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Google Breathes New Life into Wristband Fitness Trackers with Fitbit Edge

Ramon T. Llamas — Wed, 14 Oct 2026 04:00:00 GMT

HPE Networking Investor Day 2026: Integration Ahead of Plan Supports Higher Growth Targets

Brandon Butler, Paul Nicholson, Leslie Rosenberg, Taranvir Singh — Wed, 14 Oct 2026 04:00:00 GMT

NETSCOUT Engage 2026: Renewing Network Observability for the AI Era

Taranvir Singh — Wed, 14 Oct 2026 04:00:00 GMT

Accenture FY 4Q26: Bookings Recovery and Full-Year Revenue Above Guidance Point to Sustained AI Transformation Demand; OT Security Platform Now in Market

Lars Goransson — Tue, 13 Oct 2026 04:00:00 GMT

Revenue was $18.7 billion for the quarter, up 7%. By type of work, Consulting was up 7% to $9.3 billion, and Managed Services was up 7% to $9.4 billion. For the full fiscal year, revenue was $74.2 billion, up 5%, with Consulting up 3% to $36.9 billion and the faster-growing Managed Services up 6% to $37.3 billion. With acquisitions contributing an estimated 2 percentage points of full-year growth, organic growth was approximately 3%. Accenture estimates that its U.S. federal business reduced full-year growth by approximately 1 percentage point.
All three geographic markets grew 7% in the quarter. Communications, Media & Technology led the industry groups with 11% growth, followed by Health & Public Service (9%), Financial Services (6%), Resources (6%), and Products (4%).
GAAP operating margin for the quarter was 15.3%, 20 basis points above adjusted operating margin a year earlier, and gross margin was 32.0%, up 10 basis points. GAAP diluted EPS rose 46% to $3.29. Full-year adjusted EPS was $13.97, up 8%. Free cash flow was $2.8 billion for the quarter, down from $3.8 billion, and $11.6 billion for the year. Days services outstanding rose to 50 from 47.
New bookings were $22.2 billion, up 5%, with a book to bill of 1.2 (Consulting 1.0, Managed Services 1.4). Managed Services bookings of $12.8 billion were a record. The quarter included 37 clients with bookings above $100 million, bringing the full-year count to a record 141, 12 more than in fiscal 2025. Full-year bookings were $84.5 billion, up 3%, with a book to bill of 1.1.
Head count rose approximately 5% to 814,000. Fixed-price work, including outcome-based contracts, now accounts for more than 65% of bookings. Accenture said revenue per person increased in fiscal 2026 and that it expects to keep hiring in fiscal 2027, at a lower rate in part because of AI, including at entry level.
Fiscal 2027 outlook: revenue growth of 3–6% in local currency, including 2–2.5 percentage points from acquisitions; operating margin of 15.9–16.1% (10–30 basis points over FY26 adjusted); and diluted EPS of $14.39–14.81. Accenture will hold an Investor Day on October 14.

Broadcom's VMware Private AI Cloud Makes Agent Governance the Default

Adam Reeves, Matthew Flug — Tue, 13 Oct 2026 04:00:00 GMT

This IDC Perspective shares an overview of VMware Explore 2026, where Broadcom consolidated infrastructure, data, and security announcements under a new VMware Private AI Cloud banner, applying one governance pattern, identity verification, policy enforcement, and audit logging across three separate control points: the Tanzu Platform AI gateway, the standalone AgentMinder product, and a still-planned VCF-level gateway. Enterprise IT leaders evaluating this stack should treat governance depth, not governance claims, as the deciding factor; confirm what is actually shipping before committing budget; and assign clear ownership across Broadcom's overlapping control points before agentic workloads reach production scale.

"The interesting move here isn't any single control point; it's that Broadcom is holding one governance pattern, identity verification, policy enforcement, and audit logging, constant across three different layers of the stack: the platform gateway, the identity and governance layer, and the infrastructure layer beneath both. That's a deliberate choice to make governance look the same no matter which layer an enterprise is touching, rather than letting each layer define governance on its own terms," says Adam Reeves, research director, PaaS for Developers of Modern and Edge Applications, IDC.

IDC PlanScape: Coordinating ADMS, Grid DERMS, and Edge DERMS as the Utilities’ Grid Coordination Plane

Gaia Gallotti, John Villali, Jean-François Segalotto — Tue, 13 Oct 2026 04:00:00 GMT

This IDC PlanScape treats ADMS, grid DERMS, and edge DERMS as three core coordinated pillars of a single grid coordination plane, as the value compounds considerably when the three share a common data foundation, a deliberate sequencing decision, and unified governance. The How Can My Organization Take Advantage of a Coordinated Utilities’ Grid Coordination Plane? section of this document lays out nine sequential phases, from mapping existing architecture to pricing the cost of the status quo to measuring whether the projected value actually materialized. The Advice for Technology Leaders section closes this IDC PlanScape with guidance specific to the technology vendor relationship.

