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IDC Survey: 3Q26 Canadian Consumer Spending Intentions, Shopping Preferences, and U.S. Tariff Reactions

Praveen Datta — Mon, 02 Nov 2026 05:00:00 GMT

This IDC Survey outlines consumer perceptions and the current state of the markets in Canada pertaining to tariffs, the political climate, the economy and personal finances, and shopping preferences. IDC Canada's consumer research group conducts annual surveys of 2,000 Canadian consumers to understand the current and future adoption plans for a variety of consumer services and related products. The goal of these surveys is to identify/measure Canadian consumer interest, ownership, usage, satisfaction, and future potential for consumer services.

This year, with market disruption related to U.S. tariffs on Canadian goods, we wanted to understand the impact on Canadian consumers. The survey was fielded in August/September 2026. This presentation discusses Canadian consumer spending expectations, preferences for mobile phone/tablet/wearable retailers, holiday shopping plans, and intentions toward U.S. technology products and services. This presentation highlights survey data associated with the consumer responses mentioned previously.

Cuts by various demographic and service factors (age group, region, and others) are shown where relevant. However, there is more data available from the survey than what is presented here. Those interested should reach out to their IDC representative for more information.

Satellite and 6G

Simon Baker — Mon, 02 Nov 2026 05:00:00 GMT

This Market Presentation describes the potential for LEO satellites to provide infrastructure for 6G networks as the capabilities of smartphone-to-satellite direct connection evolve. It looks at the technical aspects of 6G, the timetable for its deployment, and the geographic coverage of successive cellular generations. It also reflects mobile operators' skepticism toward another mobile generation, given that the large-scale investment in 5G has not yet produced substantially higher cellular revenues.

The next section of the document provides a performance and financial analysis of how satellite coverage could allow operators to offer rural service at a lower cost than conventional cellular towers do, and it outlines the implications for communications SPs.

IDC Survey Spotlight: What Is the Interest in Refurbished Smartphones Worldwide?

Ramon T. Llamas — Fri, 30 Oct 2026 04:00:00 GMT

This IDC Survey Spotlight examines consumer interest in used and refurbished smartphones across the Americas, EMEA, China, and APeC, based on IDC's 2026 Worldwide Consumer Devices and Imaging Survey. It looks at how willingness to buy differs by region and by type of smartphone user, from basic to hardcore. As smartphone prices climb and sustainability gains attention, refurbished devices are becoming a bigger part of the conversation. Vendors, carriers, and refurbishers need to understand where demand exists, where hesitation remains, and how consumer attitudes vary by market.

IDC Survey: Canadian Consumer Streaming Services, 2025, Survey Results — Video, Music, Storage, and Fitness

Praveen Datta — Fri, 30 Oct 2026 04:00:00 GMT

This IDC Survey details the 2025 Canadian consumer streaming services survey results. IDC Canada's consumer research group conducted quarterly surveys in 2025 to understand the current and future adoption plans for a variety of consumer services and related products. The goal of these surveys is to identify/measure Canadian consumer interest, ownership, usage, satisfaction, and future potential for consumer services.

In 2025, with continuing strong market adoption of video streaming services, IDC asked Canadian consumers about their adoption of various streaming video providers and whether those streaming services were bundled with the services they get from their TV service providers. They were also asked about their adoption of other services, including music streaming, cloud storage, and fitness streaming services. This presentation outlines consumer adoption of those services, including the device they are most likely to use for their video streaming service. This presentation highlights survey data associated with the consumer responses mentioned previously.

Cuts by various demographic and service factors (age group, gender, and TV service provider) are shown where relevant. However, there is more data available from the survey than what is presented here. Those interested should reach out to their IDC representative for more information.

Samsung 3Q26 Earnings: Memory Sets Records as Device Costs Rise

Jeff Janukowicz, Bryan Ma — Fri, 30 Oct 2026 04:00:00 GMT

On October 29, 2026, Samsung Electronics reported revenue of 195.3 trillion Korean won (KRW) for 3Q26 (the quarter ended September 30, 2026), up 127% year over year (YoY) and 14% quarter over quarter (QoQ). Operating profit was KRW 107.4 trillion (about $75 billion), up 783% YoY and 20% QoQ, for a 55.0% operating margin. Samsung said it is the first global tech company to exceed KRW 100 trillion in quarterly operating profit, ahead of NVIDIA's $64 billion in its July quarter. Samsung's revenue and operating profit were at new highs for the fourth quarter in a row, with its Device Solutions (DS) chip business accounting for nearly all of those operating profits at KRW 106.5 trillion, while its Device eXperience (DX) branded devices posted an operating loss of KRW 0.8 trillion.

