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Qualcomm's Fiscal 4Q25 Earnings Show That Qualcomm Continues to Narrow the Timeframe Between Short Term Risks and Long-term Growth

Phil Solis — Mon, 10 Nov 2025 05:00:00 GMT

Qualcomm announced its fiscal 4Q25 earnings on November 5, 2025. Qualcomm reported $11.3 billion in revenue, up 10 percent year-over-year. QTL (licenses) revenue was $1.4 billion, down 7 percent year-over-year. QTC (mostly semiconductor) revenue was $9.8 billion, up 13 percent year-over-year. QTC is made up of the following segments: handsets ($7.0B, +14% yoy), automotive ($1.1B, +17% yoy), and the everything else catch-all IoT segment ($1.8B, +7%). Qualcomm has been facing many strong headwinds for years, and despite this the company has managed to continue to grow. It has staved off some seemingly inevitable losses of revenue so much so that it is closing the gap between near-term losses of business and long-term growth.

Tablet Market Levels Off in 3Q 2025 Following Six Quarters of Growth Driven by Replacement Demand, according to IDC

Mon, 10 Nov 2025 05:00:00 GMT

NEEDHAM, Mass., November 10, 2025 – Worldwide tablet shipments declined 4.4% year-over-year in the third quarter of 2025 (3Q25), totaling 38 million units, according to data from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker . Following six consecutive quarters marked by several product refreshes and a replacement cycle upswing, the tablet market began to show signs of cooling. Elevated inventory levels carried over from first half of 2025 — partly due to precautionary stockpiling amid tariff concerns-further weighed on sales during the quarter. Demand remained steady in emerging markets where education initiatives, government digitization programs and smartphone vendors expanding their tablet offerings continue to drive shipment volumes.

CX Technology Investments and Key Trends Shaping the European Omni-Channel Retail Landscape: Key Insights from IDC's 2025 Retail Technologies and Business Process Trends Survey

Ornella Urso — Sat, 08 Nov 2025 05:00:00 GMT

This IDC Tech Buyer Presentation highlights results from IDC's 2025 Retail Technologies and Business Process Trends Survey. European retail businesses are facing complexity and convergence: consumers demand personalized, seamless experiences, supply networks are more interdependent than ever, and competitive differentiation hinges on speed, trust, and relevance. IDC's 2025 Retail Technologies and Business Processes Trends Survey shows that visibility has transformed from being a back-office enabler into the foundation of customer engagement, loyalty, and growth.

"Expanded visibility is also redefining loyalty. Shoppers no longer bond with brands through transactional rewards; instead, they seek experiences that reflect their aspirations, values, and sense of identity. This requires a strategic shift in retail CX strategy, where personalization becomes a trusted, ongoing relationship rather than a one-off tactic — a shift made possible by visibility that links back-end dynamics with front-end engagement," said Ornella Urso, research director, IDC Retail Insights.

Beyond Revenue: Why Telecom's Future Depends on Profitability

Masarra Mohamed — Fri, 07 Nov 2025 05:00:00 GMT

Amdocs Executive Analyst Summit 2025: AI, Agents, and the Market of One (IDC #lcUS53847425, October 2025)
Investigating a New Revenue Frontier for European Telcos: AI Factories (IDC #EUR153773025, September 2025)
The Role of AI in Mobile Monetization (IDC #EUR153701425, August 2025)
AI-Powered Transformation and Use Cases for the Telco and Vendor Ecosystem in the META Region (IDC #META52916525, July 2025)
Telecom Operators Supporting AI as a Service to Drive Business Transformation (IDC #US53341325, May 2025)

This IDC Market Note reflects on telecom operators' whole business and argues that they must shift focus from revenue growth (ARPU) to profitability (AMPU) to thrive in a saturated, commoditized market. Success hinges on granular margin visibility, customer-centric value creation, strategic use of AI, and ecosystem partnerships. Operators that evolve beyond selling connectivity to deliver differentiated outcomes and collaborating across the value chain will secure sustainable profits and relevance, while those clinging to legacy models risk margin erosion and irrelevance.

"The transformation from telco to techco should not focus solely on top-line growth, particularly if it erodes EBITDA margins. Instead, the shift must deliver higher-margin outcomes by simplifying operations, eliminating duplication, and leveraging automation to drive efficiency from within. Only then can telcos become true digital partners, able to share these capabilities and support their enterprise clients on their own digital transformation journeys," said Masarra Mohamed, senior research analyst, IDC.