“Treating ADMS, grid DERMS, and edge DERMS as three separate procurements and systems is a holdover of a utility landscape that no longer exists. As the industry now operates in an electrifying, decarbonizing world, procurement, deployment, and execution processes need to evolve to coordinate all three systems and solve energy transition problems that are already here today,” says Gaia Gallotti, research director, IDC Energy Insights Europe. “Utilities that get ahead in this transition will be the ones that sequence deliberately, govern rigorously, and hold their vendors to the same standard of coordination they are asking of their own organization.”

IDC’s Worldwide Large Panel Display Tracker Taxonomy, 2026

Jay Chou, Tom Mainelli, Ryan Reith — Tue, 13 Oct 2026 04:00:00 GMT

This IDC study provides a comprehensive overview of and definitions for the large panel display industry. The definitions provided in this document represent the scope of IDC’s Large-Sized Display Panel Tracker.

This taxonomy outlines industry segmentations and measurement methodologies for the large- panel display industry, including classification by technology, panel maker, geography, and shipment-area metrics.

IDC’s Worldwide Workstation Tracker Taxonomy, 2026

Tue, 13 Oct 2026 04:00:00 GMT

This IDC study provides a comprehensive overview of and definitions for workstations. The definitions provided in this document represent the scope of IDC’s workstation hardware research.

This taxonomy outlines market segmentations and measurement methodologies for the workstation industry, including classification by technology, vendor, geography, and revenue metrics.

“The term workstation is meant to communicate reliability and performance,” states Linn Huang, research director, Devices and Displays, IDC. “This taxonomy document is meant to serve as a framework to capture performance of the mission-critical, highly technical computing market.”

Market Analysis Perspective: Worldwide Next-Gen Document Services, 2026

Robert Palmer — Tue, 13 Oct 2026 04:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the worldwide next-gen document services market. It includes an overview of the current market landscape, a perspective from a technology buyer, a market outlook, and IDC's advice to technology suppliers in this market.

"Print modernization, the shift to cloud print infrastructure, and the rapid emergence of the AI MFP are fueling renewed interest in managed print and document services, as customers seek to rightsize office print fleets and drive more value from their MPS engagements. MPDS remains a sizable and sustained opportunity, and vendors are responding with AI-enabled devices, cloud-delivered services, and more flexible, outcome-oriented engagement models," said Robert Palmer, research vice president, Imaging, Printing, and Document Solutions at IDC.

从”硅基黑土地”到行业生产力：华为服务与软件加速数智化价值落地

Lianfeng Wu — Tue, 13 Oct 2026 04:00:00 GMT

本市场笔记基于2026年9月17日至19日在上海举行的华为全联接大会2026，以及”ICT服务与软件，使能行业智启新未来”主题峰会的最新发布与实践，分析华为服务与软件业务在AI时代的战略演进。报告首先介绍了企业韧性一张网集成、算力平台服务、行业运维、零售银行移动金融和”AI+行业数智人才培养”五大解决方案，以及O3伙伴服务平台在体验、能力和作业三个维度的智能化升级。在此基础上，IDC从平台化、智能化、方案化、行业化、高端化和伙伴化六个维度进一步分析其产业意义。IDC认为，随着AI进入核心生产系统，ICT服务的角色正在从传统的部署、维护和保障体系，向AI生产率、业务连续性、行业知识工程和价值运营体系升级。算力是智能世界的”硅基黑土地”，而服务与软件决定这片土地能否真正高产。未来，token生产率、智能体化运维、可复用行业能力以及平台化伙伴赋能，将成为ICT服务市场新的竞争焦点。

IDC中国副总裁兼首席分析师武连峰表示：”华为服务与软件此次升级最值得关注的，并不是又增加了多少服务产品，而是服务正在从传统的交付与保障体系，走向连接AI基础设施与行业业务价值的关键生产力层。’硅基黑土地’解决的是AI时代的基础生产条件，真正决定’亩产’和持续产出能力的，是服务与软件。未来高价值ICT服务的竞争力，将越来越体现在平台化能力沉淀、智能化运营、方案化复制、行业化深耕、高端化交付以及伙伴化规模扩展上。对于技术买家而言，AI价值最大化始于清晰战略，最终必须落实到更高Token生产效率、更强业务韧性、更快创新速度以及可持续的业务增长。”