Amazon Q2 2026: AWS Momentum Accelerates as AI Investment Climbs
Futurum Research analyzes Amazon’s Q2 2026 earnings, focusing on AWS acceleration, AI infrastructure demand, custom silicon, agentic AI, and commerce execution.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
300 results · page 13 of 15
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Uncrewed Vessels Set to Revolutionize Anti-Submarine Warfare for Dutch Navy
Thales’s selection to design uncrewed vessels for the Royal Netherlands Navy underscores OT/ICS security as defense’s greatest challenge, with quantum-safe cryptography now standard.
Asana’s Upcoming Q2 Results: A Key Indicator for Enterprise Software Trends
Asana’s Q2 FY2027 earnings arrive as enterprise software spending accelerates. With 90.4% of decision makers prioritizing AI, Asana must prove its AI Studio delivers the integration depth and ROI buyers require.
Vertex’s Q2 2026 Results Show Steady Growth Amid Strategic Transformation
Vertex’s Q2 2026 results show specialized compliance platforms thrive in enterprise software, with 33% EBITDA growth driven by strong demand for integrated tax solutions amid regulatory complexity.
How Autodesk’s Acquisition of MaintainX Transforms Operations Management
Autodesk’s acquisition of MaintainX strengthens its CMMS platform strategy, positioning the company to capture a fast-growing $762B industrial software market projected to expand at 12.2% CAGR through 2031.
Snyk’s Evo COS: A Major shift in the Fight Against AI-Driven Cyber Threats
Snyk launches Evo, an AI-powered autonomous pentesting platform that continuously tests for vulnerabilities in AI-generated code, helping enterprises combat escalating cyber threats.
HCLTech’s Acquisition of HPE’s Telco Solutions: A Major shift for CSPs?
HCLTech acquired HPE’s Telco Solutions business, strengthening AI and engineering capabilities for Communications Service Providers and positioning itself for 2026 growth in AI consulting and software.
Conduent’s New Legal Leadership: A Strategic Move for Transformation
Conduent appoints Anna Novoseletsky as General Counsel to strengthen governance amid AI market growth, with a $41.8B opportunity by 2029 requiring sophisticated legal expertise.
F5’s Leadership in Cloud WAAP: A Major shift for Application Security?
F5 achieved Leader status in SecureIQLab’s 2026 Cloud WAAP report with 92.7% Security Efficacy, reflecting surging enterprise API security investment and demand for integrated platform consolidation.
Is AI AppGen Security the Key to Managing the Expanding Attack Surface?
Orca Security launched AppGen Security to protect AI-generated code from tools like GitHub Copilot and Claude, addressing a cybersecurity market expected to hit $338B by 2029.
Can Qodo’s Kiro Power Revolutionize Code Governance in Development?
Qodo’s Kiro adds code governance to AI agents, addressing a critical gap: current tools lack organizational context and team conventions—a challenge 46.8% of enterprises prioritize solving.
BlueAlly’s Acquisition of GigaNetworks: A Strategic Move for Enhanced Security Solutions
BlueAlly Technology Solutions acquires GigaNetworks to expand enterprise security and network solutions expertise. The move positions the combined entity to serve customers demanding integrated capabilities across security and networking.
SK hynix’s HBF Technology: A Major shift for AI Infrastructure?
SK Hynix unveiled HBF specifications delivering 512GB capacity and 3TB/s bandwidth via UCIe interconnects, directly addressing the memory bottleneck constraining enterprise AI workloads as organizations prioritize generative AI investments.
WidePoint’s Upcoming Q2 2026 Call: What to Expect and Why It Matters
WidePoint Corporation reports Q2 2026 earnings on August 13, highlighting $58M in contract wins for Trusted Mobility Management solutions and whether pipeline momentum drives revenue growth.
Is Tanium’s Autonomous Security the Answer to AI-Driven Cyber Threats?
Tanium announced autonomous security capabilities at Black Hat USA, targeting enterprises that want to reduce manual SOC work in a cybersecurity market expected to reach $338B by 2029.
Teradyne Q2 FY 2026 Doubles Semiconductor Test Revenue on AI Compute and Memory Demand
Brendan Burke, Research Director at Futurum, reviews Teradyne’s Q2 FY 2026 earnings, record AI-driven semiconductor test demand, and a Q3 outlook beat.
The Data Foundation Problem: Why “Bring AI to Your Data” Beats the AI Data Lake
OpenText’s Waqas Ahmed and Futurum’s Keith Kirkpatrick on why the fastest AI pilots fail for a data-governance reason nobody names in the demo. From Utilizing AI, “Trusted Data Foundations for AI Applications.”
Ingram Micro Q2 FY 2026: Xvantage Strengthens the AI Distribution Model
Futurum Research analyzes Ingram Micro’s Q2 FY 2026 earnings, focusing on AI infrastructure, cloud growth, Xvantage adoption, and channel consolidation.
Equinix Q2 FY 2026: Enterprise AI Fuels the Next Phase of Data Center Growth
Futurum Research analyzes Equinix Q2 FY 2026 earnings, focusing on AI infrastructure demand, interconnection growth, capacity expansion, and raised guidance.
Qualcomm Q3 FY 2026: Automotive Growth Offsets Handset Weakness
Futurum Research analyzes Qualcomm’s Q3 FY 2026 earnings, focusing on handset pressure, automotive growth, and the data center ramp.