
Arm Q1 FY 2027: Data Center Royalties Strengthen as AGI CPU Gains Traction
Futurum Research analyzes Arm’s Q1 FY 2027 earnings, focusing on data center royalties, AGI CPU demand, edge AI growth, and smartphone royalty pressure.
Research notes and analysis from the Futurum practice areas.
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Futurum Research analyzes Arm’s Q1 FY 2027 earnings, focusing on data center royalties, AGI CPU demand, edge AI growth, and smartphone royalty pressure.

Snyk’s 2026 report reveals enterprises can identify only one-third of their AI attack surface, while agentic AI adoption has nearly doubled—leaving security governance dangerously behind.

OPSWAT integrates BKAV Pro into Metascan Multiscanning Linux packages, expanding threat detection capabilities across 5-engine and 10-engine tiers as enterprise supply chain security investments accelerate.

Ratiodata DocSolutions GmbH launches as an independent subsidiary for secure document digitization, targeting the $343.97B Software Lifecycle Engineering market and addressing enterprise governance mandates around AI-generated code.

FPT IS positions itself as Vietnam’s insurance sector’s strategic partner for AI adoption, helping insurers take ownership of their data and technology to thrive in a $344B global market by 2028.

UNICOM Engineering and Fourier deploy 600+ megawatts of modular liquid-cooled AI infrastructure as the intelligent devices market surges from $7.1B to $123.6B by 2030.

Klaviyo launches native Agentic AI retail skills for autonomous B2C commerce workflows, addressing enterprise integration barriers and targeting order tracking, returns, subscriptions, and loyalty management.

Posco DX’s Smart EMS uses AI to optimize energy flows across industrial facilities in real time, capturing growing demand for intelligent operational technology.

Kaseya’s new Agentic AI platform introduces Digital Specialists to autonomously handle IT tasks. With 49.2% of enterprises planning agentic AI deployments within 18 months, the timing reflects critical market inflection.

Thales presented its 2025 full-year results on March 3, 2026, showcasing how its cybersecurity division aligns with an 11.6% CAGR market growth forecast through 2029, reaching $287.6 billion globally.

TEKsystems Global Services joined Anthropic’s Claude Partner Network to deliver AI consulting and enterprise solutions, capitalizing on growing demand for AI-powered services.

Autodesk’s $350M AI investment positions it to capture share in the enterprise software market, projected to reach $762B by 2031 as AI becomes a universal priority.

Social media has emerged as the primary channel where consumers first encounter brand crises and expect immediate responses. Enterprises are investing heavily in AI-powered social management platforms to address this operational necessity.

Vertex reports strong FY2025 results amid enterprise software market surge to $379B. With AI technologies dominating buyer priorities and 12.2% projected CAGR through 2031, the company’s best-of-breed tax platform is well-positioned for growth.

LogicMonitor’s platform unifies observability, AI insights, and automated workflows for Autonomous IT, perfectly timed as 49.2% of enterprises plan agentic AI deployments in IT operations within 18 months.

Impact Networking strengthens its leadership with a strategic CFO appointment designed to accelerate growth and scale financial operations as the Software Lifecycle Engineering market expands from $168B to $344B by 2028.

Acora secures investment from Palatine Private Equity to capitalize on the Software Lifecycle Engineering market’s explosive growth trajectory, projected to reach $344B by 2028 as enterprises accelerate AI-assisted development adoption.

Tech Mahindra’s Q1 FY27 results reveal a decisive operational turnaround with 53.3% EBIT growth and $1.078B in new deals, powered by a partner-led AI strategy capturing record channel demand for AI services.

Akamai Technologies completes its acquisition of LayerX, a secure enterprise browser provider, to address growing shadow-AI risks and enable enterprises to govern employee AI tool consumption across their security stack.

Atos launches Atos Sovereign Cloud, a modernization platform designed and engineered in the EU to address enterprise sovereignty, data residency, and compliance requirements in the rapidly growing $344B SLE market.