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Cisco FY 3Q26: Record Revenue, AI Infrastructure Surge, and Campus Refresh Drive Double-Digit Growth

Chris Barnard, Brandon Butler — Tue, 19 May 2026 04:00:00 GMT

On May 13, 2026, Cisco announced earnings for its fiscal third quarter of 2026, which generally coincided with the first calendar quarter of 2026. Cisco delivered a record fiscal third quarter, with double-digit top- and bottom-line growth that exceeded the high end of guidance, fueled by broad-based demand across AI infrastructure and campus networking.

Extreme Connect 2026: Extreme Networks Advances Its Enterprise Platform with AI, Security, and a Complete Wi-Fi 7 Portfolio

Brandon Butler, Mark Leary — Tue, 19 May 2026 04:00:00 GMT

At Extreme Connect 2026, Extreme Networks unveiled a second generation of AI-powered networking capabilities under the Extreme Agent ONE brand, completed its three-tier Wi-Fi 7 access point portfolio, and introduced a range of software capabilities, from enhanced Third-Party Management capabilities to stronger integrated security features. The announcements reflect a company with genuine momentum — SaaS ARR growing 29% year over year and Platform ONE bookings ahead of expectations — that is executing a coherent platform strategy across AI and enterprise networking while competing for enterprise share against larger, entrenched rivals in Cisco and HPE/Juniper.

国内企業向けネットワーク機器市場予測、2026年～2030年

Kenichi Kusano — Tue, 19 May 2026 04:00:00 GMT

本調査レポートは、企業向けイーサネットスイッチ、企業向けルーター、企業向け無線LAN機器で構成される国内企業向けネットワーク機器市場に関して、2025年の実績に加えて2026年～2030年の市場予測と今後の展望を提供する。2025年は旺盛なAI（Artificial Intelligence）データセンター構築需要がイーサネットスイッチ市場の成長を牽引し、企業向けネットワーク機器市場全体の大幅な伸びにつながった。2026年以降も、AIデータセンターへの継続的な投資に加え、オフィス環境の最新化に合わせたネットワークアップデートやトラフィック増加に合わせたネットワークの高速化が、市場の安定した成長を支える。

「原材料費や人件費の高騰といった企業努力では対処が難しい要因もあり、ネットワーク機器の価格の引き上げは今後も避けては通れない。顧客側も、価格上昇基調に適応しつつあるが、価格上昇を顧客が抵抗なく受け入れると考えるのは誤りであり、価格上昇に見合った価値の向上をベンダーは積極的に提供しなければならない。クラウド管理型ネットワークソリューションの無償提供範囲の拡大や、カスタマーサクセス部門による新たな活用方法の提案を進め、運用管理の効率化やネットワーク品質の最適化といった価値をもたらす取り組みを強化すべきである」と、IDC Japan、Network & Securityのシニアリサーチディレクターである草野賢一は述べている。

HP Imagine 2026: Going All in on Edge AI to Drive the Future of Work

Robert Palmer — Mon, 18 May 2026 04:00:00 GMT

This IDC Market Perspective focuses primarily on the announcements and activities from the HP Imagine 2026 event that relate more closely to HP Inc.'s printing and imaging business. HP Imagine 2026 highlighted HP Inc.'s continued focus on edge AI: unveiling new AI-powered devices, security innovations, and workflow solutions aimed at transforming the future of work. Central to this vision are HP IQ, an AI orchestration layer, and advanced HP LaserJet devices with embedded AI and quantum-resistant security. The event underscored HP Inc.'s strategic shift from products and solutions to platforms and ecosystems designed to enable and empower employees within the evolving digital workplace.

"Edge AI is fundamentally changing how work gets done, and every endpoint is now a catalyst for workforce productivity," says Robert Palmer, research VP, IDC Imaging Domain. "In the office printing market, edge AI is poised to foster a wave of hardware innovation, with the AI MFP emerging as a key enabler for tomorrow's workplace."

