Research notes and analysis from the Futurum practice areas.
8 results
Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers at The Futurum Group, reviews Okta’s Q2 FY 2027 earnings, where core identity strength and new products drove a beat and raise while agentic identity stayed an early, forward-looking driver.
Futurum Research analyzes Salesforce’s Q2 FY 2027 earnings, focusing on AI and data momentum, Agentforce adoption, Anthropic partnership expansion, and FY 2027 guidance.
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 Freshworks’ Q2 FY 2026 earnings, focusing on EX growth, Freddy AI monetization, and service operations expansion.
Futurum Research analyzes Teradata’s Q2 FY 2026 earnings, focusing on hybrid AI, Teradata Factory, AI Studio, and guidance.
Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers and Software Lifecycle Engineering at The Futurum Group, reviews Palantir’s Q2 FY 2026 earnings, 149% US commercial growth, the AI sovereignty thesis, and a raised full-year outlook.
Futurum Research analyzes Amazon’s Q2 2026 earnings, focusing on AWS acceleration, AI infrastructure demand, custom silicon, agentic AI, and commerce execution.