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Celiveo Announces Master Distribution Agreement with Xerox-Lexmark for its High Security Cloud Print, AI-DMS Solutions

Tim Greene, Geoffrey Wilbur, Sharon McNee — Wed, 04 Feb 2026 05:00:00 GMT

IBM Earnings 4Q25: AI, Automation, Data, and Mainframes Reshaped IBM Market Position

Rick Villars, Stewart Bond, Lars Goransson, Cyrille Chausson, Chris Drake — Wed, 04 Feb 2026 05:00:00 GMT

IBM's FY2025 results demonstrate robust growth and operational execution, with total revenue reaching $67.5B (+6% Y/Y @CC) and Q4 revenue at $19.7B (+9% Y/Y CC). All revenue figures in the remainder of this Market Note are Y/Y in constant currency. The operating gross profit margin expanded to 59.5% for the year (+1.7 pts Y/Y). IBM's GenAI book of business surpassed $12.5B inception-to-date, with Consulting and Software as key contributors. The company delivered double-digit growth in Software and Infrastructure, with IBM Z mainframes posting record annual and quarterly results.

Software: Delivered $30.0B in revenue (+9%), with annualized recurring revenue (ARR) reaching $23.6B (+$2B Y/Y). Segment profit margin expanded to 33.1%. Growth was led by Automation (+16%), Data (+11%), and Hybrid Cloud (+12%). GenAI book of business surpassed $2B inception-to-date, supported by strong adoption and strategic acquisitions.

Consulting: Achieved $21.1B in revenue (flat Y/Y), with margins reaching 11.7% (+1.8 pts). The total value of consulting project backlog increased to $32B (+2% Y/Y), and Intelligent Operations grew 2% Y/Y. Over 25% of IBM’s consulting backlog is now linked with GenAI and agentic AI solutions, reflecting IBM's leading role in AI-driven transformation services.

Infrastructure: Posted $15.7B in revenue (+10%). IBM z17 led the segment, recording +48% annual growth and +61% in Q4 which is the highest quarterly increase in two decades. Hybrid Infrastructure grew 17% for the year, while Distributed Infrastructure declined 3% Y/Y..

Intel FY25 Results

Jim Hines, Brandon Hoff, Jeff Janukowicz, Phil Solis — Wed, 04 Feb 2026 05:00:00 GMT

On January 22, 2026, Intel announced its fiscal fourth-quarter and full-year 2025 financial results. Intel reported revenue of $13.7 billion for the quarter, down 4% year over year (YoY) and flat quarter over quarter (QoQ). Full-year revenue was $52.9 billion, flat YoY. (Note that comparisons with prior periods have not been adjusted for the deconsolidation of Altera in 3Q25.)

Microsoft Launches Maia 200 for AI Inference

Dave McCarthy, Brandon Hoff, Jasdeep Singh — Wed, 04 Feb 2026 05:00:00 GMT

Microsoft’s announcement of the Maia 200 marks a pivotal shift, moving from experimental deployments to aggressive competition with silicon incumbents. Unlike its predecessor, the Maia 200 is positioned as a superior alternative, explicitly claiming performance leadership over Amazon’s Trainium 3 and Google’s TPU v7.

Built on TSMC’s 3nm process, the chip is architected specifically for LLM inference, prioritizing high-throughput FP4 compute and massive memory bandwidth over versatility. This focus on token generation economics allows Microsoft to offer heterogeneous infrastructure options that optimize performance and cost for every AI workload: relying on NVIDIA for training while capturing high-volume, cost-sensitive inference workloads for models like GPT-5.2. The launch signals that custom silicon has graduated from a defensive cost-saving measure to an offensive differentiator in the AI stack.

Moltbot, Moltbook, and the Illusion of Social Media for Agents

Arnal Dayaratna — Wed, 04 Feb 2026 05:00:00 GMT

Simpro Group Acquires Delight Accelerating AI Transformation for Trade Businesses

Aly Pinder — Wed, 04 Feb 2026 05:00:00 GMT

The recent acquisition of Delight by Simpro Group highlights the continued excitement and impact of artificial intelligence in field service management across a broad range of industries and company sizes. Simpro is not only aggressively investing in its organic AI technology capabilities, with the acquisition the company is showing its intentions to expand inorganically as well to accelerate reach and AI momentum. This acquisition when combined with the recent announcement of new Chairmen and CEO, Fred Voccola, Simpro is expanding its growth objectives in global markets within the field service and aftermarket space.

