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IDC Survey: Worldwide Telco DX Network Infrastructure and Cloud Survey, 2026 — Satellite and NTN Responses

Simon Baker — Sat, 05 Sep 2026 04:00:00 GMT

This IDC Survey, conducted in April 2026, builds upon a prior study from 2025 that explored how global telecommunications service providers are prioritizing technology investments, modernizing their operational and commercial infrastructure, and scaling AI across their organizations.

IDC's 2026 Telco DX Network Infrastructure and Cloud Survey captures insights from 350 telecom operators across the Americas, EMEA, and Asia/Pacific regions.

Responses related to satellite communications show a big jump in telco interest in using satellite services. The main interest is in broadband service, ahead of satellite IoT and then direct smartphone to satellite (D2C) service. The telco respondents have more interest in working with Amazon Leo than they do with Starlink, despite the Amazon service not yet being operational at the time the survey was conducted.

IDC Survey Spotlight: What Was the Operational Impact of the March 2026 Drone Strikes on Cloud Datacenters in the UAE and Bahrain? (Part 1)

Rob Tiffany — Fri, 04 Sep 2026 04:00:00 GMT

This IDC Survey Spotlight looks at workload resilience considering the March 2026 drone strikes on cloud datacenters in the UAE and Bahrain. It draws upon data collected from IDC’s Cloud Pulse Survey in June 2026.

IDC Survey: IDC’s Worldwide Digital Sovereignty Survey, 2026 — Key Findings for Canada

Nigel Wallis — Fri, 04 Sep 2026 04:00:00 GMT

This IDC Survey draws on IDC’s 2026 Worldwide Digital Sovereignty Survey, a survey of 600 large enterprises across 15 countries, to examine how Canadian organizations are approaching sovereign cloud and AI sovereignty relative to the worldwide sample. The analysis isolates the Canadian subsample, 50 respondents, and compares it against the worldwide total on every question in scope.

The analysis covers:

Adoption stage and infrastructure mix: How far Canadian organizations have moved on sovereign cloud relative to the worldwide sample, and which deployment models they favor.
Drivers and trade-offs: What is pushing Canadian organizations toward sovereignty, and what they are willing to give up to get it.
Workload and application-level priorities: Which business applications, platforms, and infrastructure layers Canadian organizations rate as needing sovereign controls.
Vendor and feature requirements: What Canadian buyers look for in a sovereign cloud partner, and where they see current offerings falling short.
AI sovereignty: How Canadian organizations are building and governing AI on sovereign infrastructure, and how that compares with the worldwide pattern.

“Digital sovereignty has moved from a compliance requirement to a resilience and control strategy over the past six months, pushed by geopolitical uncertainty, AI workload growth, and new sovereign infrastructure investment,” says Nigel Wallis, research VP, IDC Insights. “In Canada, that shift runs alongside a federal push to build domestic sovereign AI compute capacity and to modernize privacy law, against a backdrop of enterprise dependency on cloud and AI providers headquartered outside the country.”

Market Analysis Perspective: Datacenter Facilities Builders Trends and Strategies, 2026

Mikhail Jaura, Dr. William Lee, Andrew Buss, Luis Fernandes — Fri, 04 Sep 2026 04:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the datacenter facilities builders market. It draws on IDC's Semiannual Datacenter Facilities Tracker to size the worldwide facilities power capacity and construction capital spending through 2030, profile the leading owner-operators by scale and investment, and advise operators and their technology partners on where to focus capital as AI workloads reset power, cooling, and density requirements.

"Through 2030, power availability, not demand, will decide the datacenter buildout. The operators that pull ahead are those securing power and engineering for liquid cooling well before the workloads land, leaving the rest to bid for whatever megawatts remain. That advantage compounds with scale. The largest operators lock in power, capital, and land first, and every buildout cycle widens their lead over midmarket providers that cannot commit at the same size or speed," said Mikhail Jaura, senior research analyst, Cloud and Datacenters, Enterprise Infrastructure, IDC.

Market Analysis Perspective: Worldwide Intelligent Cloud and Edge Operations with FinOps, 2026

Jevin Jensen — Fri, 04 Sep 2026 04:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the intelligent cloud and edge operations in the FinOps market. It includes an overview of the current market landscape, a technology buyer perspective, a market outlook, and IDC's advice for technology suppliers/service providers.

"This market grew faster than the overall software market as companies invested in cloud automation and FinOps solutions to deliver AI-infused projects. Acquisitions and start-ups were common across this market and its submarkets, which are on track to pass $50 billion by 2030," says Jevin Jensen, Research VP.

