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AT&T 1Q26 Results: Record Internet Adds, Fiber Expansion, and OneConnect Launch

Jitesh Bhayani — Wed, 29 Apr 2026 04:00:00 GMT

AT&T opened 2026 with its best-ever first quarter for advanced internet customer growth, posting 584,000 total fiber and fixed wireless net additions — the sixth consecutive quarter exceeding 500,000 net adds — while beating consensus estimates on both revenue and adjusted EPS. The company's 1Q26 consolidated revenue of $31.5 billion, representing 2.9% year-over-year (YoY) growth, was driven primarily by strength in the company's newly reported Advanced Connectivity segment, which now accounts for more than 90% of consolidated revenue and nearly all adjusted EBITDA. Adjusted EPS of $0.57 surpassed analyst expectations of $0.55, rising nearly 12% year over year.

IDC Market Glance: Consumer-to-Business Payments, 2Q26

Aaron Press — Wed, 29 Apr 2026 04:00:00 GMT

This IDC Market Glance provides an overview of the consumer-to-business (C2B) payments market, the various market segments and subsegments, and the participants in each.

The consumer-to-business payments ecosystem is complex, fragmented, and driven by relationships among issuers, acquirers, processors, and networks. Boundaries between merchant, bank-based, and B2B payments are blurring as account-to-account and instant payments complement card payments. Industry consolidation is expanding scale and capabilities, while embedded finance is enabling nonbanks and platforms to integrate payment services. Emerging innovations, notably AI optimization, stablecoins, and agentic commerce, are reshaping payment processes by improving speed, reducing costs, and enabling more automated, flexible, and globally efficient transaction experiences.

IDC MarketScape: Worldwide Point-of-Sale Software in Grocery and Food Store Retail 2026 Vendor Assessment

Filippo Battaini — Wed, 29 Apr 2026 04:00:00 GMT

This IDC MarketScape assesses the capabilities and strategies of enterprise point-of-sale (POS) software vendors with a significant presence in the worldwide grocery and food store retail segment. The evaluation assesses vendors against criteria spanning omni-channel strategy, innovation, delivery, global capabilities, loss prevention, multi-vertical support, and customer satisfaction. A key component of the evaluation is how well vendors are positioning their platforms as composable commerce foundations capable of supporting the rapidly evolving operational and customer experience demands of modern grocery retail.

"Grocery POS is no longer a checkout technology; it is the operational core of the modern store. The vendors that are pulling ahead have built open, composable platforms in which AI, loss prevention, payments, and food service capabilities converge on a shared foundation, giving retailers the freedom to build differentiated experiences without being constrained by their technology stack," said Filippo Battaini, research manager, IDC Retail Insights.

MWC26: The AI Continuum

Mon, 27 Apr 2026 04:00:00 GMT

This IDC Market Perspective analyzes key themes discussed at Mobile World Congress 2026 (MWC26), held from March 2 to 5, 2026, in Barcelona, Spain, in the context of IDC's global telecoms coverage. MWC26 highlighted the telecom industry's shift toward value creation, with AI, 5G Advanced, network APIs, and satellite connectivity driving innovation. Operators are redefining their roles, balancing horizontal platforms and vertical solutions, while enterprise demand for security, sovereignty, and managed services grows. The competitive landscape is evolving, with system integrators leading the transformation. Despite progress, commercial models for AI infrastructure and sovereign networking remain unresolved, making strategic adaptation essential for sustainable growth in the digital connectivity ecosystem.

"As AI transforms telecom, the industry faces a pivotal question: will operators become mere connectivity providers, or orchestrators of the digital economy's next era," said Masarra Mohamed, senior research analyst, IDC Communication Platform as a Service.

IDC Survey: Canadian Consumers' Smart Connected Home Devices — December 2025 Survey

Praveen Datta — Fri, 24 Apr 2026 04:00:00 GMT

This IDC Survey examines Canadian consumer adoption of smart devices, purchase intent, and the number of devices in use across the different categories of devices. IDC Canada surveyed 2,001 Canadian consumers in December 2025, across all regions, ages and income levels, and types of homes, to capture usage, intent, spending, preferences, and behaviors for a variety of consumer communications services and devices. This was IDC Canada's consumer research group's fourth quarterly survey for 2025. In particular, the survey included questions pertaining to Canadian smart personal health and fitness devices, smart automation and security home devices, smart speakers/displays, smart assistants, DIY versus managed home services, and smart home control preferences. It also provides segment insights where certain segments are found to be outliers. There is a considerable volume of data from our surveys beyond what is provided in this presentation, and more detailed cross-tabs can also be provided. We encourage you to contact your IDC account representative if you have any specific questions about a market or segment of interest.

