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Fujitsu Executive Analyst Day 2026 Japan：「テクノロジーカンパニー」富士通の新たな挑戦

Yukiharu Yorifuji — Tue, 04 Aug 2026 04:00:00 GMT

本調査レポートは、富士通が2026年7月14日～16日に、東京で国内外の産業アナリスト向けに行った「Fujitsu Executive Analyst Day 2026 Japan」の内容と、同年5月28日に発表した「中長期経営ビジョン2035」を中心に、今後の富士通の事業方針についてまとめたものである。特に、「テクノロジーカンパニーとしての富士通」と、「ラストワンマイル」という視点から分析している。

IDC Market Glance: FinOps — Service Providers and GreenOps, 2Q26

Jevin Jensen — Tue, 04 Aug 2026 04:00:00 GMT

This IDC Market Glance is updated for 2026. It offers a graphical representation of financial operations (FinOps) service providers and green operations (GreenOps) vendors in the marketplace by product category. This overview illustrates key segments of the overall FinOps cloud cost transparency market, including FinOps service providers, hyperscalers, GreenOps and niche vendors. The two main segments are GreenOps and FinOps service providers/services. Each segment includes most of the key players in cloud cost transparency for FinOps.

IDC Survey Spotlight: Where Are Buyers Sourcing AI Assistants/Agents and Will Share of AI Needs Be Met by Embedded AI Versus Net-New Native AI Apps?

Mickey North Rizza — Tue, 04 Aug 2026 04:00:00 GMT

This IDC Survey Spotlight discusses how buyers are purchasing their AI assistants and agents and what the percentage of their application AI needs will be fulfilled by their provider’s embedded AI enhancements versus the need to buy net-new native AI applications. IDC’s June 2026 Enterprise Applications and Agent Survey reveals that purchasing channels are large. IDC’s April 2026 SaaS and Agent Path Survey finds that buyers believe they will need both embedded AI and native AI in their applications. This means spending will continue to grow; however, it also means some vendors will lose market share and revenue over time, whereas others may grow and evolve. The remaining questions are when and what will be the impact on the vendors and markets?

IDC’s Worldwide Quarterly Industrial Printer Tracker Taxonomy, 2026: August Update

Tue, 04 Aug 2026 04:00:00 GMT

This IDC study provides a comprehensive overview of and definitions for IDC’s Industrial Printer Tracker. The definitions provided in this document represent the scope of IDC’s industrial printer (IP) hardware research. This taxonomy outlines market segmentations and measurement methodologies for IP, including classification by technology, vendor, geography, and revenue metrics.

“IDC’s worldwide industrial printer taxonomy presents a standardized and detailed framework of the IP market. The taxonomy document serves as a guideline to better understand and use IDC’s IP research,” said Krystal Khaw, senior data analyst, Worldwide Trackers at IDC.

TCS at Farnborough: Building "Future-Ready Skies" Through Agentic and Physical AI

Gunjan Bassi — Tue, 04 Aug 2026 04:00:00 GMT

Wireless Logic Acquires SIMETRY: Expanding US Managed IoT Connectivity

John Gole — Mon, 03 Aug 2026 04:00:00 GMT

Wireless Logic's acquisition of SIMETRY tackles a real enterprise pain point: fragmented industrial IoT. Buyers juggling multiple carriers, device types, and security policies pay for it in delays and cost overruns. SIMETRY's answer is orchestration. It bundles pre-configured hardware, multi-carrier management, and over-the-air migration into a single offer built for rugged industrial sites. Wireless Logic is keeping SIMETRY's brand and leadership intact — a move that deepens its US presence today and hands it a repeatable playbook for complex, multi-operator deployments everywhere else.

Field-Tested Trust: Siemens' Approach to OT Security Innovations

Cathy Huang — Fri, 31 Jul 2026 04:00:00 GMT

Siemens' recent briefing argued that the company's OT security credibility rests on testing everything on itself before selling it. This includes securing more than 100 of its own factories and using large language models to probe its PLCs for vulnerabilities before shipping firmware. Siemens also organizes innovation into three horizons. These range from AI-assisted vulnerability triage today to identity-based access control in three to five years and post-quantum cryptography beyond that. IDC believes this internal-first validation, paired with Siemens' brownfield depth and multivendor ecosystem integration, is a genuine and underappreciated differentiator that pure-play vendors cannot easily replicate.

GlobalFoundries' Silicon Photonic Initiative: The Foundational Infrastructure of Next-Generation Computing

Heather West, PhD, Jim Hines — Fri, 31 Jul 2026 04:00:00 GMT

GlobalFoundries' proposed CHIPS R&D investment highlights the growing strategic importance of silicon photonics as heterogeneous computing architectures become increasingly interconnected. IDC believes future competitive differentiation will depend not only on advances in individual processors but also on the infrastructure technologies that enable diverse computing systems to integrate and scale.

Industry Conversation Handbook: Worldwide Government, 2026

Ravikant Sharma, Massimiliano Claps, Nigel Wallis, Claudia Medina — Fri, 31 Jul 2026 04:00:00 GMT

This IDC Industry Conversation Handbook is designed to provide general and synthetic knowledge to support technology suppliers’ salespeople when they first approach a buyer from government. The handbook is aimed at igniting meaningful customer engagement, addressing these questions:

What is the industry structure, and what are the key business processes?
How can you improve your sales approach to better address the needs of potential buyers?
Learn about how specific technologies interact with the industry and how to position your offerings to meet industry requirements effectively.
Communicate competently with buyers by using language that resonates with them, initiating conversations, and asking questions that are relevant to their interests and needs.
Showcase the most appropriate products/services that meet the buyer’s needs, illustrating with real-life examples how they can be advantageous to the buyer.

The topics discussed in this Industry Conversation Handbook are selected by IDC analysts based on in-depth and ongoing IDC research about the key technologies applied to operations in the government industry.

The handbook equips sales professionals with basic information concerning the government industry to contact buyers with confidence. It provides a toolkit to spark discussions, helping salespeople show preparedness and stimulate interest in technology buyers with significant conversational teasers and examples. It does not provide an in-depth analysis of the industry or of buyer personas, nor does it seek to present a comprehensive sales strategy.

“Government buyers are not buying technology. They are buying faster service delivery, stronger cyber-resilience, and demonstrable public value,” said Ravikant Sharma, research director, IDC Government Insights. “Technology vendors that make that translation explicitly — and can back it with evidence — will earn the sales conversation. Those that lead with features alone will rarely get to the mission conversation.”

The Moat Is the Harness and the Stack: Microsoft's Project Perception

Frank Dickson, Michelle Abraham — Fri, 31 Jul 2026 04:00:00 GMT

Microsoft will move Project Perception, an agentic security system that routes red, blue, and green team agents through a harness coordinating OpenAI multimodels with its new MAI-Cyber-1-Flash model, into public preview inside Microsoft Defender on August 3, 2026, backed by least-privilege governance and human approval gates. IDC's view is that the harness, not the model, is the real competitive bet, since pairing that orchestration with Microsoft's standing identity and telemetry access raises the bar for AI-native SOC start-ups to prove outcomes that a bundled Defender capability cannot match.