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Apple Fiscal 2Q26: March Quarter Records as iPhone 17 Drives Demand and MacBook Neo Shows Early Market Momentum

Tom Mainelli — Mon, 04 May 2026 04:00:00 GMT

Apple delivered fiscal 2Q26 (March quarter) revenue of $111.2 billion, up 17% YoY, a March quarter record that came in above the high end of guidance despite supply constraints on iPhone and Mac. iPhone revenue reached $57.0 billion (+22% YoY), and Services hit a new all-time high of $31.0 billion (+16% YoY). Gross margin came in at 49.3%, above guidance, helped by a 2.5 percentage point foreign exchange tailwind. Apple guided June quarter revenue growth of 14 to 17% YoY and gross margin of 47.5 to 48.5%.

As Yesterday's News Wizs by, Google Looks Forward to Agentic AI

Michelle Abraham, Philip Bues, Frank Dickson, Craig Robinson — Mon, 04 May 2026 04:00:00 GMT

Google Cloud Next '26 marked a strategic inflection point for enterprise security, as Google used the event to advance an integrated security vision spanning agentic threat detection, AI workload protection through the newly acquired Wiz platform, agent governance infrastructure, and core cloud security.

This is underpinned by Alphabet's commitment of up to $190 billion in capital expenditure in 2026 to sustain the infrastructure investment required to compete at this scale. This reflects a deliberate effort to position Google not merely as a cloud provider with security products, but as a full-stack security platform capable of defending the AI-era enterprise from chip to code to cloud to runtime.

Going Mainstream: Enterprise Pathways to Quantum Adoption

Heather West, PhD — Mon, 04 May 2026 04:00:00 GMT

Quantum computing is no longer a futuristic concept for enterprises. IDC research manager Heather West, PhD, and special guests highlight real-world adoption strategies, operational use cases, and the technologies enabling measurable business value today and into the future.

IFS Q1 2026 Financial Results: Industrial Operations Embed AI for Agility, Performance, and Work

Aly Pinder, Sarah Lee, Mickey North Rizza, Brian O'Rourke — Mon, 04 May 2026 04:00:00 GMT

On April 22, 2026, IFS announced its financial results for the first quarter of 2026 period ending March 31, 2026. IFS reported an annual recurring revenue (ARR) growth of 25%. IFS highlighted cloud revenue growth of 24% year-over-year (YoY), net retention rate (NRR) of 114%, and recurring revenue mix of 84% of total revenue. Growth in the first quarter was driven by a combination of new customers, revenue expansion within existing customers, consistent retention metrics, and increasing adoption of AI-driven capabilities across industrial operational workflows. Some of the wins and expansions for IFS.ai were from large enterprises such as Aramex, Coca-Cola, China Airlines, Drydocks World, FirstSolar, JVCKENWOOD, LATAM Airlines, Miele, and Shin Maywa Industries. This IDC Link will provide a perspective on IFS’s financial highlights from Q12026 and its potential impact on industrial operations, enterprise applications, asset-intensive industries, and aftermarket service.

Intel Hires Alex Katouzian as GM of Client Computing and Physical AI Group, Indicates Intel's Compute Strength in Robotics

Phil Solis, Tom Mainelli, Jeff Janukowicz — Mon, 04 May 2026 04:00:00 GMT

Intel's hiring of Alex Katouzian to lead its newly renamed Client Computing and Physical AI Group is a bold move that strengthens its leadership team with the addition of an executive with both deep technical knowledge and the ability to explain complex topics to both Intel's investors and partners. It also deals a blow to Intel competitor Qualcomm, where Katouzian spent the better part of 25 years helping lead that company's growth across a wide range of device categories. Intel also moved to make interim CTO Pushkar Ranade its permanent CTO, a move that should please investors.

KubeCon + CloudNativeCon Europe 2026: From Cloud-Native to AI-Native — Signals, Gaps, and Open Questions

George Mironescu — Mon, 04 May 2026 04:00:00 GMT

KubeCon + CloudNativeCon Europe 2026 highlighted Kubernetes’ formalization as the AI workload orchestration platform. The event underscored the rapid evolution of AI-native stacks, operational/maturity challenges in the Model Context Protocol (MCP), and the growing importance of sovereignty in European software engineering strategies.

"The lure and promise of agentic software delivery is unquestionably phenomenal, leading to great hype, great appetite, and great hesitation. That was very clearly on display at KubeCon + CloudNativeCon Europe 2026," says George Mironescu, associate research director, software development and delivery, IDC

The Role of Silicon, Enabling Technologies, and Networking in AI-Ready Infrastructure

Chris Barnard, Jeff Janukowicz, Ashish Nadkarni — Mon, 04 May 2026 04:00:00 GMT

These event proceedings were presented at the IDC Directions conference in Boston in April 2026.

Sit down with IDC experts as they examine the role of silicon and network infrastructure in AI-ready environments. Moderated by Ashish Nadkarni, IDC’s global lead for Enterprise Infrastructure, this panel will discuss implications and opportunities for vendors plus how IT leaders should approach their buying strategies.

Tying It All Together: Considerations for AI-Ready Datacenters

Andrew Buss, Madhumitha Sathish — Mon, 04 May 2026 04:00:00 GMT

These event proceedings were presented at the IDC Directions conference in Boston in April 2026.

This session brings all things infrastructure together with a discussion on what IT leaders need to know to navigate the infrastructure landscape in the AI era and what tech vendors should be doing to help clients succeed.

Verizon 1Q26 Earnings: Improved Subscriber Trends, EBITDA, and Raised Guidance Signal Early Turnaround Progress

Jitesh Bhayani — Mon, 04 May 2026 04:00:00 GMT

Worldwide Solid State Drive Market Shares, 2026: Share Shifts Driven by Segment Growth and Product Mix

Jeff Janukowicz — Mon, 04 May 2026 04:00:00 GMT

This IDC study reviews the worldwide solid state drive (SSD) vendor market shares for 2025.

"Worldwide SSD revenue continued to grow in 2025 driven by an increasing shift toward supplying the enterprise segment," according to Jeff Janukowicz, VP, IDC's Semiconductor Group. He adds, "Revenue market shares did shift, with Samsung losing significant enterprise share and most others picking up share gains."