rssmobility

Telcos’ Data Dilemma

Chris Silberberg, Peter Chahal — Mon, 24 Aug 2026 04:00:00 GMT

This IDC Market Presentation covers indicative findings from the telecom sample of IDC’s March 2026 Global DataSphere Data Utilization Survey.

Telcos are data rich. In the AI era, when data is critical for developing, optimizing, and running dynamic automation at scale, this should be a significant advantage for the industry. But the reality looks quite different as telcos struggle with significant data fragmentation, operational silos, and a difficult talent landscape that blocks the analysis of and action on useful data. At the same time, many telcos are struggling with data volumes growing faster than their ability to turn them into useful insights.

This report provides recommendations on where telcos should prioritize their investments to increase their capacity to leverage and create value from their data.

Verizon Deepens Its Partnership with Google Cloud to Further Automate Network Operations and Service Delivery to the Enterprise

Paul Hughes — Mon, 24 Aug 2026 04:00:00 GMT

On August 24, 2026, Verizon and Google Cloud announced a partnership to embed Google's Gemini Enterprise platform across Verizon's customer service, network operations, and marketing platform. With a previous $1 billion-plus contract already in place for Verizon dark fiber connecting Google's data centers, co-opetition between hyperscalers and carriers evolves quickly to partnership as Google becomes invested in Verizon's network functions, delivery and future capabilities.

Jorjin Technologies: An ODM Blueprint for Enterprise AR

Bryan Bassett — Fri, 21 Aug 2026 04:00:00 GMT

This IDC Market Note examines Jorjin Technologies and its role as an original design manufacturer (ODM) powering enterprise AR eye-tracking solutions in 2026. We discuss how Jorjin’s AR glasses and headsets establish a stable hardware foundation for software partners such as HarmonEyes, Ganzin Technology, and Enovis, spanning frontline safety, AI glasses infrastructure, and surgical navigation. We further evaluate why scalability, ecosystem fragmentation, and frontline enablement complement Jorjin’s market model.

“Jorjin is proof that in enterprise AR, owning the hardware doesn’t require owning the outcome,” says Bryan Bassett, research manager, Enterprise Mobility, IDC. “By building a stable, platform-agnostic foundation for eye-tracking and AR headsets, Jorjin lets specialized partners like HarmonEyes, Ganzin, and Enovis focus on solving real frontline workforce problems.”

Even Realities G2: Privacy-First AI Smart Glasses Enter the Everyday Wearable Arena

Bryan Bassett — Thu, 20 Aug 2026 04:00:00 GMT

This IDC Market Note examines the Even Realities G2 AI smart glasses and their significance within the smart glasses market in 2026. We assess how the G2’s camera-free design, two-day battery life, and ambient AI layer establish a distinct position, serving professional and regulated-industry buyers underserved by existing offerings. We further evaluate Even Hub as the G2’s long-term ecosystem play and provide essential guidance for technology leaders, developers, and enterprise decision-makers navigating AI wearable adoption.

“The Even Realities G2 is the clearest signal yet that in the world of smart glasses, there is a difference between entertainment and productivity enhancement,” says Bryan Bassett, research manager, Enterprise Mobility, IDC. “The integration of ambient AI features like Conversate and Terminal Mode, combined with a form factor designed for all-day wearability, makes the G2 a credible productivity platform for working professionals.”

U.S. MVNOs at an Inflection Point

Jitesh Gera, Jason Leigh — Thu, 20 Aug 2026 04:00:00 GMT

This IDC Market Perspective argues that U.S. MVNOs are growing fast but narrowly — almost entirely through cable operators' mobile-broadband bundling, where attach rates (~15%) still have room to climb even as the underlying broadband base shrinks. Network owners (AT&T, T-Mobile, Verizon) retain structural leverage, gating MVNOs' access to enterprise accounts and 5G standalone capabilities. Cable MVNOs (Spectrum, Xfinity, Optimum) are best positioned, building hybrid CBRS/Wi-Fi infrastructure and a new business wireless opportunity via expanded T-Mobile terms, while carrier-owned umbrella brands stay price focused and independent MVNOs face consolidation unless they secure defensible niches. This document outlines segment-specific strategies to help technology suppliers navigate the shifting competitive landscape.

