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The Detection-to-Action Gap: What Okta's Acquisition of Permiso Actually Tests

Emanuel Figueroa — Thu, 13 Aug 2026 04:00:00 GMT

AMD Advancing AI 2026: A Bold Statement Backed by Solid Execution

Wed, 12 Aug 2026 04:00:00 GMT

This IDC Market Perspective discusses the Advancing AI 2026 event, which is AMD's clearest statement yet that the company intends to be evaluated as a systems and software company, not a component supplier competing on a single chip's specs. The annual rack cadence, the Ethernet-first networking bet, the agentic-AI reframing of EPYC, and the physical AI expansion are all consistent with this ambition. None of them guarantees share gains; execution on software adoption and HBM4 supply will determine more of AMD's 2027 outcomes than anything announced this week. AMD's strategic direction is coherent, and buyers now have a genuinely more complete set of alternatives to evaluate.

"The strategic direction is now clear. The remaining question is whether AMD can execute consistently across software, systems integration, ecosystem development, manufacturing scale, and partner enablement. If it can, Advancing AI 2026 may be remembered less as a product launch event than as the point at which AMD became a broadly credible AI infrastructure platform company," said Ashish Nadkarni, GVP/GM, Enterprise Research at IDC.

Beyond the Prompt: The Hidden Data and Storage Implications of Generative AI

Adam Wright — Wed, 12 Aug 2026 04:00:00 GMT

This IDC Perspective analyzes the intersection of accelerating global data growth and the rise of generative AI. Drawing on IDC's Global DataSphere and Global StorageSphere forecasts and findings from IDC's 2026 Worldwide Data Utilization Survey, this document provides IT decision-makers with actionable guidance on adapting data infrastructure strategies to meet the demands of an AI-driven enterprise.

"The question IT leaders should be asking is not whether generative AI will increase their data volumes," says Adam Wright, research manager for IDC's Global DataSphere and Global StorageSphere. "Survey data makes clear that it will, and significantly so. The question is whether their infrastructure and governance strategies are built for this reality."

Cloudflare's Agents Week Targets the Governance and Observability Gaps in Agentic AI

Matthew Flug — Wed, 12 Aug 2026 04:00:00 GMT

Cloudflare's Agents Week announcements introduce the Agent Development Lifecycle (ADLC) as a workflow distinct from the traditional software development lifecycle (SDLC), and deliver the observability, identity, and policy enforcement capabilities that lifecycle depends on. Attaching a verified identity and a recorded trace to agent actions gives organizations a way to apply governance standards written for human developers to agents, and to distinguish an optimization opportunity from a security incident.

Palantir Posts Record 1Q26 Results: U.S. Business Crosses 100% Growth Threshold

Alan Webber — Wed, 12 Aug 2026 04:00:00 GMT

Palantir's first-quarter 2026 results of 85% revenue growth, the U.S. business' first quarter above 100% year-over-year growth, and a raised full-year guide to 71% growth reflected commercial momentum alongside a government segment that still accounted for 53% of revenue, where the Maven Smart System's shift to a Pentagon program of record and Titan's strong showing in the Army's spring congressional review mark a genuine structural upgrade in Palantir's defense position.

IDC Survey Spotlight: Do Buyers Prefer to Purchase Sustainability Capabilities as a Single Platform or Point Solutions for Specific Purposes?

Amy Cravens — Tue, 11 Aug 2026 04:00:00 GMT

This IDC Survey Spotlight examines how buyer preferences for purchasing sustainability capabilities — as a single platform, point solutions, or a combination of both — have shifted between 2024 and 2026. Drawing on 816 organizations surveyed in IDC's April 2026 Sustainability Software Survey, trended against IDC's April 2024 survey, IDC finds that point solutions are losing ground as buyers gravitate toward hybrid and platform-centric buying strategies. Purchasing philosophy diverges sharply by region and sustainability, signaling that vendors need segment- and region-specific packaging rather than a single global go-to-market motion.

"There is no single winning playbook for how buyers want to purchase sustainability software. Preferences are converging on hybrid strategies rather than one dominant model, and the right mix depends heavily on a buyer's region and how mature their sustainability program is. Vendors that offer platforms with modular flexibility will be best positioned to win," says Amy Cravens, research manager, Sustainability and ESG Software, IDC.

IDC Survey: European Print-to-Digital Transition — Pace of Change, Key Drivers, and Attitudes to Printing

Gala Spasova, Jacqui Hendriks — Tue, 11 Aug 2026 04:00:00 GMT

This IDC Survey includes an extract from IDC’s European Imaging, Printing, and Document Solutions Survey, conducted in April among 2,057 respondents in Czechia, France, Germany, Italy, the Nordics, Poland, Spain, and the United Kingdom.

This document examines how European organizations are managing the balance between digital and paper documents and how they view the path toward lower print dependence.

The survey covers topics including the current and expected mix of digital and paper documents, the main factors driving print reduction, attitudes toward near-paperless operations, and the operational, behavioral, and structural factors that continue to shape print use across organizations.

The document also explores how these patterns differ by country, industry, company size, and employee profile, helping clarify where print reduction is moving more easily and where paper remains more embedded in everyday processes.

IDC's Worldwide Circular Economy and ITAD Market Size, 2022–2030: 1H26

Lara Greden, Rob Brothers — Tue, 11 Aug 2026 04:00:00 GMT

This IDC Pivot Table provides worldwide data for revenue, fair market value, and units for the circular economy for datacenter assets and PCs.

It includes ITAD services, decommissioned equipment, and resold equipment. Technology categories include desktops, laptops, servers (x86, nonx86), server accelerator types, routers, storage, and switches.

IDC's Worldwide Quarterly Hardcopy Peripherals Tracker Taxonomy, 2026: Update, July 2026

Tue, 11 Aug 2026 04:00:00 GMT

This IDC study provides a comprehensive overview of and definitions for hardcopy peripherals. The definitions provided in this document represent the scope of IDC's HCP hardware research. This taxonomy outlines market segmentations and measurement methodologies for HCP, including classification by technology, vendor, geography, and revenue metrics.

"IDC's worldwide HCP taxonomy presents a standardized and detailed framework of the HCP market," said Phuong Hang, director, Worldwide Trackers at IDC. "The taxonomy document serves as a guideline to better understand and use IDC's HCP research."

Kyndryl FY 1Q27: Growth in Consult and Hyperscalers Sustains Confidence in FY28 Targets Despite Near-Term Revenue Headwinds

Jason Bremner — Tue, 11 Aug 2026 04:00:00 GMT

Kyndryl announced its financial results for the FY 1Q27 (ending June 30, 2026) on August 5, 2026. On the same day, the company hosted a conference call with financial analysts. Kyndryl reported revenue of $3.6 billion for the quarter, reflecting a year-over-year (y/y) decline of 3% on both a reported basis and in constant currency. Kyndryl grew revenue 5% year over year in the United States and 2% year over year in constant currency in Japan (-8% as reported). The remainder of this document analyzes and reports on year-over-year revenue growth in constant currency, unless otherwise noted, with figures rounded to the nearest percentage point as disclosed in Kyndryl's financial release.