rsshardware

Comcast 3Q26 Earnings: Convergence and Cost Transformation Seek to Ease Broadband Pressures as Business Services Growth Slows

Harsheeta Arora — Mon, 02 Nov 2026 05:00:00 GMT

Comcast announced its 3Q26 financial results on October 22, 2026, reporting revenue of $29.3B, down 6.1% year over year (YoY) from $31.2B. On a pro forma basis, which adjusts for the separation of Versant (completed on January 2, 2026) and the sale of Sky operations in Germany (completed on May 31, 2026), revenue increased 0.5%. Connectivity & Platforms revenue declined 2.7% to $19.7B, while Content & Experiences revenue increased 6.5% to $10.5B.

Adjusted EBITDA was $9.1B, down 5.8% YoY and up 0.8% on a pro forma basis. Connectivity & Platforms adjusted EBITDA declined 4.4% to $7.6B, with a margin of 38.6% compared with 39.3%.

Domestic wireless line net additions were 368K compared with 414K in 3Q25, bringing total domestic wireless lines to 10.6M, up 1.6M over the last 12 months. Domestic broadband residential customer net losses were 144K, compared with 91K a year earlier, and domestic video customer net losses were 274K compared with 257K. Management reported that approximately 45% of broadband customers are on 1Gig and above speed tiers. Premium Unlimited plans represented approximately 40% of postpaid phone connects, while approximately 70% of free lines converted to paid relationships.

Residential Connectivity & Platforms revenue declined 3.5% to $17.0B, and adjusted EBITDA decreased 5.8% to $6.1B, which management said reflects investment in its go-to-market strategy. Domestic broadband revenue decreased 4.7% because of lower average rates and fewer customers, while domestic wireless service revenue increased 14.7% and video revenue decreased 8.7%. Management said domestic broadband average revenue per user (ARPU) declined 2.9%, and domestic convergence average revenue per account (ARPA) declined 0.5%, with YoY declines in both metrics narrowing sequentially. Business Services Connectivity revenue increased 2.7% to $2.6B, led by enterprise solutions, and adjusted EBITDA increased 1.7% to $1.5B, with a margin of 55.9% compared with 56.4%.

Free cash flow decreased 14.8% to $4.2B from $4.9B.

BrainChip's Sequora Extends Edge AI from Sensing to On-Device Generative AI

Olga Yashkova — Fri, 30 Oct 2026 04:00:00 GMT

BrainChip Holdings Ltd. unveiled its new Sequora product to extend the company's ultra-low-power Akida platform from recognizing sensor signals to running generative AI, including language models of up to 3 billion parameters, directly on battery-powered devices. For chip vendors and device makers, the significance is that a fixed-memory design lets one product pair always-on sensing with on-device language and voice interaction, a combination that has typically depended on cloud connectivity or a much larger power budget.

Environmental, Social, And Governance (ESG) Business Services Banner Book

Nadia Ballard, Mukesh Dialani, Lars Goransson, Eric Newmark — Fri, 30 Oct 2026 04:00:00 GMT

This IDC Pivot Table banner book includes data for the ESG services category from IDC's Services Path 2026 program.

The Services Path program provides comprehensive data and guidance on the mind and journey of services buyers. The global markets in these documents cover business-oriented and technology-oriented professional services and outsourcing, managed, and engineering services, including:

Application testing/digital assurance/quality engineering services
Business consulting services
Customer care business process services
Customer experience services
Digital business transformation professional services
Digital engineering and operational technology services (DEOT)
Employee experience management services
Enterprise intelligence services
Environmental, social, and governance (ESG) business services
HR and talent management outsourcing services
IT consulting and systems integration services
Managed cloud services
Procurement business process services
Talent acquisition outsourcing services

Coverage includes adoption; budgeting trends; purchasing preferences and attitudes; pricing and contract options; friction points related to selection, contracting, and managing delivery; and detailed customer satisfaction ratings for vendors. The program also examines what buyers are seeking from the "service company of the future" and where and how service providers must change to meet customers' future needs.

IDC Market Glance: Japan AI Infrastructure Ecosystem, 4Q26

Yukihisa Hode — Fri, 30 Oct 2026 04:00:00 GMT

本IDC Market Glanceは、「Japan AI Infrastructure Ecosystem」の現状を簡潔に視覚的に示すことを目的とし、市場全体の構造を可視化したレポートである。本プレゼンテーションは、企業経営者、プロダクトマネージャー、市場調査担当者やアナリストリレーションズ担当者が、全体の市場またはエコシステムの構造を理解し、市場機会・事業機会・パートナーシップ機会を評価し、自社が競争環境の中でどの位置にあるのかを把握するために活用できるものである。

IDC Survey Spotlight: What Is the Current State of AI Adoption Among North American Organizations?

Nina Turner — Fri, 30 Oct 2026 04:00:00 GMT

This IDC Survey Spotlight explores AI adoption at the edge, including the systems in which AI is being implemented and the goals behind implementing it. It offers a concise overview of the current state of AI adoption, organizations' expectations, and IDC's take on the subject.

