rsshardware

Growth Alert — Large Format DTF Printers

Tim Greene — Fri, 06 Nov 2026 05:00:00 GMT

This IDC Market Note highlights some of the developments in the large format DTF printer market. It also identifies some of the major suppliers, channels, and the impact that the emergence of DTF printers has had on the DTG printer market.

IDC Survey: AI Tech Trends Survey 2026, Canada — AI Factories and Neoclouds

Nigel Wallis — Fri, 06 Nov 2026 05:00:00 GMT

This IDC Survey draws on IDC's 2026 AI Tech Trends Survey, a worldwide survey of 2,453 organizations fielded in July 2026, and isolates the Canadian subsample of 150 respondents for comparison against the worldwide total on every question in scope. Each chart in this presentation presents the Canadian result alongside the worldwide figure so readers can see where Canada is tracking the world and where it is diverging.

The analysis covers:

AI factory adoption stage: how far Canadian organizations have progressed from no significant AI factory activity to full production deployment
AI factory deployment model: hybrid, on-premises, and cloud infrastructure choices for AI factories
AI factory provider selection: which vendors Canadian organizations name as their leading AI factory provider
Neocloud adoption funnel: current use, near-term plans, and evaluation activity for neocloud (specialized cloud, GPU-as-a-service) providers
Neocloud drivers: what pulls Canadian organizations toward neocloud services relative to the worldwide sample
Neocloud provider requirements: how much a bundled, unified AI platform matters alongside raw GPU capacity
Neocloud workload commitment: how much AI workload Canadian organizations plan to run on neocloud capacity by the end of 2026

AI factory adoption in Canada is entering a phase where scaling from limited production to broad deployment matters more than the initial evaluation decision. Canadian organizations already diverge from the worldwide pattern on deployment model and provider selection, favoring hybrid infrastructure and naming NVIDIA as their lead provider more often.

Neocloud demand follows the same split. Canadian organizations cite lower cost more often than the world does, rate a unified AI platform as important at the same rate (about 7 in 10), and plan to keep their 2026 neocloud workloads at modest levels.

市场份额：中国数字化转型ICT市场份额，2025

Nicholas Guo — Fri, 06 Nov 2026 05:00:00 GMT

本IDC研究分析了2025年中国数字化转型ICT市场领先供应商的市场份额。

2025年中国数字化转型ICT市场规模达到1,879.5亿美元，同比增长25.0%，市场延续高景气。AI算力落地、政企数字化深化、云原生架构普及成为拉动市场增长的核心引擎。市场竞争呈现头部综合ICT厂商保持稳定大盘，专精厂商、云厂商增速显著。本报告基于2024—2025年厂商收入规模，测算各主体市场份额，解读市场竞争态势、核心驱动力与未来走向。

IDC中国AI驱动的业务创新战略研究团队高级研究经理郭越表示：“生成式AI成为驱动全球数字化转型与ICT市场增长的核心引擎，覆盖硬件、软件与IT服务的ICT市场迎来结构性扩张。企业数字化由基础云化迈向业务智能化重构，算力硬件、AI增强软件、数字化实施与托管服务共同拉动市场增长。市场呈现算力基础设施投资火热态势，但企业AI落地仍存在成熟度提升空间；软硬件一体化与行业落地能力成为争夺市场份额的关键。”

IDC’s Worldwide Mobile Phone Tracker Taxonomy, 2026

Thu, 05 Nov 2026 05:00:00 GMT

This IDC study provides a comprehensive overview of and definitions for the mobile phone market. The definitions provided in this document represent the scope of IDC's mobile phone research. This taxonomy outlines market segmentations and measurement methodologies for the mobile phone industry, including classification by technology, vendor, geography, and revenue metrics.

"IDC's mobile phone taxonomy presents a standardized and detailed framework of the mobile phone market," says Ryan Reith, program vice president for IDC's Mobile Phone, Personal Computing Device, Wearable, and Augmented/Virtual Reality Trackers. "The taxonomy document serves as a guideline for users to better understand and use IDC mobile phone research," he adds.

Intel 3Q26 Results: Datacenter Strength Offset by a Weak PC Outlook

Jim Hines, Jeff Janukowicz, Phil Solis — Thu, 05 Nov 2026 05:00:00 GMT

Market Forecast: European Managed SD-WAN Services Forecast, 2026–2030

Jan Hein Bakkers, James Eibisch — Thu, 05 Nov 2026 05:00:00 GMT

This IDC study provides the five-year forecast for the European managed SD-WAN services market and delivers insights into the drivers and inhibitors of growth.

"Accelerating adoption of AI is redefining network requirements. Managed SD-WAN providers should evolve their propositions to become a foundation of the AI-fueled enterprise," said Jan Hein Bakkers senior research director, Telecoms at IDC.

