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Worldwide Service Provider Infrastructure Market Summary and Outlook, 2Q25

Kuba Stolarski — Sat, 08 Nov 2025 05:00:00 GMT

This IDC Market Presentation offers an overview of the worldwide service provider infrastructure market, related trends, and forecast from the second quarter of 2025. Detailed results were released on September 25, 2025, in IDC's Worldwide Enterprise Infrastructure Tracker: Buyer and Cloud Deployment Extension. This presentation provides insights into the regional, vendor, and market-level performance as well as information on key developments and trends in the market, offering advice to suppliers on how to navigate various issues present in the market currently and over the next five years.

AMD FY 3Q25 Results: AMD Reported Strong Topline Growth with Gains in Data Center and Client Segments

Jim Hines, Brandon Hoff, Jeff Janukowicz, Phil Solis — Fri, 07 Nov 2025 05:00:00 GMT

AWS Telecommunications Analyst Day 2025: Powering the Future of Telecommunications

Peter Chahal, Ahmad Latif Ali — Fri, 07 Nov 2025 05:00:00 GMT

AWS Telecommunications Analyst Day 2025 in New York City provided a compelling view into how AWS is driving the future of intelligent telecom. The event emphasized key priorities such as network modernization, cloud-native 5G innovation, and AI-powered transformation of operations and customer experience. A major highlight was the focus on Agentic AI and its disruptive potential in automating network operations and enhancing customer care. The day also featured customer success stories, partner-led transformation journeys, and expert insights into autonomous networks and next-gen telecom architectures, reinforcing AWS’s commitment to solving the industry’s most complex challenges.

Accelerated Process Automation in Financial Services Presents Low-Hanging Opportunity for Print Providers

Jacqui Hendriks — Fri, 07 Nov 2025 05:00:00 GMT

This IDC Market Note leverages the findings of IDC’s European Imaging, Printing, and Document Solutions Survey, 2025. It provides print market players with insights into changing end-user behaviors within the financial services sector and identifies opportunities for them to exploit.

Climate Week 2025: From Compliance to Action and the AI-Enabled Future of Sustainability

Amy Cravens, Dan Versace, Bjoern Stengel, Carlos Gonzalez — Fri, 07 Nov 2025 05:00:00 GMT

This IDC Market Note shares an overview of Climate Week 2025, which highlighted a shift from compliance-driven sustainability to strategic action, emphasizing the business case, cross-functional collaboration, and the transformative role of AI. The event underscored the need for responsible AI adoption, robust data, and workforce readiness, positioning sustainability as a driver of innovation and resilience rather than a regulatory obligation.

Fujitsu Strategy Update: Uvance Progress, AI Execution, and Delivery Transformation

Jennifer Thomson, Ashok Patel, Stuart Wilson, Paolo Cammi, Andrea Minonne — Fri, 07 Nov 2025 05:00:00 GMT

This IDC Market Perspective updates IDC’s Fujitsu 2030: Targeting Revenue Growth Through Net Positive Innovations (IDC#EUR153238225, April 2025) based on key takeaways from Fujitsu’s Analyst Days, held on September 22 and 23, in Munich. Fujitsu is accelerating its transformation into a software-led, AI-driven services company, with its Uvance portfolio driving financial growth and modernization. The company is embedding AI across operations, expanding global delivery, and deepening strategic partnerships, particularly in Europe. While progress is evident in AI execution and consulting capability, execution speed and ecosystem leverage remain critical for long-term success. Fujitsu’s strategy centers on business outcome-led services, modernization, and trusted positioning in regulated markets.

"Fujitsu’s shift to AI-driven services isn’t just about transformation — it’s a race to redefine value, scale innovation, and outpace global execution risks," said Jennifer Thomson, AVP, IDC’s European Research.

Hitachi Vantara's AI Strategy Takes Shape

Madhumitha Sathish, Ashish Nadkarni — Fri, 07 Nov 2025 05:00:00 GMT

This IDC Market Note looks at Hitachi Vantara's announcements at Analyst Live 2025. The announcements signal a strategic bet on servicing infrastructure for AI, anchored in its Hitachi iQ portfolio. The company is building a comprehensive, domain-aware AI stack that integrates modular infrastructure, orchestration automation, and deep industry expertise. With strong ecosystem partnerships, flexible consumption models, and a focus on autonomous AI capabilities, Hitachi Vantara is positioning itself to meet the growing demand for scalable, trustworthy AI solutions across mission-critical sectors.

IDC ProductScape: Worldwide Datacenter Colocation Services, 2025

Courtney Munroe, Avinash Naga — Fri, 07 Nov 2025 05:00:00 GMT

This IDC ProductScape offers a comprehensive guide on the key functionalities of datacenter colocation services, featuring products from Ascenty, Cologix, CyrusOne, DayOne, Digital Realty, Equinix, Iron Mountain, KDDI, NTT Data, QTS, and STT GDC. The status of each functionality is categorized as fully supported, partially supported, partner provided, road map, or not supported, aiding technology purchasers in quickly identifying which vendors align with their changing requirements.

LogicMonitor Analyst Council 2025: AI-First Hybrid Observability Is Driving Autonomous IT in the Age of Complexity

Filippo Vanara, Shannon Kalvar, Jevin Jensen, Stephen Elliot — Fri, 07 Nov 2025 05:00:00 GMT

This IDC Perspective analyzes the LogicMonitor Analyst Council (LMAC) 2025, held between September 30 and October 2, 2025, in Atlanta, Georgia. It highlights LogicMonitor's latest announcements, capabilities, strategy, and trends regarding observability. It also serves as a follow-up to last year's LMAC. To learn more about LMAC 2024, please refer to LogicMonitor Analyst Council 2024: Fueling the Hybrid Observability in the "AI Everywhere" Era (IDC #US52682424, November 2024).

"In an era where data complexity outpaces human capacity, AI-first hybrid observability is not just a tool — it is the catalyst for autonomous IT, driving efficiency, resilience, and sustainability. The future of digital infrastructure will be defined by those that harness predictive intelligence to do more with less," said Filippo Vanara, senior research analyst, European CloudOps, IDC Europe.

Lumen 2025 Analyst Summit: A Dynamic Purpose-Built NaaS Platform for the AI Era

Fri, 07 Nov 2025 05:00:00 GMT

This IDC Market Note analyzes major announcements and topics discussed during the 2025 Analyst Summit in Dana Point, California.

Lumen's 2025 Analyst Summit showcased the company's ambitious transformation into a purpose-built network-as-a-service (NaaS) platform for the AI era. Under CEO Kate Johnson, Lumen is modernizing its infrastructure, culture, and operations to deliver high-capacity, programmable, and scalable solutions. With a focus on AI workloads, customer-centric services, and margin expansion, Lumen aims to become a foundational enabler of the digital economy, targeting both large enterprises and midmarket businesses with innovative, cloud-native offerings.