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IDC Market Glance: Cloud Data Logistics and Protection, 1Q26

Johnny Yu — Tue, 28 Apr 2026 04:00:00 GMT

This IDC Market Glance provides an overview of the cloud data logistics and protection ecosystem, highlighting the core markets that organizations rely on to preserve, protect, and recover data across on-premises, cloud, and hybrid environments. The ecosystem is anchored by data protection software and also includes purpose-built backup appliances (PBBA), magnetic tape, and data protection as a service (DPaaS), with DPaaS spanning backup as a service (BaaS), disaster recovery as a service (DRaaS), cyber-recovery as a service (CRaaS), and archive as a service (AaaS). Together, these segments show how the market is structured across software, integrated systems, and cloud-delivered services.

The market is increasingly being organized around integrated protection and recovery architectures as organizations look to simplify operations, improve recovery assurance, and strengthen cyber-resilience. In addition to traditional backup and replication, buyers are increasingly prioritizing capabilities such as immutability, isolated recovery, forensic analysis, and orchestrated recovery workflows. This document highlights vendors participating across these segments and reflects a market that continues to evolve toward cloud-delivered protection, broader recovery services, and more tightly linked protection and resilience strategies.

IDC Market Glance: Data Governance, 2Q26

Stewart Bond, Jennifer Glenn — Mon, 27 Apr 2026 04:00:00 GMT

This IDC Market Glance offers a concise current-state view of the data governance market and its adjacent segments, including data intelligence, data policy and control, observability, data access governance, and data loss prevention. It examines the market’s evolution from fragmented governance approaches to more integrated platforms that unify governance, compliance, security, access control, data quality, and AI oversight. The presentation also highlights the growing importance of real-time policy enforcement, metadata- and lineage-driven context, and broader protection across AI-enabled data environments, reflecting the expanding role of data governance in supporting trust, control, and risk management.

VAST Data Closes Series F Funding at a $30 Billion Valuation

Natalya Yezhkova, Carol Sliwa — Mon, 27 Apr 2026 04:00:00 GMT

On April 22, 2026, VAST Data announced the closing of its Series F funding, which values the company at $30 billion, more than triple its $9.1 billion Series E valuation from late 2023. Drive Capital led the funding round, with Access Industries as co-lead, and additional investors included Fidelity Management & Research Company, NEA, and NVIDIA. The total transaction value, including primary and secondary capital, reached about $1 billion. VAST Data reported surpassing $4 billion in cumulative bookings and finishing its most recent fiscal year with more than $500 million in committed annual recurring revenue (CARR), positive operating margin, and positive free cash flow.

The company frames itself as an AI operating system provider, built on its proprietary Disaggregated Shared Everything (DASE) architecture, which brings together multiprotocol scale-out storage, vector databases, event processing, and agentic compute runtimes into a unified platform. Prominent customers include CoreWeave, Crusoe, Mistral AI, JPMorganChase, and the U.S. Air Force, with some environments powering millions of GPUs.

Top Open Source Software Projects to Watch, 2026

Tue, 21 Apr 2026 04:00:00 GMT

This IDC Market Presentation demonstrates the breadth and innovation of the open source ecosystem by highlighting 16 open source software projects selected by IDC analysts for this eighth annual document on the Top Open Source Projects to Watch. The document includes a brief description and analysis of each project, a summary of the trends indicated by this year’s projects, and a listing of 124 projects highlighted in previous documents.

Oracle FY3Q26 Results: Cloud Growth Accelerates as AI Contracts Expand RPO

Tapan Patel, Devin Pratt, Dave McCarthy, Eric Newmark, Mickey North Rizza — Mon, 20 Apr 2026 04:00:00 GMT

Oracle’s FY3Q26 results demonstrate continued execution across cloud infrastructure, database, and enterprise applications as organizations invest in AI use cases and initiatives. Total revenue reached $17.2 billion, whereas cloud revenue grew 44% to $8.91 billion, driven by Oracle Cloud Infrastructure’s (OCI) expansion and steady SaaS performance. The quarter highlighted strong adoption of multicloud database services, embedded AI capabilities across Fusion Cloud applications, and industry-specific cloud solutions. Remaining performance obligations (RPO) totaled $553 billion, reflecting substantial demand for Oracle’s AI and cloud offerings. Overall, FY3Q26 underscores Oracle’s strategy of integrating AI across its infrastructure, data, and applications to support enterprise application modernization, cloud growth, and agentic AI demand.

