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Intel 3Q26 Results: Datacenter Strength Offset by a Weak PC Outlook

Jim Hines, Jeff Janukowicz, Phil Solis — Thu, 05 Nov 2026 05:00:00 GMT

Market Forecast: European Managed SD-WAN Services Forecast, 2026–2030

Jan Hein Bakkers, James Eibisch — Thu, 05 Nov 2026 05:00:00 GMT

This IDC study provides the five-year forecast for the European managed SD-WAN services market and delivers insights into the drivers and inhibitors of growth.

"Accelerating adoption of AI is redefining network requirements. Managed SD-WAN providers should evolve their propositions to become a foundation of the AI-fueled enterprise," said Jan Hein Bakkers senior research director, Telecoms at IDC.

Orange Q3 2026 Results: Orange Delivers Solid Revenue Growth and Raises EBITDAaL Target

Ghassan Abdo, Jan Hein Bakkers — Thu, 05 Nov 2026 05:00:00 GMT

On October 27, 2026, Orange published its financial results at September 30, 2026. In the third quarter, group revenue reached €12,191 million, up 3.6% on a comparable basis, and EBITDAaL (EBITDA after leases) reached €4,140 million, up 4.6%, with a margin of 34.0% (up 0.3 percentage points). After EBITDAaL growth of 4.8% in the first nine months, Orange raised its 2026 growth guidance to more than 4.5% (previously more than 4%). Africa and the Middle East remained the primary contributor to group growth (+14.2%), while retail services increased 3.3% and wholesale revenue declined 5.1%. Orange's non-standard eCAPEX (economic CAPEX) was €1,712 million (−2.5%) and represented 14.8% of revenue over nine months, in line with the target of around 15%.

By segment, Africa and the Middle East generated revenue of €2,401 million (+14.2%) and remained the largest contributor to growth. Europe 6 (Poland, Belgium, Luxembourg, Slovakia, Romania, and Moldova) reported revenue of €1,896 million (+5.3%), supported growth in convergent offers. Spain, which has been fully consolidated since June 2026 generated revenue of €1,910 million (+3.5% on a comparable basis), on the back of strong growth in equipment sales. France reported revenue of €4,363 million (+0.5%), while Orange Business reported revenue of €1,717 million (−2.5%).

During the quarter, MasOrange was renamed Orange España. Orange reiterated that the joint acquisition of SFR with Bouygues Telecom and Free–iliad, announced in a memorandum of understanding signed on June 6, 2026, remains on track to close in the second half of 2027, subject to regulatory approvals and pending rulings in proceedings brought by the Altice France works council. In October 2026, the company signed a letter of intent with Deutsche Telekom, Telefónica, and Vodafone to explore a joint bid for mobile satellite services (MSS) spectrum in Europe. In Poland, its FiberCo with APG completed the acquisition of Nexera, while Totem's tenancy ratio reached its 2026 target of 1.5 tenants per site.

IDC Link: ServiceNow Puts a Meter on Tokens: AI Cost Management Joins ITAM and the Super Intelligence Control Tower

Jevin Jensen — Wed, 04 Nov 2026 05:00:00 GMT

ServiceNow’s AI Cost Management is planned as part of the Asset Management Portfolio and previewed recently at its ServiceNow Nexus for Asset Management event. ServiceNow treats AI as the fifth asset class. AI joins software, hardware, cloud, and industry operational technology (OT) in the class of enterprise assets to be managed and optimized. It would consolidate cloud and API-based services, embedded SaaS AI, subscription-based tokenomics, and on-premises AI like GPUs into a single view. Today, AI costs behave less like a budget line and more like a utility meter that never stops running. IDC believes the real test will be whether that single view, combined with enforceable guardrails, will lead to improved business outcomes. AI agent sprawl is a looming problem, so addressing it early through IT asset management is essential.

Advice for IT Leaders

IDC Survey: AI Tech Trends Survey 2026: Canada — Physical AI

Nigel Wallis — Wed, 04 Nov 2026 05:00:00 GMT

This IDC Survey draws on IDC's 2026 AI Tech Trends Survey, a worldwide survey of 2,453 organizations fielded in July 2026, and isolates the Canadian subsample of 150 respondents for comparison against the worldwide total on every question in scope. Each chart in this deck presents the Canadian result alongside the worldwide figure so readers can see where Canada is tracking the world and where it is diverging.

