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Intel FY 2025 Results:

Jim Hines, Brandon Hoff, Jeff Janukowicz, Phil Solis — Wed, 04 Feb 2026 05:00:00 GMT

On January 22, 2026, Intel announced its fiscal fourth-quarter and full-year 2025 financial results. Intel reported revenue of $13.7 billion for the quarter, down 4% year-over-year (YoY) and flat quarter-over-quarter (QoQ). Full-year revenue was $52.9 billion, flat YoY. (Note that comparisons with prior periods have not been adjusted for the deconsolidation of Altera in 3Q25.)

Intel identified industry-wide supply shortages as a primary factor impacting its business in 4Q25 while emphasizing that demand fundamentals remain strong across their core markets. Intel expects supply constraints to continue into 1Q26 before improving in 2Q26 and through the rest of the year.

Intel's revenue guidance for 1Q26 is $11.7-12.7 billion.

Segment Results

Intel Products revenue was $12.9 billion for the quarter, down 1% YoY and up 2% QoQ. Results were mixed within Intel Products, with Client Computing Group (CCG) declining to $8.2 billion (-7% YoY, -4% QoQ) and Datacenter and AI (DCAI) increasing to $4.7 billion (+9% YoY, +15% QoQ). Intel Foundry revenue in the quarter increased to $4.5 billion (+4% YoY, +6% QoQ), of which $222 million was attributed to external customers, which is almost entirely Altera. All other revenue declined to $574 million for the first full quarter in which Altera revenue was not included, with Mobileye accounting for $491 million. (Altera financial results have been deconsolidated from Intel's financial reporting following its sale of a majority interest, which closed in September 2025.) Intel's custom ASIC business grew to an annualized run rate of $1B in revenue.

Moltbot, Moltbook, and the Illusion of Social Media for Agents

Arnal Dayaratna — Wed, 04 Feb 2026 05:00:00 GMT

2026年国内ITモダナイゼーション市場動向

Masaru Muramatsu, Tatsuhiro Soga — Tue, 03 Feb 2026 05:00:00 GMT

本調査レポートは、IDCの国内サービス市場予測における主要な成長促進要因の一つであるレガシーシステムのITモダナイゼーションについて、市場規模の中期予測を示すと共に、国内企業（ITバイヤー）の取り組み動向や、それを支援するサービスベンダーの動向を明らかにすることを目的としている。加えて、これらの情報を基に、サービスベンダーが国内企業のITモダナイゼーションを支援するために取り組むべき事項を整理して提示している。

IDC Japan、Software, Services, IT Spending, Tech Buyerのシニアリサーチアナリストである村松大は「国内企業は、デジタルビジネス化、レガシーシステムの保守人材減少への対応といった内的要因だけでなく、ITサプライヤーのサービス／プロダクトの終息などの外的要因を背景に、ITモダナイゼーションサービスへの支出を拡大させている。国内ITモダナイゼーションサービス市場では、インフラモダナイゼーションへの支出が成熟する一方、ビジネスプロセスの変革に向けたアプリケーションモダナイゼーションへの支出の拡大が見込まれる。アプリケーションモダナイゼーションの支援では、産業分野ごとの課題やニーズの違いを前提に、その方法論やビジネス成果の定量化手法を体系化し、産業分野別の支援シナリオやパッケージとして示すことの重要性が高まる」と述べている。

AI Selection Priorities in Sustainability Infrastructure Services: Capabilities and Governance Trump Cost

Dan Versace — Tue, 03 Feb 2026 05:00:00 GMT

This IDC Survey Spotlight examines client decision-making criteria for AI-enabled sustainability services, showing a clear preference for vendors that demonstrate strong, outcome-driven AI capabilities and robust responsible/ethical AI and security practices. It highlights how ecosystem partnerships, executive sponsorship, and proven delivery experience still matter but increasingly play a supporting role to technical performance and governance maturity, while price emerges as a secondary consideration rather than a primary differentiator.

