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Ericsson 2026 Analyst Day: The Network as Participant in AI Use Cases

Ahmad Latif Ali, Brandon Butler, Paul Hughes, Denise Lund — Wed, 30 Sep 2026 04:00:00 GMT

IDC PeerScape: Practices to Enhance Multi-Tool Endpoint Device Management Strategies

Phil Hochmuth — Tue, 29 Sep 2026 04:00:00 GMT

This IDC PeerScape examines the endpoint device challenges faced by five global enterprises and the strategies they used to address those challenges. The document anonymizes all customer organizations and individuals. Companies are identified only by general industry and region; no company names, product names specific to the customer’s business, or individual names are disclosed.

“The diversity of endpoints used in business environments, and the spawning of subsequent software tools to manage these endpoint types, is making IT operations managers’ heads spin,” says Phil Hochmuth, research VP, Endpoint Device Management and Enterprise Mobility at IDC. “But enterprises are getting creative and innovative about tackling the problems of device management tool sprawl in their environments.”

Market Analysis Perspective: U.S. Mobile and Internet of Things Communications Services, 2026

Jitesh Gera — Tue, 29 Sep 2026 04:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the U.S. mobile and Internet of Things communications services market. It includes an overview of the current market landscape, a technology buyer perspective, a market outlook, and IDC's advice for technology suppliers in the market.

"Even as U.S. mobile penetration sits above 100% of the population, wireless services growth continues to defy expectations — driven less by new subscriber addition than by value engineering. Operators are converging fiber and mobile into unified bundles to raise stickiness and lower churn, while loosened credit requirements are accelerating the prepaid-to-postpaid migration, a shift that generally improves carriers' underlying economics. Intensifying rivalry among the "big three" is fueling more aggressive promotions — free phones, trade-ins, bundled streaming, and multiyear price locks — as carriers compete to deliver more perceived value at compressed price points. On the IoT side, GSMA's SGP.32 standard is emerging as the structural catalyst for enterprise-scale growth: U.S. business IoT cellular connections are forecast to grow at a 22.2% CAGR through 2029, dwarfing the market's already-steady 1.6% CAGR in consumer IoT." — Jitesh Gera, research manager, Wireless Services, IDC

Market Analysis Perspective: Worldwide Endpoint Device Management and Enterprise Mobility, 2026

Phil Hochmuth — Tue, 29 Sep 2026 04:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the endpoint management and enterprise mobility market. It includes an overview of the current market landscape, a technology buyer perspective, a market outlook, and IDC's advice for technology suppliers.

The 2026 edition centers on the market's pivot from tool consolidation to autonomous endpoint management, examining why the time-to-patch gap persists despite widespread tactical AI adoption, how the convergence of IT operations and security operations is reshaping the buying center, and where Microsoft's Intune Suite bundling is compressing the addressable market for third-party suppliers.

"Endpoint management has spent a decade consolidating consoles, and 2026 is the year the market discovers that consolidation alone no longer moves the needle. Enterprises have adopted AI tactically across endpoint operations, yet roughly half still need a month or more to deploy a critical Windows patch — the gap between what our tools can see and what they will act on without a human is now the central problem in this market. Over the next three years, I expect the winners to be the platforms that earn trust incrementally, moving buyers from advisory to conditional to genuinely autonomous remediation, and that treat IT operations and security as one converged customer rather than two." — Phil Hochmuth, research vice president, Endpoint Management and Enterprise Mobility

Market Forecast: U.S. Mobile Consumer and Business Services Forecast, 2026-2030

Jason Leigh, Jitesh Gera — Tue, 29 Sep 2026 04:00:00 GMT

This IDC study provides the five-year forecast for the U.S. mobile consumer and business services market and delivers insights into the drivers and inhibitors of growth.

Despite a saturated market, U.S. mobile connections continue to grow as consumers and businesses deepen their embrace of the digital experience and expand the number and types of devices they use to connect. DX initiatives and security concerns push business adoption ahead of consumer growth.

“Despite operating in a saturated market, U.S. mobile service providers continue to grow the total wireless subscriber base, with consumers diversifying their device types, and businesses--concerned about network and data security amid ongoing digital transformation initiatives--layering in more corporate-liable connections for their employees. At the heart of it all is a quiet, unacknowledged reality that 24 x 7 ubiquitous connectivity, far from being a mere commodity, is the quintessential foundation of modern society and the prerequisite for most future technological advances,” said Jason Leigh, research director, Wireless Services at IDC.

