NetApp Q1 FY 2027: AI-Ready Storage Drives Enterprise Momentum
Futurum Research analyzes NetApp’s Q1 FY 2027 earnings, focusing on AI data infrastructure, hybrid cloud demand, and migration momentum.
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Research notes and analysis from the Futurum practice areas.
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HPE Q3 FY 2026: AI Infrastructure Demand Strengthens Outlook
Futurum Research analyzes HPE’s Q3 FY 2026 earnings, focusing on AI server demand, networking growth, supply constraints, and FY 2027 positioning.
Broadcom Q3 FY 2026: Can Custom Silicon Sustain AI Growth?
Futurum Research analyzes Broadcom’s Q3 FY 2026 earnings, focusing on AI custom silicon demand, networking growth, and Q4 FY 2026 guidance.
OPSWAT 5.15.0: Closing the Timeout Gap in Enterprise File Inspection
OPSWAT’s MetaDefender ICAP Server v5.15.0 introduces Smart Scan Timeout, a 30-day workload heat map, and mTLS support to address enterprise security teams’ top blockers in scaling perimeter file inspection.
Raiz Federal Credit Union’s ROI Case Makes the Argument for Platform Consolidation
Raiz Federal Credit Union’s expansion to Alkami’s platform cut account opening from 9 days to 4 minutes and boosted digital engagement 63%, demonstrating platform consolidation’s ROI and why enterprises prioritize integration and speed.
Why Hackathon Winners Reached for Brave’s Search API
At AlphaSignal’s August 2026 hackathon, two independent winners both selected Brave’s Search API to ground their pizza-ordering AI agents, highlighting how reliable real-time web indexing addresses the enterprise AI reliability crisis.
Comarch’s Triple Win Validates Platform-Led Loyalty at Scale
Comarch won two 2026 European Loyalty Awards, including Best Supplier/Vendor Innovation, validating its composable platform approach as partners demand vendor credibility and AI solutions.
FIS Bets Banks Can Win Embedded Finance on Their Own Terms
FIS announced its Embedded Banking Platform on September 3, 2026, allowing U.S. banks to embed financial services into partner software while maintaining control of customer accounts on their own balance sheets.
Thales-KSSL Rocket Deal: A Sovereign-Security Signal for Cyber Buyers
Thales and Kalyani Strategic Systems Limited’s September 2026 alliance signals durable sovereign-security commitment to government and defence buyers, combining indigenous 70-mm rocket production with cyber-physical threat convergence capabilities.
nCino Unifies Retail and Wholesale Mortgage on One Platform
nCino announced TPO Experience, a unified mortgage technology platform consolidating retail and third-party origination. The launch targets the $440B wholesale channel, addressing enterprise integration demands as a top budget priority.
GDIT Joins OpenAI Select Partner Network to Bring Frontier AI to Federal Agencies
GDIT became an OpenAI Select Partner, enabling GPT-5.6 and Codex deployment across U.S. federal agencies while advancing its VIA strategy in the growing channel AI market.
Hitachi Bets on Grid-to-AI Stack as Physical Infrastructure Play
Hitachi pairs sustainable insulating gas production in Germany with HMAX Physical AI expansion, positioning itself to capitalize on enterprise AI investment tied to reliable power infrastructure.
Adobe Embeds 70+ Tools in Slack, Targeting Workflow-Native AI Spend
Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Adobe’s embedding of 70+ tools into Slack demonstrates enterprise demand for integrated, workflow-native AI capabilities.
Broadcom Builds Sovereign Agentic AI Foundations Around VMware Tanzu
Brad Shimmin, Vice President and Practice Lead at The Futurum Group, analyzes Broadcom’s VMware Tanzu Platform updates at VMware Explore 2026, covering deny-by-default agent runtimes, AI-ready data foundations, and TrueSource OSS security.
AI Governance Gaps Open a Channel Consulting Opportunity
Entelgy’s survey of 300 Spanish executives reveals 31.7% of large enterprises haven’t started EU AI Act compliance, positioning compliance consulting as a key growth opportunity for channel partners in 2026.
Wayve and Uber Put British AI on London’s Roads
Wayve and Uber launched the UK’s first supervised autonomous ride-hailing service in London on September 3, 2026, with over 140,000 riders opted in, validating Wayve’s AI-native architecture.
Abridge’s 4,000-Clinician Expansion Proves AI ROI Compounds With Use
WashU Medicine and BJC Health expanded Abridge to 4,000 clinicians after pilot data proved AI ROI compounds over time, with documentation savings growing from 8% to 15% and after-hours reductions reaching 20% by day 150.
Kaseya Bets on Compliance to Unlock Regulated-Industry MSP Deals
Kaseya’s Connect Edge summit unveiled FIPS 140-3 validated cryptography and native Apple MDM for Datto RMM, enabling MSPs to capture government, healthcare, and defense contracts previously locked behind compliance barriers.
PA Consulting Bets on Sovereign AI as Regulated Sectors Demand More
PA Consulting has joined a Cosine-led coalition to co-design Lumen Sovereign, the UK’s first fully sovereign frontier AI model targeting highly regulated sectors where data residency and governance are critical blockers to AI adoption.
Can Liquibase Close Europe’s Database Governance Gap?
Liquibase and knowmad mood Germany partner to close a critical compliance gap: 96.5% of enterprises run AI on production databases, yet only 28.1% enforce standardized governance across DACH, BeNeLux, and the Nordics.