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Bouygues, Orange, and Free-Iliad Agree to Acquire SFR for €20.35 Billion, Reshaping the French Telecom Market

Ahmad Latif Ali, Daniela Rao — Fri, 12 Jun 2026 04:00:00 GMT

Connectivity Hub Profile: Bahrain

Tolga Yalcin — Thu, 11 Jun 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 the developments in the Kingdom of Bahrain in terms of datacenters, cloud providers, internet exchanges, and network infrastructure.

IDC Market Glance: Agentic AI Tools and Technologies for National Civilian Government, 2Q26

Massimiliano Claps — Thu, 11 Jun 2026 04:00:00 GMT

This IDC Market Glance illustrates how to achieve agentic AI deployments and outcomes at scale. Governments need to combine solutions and expertise provided by multiple vendors, such as global platform vendors (e.g., AWS, Microsoft, Google, Palantir, Salesforce, and ServiceNow), AI model providers (e.g., OpenAI, Anthropic, and Meta), government specialty solution vendors (e.g., LexisNexis and Fast Enterprise), systems integrators (e.g., Booz Allen, Leidos, Accenture, SAIC, GDIT, and IBM), and agentic AI orchestration and governance specialists (e.g., Langchain and Credo AI).

IDC Survey: IDC’s Worldwide Retail Media and Connected TV Overlap Survey + Gap Analysis Results, 2Q26

Alex Holtz — Wed, 10 Jun 2026 04:00:00 GMT

This IDC Survey explores results from IDC’s Worldwide Retail Media and Connected TV Overlap Survey and gap analysis for non-surveyed regions. IDC’s 2026 Worldwide Media and Entertainment Trends and Investments Survey quantifies how senior buy-side advertising decision-makers expect dollars to flow between retail media networks (RMNs) and connected TV (CTV) over the next three years, and sizes the 2026 total addressable market (TAM) for CTV, RMN, and the RMN×CTV overlap. The survey covers n = 260 buy-side respondents across North America (NA) and Europe; results are reconciled with published benchmarks to extend the view across Asia/Pacific and Latin America for a full worldwide picture.

In detail:

Market size and structure. Buy-side respondents’ size 2026 RMN at $42.3 billion and CTV at $28.9 billion within NA + Europe. Reconciled to a worldwide view, 2026 RMN totals $167.3 billion and CTV totals $66.3 billion — a $233.6 billion converged opportunity. RMN outgrows CTV in surveyed markets at roughly 22% versus 18% per year.
The converged opportunity. Respondents say approximately 13% of RMN spend already overlaps CTV; survey-anchored 2026 overlap is $17.4 billion (~60% of survey CTV TAM, ~41% of survey RMN TAM). Once APAC and Latin America are included, the worldwide 2026 overlap reaches $42.3 billion, growing to $76.9 billion by 2030. The unlock is closed-loop measurement — flagged by 49% as the top CTV challenge and 47% as the top RMN challenge — not creative or scale.
Reconciliation to a global view. Including China and broader APAC lifts 2026 RMN TAM from $42 billion (survey) to $167 billion (published) and CTV from $29 billion to $66 billion. China alone is approximately $65–75 billion in RMN — the world’s number 1 market — and platforms such as Douyin and Taobao Live fuse RMN and CTV by design.
Regional dynamics. Latin America posts the highest growth rates worldwide (RMN 22%/CTV 19%/overlap 31% CAGR through 2030) off a small base. APAC RMN matures as China saturates, while Latin America and EMEA each pick up roughly 1 point of share. The total worldwide market will reach $363 billion by 2030 at a 12.0% CAGR.

Worldwide Retail Media and Connected TV Overlap Forecast 2Q26

Alex Holtz — Tue, 09 Jun 2026 04:00:00 GMT

This IDC Market Presentation examines the five-year outlook (2025–2030) for retail media networks (RMNs) and connected TV (CTV) advertising and analyzes the accelerating convergence between these two high-growth segments of the digital advertising ecosystem. As advertisers seek greater precision, scale, and accountability, the integration of RMNs and CTV is emerging as a transformative force, enabling data-driven, full-funnel marketing strategies across commerce and premium video environments. Global RMN ad spending is projected to surpass $242 billion by 2030, propelled by retailers’ first-party data assets and closed-loop measurement capabilities that directly link media exposure to purchase outcomes. In parallel, global CTV advertising is forecast to approach $120 billion, driven by continued audience migration from linear television to streaming platforms. The convergence of these channels allows retail audience data to be activated within CTV, delivering highly personalized, relevant, and measurable video advertising experiences. This integration supports unified omni-channel campaign orchestration across digital, mobile, and in-home screens.