Are You Using the Right XR Training for Work?

Ramon T. Llamas — Wed, 22 Apr 2026 04:00:00 GMT

This IDC Perspective examines the different types of XR training available on XR headsets. XR training has become one of the most popular use cases for XR in the workplace, providing workers with the information they need to complete a task. Training formats can vary in immersion (i.e., the degree to which a user is provided with virtual objects or placed into a virtual environment) and interaction (i.e., the degree to which a user is a passive consumer of or an active participant with the digital content) to address different training needs.

“XR training helps users develop the skills to complete a task,” said Ramon T. Llamas, research director with IDC’s XR Hardware and Interactive Software team. “By bringing information — including text, pictures, and videos — to the user’s eyes as they need it, workers can concentrate on the task at hand instead of looking to a manual or other resource. Just as there are different ways to build proficiency, there are different ways in which XR can help learners, whether it be with simple step-by-step instructions or a completely virtual environment to develop hands-on skills. Behind the scenes, AI can monitor progress and recommend next steps to take in their learning journey.”

Worldwide XR Headset Market Shares, 2025: Meta Still in the Lead Despite Double-Digit Declines

Ramon T. Llamas — Wed, 22 Apr 2026 04:00:00 GMT

This IDC presentation analyzes the worldwide XR headset market, including augmented reality (AR), extended reality (EXR), mixed reality (MR), and virtual reality (VR) by shipment value and shipment volume. Where noted, it includes a comparison against 2024 data.

“2025 marked a year of retrenchment for the worldwide XR market in terms of value and volumes. Most of this was due to Meta’s market-beating declines, but this in turn allowed smaller companies to gain ground, even to the point of posting triple-digit year-over-year growth.” — Ramon T. Llamas, research director, Mobile Devices and AR/VR

Omnicom Prepares for Growth in 2027 as It Digests IPG

Douglas Hayward — Mon, 20 Apr 2026 04:00:00 GMT

This IDC Market Perspective finds that Omnicom's 2025 progress report highlights robust revenue growth following its acquisition of Interpublic (IPG), but organic growth remains modest and trails rival Publicis Groupe. Omnicom is undergoing significant restructuring, targeting $1.5 billion in cost synergies and divesting nonstrategic assets to streamline operations and focus on higher-growth areas. Omnicom aims to use its expanded portfolio — especially data, commerce, and precision marketing — to drive growth, notably in the lower-funnel areas of commerce and performance marketing.

"The focus for 2026 is on efficiency, integration, and investment in strategic areas, including CX services, positioning Omnicom to potentially accelerate growth and compete more effectively in the evolving marketing landscape," said Douglas Hayward, senior research director for Worldwide Customer Experience Services and Strategies at IDC.

D2D via Satellite in the U.S.: Progress, Policy, and Commercial Viability

Alejandro Cadenas — Thu, 16 Apr 2026 04:00:00 GMT

This IDC Market Perspective discusses the emergence of direct-to-device (D2D) connectivity in the U.S. as a natural extension of the mobile network, enabled by advances in LEO constellations, 3GPP NTN standardization, and growing integration into consumer devices. Rather than acting as a standalone satellite service, D2D is being positioned as a complementary RAN layer focused on coverage and resilience, with early deployments centered on emergency communications, rural coverage extension, and low-bandwidth IoT use cases. While strong momentum is driven by partnerships between MNOs and satellite operators under frameworks such as the FCC's Supplemental Coverage from Space (SCS), the pace of adoption will depend on overcoming key constraints around device readiness, certification complexity, and limited satellite capacity. Over the next three to five years, D2D is expected to evolve from feature-based implementations to a network-native capability embedded within the broader 5G ecosystem.

"D2D in the U.S. should not be viewed as a new connectivity paradigm, but as the natural extension of the mobile network into areas where terrestrial economics break down," said Alejandro Cadenas, associate vice president of Telco Research, IDC. "Its success will depend less on satellite capacity and more on how effectively operators integrate spectrum, devices, and certification into a seamless hybrid experience."

IDC Market Glance: AI-Capable Devices, 2Q26

Tom Mainelli, Linn Huang, Ramon T. Llamas — Thu, 16 Apr 2026 04:00:00 GMT

This IDC Market Glance provides worldwide coverage of AI-capable personal computers, tablets, smartphones, and wearables, together with the enabling platform ecosystem elements defined in the analyst-approved structure, for 2Q26.

The AI-capable devices market includes end-user computing and connected devices that incorporate dedicated AI processing and/or AI-enabled software experiences to improve productivity, creativity, personalization, and automation. These capabilities are becoming an increasingly important factor in shaping device value, user engagement, and ecosystem differentiation across consumer and commercial segments.