IDC Survey: Survey Excerpt — Outsourced Mailroom Services Trends

Robert Palmer — Mon, 18 May 2026 04:00:00 GMT

This IDC Survey looks into a United States–based B2B survey of organizations to assess how enterprises structure, contract, and evaluate outsourced mailroom services programs, focusing specifically on organizations that engage third-party providers for mailroom management.

The survey assesses contractual ownership models spanning mailroom specialists and BPO providers, the predominance of managed print services as the primary procurement vehicle, and buyer governance expectations. It also evaluates reported business outcomes, highlighting that value extends beyond cost reduction to include data compliance, mailroom efficiency, customer communication, and technology currency.

In addition, the survey identifies the performance attributes most closely tied to buyer satisfaction, clarifying that visibility, promised savings delivery, and consistent SLA execution are the strongest drivers of positive vendor experience, and where suppliers can innovate to move providers from baseline execution to differentiated performance.

Lenovo Announces the ThinkStation P4 Workstation: A World First

Mohamed Hefny, Linn Huang — Mon, 18 May 2026 04:00:00 GMT

On May 13, 2026, Lenovo announced the ThinkStation P4, the first workstation to combine the power efficiency of AMD Ryzen PRO 9000 CPUs with the extreme AI performance of NVIDIA RTX PRO 6000. The product is positioned at the nexus of performance and value.

Lumen Acquires Alkira to Facilitate Flexible Network and Cloud Access and Delivery for the AI-Fueled Enterprise

Paul Hughes, Peter Chahal — Mon, 18 May 2026 04:00:00 GMT

Lumen's announced acquisition of Alkira aims to create a more seamless connection between the carrier network and multicloud environments. With the expectation of increased control, flexibility, and adaptability at a time when network traffic only continues to grow, IDC expects that the integration of the physical with the "programmable" will increase Lumen's nimbleness in delivering connectivity that its customers demand.

Tanium Introduces Atlas: An Autonomous IT Operating System

Michelle Abraham, Philip D. Harris, CISSP, CCSK, Grace Trinidad — Mon, 18 May 2026 04:00:00 GMT

Tanium Atlas is an autonomous operating system embedded in the Tanium platform that allows individual IT and security operators to achieve outcomes previously requiring fully expert teams. Powered by real-time telemetry from over 36 million endpoints and an ensemble of AI models, Atlas dynamically generates its interface per user context, proactively surfaces insights through ambient agents, and governs autonomous actions by risk level. Tanium Atlas is currently in private preview for U.S., EU, and U.K. cloud and FedRAMP customers.

Worldwide Service Provider Infrastructure Market Summary and Outlook, 4Q25

Kuba Stolarski — Sat, 16 May 2026 04:00:00 GMT

This IDC Market Presentation offers an overview of the worldwide service provider infrastructure market, related trends, and forecast from 4Q25. Detailed results were released on March 26, 2026, in IDC's Worldwide Enterprise Infrastructure Tracker: Buyer and Cloud Deployment Extension. This presentation provides insights into the regional, vendor, and market-level performance, as well as information on key developments and trends in the market, offering advice to suppliers on how to navigate various issues present in the market currently and over the next five years.

From Disclosure to Decision: How AI, Regulation, and Data Integration Are Reshaping the Sustainability Software Market

Bjoern Stengel — Fri, 15 May 2026 04:00:00 GMT

This IDC Market Perspective synthesizes findings from IDC's latest research on sustainability/ESG software trends and AI for sustainability use cases. The analysis documents the evolution of sustainability software from niche disclosure tooling to an integrated enterprise discipline spanning compliance, risk, operations, and strategy, and examines how AI, regulatory mandates, product carbon footprints, and data integration are reshaping platform requirements and vendor selection criteria.

"Sustainability management is no longer a reporting exercise — it is the foundation for enterprise strategy, risk, and value creation in a decarbonizing world," said Bjoern Stengel, global sustainability research and practice lead, Sustainable Strategies and Technologies, at IDC. "Vendors that lead with data integration, regulatory adaptability, and credible AI capabilities — and that prove their own sustainability credentials across the full ecosystem — will define the next phase of this market."