Research notes and analysis from the Futurum practice areas.
300 results · page 9 of 15
Adyen’s H1 2026 results reveal how its unified commerce platform capitalizes on enterprise software market acceleration, with spending projected to reach $423.6B by 2031 at 12.2% CAGR.
Lovable closed a $400M Series C at $13.3B valuation, positioning itself as a major competitor in the AI platform market forecast to reach $181.3B in 2026. The funding reflects accelerating enterprise demand for AI-assisted software engineering.
Mitch Ashley, VP and Practice Lead, Software Lifecycle Engineering at Futurum, shares his insights on Anthropic’s 80% prompt cut and how frontier model releases write new technical debt into customer prompts, memory, and skills.
Appian and Synechron’s Open Underwriting Stack addresses the enterprise AI orchestration gap by combining process automation with financial services domain expertise to deliver production-ready, AI-powered connected underwriting workflows.
AI reliability is the top adoption challenge for 55.4% of decision makers, and Kinaxis Maestro addresses this critical accountability gap in enterprise supply chain AI implementation.
Jacobs Solutions won a $750 million contract to lead Utah’s Strawberry High Line Canal program, showcasing its expertise in complex water infrastructure projects enhanced by AI and digital engineering.
Futurum’s AI Platforms practice examines NVIDIA Nemotron 3.5 Lightning and NeMo Switchyard.
Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA’s $500 billion financing platforms and how DSX reference designs turn AI compute into collateral that banks, insurers, and pension funds can underwrite.
Brendan Burke, Research Director at Futurum, shares his insights on why Intel’s upsized $20 billion stock offering matches the cost of tooling one 14A fab shell, and which WFE suppliers capture the orders.
Futurum Research analyzes Atlassian’s Q4 FY 2026 earnings, focusing on cloud growth, Rovo adoption, Teamwork Graph traction, and enterprise expansion.
Futurum Research analyzes Twilio’s Q2 FY 2026 earnings, focusing on AI-led communications demand, multi-product adoption, and stronger organic growth.
Futurum Research analyzes NETSCOUT’s Q1 FY 2027 earnings, focusing on Service Assurance growth, Omnis traction, Arbor Cloud capacity, and FY 2027 guidance.
Hyperscalers’ $660B capex surge is cutting corners in data center construction, risking unsafe AI infrastructure. Standards-compliant network integration is essential to address structural power gaps and commissioning risks.
Rapid7’s Q2 2026 results show strong market demand for integrated platforms over fragmented tools, with 72% of buyers citing fragmentation as a challenge, positioning Rapid7 to capitalize on the $242B cybersecurity market.
Coforge launched a Private Equity Business Unit for AI-powered operational transformation, capitalizing on 84.5% of decision-makers expecting AI to drive growth in 2026.
Everforth ECS announced a four-year, $30 million prime contract with the Defense Health Agency to deliver analytics, AI, cybersecurity, and cloud modernization capabilities, signaling accelerating federal health IT transformation.
Nick Patience, VP and Practice Lead, AI Platforms at Futurum, examines Meta’s return to open weights with Muse Glimmer and what Mark Zuckerberg’s superintelligence letter reveals about the company’s real distribution strategy.
Futurum analysts Brad Shimmin and Guy Currier discuss how Tokenomics and AI FinOps are forcing enterprises to abandon massive frontier models in favor of smaller, domain-specific AI endpoints governed by strict agent control planes. Utilizing AI – Ep.
Futurum Research analyzes SiTime’s Q2 FY 2026 earnings, focusing on AI data center timing demand, Renesas timing integration, and guidance.
Conduent’s Q2 2026 results reveal a deliberate transformation: $234M in divestitures fund a pivot to AI-driven business process services, though thin margins leave little room for execution error.