IDC Survey Spotlight: What Is the Interest in Refurbished Smartphones Worldwide?

Ramon T. Llamas — Fri, 30 Oct 2026 04:00:00 GMT

This IDC Survey Spotlight examines consumer interest in used and refurbished smartphones across the Americas, EMEA, China, and APeC, based on IDC's 2026 Worldwide Consumer Devices and Imaging Survey. It looks at how willingness to buy differs by region and by type of smartphone user, from basic to hardcore. As smartphone prices climb and sustainability gains attention, refurbished devices are becoming a bigger part of the conversation. Vendors, carriers, and refurbishers need to understand where demand exists, where hesitation remains, and how consumer attitudes vary by market.

IDC Survey: Embedded Intelligence Survey, 2026 — North America Insights into Edge AI Adoption, Physical AI Readiness, and Vendor Selection

Nina Turner — Fri, 30 Oct 2026 04:00:00 GMT

This IDC Survey examines enterprise adoption of AI at the edge, including inference placement across cloud, near-edge, and device-edge tiers, workload and processor preferences, vendor selection criteria for edge infrastructure and semiconductor vendors, and organizations' readiness for physical AI, with year-over-year (YoY) comparisons to IDC's 2025 AI Edge Infrastructure Evolution Survey.

It includes data drawn from respondents' answers to questions addressing a range of issues, including the following:

How far have organizations progressed in deploying AI at the edge, and how has that maturity changed since 2025?
How do organizations split AI inference across cloud, near-edge, and device-edge locations, and what is driving that placement?
Which AI workloads — generative, agentic, predictive maintenance, and autonomous systems — are organizations prioritizing at the edge?
What accelerator and processor types (e.g., GPUs, NPUs, ASICs, custom AI accelerators) do organizations prefer for edge AI workloads, and how is that preference shifting?
What vendor-related criteria matter most when selecting edge infrastructure and semiconductor vendors, including security and compliance support, development tools, and toolchain support?
How ready are organizations to deploy physical AI, and what barriers—integration, compute, or otherwise—stand in the way?

The sample includes 602 qualified respondents across the United States and Canada, representing organizations with 100 or more employees across multiple industries, covering IT and line-of-business decision makers currently using or planning to use AI at the edge.

IDC Survey: Megawatts Before Budget — How Datacenters Fund Efficiency, Clean Power, and Onsite Resilience at Once

Roberta Bigliani — Fri, 30 Oct 2026 04:00:00 GMT

This IDC Survey draws from IDC's 2026 Energy Transition Survey, focusing on datacenter operators. It analyzes their drivers, investment priorities, renewable procurement, digital applications, technology deployment, hybrid AC/DC microgrid plans, partners and commercial models, barriers, emissions reporting systems, outcomes, and payback. Where the comparison adds meaning, it sets the segment against a buildings cluster of 356 respondents drawn from retail, commercial real estate, hospitality, healthcare, government, and higher education, as well as against the total survey sample of 1,135 organizations.

The analysis covers:

Drivers and investment priorities across efficient infrastructure, low-carbon electricity sourcing, onsite energy, cooling, workload distribution, and PUE improvement
Renewable procurement models, power-purchase agreement (PPA) use, and the move from microgrid pilots to deployment plans
Digital applications and technology deployment, including DCIM, energy monitoring, cooling optimization, and workload management
Partners, commercial models, supplier requirements in tenders, and the organizational levers behind the program, including whose pay is linked to carbon targets
Organizational barriers, the emissions system of record, realized benefits, and expected return on investment (ROI)
What the findings mean for suppliers selling into hyperscale and colocation operators, and for the datacenter operators themselves

IDC's Worldwide Quarterly Enterprise Client Device Tracker Taxonomy, 2026

Jay Chou, Ryan Reith, Reinaldo Sakis, Jan Prenosil, Naoko Azuma, Kenneth Liew — Fri, 30 Oct 2026 04:00:00 GMT

This IDC study provides a comprehensive overview of and definitions for enterprise client devices (ECDs). The definitions provided in this document represent the scope of IDC's ECD hardware research.

This taxonomy outlines market segmentations and measurement methodologies for the ECD industry, including classification by technology, vendor, geography, and revenue metrics.

"IDC's ECD taxonomy presents a standardized and detailed framework to analyze the hardware-based thin and terminal client market," says Jay Chou, research manager, for IDC's ECD Tracker.

Managing Risk when Financing IT Assets Given AI Demand's Reshaping of Hardware Markets

Lara Greden — Fri, 30 Oct 2026 04:00:00 GMT

This IDC Perspective helps technology leaders and procurement professionals negotiate IT asset financing in a market where AI demand is making residual values and refresh timing less predictable, with guidance on pricing each asset class separately and maximizing flexibility in lease terms.

"With AI reshaping hardware supply and pricing, fair market value of used assets now varies distinctly by asset class," said Lara Greden, senior research director, Infrastructure Services, IDC. "Technology leaders who price each asset class on its own and use leasing contracts to build in flexibility will be better positioned to manage cost and risk as market conditions change."