Tag: Microsoft

OpenAI Is Positioned as a Major AI-Powered Software Development Company, Competing With Microsoft, GitHub, Anthropic, and Startup Cursor
Analysts Mitch Ashley, VP of DevOps and Application Development, and Nick Patience, VP of AI Software and Tools, at Futurum, share their insights on the implications of OpenAI’s agreement to acquire AI coding tool company Windsurf. The acquisition propels OpenAI forward in its quest for leadership in the AI coding and agent development market.
Demand Headwinds Impact Total Revenue, but OpenText Posts Strong FCF and Margin Performance
Keith Kirkpatrick and Daniel Newman examine OpenText’s Q3 FY 2025 results, highlighting cost discipline, progress on AI initiatives, and strategic product rollouts amid ongoing global demand uncertainty.
Azure Grew 33% YoY, Adding 16 Points From AI Services; The Operating Margin Expanded by 100 bps
Keith Kirkpatrick and Daniel Newman of The Futurum Group analyze Microsoft’s Q3 FY 2025 results, with Azure growth, expanding AI workloads, and broad enterprise traction driving stronger-than-expected performance across segments.
Focus on Research, Data Analysis, Collaboration, and IT Governance in Microsoft 365 Copilot
Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights on Microsoft 365 Copilot Wave 2’s new AI agents and collaboration features that aim to expand AI’s role across enterprise workflows and boost operational productivity.
Microsoft Reinforces Its Commitment to Kubernetes, Announcing Open-Source Headmap UI and Enhancements for Running AI Workloads on Azure Kubernetes Services (AKS) with RAG, vLLM, Custom GPU Drivers
Mitch Ashley at The Futurum Group shares his insights on advancements in Microsoft AKS with AI workload, Rag, vLLM upgrades, and Headlamp open-source contribution to CNCF to simplify Kubernetes management and reduce complexity.
Brett Tanzer and Karan Batta discuss the groundbreaking Oracle Database capabilities within Microsoft Azure's cloud, emphasizing real-world applications and strategic expansions.
In this research brief, Logitech Enables Microsoft Copilot in Teams Rooms: Boosting Productivity and Engagement with Next-Generation AI Technology, which is authored by The Futurum Group in collaboration with Logitech, we discuss the key challenges often faced using hybrid meetings. We also discuss how Microsoft Teams technology, infused with generative AI in Copilot, and deployed on Logitech hardware, can be used to address these issues, enhancing the meeting participant experience and driving additional productivity during and after the meeting.
In our latest Executive Summary, Agentic AI Platforms Powering the Next Era of Work for Enterprise, we share a sample of the findings from our broader study, “Market Overview of Agentic AI Platforms in the Enterprise for 2025,” published exclusively for Futurum Intelligence Subscribers as an example of the deeper insights available to Subscribers to our Futurum Intelligence Service.
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent AI model announcements from OpenAI, Microsoft, and Google, and debate the $300 billion valuation of OpenAI. The show features a special guest, Pat Gelsinger, who shares insights on his new roles as executive chairman of Gloo, and reflects on his time at Intel.
The Proposed All-Cash Blockbuster Deal Has Ramifications Across Cloud Security, Security Operations, and More
The Futurum Group analysts Fernando Montenegro, Krista Case, Mitch Ashley, and Alex Smith share their insights on the blockbuster deal announced by Alphabet that it intends to acquire Wiz to improve multi-cloud security capabilities of Google Cloud.
MWC 2025 Produced a Tidal Wave of Announcements, With Cybersecurity Standing Out as a Consistent Priority Amid 5G, AI, Geopolitical, API, and RAN Concerns
Futurum’s Ron Westfall examines how cybersecurity portfolio development and marketing moves by key players Deutsche Telekom, Vodafone, IBM, Palo Alto, AWS, Nokia, and Microsoft will play a more integral role in the overall success of mobile networks, including 5G service innovation.
Agentic AI Has Become the Latest Must-Have Technology, and May Become the Flagship Offering at Large Technology Companies
Keith Kirkpatrick and Dion Hinchcliffe at The Futurum Group share insights into AWS’s announcement around the formation of an agentic AI group, and discuss potential product offerings for the cloud giant in the enterprise space.

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