Futurum Research analyzes Adobe’s Q4 FY 2025 results, emphasizing AI distribution via LLMs, enterprise adoption of Firefly Foundry, and a credit-based monetization model aligned to FY 2026 ARR growth and...
Futurum Research analyzes HPE’s Q4 FY 2025 results, highlighting networking-led margin resiliency, AI server order momentum, and GreenLake ARR growth....
Futurum Research analyzes Salesforce’s Q3 FY 2026 results, focusing on Agentforce and Data 360 traction, Informatica integration, and how pricing and GTM execution set up bookings momentum into 2H FY...
Futurum Research analyzes Cisco’s Q1 FY 2026 results, highlighting AI infrastructure demand, campus refresh momentum, and a cloud-first security transition that lifts recurring revenue visibility into the second half of...
Futurum Research analyzes PROS’s Q3 FY 2025 results, highlighting subscription growth, margin expansion from cloud optimization, and a healthy recurring mix as guidance is suspended during the pending acquisition....
Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines HPE’s Q3 FY 2025 results, where record revenue, Juniper integration, and AI-driven momentum position the company for...
Krista Case, analyst at Futurum, shares insights on Palo Alto Networks Q4 FY 2025 earnings—platformization, software-led Network Security and SASE momentum, XSIAM/AI scale, and FY 2026 guidance for growth and...
Krista Case, Research Director at Futurum, unpacks Commvault’s Q1 FY 2026 results, highlighting momentum in SaaS and subscription ARR, growing marketplace traction, and an expanded partner ecosystem driving cyber resilience...
Krista Case, Research Director at The Futurum Group, explores Commvault’s strong Q4 FY 2025 finish, fueled by SaaS momentum, enterprise traction, and cyber resilience-led innovation....
Keith Kirkpatrick and Daniel Newman with The Futurum Group, cover Adobe’s Q2 FY2024 earnings, and the products, segments, and approaches that have propelled the company to a record quarterly revenue...
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Adobe’s Q1 FY 2024 earnings, which featured strong overall revenue and subscription revenue growth and record use of generative AI tools....
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