, VP & Practice Lead at Futurum, shares insights on how the partner ecosystem is shifting from SaaS to infrastructure and custom services like AI consulting as new growth drivers in 2026.
Autonomy Over Analytics: The Read-Write Decree Rewiring Enterprise Data Platforms
Brad Shimmin, VP & Practice Lead at Futurum, reveals findings from the new Data Intelligence Platforms Signal report, highlighting how read-write AI agents and transactional execution realigned competitive market standings.
Does the New ERP Platform “Signal” Get the Market Right?
Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights on how Futurum’s new ERP Platform “Signal” stacks up against his own year of SAP, Microsoft, Oracle, and NetSuite coverage.
Why AI Learned to Attack Before It Learned to Defend
Fernando Montenegro, VP & Practice Lead at Futurum, shares his insights on how offensive AI succeeds because it’s easier to verify than defensive security, shifting the need for vendors to sell proof of exploitability over volume.
AI Implementation Is the New Account Control Point
Mitch Ashley, VP & Practice Lead at Futurum, shares insights on how AI implementation is the new account control point. Read more on how hyperscalers are reorganizing to capture distributed AI buying authority in 2026.
The 1.6TbE Transition Will Reshape Data Center Architecture from the Ground Up
Tom Hollingsworth, Research Director at Futurum, shares his insights on the 1.6TbE transition, highlighting that it’s a massive architectural shift requiring data centers to rethink topology, power, and cooling to meet modern AI demands.
AWS and the End of the Naive Agent: Collapsing the Semantic Divide
Brad Shimmin, Vice President and Practice Lead at Futurum, shares his insights on how AWS Context moves beyond basic RAG to deliver a governed, open-format knowledge graph that provides autonomous systems with the mathematical truth they desperately need.
The Pricing Split: Why Core Software and AI Can’t Share One Commercial Model
Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights on why enterprise buyers are rejecting per-seat pricing for core software, while simultaneously demanding it for AI, forcing vendors to rethink their commercial strategies.