IDC Survey Spotlight: What Do Organizations Need to Get More Value from Geospatial Solutions?

Dan Everett — Mon, 28 Sep 2026 04:00:00 GMT

This IDC Survey Spotlight examines what organizations need to get more value from geospatial solutions, based on responses to IDC's June 2025 Power of Place (Geospatial and Location Data) Survey. It finds nearly half of respondents (45%) cited improved data quality, well ahead of easier integration (29.2%) and lower costs (28.6%), which ranked second and third, respectively.

The findings support IDC's position that data quality is a foundational precondition for value realization, not a by-product of size or complexity. Data quality topped the list across regions, revenue bands, and most industries, regardless of how many data sources an organization uses, the data types involved, or the number of production use cases deployed.

"In addition to traditional cleansing and standardization needs, geospatial data carries unique quality requirements such as matching across coordinate reference systems, geometry, and scale," said Dan Everett, research director, Location and Geospatial Intelligence at IDC. "Vendors that address both, and that help organizations map data quality investments to business outcomes such as revenue, cost, and risk, will establish themselves as trusted advisors."

IDC Survey Spotlight: Where Does Network Egress Sit in the List of Rising AI-Related Costs, and How Are LOBs Involved?

James Eibisch — Thu, 24 Sep 2026 04:00:00 GMT

This IDC Survey Spotlight shows how many companies are experiencing rising network egress costs as a result of AI-enabled applications and agents and how that may be linked to the involvement of LOBs in AI spending decisions. This document is based on IDC's Future Enterprise Resiliency and Spending Survey (FERS Survey) Wave 4, conducted among 1,448 enterprises worldwide in July 2026.

Worldwide Quarterly Mobile Phone Semiconductor Market Share by Vendor, Phone Generation, and Semiconductor Type, 2Q26

Phil Solis — Thu, 24 Sep 2026 04:00:00 GMT

This IDC Pivot Table contains quarterly (2012 to the previous quarter) mobile phone market size and share by vendor, by air interface generation of the mobile phone (highest generation supported), and by major semiconductor type. It contains shipments by vendor for some semiconductor types and revenue by vendor for all semiconductor types. The major semiconductor components covered are:

Discrete application processors (shipments and revenue)
Discrete baseband processors (shipments and revenue)
Integrated baseband processors (shipments and revenue)
Transceivers (revenue)
RF front end (revenue for discrete and modules, including power amplifiers, LNAs, switches, and filters)
mmWave semiconductors and modules (revenue)

Major vendors covered include:

Apple
Broadcom
Google
HiSilicon
MediaTek
Qorvo
Qualcomm
Samsung
Skyworks
Unisoc
Xiaomi
Other vendors in historical quarters that have left the market

Worldwide Server Infrastructure Spending by Operating System Environment & Workload: Market Overview, 2026

Shahin Hashim, Max Pepper — Thu, 24 Sep 2026 04:00:00 GMT

This IDC Market Presentation provides an overview of the market size and forecast for worldwide spending on server infrastructure supporting enterprise workloads from 2025 to 2030, segmented by operating system environment. It sizes the market across three operating system environments, Linux, Windows, and mainframe OS/other, and across seven workload categories, and identifies where workload placement is settled and where it remains commercially contested. The presentation examines the market’s two-phase growth profile, the concentration of spending in the data management workload category, and the drivers and inhibitors shaping the forecast period.

Apple Turns a Selective Foldable Segment into a Premium Value Engine

Francisco Jeronimo, Nabila Popal, Tom Mainelli — Wed, 23 Sep 2026 04:00:00 GMT

At its Surprise and Shine event on September 9, 2026, the first under new Chief Executive Officer John Ternus, Apple unveiled its first foldable, the iPhone Duo, alongside the iPhone 18 Pro, the iPhone 18 Pro Max, the Apple Watch Series 12, the Apple Watch Ultra 4, and the AirPods 5, but the defining decision was a two-directional pricing move that widened access to the ecosystem at the entry level while opening a new super-premium tier at the top, with the foldable starting at $1,999. IDC sees the iPhone Duo less as a volume play than as a premium value engine, forecasting worldwide foldable revenue to reach 10% of the smartphone market by 2030 and expecting Apple to drive roughly 81% of the category's net value growth from 2026 to 2030, taking a disproportionate share of category revenue by setting the premium reference price rather than by leading on units.