Salesforce Q2 FY 2027: Can Agentforce Drive Revenue Reacceleration?
Futurum Research analyzes Salesforce’s Q2 FY 2027 earnings, focusing on AI and data momentum, Agentforce adoption, Anthropic partnership expansion, and FY 2027 guidance.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
203 results · page 3 of 11
Practice area
Company
Analyst
Google Cloud Targets Legal AI With Purpose-Built Governed Platform
Google Cloud unveiled Gemini Enterprise for Legal on August 25, 2026, a domain-specific agentic platform combining secure MCP connectors, legal skills, and governed controls to address enterprise adoption barriers in confidentiality and reliability.
Google Cloud Targets Finance’s AI Gap With Vertical Platform
Google Cloud’s Gemini Enterprise for Financial Services tackles enterprise adoption barriers by addressing reliability, hallucination management, and data security in financial workflows.
Does the New ERP Platform “Signal” Get the Market Right?
Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights on how Futurum’s new ERP Platform “Signal” stacks up against his own year of SAP, Microsoft, Oracle, and NetSuite coverage.
ERP Platforms – Futurum Signal
The ERP Platforms market is undergoing its most significant architectural shift since the move to the cloud, as enterprise resource planning evolves from a static system of record into a dynamic system of action, one where autonomous agents plan, execute, and reconcile transactions across finance…
RingCX Goes Agentic: Can AIR Pro Win Enterprise CCaaS?
RingCentral unveiled AIR Pro, an agentic AI suite designed for enterprise contact centers, featuring vertical readiness for healthcare, unified workforce engagement, and built-in compliance analytics at Customer Contact Week 2026.
Google’s Vertical AI Bet: Governance Matters More Than Models
Nick Patience, VP & Practice Lead for AI Platforms at Futurum, examines Google Cloud’s new vertical AI platforms for legal and financial services, and asks whether governed connectors can finally close AI’s pilot-to-production gap.
nCino’s Q2 FY2027: Agentic AI Banking Thesis Meets Margin Reality
nCino’s Q2 FY2027 results showcase agentic AI’s banking impact: subscription revenues grew 10% to $143.5M, GAAP operating income swung to $13.6M profit, aligning with 86.6% of tech leaders prioritizing agentic AI.
FPT IS Bets on Vietnam’s Insurance Gap With Atomi Digital MOU
FPT IS and Atomi Digital partner to develop end-to-end insurance technology solutions targeting Vietnam’s Insurance Gap. The MOU aims to capitalize on government initiatives to grow the sector from 1.8% to 3.5% of GDP by 2030.
Tieto Embeds E-Invoicing Into Finnish Bank Apps via Siirto Deal
Tieto and Siirto announced a landmark partnership enabling businesses to send invoices directly through Finnish banking apps, eliminating friction in the instant payment workflow and reinforcing Tieto’s infrastructure leadership in Nordic fintech.
Alkami Leads Credit Unions, Now Fastest-Growing for Banks
Alkami Technology secures dual market leadership: #1 for credit unions and fastest-growing for banks by net market growth. Long-tenure clients achieve 2x member growth and 1.9x deposit account growth, signaling strong enterprise software tailwinds.
Stability AI’s $76M Bet: Can Licensed AI Win Creative Industries?
Stability AI’s $76M Series B from Sony, Universal, and Warner Music Group signals a shift toward licensed AI in creative industries, with Stable Audio 3.0 positioning the company as a product-led player for professionals.
SCSK and SMFL Bundle AI Analytics With Finance to Crack Japan’s GX Gap
SCSK and Sumitomo Mitsui Finance & Lease announce a business agreement to deliver end-to-end Green Transformation services, combining AI-driven emissions analytics with financing and leasing capabilities for Japanese mid-market companies.
Qodo Gives Teams Full Control Over AI Code Review Signal
Qodo released Advanced Configurations, enabling engineering teams to control how AI-generated code review findings are grouped, ordered, labeled, and routed into pull requests—addressing the need for actionable rather than noisy AI assistance.
FPT IS Delivers AI-Embedded Union App in Two Weeks
FPT IS completed an AI-Embedded Union App in just two weeks for Ho Chi Minh City’s Công dân số platform, reaching one million users. The app delivers AI-assisted labor law lookup, welfare registration, and petition tracking via VNeID single sign-on.
Frontline’s 2026 Benchmark Reframes Law Firm IT as an Operating System
Frontline Managed Services’ 2026 Law Firm Benchmark reveals top performers integrate technology, governance, AI adoption, and financial operations into one cohesive system.
Can One Database Replace Three? Sprig’s ScyllaDB Bet Says Yes
Sprig replaced Postgres, ClickHouse, and Redis with ScyllaDB, achieving 4-8x better latency while processing 1.3 trillion events. The consolidation illustrates how enterprises are simplifying complex database stacks to manage explosive data growth.
Thales CMD 2024: Cybersecurity Ambition Meets a $338B Market
Thales positioned cybersecurity as a core growth pillar at its November 2024 Capital Markets Day, targeting a market expanding from $195B to $338B by 2029 at 11.6% CAGR, driven by strong enterprise budgets.
FPT IS Bets on Vietnam’s Data Privacy Law as a Platform Moment
Vietnam’s strict new data protection laws drive enterprise urgency. FPT IS launches a four-layer Data Privacy Management Platform to meet compliance demands and position itself as a strategic infrastructure partner.
Pega Bets Governance-Native AI Will Redefine Customer Engagement
Pegasystems launched Customer Engagement Studio, enabling agentic campaign design with governance and compliance. Through Gryphon partnership, Pega offers end-to-end responsible AI for regulated industries.