Research notes and analysis from the Futurum practice areas.
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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 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.
Brendan Burke and Olivier Blanchard, Research Directors at Futurum, share their insights on why NXP’s MCX A5, the first MCU to combine a 10BASE-T1S digital PHY, topology discovery, and post-quantum cryptography, gives industrial defenders a head start on agentic attacks.
Thales and Systematic’s partnership integrates command-and-control software with SAMP/T NG air defence systems for Denmark, showing that integration capabilities now outrank feature innovation in enterprise cybersecurity.
Peraton secures $117M Army cyber contract through 2031, demonstrating how proven partnerships drive national security and recurring revenue for defense contractors.
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.
Futurum Research analyzes Cisco’s Q4 FY 2026 earnings, focusing on AI infrastructure orders, networking demand, security traction, and FY 2027 guidance.
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.
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.
WidePoint Corporation secured a single-awardee DHS CWMS 3.0 contract worth $3.1 billion over 10 years, signaling accelerating federal demand for secure mobility management solutions and marking the company’s evolution into a durable growth platform.
Fernando Montenegro and Mitch Ashley of Futurum unpack Black Hat and DEF CON 2026: an agentic-AI wave on every booth, a record funding surge, a widening capability gap, and what a board will actually fund.
Rapid7’s Omdia research exposes a critical governance gap in security operations: 75% of organizations experienced AI-related production incidents, yet foundational governance controls remain sparse across the industry.
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.
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.
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.
DigiCert earned Digital Trust Leader recognition from Frost & Sullivan for its PKI and intelligent trust infrastructure dominance, as enterprises increasingly prioritize quantum-safe encryption and machine identity management.
Wiz’s H1 2026 threat report documents a 60% surge in cloud incidents and more than doubled supply-chain attacks, exposing critical security gaps in cloud-native and AI infrastructure. Organizations must modernize their defense strategies now.