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Oracle AI World 2025: The Finance Function Goes Autonomous with Agent-Driven ERP

Kevin Permenter — Thu, 13 Nov 2025 05:00:00 GMT

The primary focus of Oracle AI World (held from October 14–16, 2025) in Las Vegas, Nevada, was the pervasive integration of Artificial Intelligence across the company's enterprise application portfolio. Drawing an estimated 12,000 attendees, the overarching message was clear: AI is no longer a feature, but the foundational operating layer for the modern, connected enterprise. IDC activities at the conference included productive one-on-one sessions with key Oracle executives, strategic partners, and influential customer users, giving IDC deep insight into the real-world impact of these announcements.

SuiteWorld 2025: NetSuite Unveils 'NetSuite Next': The Shift to Conversational, Autonomous ERP

Kevin Permenter — Thu, 13 Nov 2025 05:00:00 GMT

The annual SuiteWorld 2025 conference took place from October 6–9, 2025, at Caesars Forum in Las Vegas, Nevada. Attended by over 10,000 customers, partners, and developers, in person and virtually, the event’s central message was the launch of NetSuite Next, signifying a major pivot to conversational and autonomous AI woven directly into the cloud ERP. Throughout the four days, IDC held valuable discussions with NetSuite product leaders, strategic partners, and customer executives to gain a first-hand perspective on the real-world utility of these innovations.

GitHub Universe 2025: Scaling and Measuring Agentic Development

Adam Resnick — Tue, 11 Nov 2025 05:00:00 GMT

At GitHub Universe 2025, GitHub unveiled a comprehensive vision for agentic development with Agent HQ as the centerpiece orchestration layer. Agent HQ provides a unified interface that enables developers to manage, coordinate, and deploy multiple AI coding agents from vendors including OpenAI, Anthropic, Google, Cognition, and xAI within GitHub. While Agent HQ serves as the foundational orchestration platform, two other capabilities merit particular attention as critical enablers of agentic development: First, spec-driven development, a methodology where developers articulate requirements, constraints, and desired outcomes in structured documents that serve as the single source of truth, allowing AI agents to generate implementations across multiple GitHub tools and workflows. Second, the Copilot usage metrics dashboard, which provides data on daily active users, AI suggestion acceptance rates, agent mode adoption, and language-specific usage patterns, thus providing individual to enterprise-level visibility into AI tool usage patterns and productivity.

IBM Earnings 3Q25: Consistent Improvement Building a Path for Further Business Expansion

Rick Villars, Matthew Eastwood, Lars Goransson, Stephen Elliot, Stewart Bond — Tue, 11 Nov 2025 05:00:00 GMT

IBM's earnings release for 3Q25 reported revenue of $16.3 billion (7%+ year over year [y/y] @ constant currency [cc]) — this IDC Link will use constant currency growth unless otherwise noted. Operating gross profit margin grew 1.2% y/y. The company expects constant currency revenue growth of more than 5% for the rest of 2025, an increase compared with previously shared guidance. Free cash flow was $2.7 billion, and IBM expects it to exceed $14 billion for the year.

The overall book of business for AI was up another $2 billion to $9.5 billion since inception, with the largest portion of the increase ($1.5 billion) linked to consulting signings. The extent to which this consulting book of business is tied to implementing IBM's expanding AI software portfolio (which accounted for $500 million of the third quarter bookings increase) remains unclear.

Kyndryl FY 2Q26 Earnings: Strategy Is Yielding Results and Stronger Revenue Growth Expected in Second Half

Jason Bremner — Tue, 11 Nov 2025 05:00:00 GMT

Kyndryl released its financial results for the second quarter of fiscal 2026 on November 4, 2025, and hosted a call with financial analysts on November 5 to comment on the results. Kyndryl reported revenue of $3.72 billion for the quarter ending September 30, 2025, approximately $100 million below the company's target. The revenue figure represents a year-over-year (y/y) decline of 1% as reported and 4% in constant currency from a quarter-over-quarter (q/q) decline of 0.6% as reported. The revenue decline was a 3.1 percentage point improvement from the 6.8% decline in the second quarter of fiscal 2025. The remainder of this document analyzes and reports on year-over-year growth in constant currency, unless otherwise noted, rounded to the nearest percentage point as Kyndryl disclosed in its financial release. Analysis and commentary on signings figures are as reported.

Manufacturers Seek a One-Stop Hardware Source and Enhanced Solutions for Accelerated Time to Market

Jacqui Hendriks — Tue, 11 Nov 2025 05:00:00 GMT

This IDC Market Note leverages the findings of IDC's European Imaging, Printing, and Document Solutions Survey, 2025. It provides print market players with insights into changing end-user behaviors within the manufacturing sector and identifies opportunities for them to exploit.

Sustainability in the Agentic Enterprise: Insights from Dreamforce 2025

Amy Cravens — Tue, 11 Nov 2025 05:00:00 GMT

This IDC Market Note summarizes the key takeaways from Dreamforce 2025.

Dreamforce 2025 highlighted the expansion of sustainability from compliance to a strategic, data-driven business imperative, powered by AI agents like Agentforce Net Zero. Salesforce highlighted how agentic AI democratizes sustainability intelligence, streamlines reporting, and enables cross-functional decision-making. The fusion of AI, automation, and analytics is redefining enterprise performance, aligning environmental and economic goals.

Google's Custom Silicon Momentum: Ironwood and Axion Advancements

Dave McCarthy, Jasdeep Singh — Mon, 10 Nov 2025 05:00:00 GMT

Google Cloud announced the general availability of its seventh-generation tensor processing unit (TPU), Ironwood, alongside an expansion of its custom Arm-based CPU family, Axion, for general-purpose workloads. These launches underscore Google's deep commitment to custom silicon development to power the "age of inference" and enhance cost efficiency across the company's cloud stack.

IDC MarketScape: Asia/Pacific (Excluding Japan) Carbon Accounting and Management Applications 2025 Vendor Assessment

Melvie Espejo — Mon, 10 Nov 2025 05:00:00 GMT

This IDC MarketScape assesses leading carbon accounting and management application vendors in Asia/Pacific (excluding Japan) for 2025, highlighting the region’s rapid sustainability adoption driven by regulatory shifts and sustainability as an economic growth strategy. The report evaluates vendor strategies to fulfill APEJ customers’ requirements and pain points in carbon accounting and carbon data management, the carbon software-as-a-service (SaaS) capabilities, including AI-driven innovations. This research offers technology buyers with actionable guidance for selecting platforms that support compliance, decarbonization, and operational efficiency in a dynamic regulatory and business environment.

“We have been seeing a growing number of carbon accounting SaaS providers in the last 12 months entering or expanding capabilities to support customer experience in the regional market, giving our tech user organizations more choices in terms of technological partners and tools they can leverage for their decarbonization programs. The expanding use case of sustainability data and these carbon management solutions will continue to push demand and define vendors’ unique value propositions in the years to come,” said Melvie Espejo, research director, Asia/Pacific Sustainable Strategies and Technologies.

Ingram Micro ONE: The Evolution of Technology Distribution via AI-Powered Platforms

Frank Della Rosa — Mon, 10 Nov 2025 05:00:00 GMT

The Ingram Micro ONE 2025 event focused on the transformative role of an AI-powered platform strategy and partnerships in driving business outcomes and operational efficiency across the IT channel. Keynotes and panel discussions emphasized the importance of integrating platform ecosystems and driving rapid innovation.