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Apple Fiscal 3Q26: June Quarter Records; Looking Ahead, Memory Costs and Supply Constraints Could Hamper Growth

Tom Mainelli — Wed, 05 Aug 2026 04:00:00 GMT

Apple reported fiscal 3Q26 (June quarter) revenue of $109.4 billion on July 30, 2026, up 16% YoY and a June quarter record, with revenue records in every geographic segment and double-digit growth in every region. Products revenue was $78.7 billion, up 18% YoY. iPhone set a June quarter record at $54.3 billion (22% YoY), and Mac posted its best June quarter ever at $10.4 billion (29% YoY). Services also hit a June quarter record at $30.7 billion (12% YoY).

Atlassian’s DX AI Measurement Framework Aims to Close the Gap Between AI Spend and Value

George Mironescu — Wed, 05 Aug 2026 04:00:00 GMT

This IDC Market Note discusses the Atlassian DX platform's latest capabilities and approach to capturing and measuring AI's impact on software delivery.

"The hard realization emerging in the market is that the AI-related surge in code generation and spending has not yet translated into comparable value add. Atlassian's DX is positioning itself precisely around this gap, seeking to give leaders the measurement and benchmarking tooling to turn AI investment into demonstrable returns," says George Mironescu, associate research director, Software Development, Delivery, and Engineering at IDC.

Building Enterprise Quantum Competency: Six Strategic Decisions for Technology Buyers

Heather West, PhD — Wed, 05 Aug 2026 04:00:00 GMT

This IDC Perspective presents six strategic decisions that enterprise technology buyers should evaluate today, and revisit over time, to build enterprise quantum competency: the organizational readiness required to evaluate, adopt, operationalize, and scale quantum technologies as commercial capabilities mature. Drawing on IDC PeerScape research, IDC MarketScape vendor assessment, and enterprise survey data, this IDC Perspective helps technology buyers align quantum investments with business priorities, build organizational readiness, and capture computational advantage as the quantum computing market evolves.

"Computational advantage does not automatically become business value. The organizations that lead in the quantum era will be those that build the capability to recognize where quantum creates value, operationalize it effectively, and continuously adapt as technologies, workloads, and business priorities evolve," said Heather West, PhD, senior research manager, Global Quantum Computing Research at IDC.

IDC Survey: Which Sustainability Factors Are Important in Print?

Phil Sargeant — Wed, 05 Aug 2026 04:00:00 GMT

This IDC Survey features results from IDC’s European B2B Print Opportunity Survey, conducted in 2026 among 2,057 organizations in Czechia, Denmark, Finland, France, Germany, Italy, Poland, Spain, Sweden, and the U.K. This document focuses on the sustainability factors organizations consider when selecting print devices and print services providers, as well as awareness of vendor sustainability programs and the stakeholders influencing sustainability-related decisions.

The survey covers topics including energy efficiency, recycling and remanufacturing initiatives, sustainable consumables and packaging, refurbished devices, carbon offsetting, and the role of internal and external stakeholders in driving sustainability-related decision-making.

Survey analyses are available by country, company size, industry, and type of decision-maker. For further information, please contact your IDC Account Manager.

Microsoft Accelerates Quantum-Safe Security, Ushering in the Operational Era of Quantum Resilience

Heather West, PhD — Wed, 05 Aug 2026 04:00:00 GMT

This IDC Market Note reviews Microsoft's July 2026 Secure Future Initiative announcement and the company's strategy for operationalizing post-quantum cryptography across products, platforms, and engineering processes. It examines what this announcement means for enterprises as they transition from post-quantum cryptography readiness to operational quantum resilience.

"The planning window for quantum-safe migration is narrowing. Future success will depend less on implementing standardized algorithms and more on an organization's ability to discover cryptographic assets, enable crypto-agility, and execute enterprise-wide modernization." — Heather West, PhD, Global Quantum Research Lead, IDC

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