"MVNOs are growing on borrowed infrastructure and a shrinking broadband base — only the operators building their own network capacity alongside the bundle will turn that growth into a durable advantage." — Jitesh Gera, research manager, Wireless Services, IDC

Google Introduces Health Guardian for Wearables to Monitor for Emergencies and Potential Illnesses

Ramon T. Llamas — Tue, 18 Aug 2026 04:00:00 GMT

At its Made by Google event in New York City, Google introduced Health Guardian, a feature built into Google Health that identifies changes from a user's baseline data that — if unchecked — could develop into more serious conditions. Health Guardian also acts as an emergency button for SOS-type situations and informs users of urgent episodes of elevated heart rate activity. In addition, Google introduced the new Pixel Watch 5, the debut of its Google Pixel Tag, and an improved Pixel Buds Pro 2.

The new devices show incremental gains, but it is Health Guardian that highlights Google's intentions to bring more health-centered features into the company's wearables lineup, connecting data with health to deliver actionable information. This is key as the competition attempts the same, and Google strives to shape and guide the market.

Google Unleashes Gemini Intelligence on New Pixel Smartphones

Francisco Jeronimo, Ramon T. Llamas, Nabila Popal — Tue, 18 Aug 2026 04:00:00 GMT

At its Made By Google event, Google introduced its new Pixel smartphones featuring the latest and top-of-the-line hardware. The real star of the show was the company's Gemini Intelligence, aimed at saving users time and effort by taking over multistep tasks involving multiple applications. In addition, the event marked the debut of Rambler, HiLight, and a peek at its solution for hearing-impaired users (see The Android Show 2026: Google's Googlebook and Gemini Intelligence on Android Signal a More Unified Platform Strategy, lcUS54552826, May 2026).

How Many LEO Communications Constellations Can Be Accommodated in Orbit?

Simon Baker — Tue, 18 Aug 2026 04:00:00 GMT

This IDC Perspective discusses how the LEO satellite business favors large players, and why only a few will prosper. Gaining rights to optimum orbital shells and frequencies is a key factor in success. U.S.-based projects have a clear advantage, with China making moves to ensure it is not left out.

"The filings already in place for LEO constellations will largely determine the shape of the future business. There is much to play (and apply) for, but not much time to achieve it." — Simon Baker, senior research director, Satellite and NTN, IDC

The Rise of the Niche MVNO: How Brands Are Becoming Telcos in Europe

Alejandro Cadenas — Tue, 18 Aug 2026 04:00:00 GMT

This IDC Market Note analyzes the proliferation of brand-led MVNOs in Europe, using some recent evidence. Falling deployment costs, driven by eSIM, cloud-native cores, and API-based MVNE platforms, are turning connectivity into an embedded feature of consumer brands, mapping the EU and national regulatory conditions that determine where the model works, and assessing the commoditization threat facing incumbent MNOs and communications SPs.

"The barriers that once made mobile connectivity the exclusive domain of network operators have fallen, with a growing set of consumer brands stepping into the resulting space. For incumbent MNOs and communications SPs, the strategic imperative is clear: Evolve into agile, programmable connectivity platforms, or accept a progressively commoditized role as ownership of the customer relationship shifts elsewhere," says Alejandro Cadenas, Associate Vice President of Telco Research at IDC.

Dynatrace Acquires Arize AI to Define Emerging AI Engineering Category and Accelerate Growth Vectors

Stephen Elliot, Shannon Kalvar, Jim Mercer, Archana Venkatraman — Thu, 13 Aug 2026 04:00:00 GMT

On August 13, Dynatrace announced its intent to acquire AI engineering platform provider Arize AI ($915 million in stock and cash, 200 employees, and founded in 2020) to accelerate growth and add emerging AI agent performance and MLOps capabilities for evaluations, debugging, testing, tracing, and continuous feedback loops for agent improvement opportunities from two products: Phoenix OSS (open source AI observability and evaluation platform) and Arize AX (managed enterprise platform for AI observability, evaluation, and continuous improvement). Arize AI raised a total of $131 million in funding across four major rounds; the most recent being a $70 million Series C round announced in February 2025. The products use an open source PLG model to offer freemium/Community-to-Commercial plans that provide users with production ML analytics and workflows to identify model and data issues, diagnose root causes, and continuously improve performance for end-user products. This is a potentially transformational acquisition for Dynatrace as an organization, for customers, and partners.