European Imaging, Printing, and Document Solutions Survey, 2025: Changes in Print Contract Length

Phil Sargeant — Tue, 03 Feb 2026 05:00:00 GMT

This IDC Survey report features results from IDC's EMEA Imaging, Printing, and Document Solutions (IPDS) Survey, conducted in May-June 2025 among 2,007 respondents in France, Germany, Italy, the U.K., Spain, the Nordics, Poland, and Czechia. This document focuses on respondent requirements for the length of their print-related contracts and the reasons for their choice.

The survey covered print hardware and print services provider selection criteria, adopted and preferred contract types, print volume drivers and inhibitors, attitudes to ink tank printers, recycling/remanufacturing/refurbishing, scanning, content management, esignatures, print security, cloud-based device/print management, remote assistance, and augmented reality.

Survey analyses are available by region, company size, industry, and type of decision-maker. For further information, please contact your IDC Account Manager.

NAND Market Outlook: Supply Discipline, AI-Driven Demand, and Prolonged Pricing Volatility

Jeff Janukowicz, Soo Kyoum Kim — Tue, 03 Feb 2026 05:00:00 GMT

The NAND market has entered a new phase characterized by structural supply constraints, disciplined capital investment, and increasingly segmented demand across client, mobile, enterprise, and cloud segments. Following the severe 2023 downturn, memory suppliers adopted a cautious investment posture that continues to limit near-term capacity expansion. Simultaneously, accelerating AI deployments are reshaping demand priorities, favoring enterprise and cloud storage over traditional markets.

Support for Print Customers' AI-Fueled Digital Business Transition

Jacqui Hendriks — Tue, 03 Feb 2026 05:00:00 GMT

This IDC Market Note explores how European companies' progress in developing their digital business model — from transforming parts of their business to developing a partially or wholly digital business — impacts their engagements with service providers and what the future business environment will look like. It leverages IDC's end-user insights and predictions across research domains.

U.S. Enterprise XR Survey, 2025: Spatial Modeling and Design

Ramon T. Llamas — Tue, 03 Feb 2026 05:00:00 GMT

During 1Q25, IDC fielded its annual U.S. Enterprise XR Survey covering multiple topics. This report focuses on the usage of XR technologies for spatial modeling and design, covering: user demographics and enterprise profiles, usage, top use cases, software, and satisfaction. We closed out the survey with IT- and AI-related considerations.

"XR technology has found its way to multiple use cases, and spatial modeling and design has caught on across numerous sectors and roles. At its core, XR allows users to interact with virtual renderings of products and workflows before moving on to actual ones, saving valuable time. To get there, our survey participants have invested in the hardware, software, and services — and have provided insight as to who they are, how they use it, and what they learned along the way." — Research Director Ramon T. Llamas, XR Hardware and 3D Interactive Software, IDC

Verizon 4Q25 and FY25 Earnings: Strong End to 2025 and Positive Outlook for 2026

Courtney Munroe — Tue, 03 Feb 2026 05:00:00 GMT

On January 30, 2026, Verizon announced its 4Q25 and FY25 earnings results. The company reported total operating revenue of $36.4 billion for 4Q25, a 2% YoY growth compared with 4Q24. Total 2025 revenue was $138.2 billion, representing a 2.5% YoY growth compared with FY24. Verizon reported earnings per share (EPS) of $4.06 and adjusted EPS of $4.71. FY25 cash flow from operations was $37.1 billion, and free cash flow was $20.1 billion, both showing slight increases from the previous year. Consolidated net income for 2025 was $17.6 billion, with adjusted EBITDA at $50.0 billion. In 4Q25, Verizon achieved EPS of $0.55 and adjusted EPS of $1.09.

What Are Organizations’ Network-Related Concerns About Supporting AI Agents, and What Do They Expect from Networking Partners?

Bruno Teyton — Tue, 03 Feb 2026 05:00:00 GMT

This IDC Survey Spotlight examines organizations' network-related concerns in terms of supporting AI agents, as well as their expectations for networking partners in Western Europe. The document leverages data from IDC's Future Enterprise Resiliency and Spending Survey (FERS), Wave 10, which was conducted in December 2025 among 220 IT executives worldwide.