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AMD Expands its Physical AI Offerings with an Open Toolkit and a Direct Challenge to Nvidia

Tom Mainelli — Fri, 24 Jul 2026 04:00:00 GMT

AT&T 2Q26 Results: Accelerating Growth, Record Convergence, and Capital Discipline

Jitesh Bhayani — Fri, 24 Jul 2026 04:00:00 GMT

AT&T reported second-quarter 2026 consolidated revenue of $31.6 billion, up 2.3% year-over-year (YoY), adjusted EPS of $0.65, up 20.4%, and adjusted EBITDA of $12.3 billion, up 5.2%, for an adjusted EBITDA margin of 39.1%. The company added more than 1 million Advanced Connectivity customers across fiber, fixed wireless, and postpaid phone in a record quarter for combined fiber and fixed wireless net adds and accelerated its planned 2026 share repurchases to approximately $10 billion.

IDC MarketScape: Worldwide AI-Enabled Financial Governance, Risk, and Compliance 2026 Vendor Assessment

Heather Herbst — Fri, 24 Jul 2026 04:00:00 GMT

This IDC study evaluates 11 leading vendors in the worldwide AI-enabled financial governance, risk, and compliance (FGRC) market for 2026, focusing on solutions relevant to the Office of the CFO. The assessment highlights the shift of FGRC from a compliance cost to a strategic capability, emphasizing platform breadth, automation maturity, and AI integration. It provides comparative insights into vendor strengths, challenges, and strategic fit, guiding CFOs in selecting platforms that align with evolving regulatory, risk, and business continuity needs.

"Financial governance, risk, and compliance has shifted from cost center to strategic advantage. CFOs who master FGRC technology will define the future of resilient finance." — Heather Herbst, research director, CFO Buyer Insights

Japan IT Security Products Shares, 2025: Identity and Access Management as the Key to the Security Products Market

Kotaro Saito, Mayumi Nishimura — Fri, 24 Jul 2026 04:00:00 GMT

This IDC study analyzes the state of the IT security products market in 2025. Based on revenue share and vendor trends, this study provides recommendations on actions that security vendors should take.

"The IT security market continues to grow, with many vendors increasing their revenues. However, growth rates vary, with some vendors experiencing significant growth while others remain at modest increases. In this continuously growing market, cross-domain product strategies, such as platformization and product integration, are becoming increasingly important," says Kotaro Saito, senior research analyst, Network & Security, IDC Japan.

This is the English translation of the Japanese document (IDC #JPJ53501926).

Market Share：国内ネットワーク機器市場シェア、2025年

Kenichi Kusano — Fri, 24 Jul 2026 04:00:00 GMT

本調査レポートは、イーサネットスイッチ、ルーター、企業向け無線LAN機器で構成される国内ネットワーク機器市場に関して、市場全体および製品分野／ユーザーセグメント別に、2025年のベンダーシェアとベンダー動向を分析している。2025年は、AI（Artificial Intelligence）データセンターにおけるイーサネットスイッチの高い需要が牽引役になり、大きな成長を達成した。また、データセンターだけではなく、企業の拠点ネットワークへの安定した投資や回復基調にある通信事業者のトランスポートネットワークにおける需要も、好調な要因である。

「ポストMythos時代に向け急速かつ根本的な変化を強く求められているユーザー企業を、ネットワーク機器ベンダーは支援しなくてはならない。ソフトウェアバージョンや適用しているパッチといったリソースの可視化や、容易な一括パッチ適用機能を、すべてのユーザーが利用できるようにすることが第一歩になる。その上で、シスコシステムズが発表しているLive Protectのような、恒久的なパッチを当てるまでのランタイムプロテクション機能などを、他社も検討すべきである」とIDC Japan、Network & Securityのシニアリサーチディレクターである草野賢一は述べている。

Rethinking Edge Strategy for the AI Era

Nikhil Batra — Fri, 24 Jul 2026 04:00:00 GMT

This IDC Market Perspective analyzes how the edge conversation is shifting from caching and acceleration to an integrated operating model where delivery, application protection, edge compute, and observability share policy, telemetry, and routing logic. Organizations are managing digital services across more regions, providers, and clouds while delivery, security, compute, and observability remain fragmented across separate tools and teams. The CDN-only model no longer addresses the full scope of edge requirements, particularly as AI-enabled services, real-time APIs, and data sovereignty mandates raise the bar on what the edge must carry, protect, and process.