Worldwide File- and Object-Based Storage Market Update and Forecast, 2025–2030

Carol Sliwa, Henry Arzumanian, Natalya Yezhkova — Fri, 17 Apr 2026 04:00:00 GMT

This IDC Market Presentation provides an update on the worldwide file- and object-based storage (FOBS) market and the 2025–2030 forecast for spending and shipped storage capacity of scale-up file, scale-out file, and object storage. The presentation includes the forecasts for the FOBS market based on category (appliance, software, hardware for software-based solutions, and ODM direct hardware) and deployment environment (dedicated infrastructure and shared infrastructure). Dedicated infrastructure includes scale-up and scale-out file storage systems and single-tenant private cloud infrastructure for on-premises, colocation, and hosted sites. Shared infrastructure is multitenant infrastructure used for the delivery of public cloud services.

国内ハイパーコンバージドシステム市場シェア、2025年：仮想化基盤移行の本格化による市場構造の転換

Yukihisa Hode — Thu, 16 Apr 2026 04:00:00 GMT

本調査レポートは、国内ハイパーコンバージドシステム市場におけるシステムベンダー別およびハイパーコンバージドソフトウェアベンダー別ソリューションの売上額シェアとベンダー動向を分析する。

IDC Japan、Infrastructure, Imaging, and Devicesのリサーチマネージャーである宝出幸久は、「国内ハイパーコンバージドシステム市場では、仮想化基盤の移行が本格化しており、セグメント別にプラットフォーム選択の方向性が明確化している。また、コンテナ基盤やAI（Artificial Intelligence）インフラ需要も立ち上がりつつある。セグメント別の市場展開戦略や新領域への対応がITサプライヤーの競争力を左右する要因となる」と分析している。

IDC's Worldwide Software Taxonomy, 2026

Wed, 15 Apr 2026 04:00:00 GMT

This IDC study provides a detailed description of IDC's software market taxonomy. It serves as the foundation for classification and sizing of the worldwide software market. For 2026, the taxonomy includes 79 individual functional markets grouped within a hierarchy of 20 secondary markets, which in turn aggregate into three primary segments: applications, application development and deployment, and systems infrastructure software. Each of the functional markets is described, with a sample list of representative software vendors and products.

"IDC's software taxonomy represents a comprehensive classification of the worldwide software marketplace," said Rasmus Andsbjerg, vice president, Public Cloud Services and Software Trackers at IDC. "It continues to be the premier source for defining and categorizing commercial software and the basis for IDC market sizing and forecast data products such as trackers and spending guides."

NVIDIA and Storage Partners Back New STX Reference Architecture to Accelerate Agentic AI

Carol Sliwa, Henry Arzumanian — Thu, 02 Apr 2026 04:00:00 GMT

At GTC 2026 in San Jose, NVIDIA spotlighted storage as a critical component of the infrastructure necessary to keep AI factories running at optimum performance with the launch of its BlueField-4 STX reference architecture. Major AI storage players confirmed their intention to codesign and support STX — which includes the previously announced Inference Context Memory Storage (CMX) platform to accelerate and scale agentic AI — starting in the second half of 2026. Many storage vendors also took the occasion to provide updates on their support for the NVIDIA AI Data Platform, a customizable reference design introduced at last year's GTC event, as well as the latest developments on their AI infrastructure.

Beyond Customer Data: The Context Foundation AI Agents in CX Are Missing

Tapan Patel — Thu, 26 Mar 2026 04:00:00 GMT

This IDC Perspective examines why AI agents deployed across customer experience (CX) functions like marketing, sales, advertising, digital commerce, customer support, and field service systems require dedicated context foundation beyond unified customer data. It defines the three architectural foundations — knowledge graphs, semantic definitions, and context management — that enable agents to reason over shared context, coordinate actions across functions, and make autonomous decisions. The document provides guidance for both business and technology buyers evaluating context readiness for AI agents in CX.

“Customer data platforms gave us unified profiles, but that foundation alone is not sufficient for AI agents to make autonomous decisions,” said Tapan Patel, research director, AI-Enabled Customer Data and Analytics, IDC. “AI agents need a next layer — one that provides detailed understanding into CX relationships, shared business logic across functions, and runtime context that reflects customer intent, life-cycle stage, and prior actions to deliver real value.”