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Celiveo Announces Master Distribution Agreement with Xerox-Lexmark for its High Security Cloud Print, AI-DMS Solutions

Tim Greene, Geoffrey Wilbur, Sharon McNee — Wed, 04 Feb 2026 05:00:00 GMT

IBM Earnings 4Q25: AI, Automation, Data, and Mainframes Reshaped IBM Market Position

Rick Villars, Stewart Bond, Lars Goransson, Cyrille Chausson, Chris Drake — Wed, 04 Feb 2026 05:00:00 GMT

IBM's FY2025 results demonstrate robust growth and operational execution, with total revenue reaching $67.5B (+6% Y/Y @CC) and Q4 revenue at $19.7B (+9% Y/Y CC). All revenue figures in the remainder of this Market Note are Y/Y in constant currency. The operating gross profit margin expanded to 59.5% for the year (+1.7 pts Y/Y). IBM's GenAI book of business surpassed $12.5B inception-to-date, with Consulting and Software as key contributors. The company delivered double-digit growth in Software and Infrastructure, with IBM Z mainframes posting record annual and quarterly results.

Software: Delivered $30.0B in revenue (+9%), with annualized recurring revenue (ARR) reaching $23.6B (+$2B Y/Y). Segment profit margin expanded to 33.1%. Growth was led by Automation (+16%), Data (+11%), and Hybrid Cloud (+12%). GenAI book of business surpassed $2B inception-to-date, supported by strong adoption and strategic acquisitions.

Consulting: Achieved $21.1B in revenue (flat Y/Y), with margins reaching 11.7% (+1.8 pts). The total value of consulting project backlog increased to $32B (+2% Y/Y), and Intelligent Operations grew 2% Y/Y. Over 25% of IBM’s consulting backlog is now linked with GenAI and agentic AI solutions, reflecting IBM's leading role in AI-driven transformation services.

Infrastructure: Posted $15.7B in revenue (+10%). IBM z17 led the segment, recording +48% annual growth and +61% in Q4 which is the highest quarterly increase in two decades. Hybrid Infrastructure grew 17% for the year, while Distributed Infrastructure declined 3% Y/Y..

Intel FY25 Results

Jim Hines, Brandon Hoff, Jeff Janukowicz, Phil Solis — Wed, 04 Feb 2026 05:00:00 GMT

On January 22, 2026, Intel announced its fiscal fourth-quarter and full-year 2025 financial results. Intel reported revenue of $13.7 billion for the quarter, down 4% year over year (YoY) and flat quarter over quarter (QoQ). Full-year revenue was $52.9 billion, flat YoY. (Note that comparisons with prior periods have not been adjusted for the deconsolidation of Altera in 3Q25.)

Microsoft Launches Maia 200 for AI Inference

Dave McCarthy, Brandon Hoff, Jasdeep Singh — Wed, 04 Feb 2026 05:00:00 GMT

Microsoft’s announcement of the Maia 200 marks a pivotal shift, moving from experimental deployments to aggressive competition with silicon incumbents. Unlike its predecessor, the Maia 200 is positioned as a superior alternative, explicitly claiming performance leadership over Amazon’s Trainium 3 and Google’s TPU v7.

Built on TSMC’s 3nm process, the chip is architected specifically for LLM inference, prioritizing high-throughput FP4 compute and massive memory bandwidth over versatility. This focus on token generation economics allows Microsoft to offer heterogeneous infrastructure options that optimize performance and cost for every AI workload: relying on NVIDIA for training while capturing high-volume, cost-sensitive inference workloads for models like GPT-5.2. The launch signals that custom silicon has graduated from a defensive cost-saving measure to an offensive differentiator in the AI stack.