“The edge is moving closer to the center of digital operations. For some organizations, the business case remains defensive, centered on resilience, security, compliance, and cost control. For others, it is moving toward offense, where the edge becomes a way to support AI-enabled experiences, richer media, faster application response, and new customer interaction models. Treating this as a CDN problem misses where the edge now sits in the digital business,” said Nikhil Batra, senior research director, telecom, IDC Asia/Pacific. “Organizations that treat these as one set of decisions, rather than stitching them together after the fact, will be better positioned for both resilience and growth.”

Samsung Pushes AI-powered Experiences on New Smartwatches and Smartglasses at Unpacked July 2026

Ramon T. Llamas — Fri, 24 Jul 2026 04:00:00 GMT

At its Unpacked event in London, Samsung introduced its Galaxy Watch 9, Galaxy Watch Ultra2, and teased its upcoming AI smartglasses. The common thread across them was how artificial intelligence has become a key ingredient to the experience with the smartwatches analyzing health and fitness data to provide actionable advice and the smartglasses capturing and organizing memories. IDC believes Samsung's announcements highlight the company's capabilities and strategy to bring AI front and center and create more personalized experiences while meeting and beating the competition at their own game.

What Asia/Pacific Enterprises Want from Their Networks in 2026

Nikhil Batra — Fri, 24 Jul 2026 04:00:00 GMT

Asia/Pacific organizations are confident about their connectivity strategy but are further behind in deployment than they realize. This report explores the state of enterprise connectivity across Asia/Pacific, drawing on insights from IDC’s December 2025 Asia/Pacific Enterprise Connectivity and Telecom Services Survey, which covered 12 markets in the region. It examines how organizations are prioritizing connectivity investments, where deployment lags self-assessed maturity, why they run multivendor networks by choice, and what it means for the SPs competing in this market. It also discusses network modernization, software-defined WAN (SD-WAN) and secure access service edge (SASE) adoption, and network as a service.

“Most Asia/Pacific organizations believe their networks are more advanced than they actually are because they are measuring against yesterday’s needs, not what AI and multicloud demand,” says Nikhil Batra, senior research director on telecom, IDC Asia/Pacific. He adds, “The gap is not capability; it is understanding. The SP has an opening to walk in with a readiness assessment, not a product pitch.”

Alphabet 2Q26 Results: AI Investments Drive Commercial Returns

Matthew Eastwood, Dave McCarthy — Thu, 23 Jul 2026 04:00:00 GMT

Alphabet reported 2Q26 earnings on July 22, delivering another strong quarter as the company's multiyear AI investments increasingly translated into accelerating commercial momentum. Revenue grew 24% year over year to $119.8 billion, marking Alphabet's 12th consecutive quarter of double-digit growth, while operating income increased 30% to $40.8 billion with operating margin remaining a robust 34.0%. Net income increased significantly, driven primarily by $98 billion in unrealized gains on equity securities.

Esri Positions Location as Core Context for the AI-Era Data Estate at the 2026 User Conference

Marlanna Harrington, Megha Kumar — Thu, 23 Jul 2026 04:00:00 GMT

At its 2026 User Conference in San Diego (July 13–17), Esri drew more than 18,000 attendees around the theme "GIS: creating a more intelligent world." The company wove AI across ArcGIS in three layers: AI assistants for everyday workflows, AI tools and models, and agentic AI that exposes authoritative GIS content to external agents through Model Context Protocol (MCP). Esri also introduced ArcGIS for ServiceNow, extended real-time capabilities with Velocity on ArcGIS Enterprise, and reinforced digital twins and cloud data warehouse integration. IDC views location as a critical but still under-exploited input to the enterprise data and decisioning estate, one the AI shift could finally push from the periphery toward the core. Esri's challenge is converting breadth into governed, integrated production systems rather than another data silo.