Google Releases AP2 as a Building Block for Secure, Auditable Agentic Commerce Transactions

Heather Hershey, Aaron Press, Margot Juros — Wed, 05 Nov 2025 05:00:00 GMT

This IDC Market Note looks at Google's release of Agent Payment Protocol (AP2) as a building block for secure, auditable agentic commerce transactions. Agentic AI is beginning to erode the core assumptions of digital commerce by removing the traditional reliance on user-driven authorization, authenticity, and accountability. Google's AP2 seeks to address this shift by introducing mandates (cryptographically signed instructions that let users or their agents execute transactions under specified conditions). AP2 raises new questions about fraud, liability, token management, and compliance, requiring banks and merchants to adapt processes for agent-initiated transactions across diverse payment schemes. For retailers, the opportunity lies in agentic shopping experiences that enhance discovery, but agent-driven payments risk disrupting end-to-end customer journeys and loyalty strategies.

Apple Fiscal 4Q25: Record Revenue, Strong iPhone and Services Performance, But Lingering Doubts About AI

Tom Mainelli — Tue, 04 Nov 2025 05:00:00 GMT

On October 30, 2025, Apple announced its fiscal fourth-quarter results, reporting revenue of $102.5 billion, a 8% year-over-year (YoY) increase and a record for the quarter. Earnings per share rose 13% YoY to $1.85 on an adjusted basis. For the full fiscal year, Apple delivered $416 billion in revenue, its highest ever.

Main Takeaways from Spryker EXCITE 2025: Focus on Agility and Pragmatic AI Adoption

Mark Casidsid — Tue, 04 Nov 2025 05:00:00 GMT

This IDC Market Note discusses the main takeaways from the Spryker EXCITE event, held in September 2025. It also outlines key strategy and product updates and provides IDC's analysis of Spryker's ongoing initiatives and announcements from the event.

"Spryker's nuanced approach to AI, centered on co-innovation and targeted use cases, reflects measured efforts to align technology development with operational realities and evolving business models among B2B organizations. The full potential of this approach will depend on successfully expanding pilots, scaling innovation, and driving sustained adoption among B2B customers." — Senior Research Analyst Mark Casidsid, AI-Enabled Business Commerce, Partner Relationship, and Ecosystem Management, IDC

AT&T Drives Growth Through Strategic Execution in 5G, Fiber, and Cash Flow

Jitesh Bhayani — Mon, 03 Nov 2025 05:00:00 GMT

AT&T's 3Q25 results demonstrate continued disciplined execution of its strategy to prioritize 5G wireless and fiber broadband growth while actively managing the decline of legacy business segments. The company reported consolidated revenue of $30.7 billion (up 1.6% year over year [YoY], slightly below consensus), adjusted EBITDA of $11.9 billion (+2.4% YoY), and adjusted EPS of $0.54 (flat YoY, in line with expectations). Free cash flow surged to $4.9 billion, up from $4.6 billion a year ago, supporting a substantial share buyback and reaffirming full-year financial guidance.

At What Stage of Deployment Is the XR Market Across Industries in the United States?

Ramon T. Llamas — Mon, 03 Nov 2025 05:00:00 GMT

This IDC Survey Spotlight answers the following question: At what stage would you say your organization is regarding XR hardware and software deployment?

In 1Q25, IDC asked 968 commercial XR users at what point they were in their XR deployment. To understand them better, we also asked what industry they worked in and what type of XR headset they were using — augmented reality, extended reality, mixed reality, or virtual reality. Respondents could choose more than one device. The goal of this particular question was to understand the current customer landscape and uncover which verticals were well developed and which ones were still emerging.

"The U.S. XR market has been moving in fits and starts, growing from augmented reality and virtual reality headsets to including extended reality and mixed reality headsets, all of which can be used to increase productivity at work," said Ramon T. Llamas, research director with IDC's XR and 3D Interactive Software program. "The results of this survey show that companies in most industries have moved beyond testing and pilot programs and have moved on to early stages of deployment. This is where vendors can target organizations within specific vertical markets and potentially find ready customers looking for an XR solution. However, not all vertical industries have been moving at the same pace. There still exists multiple other industries with low adoption that vendors can help start on their XR journey, but these may need longer development and deployment cycles to reach maturity."

Industry Cloud Adoption for Worldwide Media and Entertainment, 2025

Nadia Ballard, Alex Holtz — Sat, 01 Nov 2025 04:00:00 GMT

This IDC Survey examines the media and entertainment industry's adoption patterns and plans for cloud services and industry clouds and solutions, as well as the needs and expectations of cloud users. We identify the subindustries with the highest current adoption and those with future growth potential, the most popular cloud deployments and use cases by subvertical, and buyers' priorities when evaluating cloud vendors.

This survey was conducted as part of IDC's 2025 Industry AI and Cloud Path Survey, which polled 2,520 users across 5 continents and 11 countries, to collect information on overall adoption and timing, drivers and inhibitors, purchasing preferences, attitudes toward buying channels, cloud adoption, and buying intentions for 300+ industry-specific applications and workloads.