Research notes and analysis from the Futurum practice areas.
160 results · page 6 of 8
Brendan Burke, Research Director at Futurum, analyzes AMD’s Q2 FY 2026 earnings, focusing on Data Center growth, EPYC demand, Helios momentum, and the next phase of AI infrastructure execution.
Futurum Research analyzes Freshworks’ Q2 FY 2026 earnings, focusing on EX growth, Freddy AI monetization, and service operations expansion.
Futurum Research analyzes Teradata’s Q2 FY 2026 earnings, focusing on hybrid AI, Teradata Factory, AI Studio, and guidance.
Integris launched a $100K AI Investment Fund to transform client-submitted ideas into production-ready solutions, positioning itself as an implementation partnership leader in the $344B Software Lifecycle Engineering market.
SK Hynix announces a massive 54 trillion won investment in AI memory production facilities, positioning itself at the center of the data intelligence supercycle as enterprise AI spending accelerates globally.
Gofore’s August 18 half-year report will reveal if the Finnish IT firm is capturing AI consulting demand, with investors scrutinizing organic revenue, AI bookings, and margins.
Conduent’s Virginia Medicaid contract win reflects rising demand for AI-enabled public-sector IT services, with 84.5% of channel partners expecting AI to drive 2026 growth.
Allgeier SE’s 10% H1 2026 revenue growth significantly outpaces European peers, driven by surging AI software and consulting demand, yet questions remain about sustaining this momentum through hyperscaler partnerships.
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.
Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines how Epicor Prism’s embedded AI agents are reshaping supply chain operations for manufacturers and distributors across Australia and New Zealand thro.
Shopify’s commerce platform achieved 34% revenue growth in Q2 2026, validating AI-embedded commerce as a critical enterprise software category. The results position Shopify within a $423.6B market projected to reach $762.1B by 2031.
Concentrix and Currys won the NiCE 2026 International CX Excellence Award for using AI-powered engagement orchestration to achieve double-digit satisfaction gains and faster resolution times.
Klaviyo’s strong Q2 2026 results validate its autonomous B2C CRM strategy, demonstrating that AI-native architectures are gaining significant enterprise traction as buyers prioritize generative AI and agentic automation in their CRM deployments.
Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines how Salesforce’s groundbreaking Agentic Enterprise deployment at U.S. Army HRC demonstrates secure AI operations at scale, delivering $6M annual sav.
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.
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.
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.