Orange 3Q26 Results: Orange Delivers Solid Revenue Growth and Raises EBITDAaL Target

Ghassan Abdo, Jan Hein Bakkers — Thu, 05 Nov 2026 05:00:00 GMT

On October 27, 2026, Orange published its financial results for September 30, 2026. In the third quarter, group revenue reached €12,191 million, up 3.6% on a comparable basis, and EBITDAaL (EBITDA after leases) reached €4,140 million, up 4.6%, with a margin of 34.0% (up 0.3 percentage points). After EBITDAaL growth of 4.8% in the first nine months, Orange raised its 2026 growth guidance to more than 4.5% (previously more than 4%). The Middle East and Africa (MEA) remained the primary contributor to group growth (+14.2%), while retail services increased 3.3% and wholesale revenue declined 5.1%. Orange's nonstandard eCAPEX (economic CAPEX) was €1,712 million (-2.5%) and represented 14.8% of revenue over nine months, in line with the target of around 15%.

By segment, the Middle East and Africa generated revenue of €2,401 million (+14.2%) and remained the largest contributor to growth. Europe 6 (Poland, Belgium, Luxembourg, Slovakia, Romania, and Moldova) reported revenue of €1,896 million (+5.3%), supported by growth in convergent offers. Spain, which has been fully consolidated since June 2026, generated revenue of €1,910 million (+3.5% on a comparable basis), on the back of strong growth in equipment sales. France reported revenue of €4,363 million (+0.5%), while Orange Business reported revenue of €1,717 million (-2.5%).

During the quarter, MasOrange was renamed Orange España. Orange reiterated that the joint acquisition of SFR with Bouygues Telecom and Free–iliad, announced in a memorandum of understanding signed on June 6, 2026, remains on track to close in the second half of 2027, subject to regulatory approvals and pending rulings in proceedings brought by the Altice France works council. In October 2026, the company signed a letter of intent with Deutsche Telekom, Telefónica, and Vodafone to explore a joint bid for mobile satellite services (MSS) spectrum in Europe. In Poland, its FiberCo with APG completed the acquisition of Nexera, while Totem's tenancy ratio reached its 2026 target of 1.5 tenants per site.

IDC Link: ServiceNow Puts a Meter on Tokens — AI Cost Management Joins ITAM and the Super Intelligence Control Tower

Jevin Jensen — Wed, 04 Nov 2026 05:00:00 GMT

ServiceNow's AI Cost Management is planned as part of the Asset Management Portfolio and previewed recently at its ServiceNow Nexus for Asset Management event. ServiceNow treats AI as the fifth asset class. AI joins software, hardware, cloud, and industry operational technology (OT) in the class of enterprise assets to be managed and optimized. It would consolidate cloud and API-based services, embedded SaaS AI, subscription-based tokenomics, and on-premises AI like GPUs into a single view. Today, AI costs behave less like a budget line and more like a utility meter that never stops running. IDC believes the real test will be whether that single view, combined with enforceable guardrails, will lead to improved business outcomes. AI agent sprawl is a looming problem, so addressing it early through IT asset management is essential.

IDC Survey: AI Tech Trends Survey 2026: Canada — Physical AI

Nigel Wallis — Wed, 04 Nov 2026 05:00:00 GMT

This IDC Survey draws on IDC's 2026 AI Tech Trends Survey, a worldwide survey of 2,453 organizations fielded in July 2026, and isolates the Canadian subsample of 150 respondents for comparison against the worldwide total on every question in scope. Each chart in this deck presents the Canadian result alongside the worldwide figure so readers can see where Canada is tracking the world and where it is diverging.

The analysis covers:

Current use areas — where Canadian organizations are deploying Physical AI today, relative to the worldwide sample
Barriers — what is holding back Physical AI adoption among Canadian organizations
Investment plans — where Canadian organizations plan to invest in Physical AI over the next 24 months

IDC defines physical AI as the convergence of AI models, sensing, simulation, edge infrastructure, robotics, safety systems, and operational governance into systems that perceive, reason, plan, and act in the physical world, spanning industrial robotics, autonomous vehicles, service robots, drones, and edge AI devices embedded in field equipment.

"Physical AI investment in Canada is entering a phase where the constrained, measurable use cases, quality inspection, predictive maintenance, collaborative robotics, are pulling ahead of less constrained, integration-dependent categories such as logistics automation," says Nigel Wallis, research VP, IDC Insights. "Canadian organizations sit inside a technology buying environment where capital and skills, not confidence in the business case, are the binding constraint."

IDC Survey: PaaS and Cloud Decision-Making

Adam Reeves — Wed, 04 Nov 2026 05:00:00 GMT

This IDC Survey of platform decision-makers and developers examines how organizations choose, govern, and place PaaS and cloud platforms as agentic AI reshapes demand. Multicloud is the default; security and sovereignty set the limits on where workloads run, and developers carry real weight in the decision. The findings show platform vendors how to win the developer proof of concept, lead with security and governance proof, and support multivendor and sovereign deployment.