Will Usage-Based Pricing Broaden Agentic ABAP Development?
Keith Kirkpatrick, Research Director at The Futurum Group, shares insights on SAP’s open ABAP tooling, migration agents, and usage-based model for enterprise AI development.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
273 results · page 8 of 14
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Lovable Eats Its Own Cooking at 42M Visitors a Month
Lovable migrated lovable.dev to TanStack Start on Cloudflare, now serving 42M+ monthly visitors, stress-testing its AI platform at scale while gathering production insights for its AI builder agent.
Workday’s Takeover Talks With Silver Lake Expose How Far AI Disruption Fears Overshot
Silver Lake’s reported acquisition talks with Workday pushed the company above $51B valuation, exposing a disconnect between public market pessimism and the durable fundamentals of deeply embedded enterprise software platforms.
Abridge Brings Clinical AI to Every Clinician, Not Just Early Adopters
Abridge expanded its clinical AI agent to all clinicians across 300+ health systems serving 250M patients, proving that EHR integration and workflow embeddedness drive enterprise AI adoption.
Gofore’s Q2 Surge: AI Consulting Bet Starts Paying Off
Gofore’s strategic pivot toward AI consulting, Defence, Space, and Intelligent Industry is delivering strong results, with Q2 2026 net sales surging 32.4% YoY to €58.5M and adjusted EBITA tripling to €4.2M.
Fragmented Multi-Cloud Visibility Is a Financial Risk, Not Just an Ops Problem
Fragmented multi-cloud visibility creates operational and financial risks; unified OpenTelemetry/LGTM stacks across AWS and GCP achieve 99.8% availability while controlling costs.
FPT IS Bets on AI-Powered Justice as ASEAN’s Legal Tech Moment Arrives
FPT IS unveiled an AI-Powered Justice ecosystem at ASEAN Law Forum 2026, demonstrating deployments with 170,000+ legal documents and positioning itself as a full-stack AI integrator for Southeast Asian legal digitization.
Strategy’s $282M Capital Move Signals AI-Era Balance Sheet Confidence
Strategy’s coordinated $282M capital action—combining a $150M reserve increase with a $132M STRC repurchase—demonstrates deliberate balance sheet management aligned with surging enterprise generative AI investment priorities.
The Pricing Split: Why Core Software and AI Can’t Share One Commercial Model
Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights on why enterprise buyers are rejecting per-seat pricing for core software, while simultaneously demanding it for AI, forcing vendors to rethink their commercial strategies.
Nagarro’s Strategic Shift: What Persistent’s Takeover Offer Means for the Market
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.
Is the Rise of Agentic AI Threatening Cybersecurity Readiness?
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 Positions Itself as a Leader in AI and Cloud with Upcoming Investor Conferences
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.
Oracle Introduces Fusion Agentic Applications for HCM
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.
Thales’ H1 2026 Results Highlight Strategic Shifts in Cybersecurity Investments
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 Rapid Growth: A Strategic Shift in Technology Solutions
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’ Growth Signals a Shift in Managed IT Services Market
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’s LLM Shift: A Major shift for Communications Agencies?
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 Upcoming Earnings Call: What to Expect and Why It Matters
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.
How Movate and Leena AI Are Redefining Employee Experience with Agentic AI
Movate and Leena AI partner to deliver agentic AI solutions that streamline fragmented enterprise workflows, reflecting CIOs’ growing automation priorities.
WidePoint’s Strong Q2 Results Signal Growth Amid Cybersecurity Demand
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.