Research notes and analysis from the Futurum practice areas.
300 results · page 8 of 15
Brendan Burke, Research Director at Futurum, reviews Microchip’s Q1 FY 2027 earnings, its data center exposure nearing $1 billion, and margin gains above its long-term model.
Thales’ H1 2026 results reflect a $242B cybersecurity market forecast through 2029, with enterprises planning 5-15% budget increases and 74% showing strong vendor retention, signaling sustained momentum in data security investments.
MGT’s 213.3% two-year revenue growth earns it No. 5 ranking on CRN’s Fast Growth 500 list, positioning the solution provider to capitalize on enterprise demand for Software Lifecycle Engineering services and AI-driven code governance.
Centre Technologies made CRN’s 2026 Solution Provider 500 Fast Growth list, reflecting strong momentum in managed services as enterprises adopt AI workflows and the Software Lifecycle Engineering market nears $344B.
Ruder Finn launched a custom AI model as its website interface, positioning itself as a first-mover in AI-native communications and signaling how agencies can differentiate through AI expertise.
SailPoint’s Q2 2027 earnings report comes as identity security demand strengthens, with the cybersecurity market forecast to reach $337.8B by 2029, reinforcing durable demand for its governance platform.
HashiCorp’s Packer v1.16.0 introduces native SLSA provenance attestations, addressing a critical vulnerability in cloud infrastructure where compromised machine images silently propagate to every workload launched from them.
Movate and Leena AI partner to deliver agentic AI solutions that streamline fragmented enterprise workflows, reflecting CIOs’ growing automation priorities.
WidePoint Corporation secured a single-awardee DHS CWMS 3.0 contract worth $3.1 billion over 10 years, signaling accelerating federal demand for secure mobility management solutions and marking the company’s evolution into a durable growth platform.
Unisys and Dudley Building Society expand their partnership to modernize mortgage operations through Mortgage-as-a-Service and private cloud capabilities, positioning the vendor within a rapidly growing Software Lifecycle Engineering market.
Brendan Burke, Research Director at Futurum, analyzes Silicon Labs’ Q2 FY 2026 earnings, focusing on sequential margin gains, the 22nm Series 3 up-market pivot, multi-protocol strategy, edge AI, and the pending Texas Instruments acquisition.
Futurum Research analyzes CoreWeave’s Q2 FY 2026 earnings, focusing on AI cloud demand, managed inference growth, power expansion, and raised FY 2026 guidance.
Brendan Burke, Research Director at Futurum, shares his insights on 100 days that put Blaize, CoreWeave, NVIDIA, Nokia, Firmus, and Indosat on Indonesia’s sovereign AI map, and the generation-plus-distribution model that can expand globally.
Intuit’s Summer 2026 Enterprise Suite embeds generative AI and industry-specific workflows, positioning itself as the AI-native alternative to traditional ERP vendors for mid-market dominance.
NXP’s 500,000-square-foot Malaysia expansion doubles internal test capacity, enabling DDR memory validation that differentiates i.MX processors and protects margins in the competitive edge AI market.
Fernando Montenegro and Mitch Ashley of Futurum unpack Black Hat and DEF CON 2026: an agentic-AI wave on every booth, a record funding surge, a widening capability gap, and what a board will actually fund.
Keith Kirkpatrick, VP & Research Director, at Futurum, shares insights on Epicor’s new CEO, Vaibhav Vohra, and what his product-led background means for cloud, AI, and supply chain customers.
Rapid7’s Omdia research exposes a critical governance gap in security operations: 75% of organizations experienced AI-related production incidents, yet foundational governance controls remain sparse across the industry.
Tieto appointed Heidi Piispanen as Strategic Partnership Executive to capitalize on the Software Lifecycle Engineering market’s projected growth to $343.97B by 2028, reflecting enterprise demand for strong partnerships.
Global Finance named FIS the World’s Best Treasury Management Software in 2026, validating its leadership as enterprises prioritize AI integration and faster implementation timelines in financial software solutions.