Ericsson 3Q26 Earnings: Networks Drives Organic Growth as Margin Pressures Build for 2027

Alejandro Cadenas — Wed, 28 Oct 2026 04:00:00 GMT

Ericsson announced its 3Q26 financial results on October 15, 2026, reporting net sales of SEK 59.5 billion, up 6% year over year (YoY) from SEK 56.2 billion and up 13% sequentially. Organic sales increased by 7% YoY, driven primarily by higher sales in Networks, and grew in three of the company's four market areas. Growth in Southeast Asia, Oceania, and India; Northeast Asia; and Europe, the Middle East, and Africa (EMEA) was partly offset by a slight decline in the Americas, reflecting lower sales in Latin America. Management attributed the growth to solid customer demand in strategic markets combined with near-term commercial actions, while reported Enterprise sales declined following the divestment of iconectiv in 3Q25.

Adjusted gross income, which excludes restructuring charges, increased to SEK 28.4 billion from SEK 27.0 billion, driven by Mobile Networks, while reported gross income was SEK 28.0 billion compared with SEK 26.8 billion. Adjusted gross margin was 47.7% compared with 48.1% a year earlier, and reported gross margin was 47.1% compared with 47.6%. The adjusted margin decline reflects the divestment, which lowered the Enterprise margin, while the Networks margin increased, supported by product mix and higher intellectual property rights (IPR) licensing revenue, partly from retroactive payments for previously unlicensed periods. The Cloud Software and Services margin remained stable.

Ericsson Streamlines Its Structure: APAC Consolidation and Dissolution of Enterprise Wireless Solutions

Alejandro Cadenas, Brandon Butler, Paul Hughes — Tue, 27 Oct 2026 04:00:00 GMT

Ericsson announced on October 15 a leaner operating structure and a reshaped Executive Team, effective January 1, 2027. The company will merge its two Asia/Pacific (APAC) market areas into a single APAC unit, reducing its geographic structure from four to three market areas, and will dissolve Business Area Enterprise Wireless Solutions (BEWS), redistributing its portfolio across the organization. The heads of both Asian market areas and of BEWS will hand over or transition from their roles on December 31, 2026, with no direct successors named. The move, announced days after Nokia agreed to sell its Enterprise Campus Edge unit to private equity firm AURELIUS, signals a shared industry retreat from standalone enterprise ambitions. IDC views the reorganization as a deliberate refocus of Ericsson on its core role as a network technology provider, prioritizing R&D leverage and cost efficiency over the broader capability-integrator strategy pursued in previous years.

Consumers Against or With Retailers? A 2026 Comparison by Geographies

Ornella Urso, Ananda Chakravarty, Margot Juros, Filippo Battaini — Fri, 23 Oct 2026 04:00:00 GMT

This IDC presentation compares consumers and retailers across four regions (LATAM, NATAM, EMEA, and APAC), theme by theme, by placing two 2026 IDC retail studies side by side. Data is gathered from both IDC’s May 2026 Worldwide Retail Consumer Insights Survey and IDC’s 2026 Retail Technologies and Business Process Trends Survey.

Gloves Off in US Cellular as SpaceX Buys 800MHz Spectrum to Set Up Fourth Carrier Service

Simon Baker, Jason Leigh — Fri, 23 Oct 2026 04:00:00 GMT

This IDC Market Note looks at the rationale for and impact of SpaceX’s announcement that it is purchasing low-band frequency in the US in the 800MHz band as part of a plan to offer a hybrid satellite-terrestrial cellular service to compete with the main US cellular operators.

“SpaceX did not waste time in snapping up attractive and rare ex-T-Mobile low-band frequency to help it launch its US cellular ambitions — a classic Musk move. It is not yet clear whether this will be enough to let Starlink really compete with the American cellular Big Three. SpaceX has to get the ground network built out first,” says Simon Baker, Senior Research Director at IDC.

IDC Survey: IDC SMB Communication Services Survey, 2026 — Fixed Voice Services

Daniela Rao — Wed, 21 Oct 2026 04:00:00 GMT

This IDC Survey presentation examines the key factors shaping the evolution of demand for fixed voice services among small and medium-sized businesses in the United States, based on research conducted in August 2026.