The analysis covers:

Current use areas — where Canadian organizations are deploying Physical AI today, relative to the worldwide sample
Barriers — what is holding back Physical AI adoption among Canadian organizations
Investment plans — where Canadian organizations plan to invest in Physical AI over the next 24 months

IDC defines physical AI as the convergence of AI models, sensing, simulation, edge infrastructure, robotics, safety systems, and operational governance into systems that perceive, reason, plan, and act in the physical world, spanning industrial robotics, autonomous vehicles, service robots, drones, and edge AI devices embedded in field equipment.

"Physical AI investment in Canada is entering a phase where the constrained, measurable use cases, quality inspection, predictive maintenance, collaborative robotics, are pulling ahead of less constrained, integration-dependent categories such as logistics automation," says Nigel Wallis, research VP, IDC Insights. "Canadian organizations sit inside a technology buying environment where capital and skills, not confidence in the business case, are the binding constraint."

IDC Survey: PaaS and Cloud Decision-Making

Adam Reeves — Wed, 04 Nov 2026 05:00:00 GMT

This IDC Survey of platform decision-makers and developers examines how organizations choose, govern, and place PaaS and cloud platforms as agentic AI reshapes demand. Multicloud is the default; security and sovereignty set the limits on where workloads run, and developers carry real weight in the decision. The findings show platform vendors how to win the developer proof of concept, lead with security and governance proof, and support multivendor and sovereign deployment.

IDC's Worldwide Notebook PC ODM Tracker Taxonomy, 2026

Annabelle Hsu, Lidice Fernandez, Tom Mainelli, Ryan Reith — Wed, 04 Nov 2026 05:00:00 GMT

This IDC Taxonomy draws on IDC's Worldwide Quarterly Notebook PC ODM Tracker, which delivers continuous visibility into the dynamics and forecasts of the notebook PC manufacturing sector and serves as a critical leading indicator for the broader global PC market. This taxonomy establishes the rigorous segmentation framework and measurement methodologies utilized within the research, encompassing detailed technology classifications, the client relationship matrix, and shipment volumes.

"By mapping the intricate fulfillment relationships and granular technical shifts at the ODM level, IDC is not just tracking manufacturing, IDC is providing the ultimate leading indicator for the global notebook PC market," said Annabelle Hsu, associate research director, Worldwide Hardware Assembly Research, IDC.

"This upstream intelligence empowers clients to anticipate downstream market fluctuations ahead of how they manifest at the retail level," added Hsu.

Market Analysis Perspective: Worldwide Edge for AI, 2026

Olga Yashkova — Wed, 04 Nov 2026 05:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the worldwide edge for AI market. It includes an overview of the current market landscape, a technology buyer perspective, a market outlook, and IDC's advice for technology suppliers.

"Edge has moved from experiment to execution. Security requirements and real-time performance demands are driving investment in high-performance edge servers, and a growing share of organizations are advancing from testing to full-scale deployment. The suppliers that lead will guarantee delivery, build in compliance from the start, and take on the operating burden that their customers lack the skills to manage", said Olga Yashkova, research manager, Edge AI Strategies at IDC.

Reshape 2026: Amazon Business Aims to Shape Agentic B2B Buying

Patrick Reymann — Wed, 04 Nov 2026 05:00:00 GMT

Amazon Business' Reshape 2026 announcements position the company as the commerce and data layer for agentic procurement. Embedded procurement, a proposed B2B Universal Commerce Protocol (UCP) domain, and a unified AWS Marketplace–Amazon Business storefront could reshape discovery, transactions, and software sourcing while challenging traditional source-to-pay platforms. This IDC Link examines the strategic implications and urges buyers to assess availability, interoperability, data sharing, policy enforcement, ecosystem governance, and ownership of the buyer relationship.

Xerox Global Partner Summit 2026: Building a Partner-First Growth Engine

Robert Palmer — Wed, 04 Nov 2026 05:00:00 GMT

This IDC Market Note covers the Xerox Global Partner Summit 2026, held in Nashville, Tennessee. Xerox used the event to demonstrate continued execution of its Lexmark integration strategy, with key details on portfolio expansion and its move toward a partner-first model.

"Xerox continues to demonstrate strong commitment to the channel as it integrates Lexmark and equips partners to compete," says Robert Palmer, research VP, Imaging, Printing, and Document Solutions group at IDC. "A broader portfolio, a differentiated service strategy, and a unified partner program on the horizon give Xerox a compelling value proposition for customers and channel partners alike."