Can Frontier Virtual Patching Close the AI Exposure Gap?
Fernando Montenegro, VP at The Futurum Group, shares insights on how Palo Alto Networks connects AI vulnerability discovery with pre-disclosure network protection.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
413 results · page 11 of 21
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Company
Analyst
Analog Devices Q3 FY 2026 Earnings Hit First $4 Billion Quarter on AI Demand
Brendan Burke, Research Director at Futurum, reviews Analog Devices’ Q3 FY 2026 earnings, the first $4 billion quarter, and the data center and industrial demand behind it.
Brinqa Buys PlexTrac to Put Proof Behind Exposure Management
Fernando Montenegro, VP at Futurum, analyzes Brinqa’s acquisition of PlexTrac and what adding offensive security validation to an exposure management platform does, and does not, prove about remediation.
Thales CMD 2024: Cybersecurity Ambition Meets a $338B Market
Thales positioned cybersecurity as a core growth pillar at its November 2024 Capital Markets Day, targeting a market expanding from $195B to $338B by 2029 at 11.6% CAGR, driven by strong enterprise budgets.
FPT IS Bets on Vietnam’s Data Privacy Law as a Platform Moment
Vietnam’s strict new data protection laws drive enterprise urgency. FPT IS launches a four-layer Data Privacy Management Platform to meet compliance demands and position itself as a strategic infrastructure partner.
Micron Research Labs: Can $1 Billion a Year Out-Research Samsung and SK hynix?
Brendan Burke, Research Director at Futurum, shares his insights on Micron Research Labs, the $10 billion Boise hub, and whether ecosystem research can offset Samsung and SK hynix R&D budgets that run larger.
Cloudera Anywhere Cloud Targets Hybrid AI Complexity With In-Place Execution
Brad Shimmin analyzes Cloudera Anywhere Cloud, examining how modular blueprints, Apache Iceberg, and zero-copy lakehouse architectures resolve data gravity and MLOps bottlenecks across hybrid enterprise AI estates.
Pega Bets Governance-Native AI Will Redefine Customer Engagement
Pegasystems launched Customer Engagement Studio, enabling agentic campaign design with governance and compliance. Through Gryphon partnership, Pega offers end-to-end responsible AI for regulated industries.
DigiCert’s PQC Event Franchise Shifts from Awareness to Action
DigiCert’s third annual World Quantum Readiness Day on September 17, 2026, marks a strategic shift from quantum awareness to active post-quantum cryptography deployment, addressing enterprises’ top challenge: cryptographic agility.
OPSWAT’s OTCEP Invitation: OT Security Credibility or Contract Pipeline?
OPSWAT’s CTO presentation at Singapore’s OTCEP Forum signals peer-level recognition in OT Security, positioning the vendor to convert high-visibility relationships into durable contracts.
PyTorch 2026: The Unifying Layer for a $181B AI Platform Market
PyTorch Conference 2026 reveals how native PyTorch integration across hyperscalers and hardware vendors addresses enterprise pain points in a rapidly expanding $181.3B AI platforms market projected to reach $496.9B by 2030.
nCino Lands Japan Regional Bank, Validating Agentic AI Push
nCino’s selection by Hachijuni Nagano Bank validates enterprise demand for agentic AI in banking, consolidating consumer lending workflows onto a single AI-enabled platform with proprietary credit scoring and OCR capabilities.
FPT Courts Toyota Tsusho in Southeast Asia Semiconductor Bid
FPT hosted Toyota Tsusho Vietnam leadership to explore chip distribution and OSAT services across Southeast Asia, positioning itself as a hardware-software integration hub in the region’s semiconductor supply chain realignment.
Conduent Bets on Gemini to Make Legal AI Defensible at Scale
Conduent’s collaboration with Google Cloud embeds Gemini into its Viewpoint platform, enabling AI-powered document analysis that reduces legal review effort by 30-60%, establishing a scalable business case for enterprise adoption.
Sprout Social’s Trellis: From Caption Tool to Enterprise AI Layer
Sprout Social’s Trellis agentic AI unifies listening, publishing, inbox, and reporting into one intelligence layer, now available across all plans and already compressing reporting timelines at enterprise clients like JetBlue and Ipsy.
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.
Adobe Firefly Goes Full-Studio: Audio GA Bets on Platform Consolidation
Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Adobe’s Firefly audio launch consolidates fragmented creative workflows by integrating AI-native tools for enterprise users seeking unified platforms.
Cerebras CS-4 Makes the Rack the New Chip by Doubling Power and Tripling Wafers
Brendan Burke, Research Director at Futurum, shares his insights on the Cerebras CS-4 launch and why power delivery and networking now decide whether wafer scale can serve trillion parameter models at scale.
NVIDIA’s Credit Support Buys Exclusivity at OpenAI’s Ohio Data Center
Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA’s exclusive guarantee of OpenAI’s Ohio data center at PORTS-Pike and why credit support is becoming the competitive weapon no rival chipmaker can match.
IBM Links Modular Cryogenic Systems. Is the Fridge Quantum’s Real Bottleneck?
Brendan Burke, Research Director at Futurum, shares his insights on IBM’s first connected modular cryogenic systems and why the fridge, as much as the wafer fab, decides who ships a fault-tolerant quantum computer in 2029.