New SageNote: GenAI Discovery, the Spotlight Acquisition, and What AR Teams Should Do Next

SageNote SN0160 is now available for download Spotlight’s acquisition of Captivate Collective, announced on February 17, 2026, marks the first strategic add-on investment by the leading dedicated AR consultancy in its 14-year history. The target was not another analyst relations boutique. It was a Canadian customer marketing and advocacy firm. That choice tells you everything[…]

New SageNote: Building a DIY Critical Capabilities Scorecard When Gartner Doesn’t Publish One

We have published an extended and updated edition of our 2017 SageNote of the same name. The original note addressed a question that AR teams were already encountering eight years ago: what should you do when Gartner publishes a Magic Quadrant for your market but does not issue a companion Critical Capabilities report? The question[…]

The AI Revolution in Analyst Relations: What Futurum Signal Means for Your Strategy

The analyst relations industry stands at an inflection point. Futurum Group’s Signal methodology represents the first significant disruption to traditional evaluation frameworks since Gartner introduced the Magic Quadrant decades ago. For AR professionals, this shift demands immediate strategic recalibration. The Core Disruption Signal operates on fundamentally different principles from established methodologies. Where traditional firms like[…]

Analyst Relations Bite-size Training Part 1: Knowing Research Agendas Helps to Plan Interactions and Relationships with Analysts | SageVideo

SageTalk: Engaging Customer Testimonials and References with Industry Analyst Firms / Consultants

Our April SageTalk features Stephen Loudermilk who will explore the essential customer testimonials and references with industry analyst firms and consultants necessary for every AR professional. By helping industry analysts partner with key client references, companies can increase their market share by enhancing their overall messaging and strategic corporate direction as well as internal and[…]

Analyst Relations Bite-size Training Part 1: Knowing Research Agendas Helps to Plan Interactions and Relationships with Analysts | SageVideo

Sage Intelligence Briefing: Win-Loss Analysis

Join us for our second Sage Intelligence Briefing of 2021 featuring SageCircle Senior Advisor, Efrem Mallach, and CEO Sarah Shamouelian. Win-loss analysis is featured in every marketing textbook and explores reviewing a sales campaign, after a prospect has made a choice, to see what can be adapted to help with future campaigns. Every marketing consultancy[…]

Analyst Relations Bite-size Training Part 1: Knowing Research Agendas Helps to Plan Interactions and Relationships with Analysts | SageVideo

SageTalk: Delivering Proactive Briefings with Compelling Content

Our April SageTalk features Stephen Loudermilk who will explore the essential customer testimonials and references with industry analyst firms and consultants necessary for every AR professional. By helping industry analysts partner with key client references, companies can increase their market share by enhancing their overall messaging and strategic corporate direction as well as internal and[…]

Analyst Relations Bite-size Training Part 1: Knowing Research Agendas Helps to Plan Interactions and Relationships with Analysts | SageVideo

SageTalk: How attitudes towards key vendors have changed over time, as measured by the Analyst Attitude Survey

Sarah Shamouelian is joined by AR veterans Chris Germann and Duncan Chapple from the Analyst Observatory to discuss the release of the latest findings of the bi-annual Analyst Attitude Survey. Join us to find out how your company performed against your biggest competitors in these top-level findings. The panel will also be examining what this[…]