Research notes and analysis from the Futurum practice areas.
412 results · page 15 of 21
Brendan Burke, Research Director at Futurum, shares his insights on why Intel’s upsized $20 billion stock offering matches the cost of tooling one 14A fab shell, and which WFE suppliers capture the orders.
Futurum Research analyzes Atlassian’s Q4 FY 2026 earnings, focusing on cloud growth, Rovo adoption, Teamwork Graph traction, and enterprise expansion.
Futurum Research analyzes Twilio’s Q2 FY 2026 earnings, focusing on AI-led communications demand, multi-product adoption, and stronger organic growth.
Futurum Research analyzes NETSCOUT’s Q1 FY 2027 earnings, focusing on Service Assurance growth, Omnis traction, Arbor Cloud capacity, and FY 2027 guidance.
Hyperscalers’ $660B capex surge is cutting corners in data center construction, risking unsafe AI infrastructure. Standards-compliant network integration is essential to address structural power gaps and commissioning risks.
Rapid7’s Q2 2026 results show strong market demand for integrated platforms over fragmented tools, with 72% of buyers citing fragmentation as a challenge, positioning Rapid7 to capitalize on the $242B cybersecurity market.
Coforge launched a Private Equity Business Unit for AI-powered operational transformation, capitalizing on 84.5% of decision-makers expecting AI to drive growth in 2026.
Everforth ECS announced a four-year, $30 million prime contract with the Defense Health Agency to deliver analytics, AI, cybersecurity, and cloud modernization capabilities, signaling accelerating federal health IT transformation.
Nick Patience, VP and Practice Lead, AI Platforms at Futurum, examines Meta’s return to open weights with Muse Glimmer and what Mark Zuckerberg’s superintelligence letter reveals about the company’s real distribution strategy.
Futurum analysts Brad Shimmin and Guy Currier discuss how Tokenomics and AI FinOps are forcing enterprises to abandon massive frontier models in favor of smaller, domain-specific AI endpoints governed by strict agent control planes. Utilizing AI – Ep.
Futurum Research analyzes SiTime’s Q2 FY 2026 earnings, focusing on AI data center timing demand, Renesas timing integration, and guidance.
Conduent’s Q2 2026 results reveal a deliberate transformation: $234M in divestitures fund a pivot to AI-driven business process services, though thin margins leave little room for execution error.
Klaviyo accelerates its autonomous B2C CRM strategy through the acquisition of Agency’s agentic AI technology. The move positions the platform against entrenched competitors as enterprise buyers prioritize autonomous agents at 86.6% adoption rates.
Octopus Deploy’s expanded MCP server enables AI agents to actively create Kubernetes deployments and workflows, addressing enterprise demand for governed pipeline-level automation as the SLE market races toward $344B by 2028.
HCLTech’s designation as an OpenAI Advanced Partner positions the GSI to help enterprises deploy secure, scalable AI solutions at scale. The move reflects OpenAI’s strategy to rely on Global Systems Integrators for enterprise-grade AI deployment.
nCino launches Mortgage MCP, integrating AI agents into mortgage workflows. With 86.6% of buyers prioritizing autonomous agents, this addresses critical enterprise demand for agentic AI.
Motive has secured the #1 ranking on G2’s Momentum Grid for Fleet Management for eight consecutive quarters, positioning itself as the fastest-growing challenger disrupting the supply chain software market dominated by SAP and Oracle.
Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, analyzes Salesforce’s Agentic AI deployment trends showing organizations tripling active agents and reducing creation times by 53%, signaling a major shift i.
Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Freshworks’ FedRAMP ‘In Process’ designation enables it to capture federal IT market share through its AI-powered Freshservice platform.
Brendan Burke, Research Director at Futurum, examines NVIDIA’s FMS 2026 storage push and whether openness extends NVIDIA’s platform control to the data path.