Market Analysis Perspective: Worldwide Sustainability and ESG Software, 2026

Amy Cravens — Fri, 04 Sep 2026 04:00:00 GMT

This IDC Market Perspective provides insight into the current and future state of the sustainability and ESG software market .

It includes an overview of the current market landscape, a technology buyer perspective, a market outlook, and IDC's advice for technology suppliers in this market.

"While reporting remains an essential use case for sustainability software, organizational maturity has expanded rapidly beyond compliance into operational sustainability, with data management and integration, sustainable supply chain and procurement, and performance tracking now cited as lead use cases. AI and agentic AI are accelerating that shift, turning sustainability data from a static reporting input into a driver of day-to-day operational decisions," said Amy Cravens, research manager, Sustainable Strategies and Technologies, IDC.

Market Forecast: European Wholesale Telecom Services Forecast, 2026-2030

Jan Hein Bakkers — Fri, 04 Sep 2026 04:00:00 GMT

This IDC Market Forecast study provides the five-year forecast for the European wholesale telecom services market and delivers insights into the drivers and inhibitors of growth.

“AI is redefining connectivity requirements of wholesale buyers and their end-customers. AI, automation and APIs will be key building blocks in the Wholesale 2.0 era,” said Jan Hein Bakkers, senior research director, Telecom at IDC.

Market Share: China Semiconductor Fabless Shares, 2025

Helen Chiang — Fri, 04 Sep 2026 04:00:00 GMT

This IDC presentation examines the 2025 market shares of the leading vendors in the semiconductor fabless market.

“Although consumer demand in 2025 was pressured by rising component prices due to AI datacenters crowding out capacity, China’s overall market maintained growth momentum, driven by enterprise and government AI computing demand and continued domestic substitution,” says Helen Chiang, research vice president, Computing Systems Platforms and Technologies, Enterprise Infrastructure.

Navigating the New Sustainability Services Landscape: Five Structural Shifts Reshaping the Sustainability Consulting Market

Bjoern Stengel, Dan Versace — Fri, 04 Sep 2026 04:00:00 GMT

This IDC Market Perspective identifies five structural shifts in the sustainability services market and provides guidance for professional services firms. IDC's 2026 Sustainability Services Survey (n = 600) reveals a market in structural transition. Budget allocations have moderated from a 2024 peak, but the underlying work is becoming more embedded, more technical, and harder to defer. The CSO has displaced the CEO as the primary buyer at most large enterprises; accounting-led advisory and Big Four firms have pulled decisively ahead of technology-led competitors; and mandatory disclosure frameworks — including CSRD, ISSB S1/S2, and California's SB 253 — have created compliance and assurance obligations that persist regardless of ESG sentiment cycles or political headwinds. Cost has emerged as the dominant client pain point, while AI for Sustainability debuts as a distinct demand category at 30% of buyers. For sustainability services firms, the opportunity is substantial — but it belongs to those that have built deep regulatory expertise, licensed assurance capability, and the discipline to deliver measurable outcomes.

"The sustainability services market has moved past the strategy sprint phase. Buyers are more technical, the mandates are legal rather than voluntary, and the work is increasingly embedded in core business operations rather than handled as a separate initiative. Firms that built their sustainability practices around broad ESG strategy engagements now need to reposition around three nonnegotiable capabilities: regulatory compliance and assurance, AI-enabled data infrastructure, and quantified business impact. The firms making this transition are pulling ahead. The window for the rest to catch up is narrowing faster than most realize." — Bjoern Stengel, global sustainability research and practice lead, Sustainable Strategies and Technologies, IDC

Revelations in the Global StorageSphere 2026

Adam Wright — Fri, 04 Sep 2026 04:00:00 GMT

This IDC Market Presentation provides a graphical overview of IDC's 2026 Global StorageSphere, IDC's calculation of the installed base of storage capacity for each year for the 2025-2030 period, and how much of the installed base of storage capacity is being used to store data. This Market Presentation also highlights various dynamics shaping the Global StorageSphere, and answers the following questions: How is IDC's Global StorageSphere calculated? What is the installed base of storage capacity by storage media type? What is the impact of cloud on the Global StorageSphere? Where is the installed base of storage capacity by core, edge, and endpoint? How large is the installed base of storage capacity by region? How much of the data stored is structured data and unstructured data? Insights into the volume of data retained long term are also included.