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CrowdStrike Fal.Con 2026: AI Agent and OT Device Security Carry Consequences for Device Management Vendors and Buyers

Phil Hochmuth — Tue, 08 Sep 2026 04:00:00 GMT

IDC Market Glance: Japan Network Services, 3Q26

Yoko Ono — Tue, 08 Sep 2026 04:00:00 GMT

本調査レポートは、企業から個人まで、ますます不可欠になるネットワークサービスについて、国内における主要ベンダーのマップを提供するものである。ネットワークサービス市場を「WAN services」「Global WAN services」「Wavelength services」「Interconnection services」「Internet exchange services」「Fixed broadband & internet access services」「Mobile network services」「Mobile virtual network services」「IoT connectivity services」「Satellite communications services」の10のセグメントに分類し、市場定義を提供している。

Market Forecast: Worldwide Telco Cloud Infrastructure Software (NFVI, VNF, and CNF) Forecast, 2026–2030

Ajeet Das — Tue, 08 Sep 2026 04:00:00 GMT

This IDC study presents how communication service providers are increasingly adopting cloud-native network functions, which not only offer benefits but also introduce challenges like a lack of in-house expertise, complex security, and managing multiple infrastructure types.

U.S. MVNO Earnings Analysis for 2Q26

Jitesh Gera, Jason Leigh — Tue, 08 Sep 2026 04:00:00 GMT

This IDC Market Note discusses how cable is pulling away in the U.S. MVNO race. Comcast, Charter, and Optimum together added 904,000 wireless lines in 2Q26 and are increasingly building their own Wi-Fi and CBRS network capacity — plus a bigger business wireless opportunity via a new T-Mobile agreement — to reduce their dependence on wholesale hosts. EchoStar’s Boost Mobile is heading in the opposite direction, shedding subscribers as it winds down its own network and shifts to AT&T’s under a new hybrid MNO model, trading growth for margin.

“Cable operators are no longer content to just rent capacity from the big three — they’re building their own Wi-Fi and CBRS networks and pushing into business wireless to control more of their own destiny,” said Jitesh Gera, research manager, Wireless Services, IDC. “EchoStar’s retreat from network ownership is the cautionary tale on the other side: owning a network and owning a customer relationship are different businesses, and Boost Mobile is learning that the hard way.”

IDC Survey: Worldwide Telco DX Network Infrastructure and Cloud Survey, 2026 — Satellite and NTN Responses

Simon Baker — Sat, 05 Sep 2026 04:00:00 GMT

This IDC Survey, conducted in April 2026, builds upon a prior study from 2025 that explored how global telecommunications service providers are prioritizing technology investments, modernizing their operational and commercial infrastructure, and scaling AI across their organizations.

IDC's 2026 Telco DX Network Infrastructure and Cloud Survey captures insights from 350 telecom operators across the Americas, EMEA, and Asia/Pacific regions.

Responses related to satellite communications show a big jump in telco interest in using satellite services. The main interest is in broadband service, ahead of satellite IoT and then direct smartphone to satellite (D2C) service. The telco respondents have more interest in working with Amazon Leo than they do with Starlink, despite the Amazon service not yet being operational at the time the survey was conducted.

Market Forecast: European Wholesale Telecom Services Forecast, 2026-2030

Jan Hein Bakkers — Fri, 04 Sep 2026 04:00:00 GMT

This IDC Market Forecast study provides the five-year forecast for the European wholesale telecom services market and delivers insights into the drivers and inhibitors of growth.

“AI is redefining connectivity requirements of wholesale buyers and their end-customers. AI, automation and APIs will be key building blocks in the Wholesale 2.0 era,” said Jan Hein Bakkers, senior research director, Telecom at IDC.

Adaptive Monetization: The Next Frontier of Commercial Flexibility and Control

Christopher Silberberg, Tiffany McCormick — Thu, 03 Sep 2026 04:00:00 GMT

This IDC Market Note defines adaptive monetization systems, a category of monetization capability built to respond to the cost, output, and value volatility that AI-embedded products introduce. It maps the components of a modern monetization stack — pricing and catalog, usage capture, rating, charging and credit control, and billing — against the demands of real-time, usage-responsive commercial models, and gives suppliers and buyers a framework for judging where adaptive capabilities are needed versus where they add unnecessary complexity.

“When cost, output, and value are all moving at once, you cannot fix monetization by patching one component of price, charge, or bill. You need systems built to adapt across all of them before and during consumption, not after,” said Chris Silberberg, research manager, IDC.

AI-RAN Moves from Pilot to Production

Ajeet Das — Wed, 02 Sep 2026 04:00:00 GMT

This IDC Market Note details how AI-RAN shifted from pilot projects to commercial deployment in 2026, with Ericsson and Nokia launching subscription AI-RAN platforms, the AI-RAN Alliance growing to 132 members, and Verizon extending agentic AI across 60,000 sites. It outlines the Alliance's four pillars (AI for RAN, AI on RAN, AI and RAN, and agentic AI), explains how AWS and Microsoft Azure position themselves as orchestration and monetization layers for shared RAN infrastructure, and discusses the ROI validation gap and the GPU versus baseband architecture debate hindering adoption. IDC recommends operators focus on validated, high-ROI use cases such as energy savings and massive MIMO tuning, delay second-wave applications such as computer vision, and consider hyperscaler and accelerator decisions as core infrastructure choices for upcoming budget cycles.

"AI-RAN has moved from lab pilot to a board-level budget line in a single quarter — the operators who win will be those who validate ROI and adopt an accelerator strategy first." — Ajeet Das, research director, Worldwide Telecom Network Infrastructure, IDC.

Dell 2Q27 Earnings: AI Orders Surge as Backlog Balloons

Matthew Eastwood — Wed, 02 Sep 2026 04:00:00 GMT

On September 1, 2026, Dell Technologies reported record 2Q27 results, with accelerating AI infrastructure investment, datacenter modernization, and commercial PC demand driving growth across the portfolio. Revenue reached $47.0 billion, up 58% year over year (YoY) and 7% sequentially, while non-GAAP operating income increased 160% to $5.9 billion, representing a 12.6% margin. Non-GAAP diluted EPS rose 203% to $7.04, and cash flow from operations totaled $2.2 billion. The results reinforce the breadth of the current infrastructure investment cycle, with strong performance extending beyond AI-optimized systems into traditional servers, storage, and commercial PCs.

IDC Survey: Worldwide Commercial Devices, 2026 — On-Device AI

Linn Huang — Wed, 02 Sep 2026 04:00:00 GMT

This IDC Survey presents the results from the AI section of IDC’s June 2026 Worldwide Commercial Devices Survey. IDC fielded the survey to 1,824 IT decision-makers across 17 countries spanning all major geographies to understand their device procurement, usage, and future purchasing intentions. Findings include:

AI adoption is reaching the mainstream, but on-device AI still trails overall AI usage by a large gap.
Organizations know what they want from on-device AI: innovation and personalization.
Agentic AI has near-universal appeal, but most want to evolve workflows rather than rebuild them.
OpenClaw has potential to disrupt; equal parts exciting and terrifying.