Freshworks Q2 FY 2026: Freddy AI and EX Drive Commercial Momentum
Futurum Research analyzes Freshworks’ Q2 FY 2026 earnings, focusing on EX growth, Freddy AI monetization, and service operations expansion.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
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Teradata Q2 FY 2026: Hybrid AI Strategy Gains Enterprise Traction
Futurum Research analyzes Teradata’s Q2 FY 2026 earnings, focusing on hybrid AI, Teradata Factory, AI Studio, and guidance.
Surging Cloud Threats: Are Supply Chain Attacks the New Norm?
Wiz’s H1 2026 threat report documents a 60% surge in cloud incidents and more than doubled supply-chain attacks, exposing critical security gaps in cloud-native and AI infrastructure. Organizations must modernize their defense strategies now.
Is the AI Data Center Gold Rush Unsustainable?
AI’s rapid expansion is causing execution failures in data centers, with 92% of operators facing accelerated timelines and power shortages, leading to costly delays and reworks.
Lumen Technologies Q2 FY 2026: AI-Era Connectivity Drives Strategic Shift
Futurum Research analyzes Lumen Technologies’ Q2 FY 2026 earnings, focusing on NaaS adoption, Alkira integration, strategic revenue growth, and AI networking strategy.
How Zero Trust Security is Transforming Ehime Prefecture’s Network Infrastructure
Net One Systems and SCSK Security jointly won a major contract to deploy zero-trust network infrastructure across Ehime Prefecture’s government operations, reflecting growing channel demand for cybersecurity solutions in 2026.
Can Wiz’s Automated STIG Assessment Transform Compliance for Federal Agencies?
Wiz introduces automated DISA STIG assessments for Amazon Linux 2023 and Windows Server 2025, enabling federal agencies to replace manual compliance audits with continuous real-time hardening validation and immediate posture visibility.
Backblaze Q2 FY 2026: CoreWeave Deal Strengthens AI Storage Position
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.
New Linux Vulnerability CVE-2026-64531 Exposes Root Access Risks
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.
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.
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.
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.
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.
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.
Is Cooling-Defined Infrastructure the Future of AI Data Centers?
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.
Atos Sovereign Cloud: A Strategic Move in the EU’s Digital Sovereignty Race
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.
Bell’s AI-Powered Spoofing Detection: A Major shift for Phone Fraud Prevention?
Bell Canada completed construction of its first sovereign direct-to-device satellite ground station, establishing Canadian-controlled ownership of critical infrastructure for national security and data residency.