Moltbot, Moltbook, and the Illusion of Social Media for Agents

Arnal Dayaratna — Wed, 04 Feb 2026 05:00:00 GMT

Simpro Group Acquires Delight Accelerating AI Transformation for Trade Businesses

Aly Pinder — Wed, 04 Feb 2026 05:00:00 GMT

The recent acquisition of Delight by Simpro Group highlights the continued excitement and impact of artificial intelligence in field service management across a broad range of industries and company sizes. Simpro is not only aggressively investing in its organic AI technology capabilities, with the acquisition the company is showing its intentions to expand inorganically as well to accelerate reach and AI momentum. This acquisition when combined with the recent announcement of new Chairmen and CEO, Fred Voccola, Simpro is expanding its growth objectives in global markets within the field service and aftermarket space.

2026年国内ITモダナイゼーション市場動向

Masaru Muramatsu, Tatsuhiro Soga — Tue, 03 Feb 2026 05:00:00 GMT

本調査レポートは、IDCの国内サービス市場予測における主要な成長促進要因の一つであるレガシーシステムのITモダナイゼーションについて、市場規模の中期予測を示すと共に、国内企業（ITバイヤー）の取り組み動向や、それを支援するサービスベンダーの動向を明らかにすることを目的としている。加えて、これらの情報を基に、サービスベンダーが国内企業のITモダナイゼーションを支援するために取り組むべき事項を整理して提示している。

IDC Japan、Software, Services, IT Spending, Tech Buyerのシニアリサーチアナリストである村松大は「国内企業は、デジタルビジネス化、レガシーシステムの保守人材減少への対応といった内的要因だけでなく、ITサプライヤーのサービス／プロダクトの終息などの外的要因を背景に、ITモダナイゼーションサービスへの支出を拡大させている。国内ITモダナイゼーションサービス市場では、インフラモダナイゼーションへの支出が成熟する一方、ビジネスプロセスの変革に向けたアプリケーションモダナイゼーションへの支出の拡大が見込まれる。アプリケーションモダナイゼーションの支援では、産業分野ごとの課題やニーズの違いを前提に、その方法論やビジネス成果の定量化手法を体系化し、産業分野別の支援シナリオやパッケージとして示すことの重要性が高まる」と述べている。

AI Selection Priorities in Sustainability Infrastructure Services: Capabilities and Governance Trump Cost

Dan Versace — Tue, 03 Feb 2026 05:00:00 GMT

This IDC Survey Spotlight examines client decision-making criteria for AI-enabled sustainability services, showing a clear preference for vendors that demonstrate strong, outcome-driven AI capabilities and robust responsible/ethical AI and security practices. It highlights how ecosystem partnerships, executive sponsorship, and proven delivery experience still matter but increasingly play a supporting role to technical performance and governance maturity, while price emerges as a secondary consideration rather than a primary differentiator.

European Imaging, Printing, and Document Solutions Survey, 2025: Changes in Print Contract Length

Phil Sargeant — Tue, 03 Feb 2026 05:00:00 GMT

This IDC Survey report features results from IDC's EMEA Imaging, Printing, and Document Solutions (IPDS) Survey, conducted in May-June 2025 among 2,007 respondents in France, Germany, Italy, the U.K., Spain, the Nordics, Poland, and Czechia. This document focuses on respondent requirements for the length of their print-related contracts and the reasons for their choice.

The survey covered print hardware and print services provider selection criteria, adopted and preferred contract types, print volume drivers and inhibitors, attitudes to ink tank printers, recycling/remanufacturing/refurbishing, scanning, content management, esignatures, print security, cloud-based device/print management, remote assistance, and augmented reality.

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

NAND Market Outlook: Supply Discipline, AI-Driven Demand, and Prolonged Pricing Volatility

Jeff Janukowicz, Soo Kyoum Kim — Tue, 03 Feb 2026 05:00:00 GMT

The NAND market has entered a new phase characterized by structural supply constraints, disciplined capital investment, and increasingly segmented demand across client, mobile, enterprise, and cloud segments. Following the severe 2023 downturn, memory suppliers adopted a cautious investment posture that continues to limit near-term capacity expansion. Simultaneously, accelerating AI deployments are reshaping demand priorities, favoring enterprise and cloud storage over traditional markets.