Research notes and analysis from the Futurum practice areas.
300 results · page 12 of 15
Brendan Burke, Research Director at Futurum, shares insights on Marvell’s FMS 2026 AI memory infrastructure launches and why CXL controller attach economics could turn memory disaggregation into a volume silicon category.
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.
Brad Shimmin and Brendan Burke, analysts at Futurum, review Backblaze’s Q2 FY 2026 earnings, focusing on B2 Cloud Storage growth, AI infrastructure demand, and the CoreWeave agreement.
Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights into recent research focused on AI governance and its implications for enterprise software leaders in the age of agentic AI.
Persistent Systems shareholders approved acquiring Nagarro SE, positioning the combined entity to capture surging AI consulting and custom development demand in a $41.8B channel ecosystems market.
Enterprise agentic AI investment is accelerating, yet ROI remains elusive without proper data context. Impetus Technologies addresses this critical gap through Leap™ AI Solutions, targeting the $541B Data Intelligence market opportunity.
Hachijuni Nagano Bank’s selection of nCino’s cloud banking platform marks a significant expansion into Japan’s regional banking market, demonstrating growing global demand for AI-embedded financial services software.
Rubrik and Wipro launched Enterprise Resilience as a Service (ERaaS) on August 5th, combining a data security platform with consulting expertise to capture a rapidly growing $338B cybersecurity market opportunity.
Concentrix will present at AI4 2026 in Las Vegas on scaling enterprise AI for business outcomes, positioning itself as a leader in AI-driven channel partner services.
Tenable launched CyberAgents Exchange, an open-source platform for security professionals to build and collaborate on AI agents, targeting the $337.8B cybersecurity market while addressing enterprise concerns about trust and governance.
Transport for London grants vehicle licences to Wayve and Uber, marking a pivotal regulatory milestone for autonomous AI in public urban streets. Early rider access planned for summer 2026 as enterprise demand for autonomous operations accelerates.
PagerDuty’s Custom Field Mapping automatically surfaces Backstage service catalog metadata into incidents, helping on-call engineers respond faster to critical Sev-1 events.
Thales launches Luna 8, a quantum-resistant hardware security module designed for AI-era enterprise workloads. The new HSM addresses NIST’s 2024 post-quantum cryptography standards, positioning Thales as a leader in enterprise data protection.
CVE-2026-64531 (OVSwrap) grants unprivileged users root access via Open vSwitch on enterprise Linux. TuxCare’s live-patching fixes it without reboots, eliminating operational friction in critical infrastructure.
Centre Technologies’ CRN Fast Growth 150 placement validates its expanding AI, managed IT, and cybersecurity services, positioning it to capture enterprise AI demand amid widening governance gaps.
Autodesk and University of Florida launch the nation’s most advanced robotics industrialized construction lab, positioning the enterprise software leader to capture market share in a $762B industry projected to grow at 12.2% CAGR through 2031.
Sycomp’s appointment of cybersecurity executive Todd Dekkinga as CISO reflects a strategic pivot toward managed security services as a core revenue pillar, aligning with channel partner demand and market projections reaching $41.8B by 2029.
Tech Mahindra’s TM Forum Catalyst Award 2026 win validates its AI transformation strategy, arriving alongside Q1 FY27 results showing 53.3% BIT growth and USD 1.1B in new deal wins.
Simeio and Clutch partner to address Non-Human Identity Security gaps as enterprise agentic AI accelerates, combining discovery and managed services.
Hackett Group’s Q2 2026 results show transition to AI consulting, with CEO Ted Fernandez marking Q3 as critical, as 83.9% of channel partners expect AI consulting to drive 2026 growth.