Research notes and analysis from the Futurum practice areas.
412 results · page 13 of 21
Brendan Burke, Research Director at Futurum, analyzes Applied Materials’ Q3 FY 2026 earnings, focusing on AI-driven chip equipment demand, DRAM strength, advanced packaging, and capacity visibility.
Futurum’s Brendan Burke on why a third of the $3 trillion AI data center buildout goes off-grid by 2030, and what launch, satellite hardware, and solar density must do before orbit competes on cost. From Above the Line with Shay Boloor.
Brendan Burke, Research Director at Futurum, shares his insights on the $240 million IBM and Together AI agreement and why an anchor-tenant inference cluster moves IBM Cloud to the landlord side of the GPU lease.
Persistent Systems’ takeover offer for Nagarro creates a scaled AI services provider positioned to capture surging channel partner demand for AI consulting and custom application development in a market forecast to reach $41.8B by 2029.
Taiwan confirmed an autonomous AI cyber attack in July 2026. Tenable tracked seven incidents across three threat actors, signaling enterprises must urgently build defenses against offensive AI.
Unisys is positioning itself as a leader in AI and cloud transformation as the Software Lifecycle Engineering market reaches $344B by 2028, driven by accelerating enterprise AI adoption.
Brendan Burke, Research Director at Futurum, analyzes Coherent’s Q4 FY 2026 earnings, focusing on AI datacenter optics, indium phosphide capacity, CPO, NPO, and optical circuit switching.
Futurum Research analyzes Cisco’s Q4 FY 2026 earnings, focusing on AI infrastructure orders, networking demand, security traction, and FY 2027 guidance.
Google’s Pixel 11 series features the Tensor G6 chip, delivering advanced AI and enhanced photography. Starting at $899, these devices redefine smartphones through personalized AI and superior camera performance.
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices with Futurum, analyzes ASUS Q2 FY 2026 earnings, focusing on AI server revenue doubling, and how agentic AI compute positions the company for a multi-year AI cycle.
Olivier Blanchard, Research Director at The Futurum Group shares insights on whether Samsung Flex Titanium can reduce crease visibility without creating new foldable compromises.
Keith Kirkpatrick, VP & Research Director, Enterprise Software & Digital Workflows at Futurum, shares his insights on Oracle’s new Fusion Agentic Applications for HCM and what they mean for the HR technology market.
Brendan Burke, Research Director at Futurum, reviews Microchip’s Q1 FY 2027 earnings, its data center exposure nearing $1 billion, and margin gains above its long-term model.
Thales’ H1 2026 results reflect a $242B cybersecurity market forecast through 2029, with enterprises planning 5-15% budget increases and 74% showing strong vendor retention, signaling sustained momentum in data security investments.
MGT’s 213.3% two-year revenue growth earns it No. 5 ranking on CRN’s Fast Growth 500 list, positioning the solution provider to capitalize on enterprise demand for Software Lifecycle Engineering services and AI-driven code governance.
Centre Technologies made CRN’s 2026 Solution Provider 500 Fast Growth list, reflecting strong momentum in managed services as enterprises adopt AI workflows and the Software Lifecycle Engineering market nears $344B.
Ruder Finn launched a custom AI model as its website interface, positioning itself as a first-mover in AI-native communications and signaling how agencies can differentiate through AI expertise.
SailPoint’s Q2 2027 earnings report comes as identity security demand strengthens, with the cybersecurity market forecast to reach $337.8B by 2029, reinforcing durable demand for its governance platform.
HashiCorp’s Packer v1.16.0 introduces native SLSA provenance attestations, addressing a critical vulnerability in cloud infrastructure where compromised machine images silently propagate to every workload launched from them.
Movate and Leena AI partner to deliver agentic AI solutions that streamline fragmented enterprise workflows, reflecting CIOs’ growing automation priorities.