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Accenture Q2 FY26: Record bookings and continued margin expansion; accelerating agentic and platform-mediated execution

Lars Goransson, Douglas Hayward — Thu, 02 Apr 2026 04:00:00 GMT

Worldwide Semiconductor Advanced Packaging Forecast and Analysis, 2025–2030

Galen Zeng — Thu, 02 Apr 2026 04:00:00 GMT

This IDC Market Forecast provides an analysis and forecast for the advanced packaging market from 2025 to 2030, covering revenue, technology developments, and the competitive landscape.

"Advanced packaging are advancing towards greater integration, with technologies such as CoWoS-S/R/L, SoIC, and System-on-Wafer playing pivotal roles in the AI era. In response to the demand for AI GPUs and AI ASICs, leading foundry TSMC is expanding its CoWoS capacity to 1.08 million wafers per year in 2026, a substantial 64.0% increase, with further expansion to 1.47 million wafers projected for 2027. Additionally, companies like ASE, KYEC, Amkor, and Intel are actively engaging in the supply chain to take on spillover orders. Looking ahead, with the increasing requirements of end-user applications for computing performance and power consumption efficiency, advanced packaging will play a more critical role in continuing to promote technological innovation and value creation in the semiconductors industry." — Senior Research Manager Galen Zeng, IDC

RSAC 2026: AI Agents Galore, a New SIEM Entrant, and Exposure Management Advances

Michelle Abraham — Wed, 01 Apr 2026 04:00:00 GMT

RSAC 2026 highlighted rapid expansion of AI agents in security operations, especially across SIEM platforms, where vendors emphasized agent-assisted investigation, triage, detection development, workflow automation, and response. AI-driven autonomous penetration testing also gained attention as a way to make testing more continuous and cost effective, potentially moving penetration testing (pen testing) further from a compliance exercise toward continuous exposure management.

Worldwide Memory Demand and Supply 4Q25–4Q26 and 2026–2030 Update

Soo Kyoum Kim — Wed, 01 Apr 2026 04:00:00 GMT

This IDC Presentation provides the CY 4Q25 memory (dynamic random-access memory [DRAM] and not AND [NAND]) vendor share results and forecasts for both the short-term (4Q25–4Q26) and the long-term (2025–2030) worldwide memory markets. The presentation includes:

Memory market revenue share
Major application system forecast
Memory demand bit growth by application
Memory interface forecast
Memory capacity forecast
Memory market scenario
Memory pricing forecast
Memory revenue forecast
Memory technology road map

Adobe 1Q26 Earnings: Enterprise AI Is a Resilient Moat

Gerry Murray — Tue, 31 Mar 2026 04:00:00 GMT

Adobe announced its FY 1Q26 earnings results on March 12, 2026, reporting continued growth across its three audience segments: business professionals and consumers, creators and creative professionals, and marketing professionals. The results highlight how generative and agentic AI capabilities are increasingly embedded across Adobe's product portfolio, enabling enterprises to accelerate digital content production, streamline marketing workflows, and deliver personalized customer experiences (CX) at scale.

Charting the Next Medicare Advantage Era: RISE National 2026 Insights on the New Regulatory Regime

Jennifer Eaton — Tue, 31 Mar 2026 04:00:00 GMT

RISE National 2026 captured the Medicare Advantage (MA) industry at a pivotal moment, confronting unprecedented challenges while simultaneously embracing transformational technologies and partnership models that promise to fundamentally reshape healthcare operations.

EMEA Enterprise Network Infrastructure Forecast Update, 2025–2029: 3Q25

Len Padilla — Tue, 31 Mar 2026 04:00:00 GMT

This IDC presentation provides an updated five-year forecast for the EMEA enterprise network infrastructure market and delivers insight into the drivers and inhibitors of growth.

"The EMEA enterprise networking infrastructure market is experiencing accelerated growth, fueled by surging demand for high-performance datacenter Ethernet switching as organizations scale AI workloads. This rapid adoption of advanced networking for AI technologies underscores a fundamental shift toward AI-enabled workloads, positioning the region for sustained innovation and strategic expansion through 2029," said Len Padilla, senior research director, Network Infrastructures and Services.

Enterprise Networking Priorities, Automation Maturity and AI Readiness

Hyder Aftab — Tue, 31 Mar 2026 04:00:00 GMT

This IDC Market Presentation discusses how enterprise networking in the Middle East, Türkiye, and Africa (META) region is undergoing a structural shift, driven by three converging forces: security, automation, and AI. According to IDC’s 2025 syndicated survey among enterprises in the META region, security dominates every layer of networking investment, ranking as the top AI use case, and being the most outsourced managed service. While AI’s impact on networking is widely anticipated (with over half of enterprises expecting significant transformation within two years), actual readiness lags behind ambition. Legacy infrastructure integration remains the single largest obstacle to scaling AI-driven networking, and most organizations operate in a fragmented “balanced mix” of manual and automated processes, with higher-judgment tasks like root-cause analysis and change management still substantially manual.

For service providers and telcos, the data points to a durable, multi-track commercial opportunity — not a single product cycle. Managed services demand is structural, driven by a persistent skills gap that enterprises cannot close internally. AI-ready networking is an active procurement cycle happening now, spanning automation platforms, security architecture, datacenter builds, and edge infrastructure. The vendors best positioned to win are those that bundle secure, automated, AI-ready networking into outcome-based and co-managed service models — addressing legacy integration with proven, multi-vendor expertise rather than greenfield promises. Edge computing represents a frontier where telcos hold a structural advantage and should move before hyperscalers establish dominance.

“Enterprises are not debating whether AI will affect networking — they are deciding how to prepare for it. The service providers who lead with security-integrated managed networking are building both the entry point and the retention mechanism in a single motion.” — Research Manager Hyder Aftab, IDC

IDC Survey Spotlight: Where will the Most Significant Datacenter Expansion Occur in the Next Two Years?

Luis Fernandes, Mikhail Jaura — Tue, 31 Mar 2026 04:00:00 GMT

This IDC Survey Spotlight highlights the regions that are expected to become the biggest investment hubs for datacenters in the next several cycles. It takes a heat map approach to datacenter development investments on the world stage.

This IDC Survey Spotlight is based on IDC's Datacenter Facilities and Operations Survey, conducted in January 2026, that surveyed 320 respondents globally.

IDC Survey: Global Datacenter Facilities Owner and Operator's Investment Drivers and Plans

Olga Yashkova, Mikhail Jaura — Tue, 31 Mar 2026 04:00:00 GMT

This IDC Survey analyzes results from IDC's December 2025 Datacenter Facilities and Operations Survey based on responses from 320 datacenter facilities owners and operators worldwide. This survey provides actionable insights into how organizations that own, lease, and operate datacenters are planning for 2026–2027 — covering capacity expansion, modernization, rack density evolution, power and cooling strategies, AI readiness, and investment and delivery models — enabling operators and technology partners to benchmark their facility and operations priorities against industry peers.