2026年国内ITモダナイゼーション市場動向

Masaru Muramatsu, Tatsuhiro Soga — Tue, 03 Feb 2026 05:00:00 GMT

本調査レポートは、IDCの国内サービス市場予測における主要な成長促進要因の一つであるレガシーシステムのITモダナイゼーションについて、市場規模の中期予測を示すと共に、国内企業（ITバイヤー）の取り組み動向や、それを支援するサービスベンダーの動向を明らかにすることを目的としている。加えて、これらの情報を基に、サービスベンダーが国内企業のITモダナイゼーションを支援するために取り組むべき事項を整理して提示している。

IDC Japan、Software, Services, IT Spending, Tech Buyerのシニアリサーチアナリストである村松大は「国内企業は、デジタルビジネス化、レガシーシステムの保守人材減少への対応といった内的要因だけでなく、ITサプライヤーのサービス／プロダクトの終息などの外的要因を背景に、ITモダナイゼーションサービスへの支出を拡大させている。国内ITモダナイゼーションサービス市場では、インフラモダナイゼーションへの支出が成熟する一方、ビジネスプロセスの変革に向けたアプリケーションモダナイゼーションへの支出の拡大が見込まれる。アプリケーションモダナイゼーションの支援では、産業分野ごとの課題やニーズの違いを前提に、その方法論やビジネス成果の定量化手法を体系化し、産業分野別の支援シナリオやパッケージとして示すことの重要性が高まる」と述べている。

Top 5 Predictions for the Worldwide AR/VR Market in 2026

Ramon T. Llamas, Tom Mainelli, Bryan Bassett — Tue, 03 Feb 2026 05:00:00 GMT

This IDC Market Perspective provides a discussion on some of the trends that will shape the worldwide AR/VR market in 2026. The worldwide AR/VR market in 2026 will see gradual but meaningful progress, driven by the convergence of AI, XR, and digital twins; the expansion of AR/VR applications; and the emergence of Android XR glasses. While adoption remains measured due to practical and economic constraints, advances in hardware, software, and content creation tools — alongside strategic mergers and acquisitions — will foster ecosystem growth, especially in high-impact enterprise and training scenarios.

"The past several years have shown multiple companies laying down the foundation of the AR/VR market. 2026 represents another year of progress, with multiple opportunities for companies to grow and gain," said Ramon T. Llamas, research director with IDC's XD and Interactive Software team. "Convergence of emerging technologies, emergence of new platforms and partners, and new and improving use cases are expected to take center stage this year and will make innovations launched just a few years ago look quaint. Companies with an eye to constant development of the AR/VR experience will be rewarded with end-user interest and ultimately, adoption."

U.S. Enterprise XR Survey, 2025: Collaboration and Meetings

Ramon T. Llamas — Tue, 03 Feb 2026 05:00:00 GMT

This IDC Survey focuses on the usage of XR technologies for collaboration and meetings. During 1Q25, IDC fielded its annual U.S. Enterprise XR Survey covering multiple topics. This presentation covers user demographics and enterprise profiles, usage, top use cases, software, and satisfaction. We closed out the survey with IT- and AI-related considerations.

"XR technology has enabled workers to meet and collaborate in real time without being present in the same location," said Ramon T. Llamas, research director, XR Hardware and 3D Interactive Software team at IDC. "This has allowed teams to expedite work processes by sharing content with one-on-one see-what-I-see sessions as well as group meetings with multiple workers. The result: our survey respondents have pointed out that they were satisfied with how XR improved compliance, save time, and improved productivity."

What Are the Top Cloud Operation Challenges Organizations in APEJ Face?

Daphne Chung — Tue, 03 Feb 2026 05:00:00 GMT

This IDC Survey Spotlight reveals data and insights about Asia/Pacific organizations' cloud operation challenges. It contains subregional and country insights.