The study highlights strategic implications for brands, agencies, retailers, and technology platforms, concluding that the alignment of RMNs and CTV is reshaping media planning, commerce integration, and the future structure of digital advertising.

“The convergence of retail media networks and connected TV marks a structural shift in digital advertising from impression-driven reach to transaction-driven relevance. By uniting premium video with retail first-party data and closed-loop measurement, RMNs and CTV are enabling brands to execute true full-funnel strategies that connect storytelling directly to sales, across every screen that matters.” — Research Director Alex Holtz, WW Media and Entertainment Digital Strategies, IDC

Worldwide Wallet Methodology, 2026

David Lantsman, Ruslana Severa — Mon, 08 Jun 2026 04:00:00 GMT

This IDC Market Perspective provides a detailed description of IDC's Worldwide Wallet methodology. It outlines the key inputs and approach to developing account-level technology spending estimates and explains the relationship with IDC's Worldwide ICT Spending Guide: Enterprise and SMB by Industry.

"IDC's Worldwide Wallet methodology is a reference document to help IDC's clients understand how to interpret the account-level spending estimates in this program," said David Lantsman, director, IDC's Data and Analytics group. "Marrying the Worldwide Wallet data with the Worldwide ICT Spending Guide data creates a symbiotic relationship and allows IDC to leverage the expertise of hundreds of analysts, inputs, and resources, as well as robust financial information."

IDC Market Glance: Agentic Commerce, Social Commerce, and eCommerce Front Ends, 2Q26

Heather Hershey — Sat, 06 Jun 2026 04:00:00 GMT

This IDC Market Glance is a taxonomy document intended to visually depict a concise current-state view of key vendors supporting agentic commerce, social commerce, and ecommerce front ends worldwide in 2Q26. The market is being reshaped by the emergence of AI-driven shopping assistants and agentic checkout, which are expanding the number of customer entry points beyond traditional web and app experiences. As conversational discovery and in-chat purchasing mature, vendors that can reliably expose structured product truth, enforce brand and policy guardrails, and integrate with trusted payment and identity rails will be better positioned to capture incremental demand and reduce operational friction.

Business executives, product managers, and market insights or analyst relations professionals can use this information to understand the structure of the overall market or ecosystem; to assess market, business, and partnership opportunities; and to help identify where their organization fits into the competitive landscape.

IDC Market Glance content is current on the date it is published. The representative content contained in this presentation reflects a qualitative snapshot that is regularly refreshed. Company logos are illustrative only and do not reflect an exhaustive view of the market.

IDC Innovators: Media and Entertainment, 2026

Alex Holtz — Thu, 04 Jun 2026 04:00:00 GMT

This IDC Innovators presentation highlights four vendors that have introduced disruptive technologies and solutions within media and entertainment, as featured at NAB Show 2026.

"The 2026 IDC Innovators for media and entertainment show that AI in media has moved from feature to infrastructure. They win not on model novelty but on agent addressability, coexistence with installed systems, and editorial control as a first-order design choice," said Alex Holtz, research director, Worldwide Media and Entertainment Digital Strategies at IDC.

Japan Telecommunications Services Forecast, 2026–2030

Yoko Ono — Thu, 04 Jun 2026 04:00:00 GMT

This IDC study provides market forecasts for the Japan telecommunications services market from 2026 to 2030.

"Telecommunications carriers considering next-generation networks must envision service models premised on a future five years ahead, when AI agents have become widespread. The expansion of autonomous business execution by AI agents will make them entities directly linked to corporate competitiveness. Wide area networks will serve as the foundation supporting multimodal collaboration among distributed AI, and cloud-like agility, high communication quality, and robust security will be demanded even more strongly," says Yoko Ono, research manager, Network & Security, IDC Japan.

This is the English translation of the Japanese document (IDC #JPJ53503026).

Microsoft's Project Solara Platform Looks Ahead to Agent-First Devices, Smartly Focused on Enterprise and Frontline Workers

Tom Mainelli — Thu, 04 Jun 2026 04:00:00 GMT

At Build 2026, Microsoft introduced Project Solara, an agent-first platform, and two purpose-built concept devices built on the Microsoft Device Ecosystem Platform OS rather than Windows, aimed first at enterprise and frontline work. Microsoft is smart to look ahead, to start with enterprise, and to concede that Windows is not right for every device. That said, many IT decision-makers' initial reactions will likely be: Why not do all this on the smartphones that are often, although not always, in place in the enterprise? Solara will need to prove the merit of doing agent-first tasks on a new platform and on purpose-built devices to win them over.