Research notes and analysis from the Futurum practice areas.
412 results · page 6 of 21
Keith Kirkpatrick, Vice President, Research, at Futurum, says Smartsheet’s APAC leadership moves signal aggressive enterprise work management positioning, driven by generative AI adoption and integration capabilities.
Qualcomm announced a multi-generation collaboration with AWS covering customized silicon for AI inference and optical connectivity solutions extending up to 1.6T.
Futurum Research analyzes Dell Technologies’ Q2 FY 2027 earnings, focusing on AI server backlog, infrastructure demand, storage pull-through, and FY 2027 guidance.
Tom Hollingsworth at Futurum examines why HPE issued Oracle a nominal-cost equity warrant alongside an expanded Juniper networking deal for Oracle’s AI data centers.
Nick Patience, VP & AI Platforms Practice Lead at The Futurum Group, examines Equinix Fabric One and Inference Exchange, and asks whether neutral infrastructure solves a problem enterprises have today or one they may have later.
Fernando Montenegro, VP at Futurum, analyzes CrowdStrike’s Fal.Con 2026: an ambitious, largely defensible push into its own AI models and agent security, anchored to the endpoint and the promise to stop breaches.
Futurum Research analyzes Snowflake’s Q2 FY 2027 earnings, focusing on AI-led consumption, CoCo adoption, CoWork growth, and raised FY 2027 guidance.
Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights on Genesys’s new four-layer agentic orchestration stack, which aims to make Genesys Cloud the enterprise system of record for AI-driven customer experience.
HCLTech launched its Advanced Semiconductor Lab in Bengaluru, investing Rs. 185 crore in a 40,000 sq ft facility to capitalize on a $25.7B channel ecosystem opportunity.
Entelgy Brasil’s full-team commitment to Febraban Tech 2026 signals a deliberate channel-ecosystem strategy timed to capture AI consulting growth in Latin American banking, where 86.7% of partners identify AI as their top priority.
Visiativ’s deployment of Free Pro’s sovereign cloud infrastructure across French datacenters demonstrates how ISVs are turning data residency compliance into a competitive channel trust asset, shielding clients from extraterritorial legislation.
The PyTorch Foundation welcomed Alibaba Cloud, Cambricon, and Ant Group as Platinum and Gold members at PyTorch Conference China 2026, strengthening its position in the world’s second-largest AI market with over 250 contributing organizations.
OPSWAT debuted its AI Content Inspector at GISEC Global 2026, introducing a new defense layer against semantic fraud and AI-generated content that bypasses traditional malware scans in enterprise environments.
HGC and Macroview Telecom co-launch an AI ASOC Workshop Series in October-November 2026, positioning themselves as trusted advisors helping enterprises modernize network and security operations amid critical SOC capacity gaps.
CodeRabbit’s evaluation reveals GPT-6 Astra catches 20% more bugs than GPT-5.6 Sol on cross-file reviews, demonstrating superior multi-system reasoning despite premium pricing at $10/M input tokens.
Guidewire closed FY2026 with $1.24B ARR (19% growth) and $1.48B total revenue (23% growth), with AI emerging as the primary catalyst for insurance customers’ cloud transition and platform modernization.
Forescout Technologies joins Project Watershed 250, a White House and Texas-backed initiative delivering continuous monitoring and AI-enabled defense to water and wastewater utilities across the nation.
Nick Patience, VP and Practice Lead, AI Platforms at Futurum, shares his insights on GPT-6 Astra and what its cyber threshold and monitorability trade-offs mean for Anthropic and Google.
Keith Kirkpatrick, Vice President & Research Director at Futurum, analyzes how Adobe’s CEO succession positions the company to capitalize on surging enterprise demand for agentic AI and customer experience orchestration.
Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights on new Agentforce Edition tiers, and discusses how consolidation of AI, Slack, Tableau Next, data security, and Premier Success Plans into a single SKU may help buyers.