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Cisco Q2 FY26: Accelerating AI Infrastructure and Campus Networking Refresh Drive Strong Results

Chris Barnard, Brandon Butler — Thu, 26 Feb 2026 05:00:00 GMT

Worldwide Quarterly SSD Market Share, 4Q25

Jeff Janukowicz — Thu, 26 Feb 2026 05:00:00 GMT

This IDC Pivot Table provides worldwide industry solid state drive (SSD) quarterly unit shipments, revenue, and capacity shipped for the fourth calendar quarter of 2025 by SSD vendor, including vendor share by market segment and interface.

Zoho Analyst & Customer Conference 2026

Kevin Permenter — Thu, 26 Feb 2026 05:00:00 GMT

ZohoDay 2026 – CX functionality gains traction as Zoho surpasses one million customers

Roger Beharry Lall, Oru Mohiuddin, Wayne Kurtzman — Thu, 26 Feb 2026 05:00:00 GMT

IDC Survey Spotlight: Are AI Networking Risks and Skills Gaps Driving Enterprises to Prioritize Expertise-Led Strategic Partners?

Leslie Rosenberg — Wed, 25 Feb 2026 05:00:00 GMT

This IDC Survey Spotlight highlights data from IDC's February 2025 Future Enterprise Resiliency and Spending Survey, Wave 10, of 879 decision-makers regarding their priorities, concerns, and expectations for supporting present and future AI agent deployments. This document specifically examines enterprises' biggest network challenges including security vulnerabilities, cost of network upgrades, performance, and skills gaps as well as the characteristics they consider most important when selecting a strategic networking partner to support GenAI and AI agent initiatives.

IDC Survey: State of Industrial IoT Transformation — Physical AI, Edge Infrastructure, and Robotic Automation, 2025

Carlos Gonzalez — Wed, 25 Feb 2026 05:00:00 GMT

This IDC Survey examines how organizations are leveraging IoT and AI to enhance operational efficiency, automate processes, and drive business transformation across industrial sectors. The research highlights broad but uneven adoption, with security, data quality, and talent shortages emerging as persistent challenges to scaling IoT and AI-driven applications. As organizations advance toward more autonomous operations, the study underscores the critical role of high-quality IoT data and robust infrastructure in realizing value from AI initiatives.

Carlos González, research manager, Industrial Internet of Things and Intelligence Strategies, states: "IoT data is the essential building block for AI solutions. As such, AI initiatives will drive an increase in IT/OT integration, data-gathering processes, and hardware upgrades to support the data needs of the next wave of technology."

IDC's Worldwide Intelligent Cloud and Edge Operations with FinOps Taxonomy, 2026

Jevin Jensen — Wed, 25 Feb 2026 05:00:00 GMT

This IDC study provides an updated taxonomy for worldwide intelligent CloudOps software to modernize and replace the taxonomy published in 2025. This competitive market is based on underlying functional market data and market scope definitions published in IDC's Worldwide Software Taxonomy, 2025 (IDC #US53306525, April 2025).

"This market continues to grow faster than the overall software market with acquisitions and product innovation demonstrating the potential for continued growth," noted Jevin Jensen, research VP, Intelligent CloudOps Market service at IDC. "As companies mature and implement new AI-enabled applications and agents, the need will only grow to optimize these costs, ensure resiliency, and implement policy guardrails. Solutions in the intelligent cloud and edge operations with FinOps that deliver these capabilities will have a competitive advantage."

The Year Ahead: Top Enterprise Connectivity Trends to Look for in 2026

Paul Hughes — Wed, 25 Feb 2026 05:00:00 GMT

This IDC Perspective report examines five key trends for both enterprises and the connectivity ecosystem to consider for 2026 as they work together to advance digital business initiatives.

"2026 will be a year where enterprises modernize their connectivity 'fabrics' to support new digital initiatives, and they will do so at a frenetic pace," commented Paul Hughes, research director for Future Enterprise Connectivity Strategies at IDC. "IDC data already shows investment growth across virtually all connectivity technology segments, as over 60% of businesses are increasing investment in areas such as network security, UC&C, multicloud networking, IoT, private wireless networks, and wireless WAN infrastructure."

5G-Advanced from Ericsson Opens the Door for MasOrange Leadership in Value-based Telco Era in Spain

Alejandro Cadenas — Tue, 24 Feb 2026 05:00:00 GMT

Anthropic’s Series G at $30 Billion: Sustaining Frontier AI Requires Capital at Scale

Arnal Dayaratna — Tue, 24 Feb 2026 05:00:00 GMT

Anthropic announced a $30 billion Series G funding round at a $380 billion post-money valuation, led by GIC and Coatue with participation from major global investors and continued backing from Microsoft and NVIDIA. The company reported an annual revenue run rate of approximately $14 billion, including roughly $2.5 billion from Claude Code, underscoring meaningful enterprise-scale monetization. While the size of the raise has prompted scrutiny, given the capital involved and the expectations embedded in the valuation, the financing reflects the investment profile required by Anthropic’s operating model. Sustained investment in training infrastructure, post-training refinement, inference capacity, synthetic data development, and enterprise governance is required to support production-level adoption at scale.