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IDC Market Glance: EMEA AI-Fueled Workspace, 3Q26

Leonardo Freitas, Gala Spasova — Fri, 30 Oct 2026 04:00:00 GMT

This IDC Market Glance is a taxonomy document intended to visually depict a concise current-state view of the AI-fueled workplace ecosystem in EMEA. It maps the vendors across three layers: building management, workforce enablement, and services. IDC's take is that European specialists are redrawing the regional map, and that digital sovereignty and ownership changes now shape how buyers should evaluate vendors.

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.

Verizon 3Q26 Earnings: Strong Subscriber Growth and Margin Expansion Reflect Continued Transformation Progress

Jitesh Bhayani — Tue, 27 Oct 2026 04:00:00 GMT

Verizon announced its 3Q26 financial results on October 26, 2026, reporting total operating revenue of $34.3 billion, a 1.5% year-over-year (YoY) increase. Mobility and broadband service revenue increased 2.9% to approximately $23.5 billion, compared with 2.8% in 2Q26 and 1.6% in 1Q26, while wireless equipment revenue decreased 9.0% to $5.1 billion. The decline in equipment revenue reflected significantly lower upgrade volumes, as customers keep their devices longer, and the company's decision to reduce device subsidy spending.

Net income was $5.3 billion, up 5.2%, and earnings per share (EPS) were $1.25, up 6.8%. Adjusted EPS, which excludes special items, was $1.31, up 8.3% from $1.21 a year earlier. Consolidated adjusted EBITDA increased 8.0% to $13.8 billion, and adjusted EBITDA margin expanded to 40.2% from 37.8%, which Verizon described as the highest it has reported.

IDC FutureScape: Universal Connectivity Alters the World 2027 Predictions

Mon, 26 Oct 2026 04:00:00 GMT

This IDC FutureScape examines how AI-driven workloads and autonomous systems compel enterprises to adopt a universal connectivity strategy that integrates multitransport network redundancy, satellite connectivity, and edge inferencing.

“Universal connectivity demands infrastructure that traditional networks alone cannot deliver. As enterprises look to the future of their networking and IT platforms and strategies, decision-makers and IT buyers must be ready to audit capabilities, diversify transport, and establish agentic AI governance frameworks to ensure future business agility and success,” said Paul Hughes, research director, Future Enterprise Connectivity Strategies at IDC.

Zoomtopia 2026: Zoom's Conversation-to-Completion Plan Leverages Unified Context Layer

Wayne Kurtzman — Sat, 24 Oct 2026 04:00:00 GMT

Bringing work from "conversations to completion" was the theme of Zoomtopia 2026, the annual conference of Zoom Video Communications (Nasdaq: ZM) held October 20–22, 2026, Rancho Palos Verdes, California. A mostly virtual event with a limited in-person audience, regional sessions were held for the Americas (October 20), EMEA (October 21), and APAC and Japan (October 22). Zoom introduced a new Unified Context Layer that connects meetings, chat, phone, and connected business applications, enabling AI agents to act on what was said rather than just record and transcribe the content. The strategy shifts Zoom from hosting conversations toward finishing the work they create. This research analyzes announcements from Zoomtopia and market implications.

IDC MarketScape: Worldwide Telecom Cloud Service Providers 2026 Vendor Assessment

Peter Chahal, Ahmad Latif Ali, Ajeet Das, Nikhil Batra — Wed, 21 Oct 2026 04:00:00 GMT

This IDC study assesses the capabilities and strategies of network equipment vendors and cloud service providers delivering infrastructure and managed cloud services for telecom network workloads. The evaluation focuses on providers' ability to support key network domains, including radio access networks (RANs), cloud-native 5G core, and operations support systems (OSSs), while meeting the performance, scalability, resilience, security, and latency requirements of carrier-grade environments. Emphasis is placed on support for distributed network architectures across operator datacenters, edge locations, private clouds, and public cloud infrastructure through hybrid and multicloud deployment models.

This IDC study evaluates providers on their current capabilities in cloud infrastructure, automation, orchestration, observability, life-cycle management, and multivendor network support, as well as their strategies for enabling telecom providers' long-term network transformation objectives. The assessment considers each provider's vision, road map, ecosystem partnerships, investments, and execution in helping telecom providers transition toward increasingly software-defined, automated, and cloud-native network architectures.

"The story of this market is not who claims to do the most; it's who can prove they've already done it. Nearly every vendor in this assessment describes the same cloud-native, AI-automated vision for RAN, core, and OSS, but the gap between this vision and the disclosed production evidence is where the real competitive separation lies," said Peter Chahal, research director, Worldwide Telecommunications Services and Strategies at IDC. "Telcos evaluating this space should treat the specificity of a vendor's answer, a named customer, a measured outcome, or a documented region as more predictive of future success than the ambition of its road map. In telecom cloud, evidence is quickly becoming the only currency that matters."

Market Forecast：国内インターネット接続サービス法人利用市場予測、2026年～2030年

Yoko Ono — Wed, 21 Oct 2026 04:00:00 GMT

本調査レポートでは、国内インターネット接続サービス法人利用市場を対象に、今後5年間の市場規模を予測するとともに、成長要因および阻害要因を分析する。

「インターネット接続サービス事業者は、回線単体での差別化が難しい中、中堅中小企業（SMB：Small and Medium-sized Business）を中心にネットワークとセキュリティのセット提供を強化すべきである。また、AI活用への関心が高まる現在、顧客にビジョンを示し、候補ベンダーリストの上位を狙うとともに、直販とパートナーそれぞれに応じたサービス戦略が必要である」とIDC Japan、Network & Securityのリサーチマネージャーである小野陽子は述べている。

Market Analysis Perspective: Worldwide Telecom Network Infrastructure, 2026

Ajeet Das — Tue, 20 Oct 2026 04:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the worldwide telecom network infrastructure market. It includes an overview of the current market landscape, a technology buyer perspective, a market outlook, and IDC's advice for technology suppliers/service providers.

"Infrastructure strategy is converging on fewer, more capable, more secure platforms. Leaders who consolidate, scale capacity, and embed security early will be best positioned as AI and edge demand accelerates," said Ajeet Das, research director, Telecom Infrastructure at IDC.

Connectivity Hub profile: Kuwait

Tolga Yalcin — Mon, 19 Oct 2026 04:00:00 GMT

This IDC Market Presentation analyzes the critical role of connectivity hubs in the digital ecosystem. It provides a detailed look at developments in the State of Kuwait across datacenters, cloud providers, internet exchanges, and network infrastructure. It assesses how Kuwait’s position at the head of the Gulf, its diversity of subsea and overland routes, and its sovereign cloud requirements shape its role as a northern Gulf connectivity hub.