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Salesforce's 2Q27 Fiscal Results: Continued Momentum Builds the Path to Sustained Innovation

Wed, 04 Nov 2026 05:00:00 GMT

This IDC Market Note highlights some of the key takeaways and IDC's perspective on Salesforce's 2Q27 financial results.

"As Salesforce shifts its revenue model from seats to outcomes and folds Fin's real-time customer data into agentic action, the vendors that win won't be the ones with the most agents," says Aly Pinder, research vice president, Aftermarket Services Strategies, IDC. "They'll be the ones whose agents can prove they resolved something a customer actually cared about."

Comcast 3Q26 Earnings: Convergence and Cost Transformation Aim to Ease Broadband Pressure as Business Services Growth Slows

Harsheeta Arora — Mon, 02 Nov 2026 05:00:00 GMT

Comcast announced its 3Q26 financial results on October 22, 2026, reporting revenue of $29.3 billion, down 6.1% year over year (YoY) from $31.2 billion. On a pro forma basis, which adjusts for the separation of Versant (completed on January 2, 2026) and the sale of Sky operations in Germany (completed on May 31, 2026), revenue increased 0.5%. Connectivity & Platforms revenue declined 2.7% to $19.7 billion, while Content & Experiences revenue increased 6.5% to $10.5 billion.

Adjusted EBITDA was $9.1 billion, down 5.8% YoY and up 0.8% on a pro forma basis. Connectivity & Platforms adjusted EBITDA declined 4.4% to $7.6 billion, with a margin of 38.6% compared with 39.3%.

IDC Survey: 3Q26 Canadian Consumer Spending Intentions, Shopping Preferences, and U.S. Tariff Reactions

Praveen Datta — Mon, 02 Nov 2026 05:00:00 GMT

This IDC Survey outlines consumer perceptions and the current state of the markets in Canada pertaining to tariffs, the political climate, the economy and personal finances, and shopping preferences. IDC Canada's consumer research group conducts annual surveys of 2,000 Canadian consumers to understand the current and future adoption plans for a variety of consumer services and related products. The goal of these surveys is to identify/measure Canadian consumer interest, ownership, usage, satisfaction, and future potential for consumer services.

This year, with market disruption related to U.S. tariffs on Canadian goods, we wanted to understand the impact on Canadian consumers. The survey was fielded in August/September 2026. This presentation discusses Canadian consumer spending expectations, preferences for mobile phone/tablet/wearable retailers, holiday shopping plans, and intentions toward U.S. technology products and services. This presentation highlights survey data associated with the consumer responses mentioned previously.

Cuts by various demographic and service factors (age group, region, and others) are shown where relevant. However, there is more data available from the survey than what is presented here. Those interested should reach out to their IDC representative for more information.

BrainChip's Sequora Extends Edge AI from Sensing to On-Device Generative AI

Olga Yashkova — Fri, 30 Oct 2026 04:00:00 GMT

BrainChip Holdings Ltd. unveiled its new Sequora product to extend the company's ultra-low-power Akida platform from recognizing sensor signals to running generative AI, including language models of up to 3 billion parameters, directly on battery-powered devices. For chip vendors and device makers, the significance is that a fixed-memory design lets one product pair always-on sensing with on-device language and voice interaction, a combination that has typically depended on cloud connectivity or a much larger power budget.

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.

IDC Survey: Canadian Consumer Streaming Services, 2025, Survey Results — Video, Music, Storage, and Fitness

Praveen Datta — Fri, 30 Oct 2026 04:00:00 GMT

This IDC Survey details the 2025 Canadian consumer streaming services survey results. IDC Canada's consumer research group conducted quarterly surveys in 2025 to understand the current and future adoption plans for a variety of consumer services and related products. The goal of these surveys is to identify/measure Canadian consumer interest, ownership, usage, satisfaction, and future potential for consumer services.

In 2025, with continuing strong market adoption of video streaming services, IDC asked Canadian consumers about their adoption of various streaming video providers and whether those streaming services were bundled with the services they get from their TV service providers. They were also asked about their adoption of other services, including music streaming, cloud storage, and fitness streaming services. This presentation outlines consumer adoption of those services, including the device they are most likely to use for their video streaming service. This presentation highlights survey data associated with the consumer responses mentioned previously.

Cuts by various demographic and service factors (age group, gender, and TV service provider) are shown where relevant. However, there is more data available from the survey than what is presented here. Those interested should reach out to their IDC representative for more information.

IDC MarketScape: Worldwide Technology Distributor Platforms 2026–2027 Vendor Assessment

Nadia Ballard, Frank Della Rosa — Thu, 29 Oct 2026 04:00:00 GMT

This IDC study highlights how technology distributor platforms have evolved into sophisticated, AI-driven ecosystems that unify commerce, automation, and partner enablement. This evaluates several technology distributors, emphasizing that platform capabilities — rather than sheer scale — now drive differentiation. Buyers are advised to match platform strengths to their business needs, consider regional and vertical fit, and treat distributor selection as a portfolio decision, as no single platform leads across all criteria.

"After years of R&D, technology distributors are now among the most progressive operators of compound platform architecture — fusing marketplace, commerce, financial, data, and agentic AI into a single operating system for the channel, arguably the model's most complex expression yet," said Frank Della Rosa, research vice president, SaaS, Business Platforms, and Industry Cloud.

"In the race for value at scale, platform architecture is a key differentiator for technology distributors and an indicator of their strategic direction to partners," added Nadia Ballard, research director, AI Verticalization and Industry Cloud Strategies.

IDC MarketScape: Worldwide Warehouse Management for Retail 2026 Vendor Assessment

Stephanie Krishnan, Simon Ellis — Thu, 29 Oct 2026 04:00:00 GMT

This IDC study evaluates software vendors serving retailers' warehouse management system (WMS) needs. This document covers vendor capabilities and strategies for inventory control, omni-channel and store-based fulfillment, peak-period order release, and AI-enabled operational decisioning. The study is based on customer interviews, vendor briefings, and standard IDC MarketScape methodology, and includes vendor profiles, strengths and challenges, and buyer guidance.

"Retailers are not replacing WMS platforms because they failed; they are replacing them because the fulfillment network got bigger than the system was built for. Nearly a third of retailers point to a lack of real-time, networkwide inventory visibility as their top omni-channel challenge, and that is exactly the gap a modern WMS has to close," says Stephanie Krishnan, associate vice president, Manufacturing and Supply Chain, IDC Insights.

IDC MarketScape: Worldwide Warehouse Management for Manufacturing 2026 Vendor Assessment

Stephanie Krishnan, Simon Ellis — Wed, 28 Oct 2026 04:00:00 GMT

This IDC study evaluates software vendors serving manufacturers’ warehouse management system (WMS) needs. This document covers vendor capabilities and strategies for inventory control, warehouse workflows, integration with manufacturing execution and warehouse execution/control systems, and AI-enabled operational decisioning. The assessment is based on customer interviews, vendor briefings, and IDC MarketScape methodology, and includes vendor profiles, strengths and challenges, and buyer guidance.

“Manufacturers running WMS platforms installed 5 to 10 years ago are reopening decisions they thought were settled, not because the old system failed to deliver but because of what AI and tighter automation integration might now make possible. Vendors that can show a production customer behind every AI claim will separate themselves from the ones still selling a road map,” said Stephanie Krishnan, associate vice president, Manufacturing and Supply Chain, IDC Insights.

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.