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Cinven's Acquisition of Salsify: A Bet on a Retail Network Marketed as a Bet on Bots

Heather Hershey — Mon, 27 Jul 2026 04:00:00 GMT

IDC Directions Tokyo 2026：成長を導くAIインフラ－次の10年の競争力を左右するインフラ戦略とソブリンAI

Yukihisa Hode, Shinya Kato — Mon, 27 Jul 2026 04:00:00 GMT

本Conference Proceeding: Tech BuyerはIDC Japan、AI and Automationのシニアリサーチマネージャーである加藤慎也と同社Infrastructure, Imaging & Devicesのリサーチマーネジャーである宝出幸久による講演の内容をプレゼンテーションスライドと音声ファイルによって提供するものである。

In Defense of Open Models: Kimi K3, Distillation, and the Future of Intelligence

Arnal Dayaratna — Mon, 27 Jul 2026 04:00:00 GMT

Verizon 2Q26 Earnings: Strong Subscriber Growth, Broadband Momentum and Lower Churn Drive Improved Outlook

Jitesh Bhayani — Mon, 27 Jul 2026 04:00:00 GMT

Verizon announced its 2Q26 financial results on July 24, 2026, reporting total operating revenue of $34.3 billion, a 0.7% year-over-year decline. The decline was driven entirely by lower equipment revenue, which fell nearly 20% year over year, reflecting longer device replacement cycles and Verizon's reduced reliance on subsidy-driven customer acquisition. In contrast, mobility and broadband service revenue increased 2.8% to approximately $23.4 billion, while total service revenue and other revenue grew 3.5% to $29.2 billion. The continued shift toward service-led growth and lower equipment dependence reflects Verizon's strategy to improve customer economics and reduce reliance on promotional activity. Supported by strong operational execution and improving customer trends, the company raised its full-year 2026 guidance for the second consecutive quarter.

For 2Q26, Verizon reported adjusted EPS of $1.30, up 6.6% from $1.22 a year earlier. Reported EPS declined to $0.92 and net income fell 22.9% to $3.9 billion, primarily due to approximately $1.8 billion in pre-tax special items, including charges related to the planned divestiture of its international wireline connectivity and managed network services business, asset rationalization initiatives, and workforce restructuring. Excluding these items, underlying performance remained strong, with adjusted EBITDA increasing 7.2% to a record $13.7 billion and adjusted EBITDA margin expanding to a record 40.1%. IDC views the divergence between reported and adjusted results as a reflection of strategic portfolio optimization rather than any weakening in core operating performance.

Cash generation remained strong in 2Q26, with cash flow from operations increasing 16.3% YoY to $10.4 billion and free cash flow rising 24.4% to $6.4 billion. First-half cash flow from operations reached $18.4 billion, up 9.9%, while free cash flow increased 16.0% to $10.2 billion. The stronger cash flow profile supported continued network investment, ongoing debt reduction, and shareholder returns. Verizon also expanded its full-year share repurchase target to up to $4.5 billion, reflecting confidence in the sustainability of its cash generation.

Reflecting strong first-half execution and improving operating trends, Verizon raised its full-year 2026 guidance for a second consecutive quarter. The company now expects mobility and broadband service revenue growth of 2.5%–3.0%, with growth accelerating through the second half of the year. Adjusted EPS guidance was increased to $4.99–$5.04, up from $4.95–$4.99 in 1Q26. Verizon also raised its outlook for cash flow from operations and free cash flow while reaffirming capital spending of $16.0–$16.5 billion. Operationally, the company continues to expect retail postpaid phone net additions in the upper half of its 750,000–1.0 million range, reinforcing management's confidence in sustained subscriber and service-revenue momentum.

What's Old Is New Again: An Emergent Blackboard Reintroduces Itself at Building Blackboard Together 2026

Matthew Leger — Sun, 26 Jul 2026 04:00:00 GMT

AMD Expands Its Physical AI Offerings with an Open Toolkit and a Direct Challenge to NVIDIA

Tom Mainelli — Fri, 24 Jul 2026 04:00:00 GMT

At its Advancing AI event in San Francisco, AMD announced a full set of physical artificial intelligence (AI) products under the Kria brand, aimed at companies building the next wave of robots. The launch pairs new silicon with a ready-to-use hardware module, a developer platform, a software suite, and a partner network of more than 30 companies. It is a serious bid to become a primary chip and software supplier for next-generation robotics, a market where NVIDIA has largely set the terms so far.

AT&T 2Q26 Results: Accelerating Growth, Record Convergence, and Capital Discipline

Jitesh Bhayani — Fri, 24 Jul 2026 04:00:00 GMT

AT&T reported second-quarter 2026 consolidated revenue of $31.6 billion, up 2.3% year over year (YoY); adjusted EPS of $0.65, up 20.4%; and adjusted EBITDA of $12.3 billion, up 5.2%, for an adjusted EBITDA margin of 39.1%. The company added more than 1 million Advanced Connectivity customers across fiber, fixed wireless, and postpaid phone in a record quarter for combined fiber and fixed wireless net adds and accelerated its planned 2026 share repurchases to approximately $10 billion.

IDC MarketScape: Worldwide AI-Enabled Financial Governance, Risk, and Compliance 2026 Vendor Assessment

Heather Herbst — Fri, 24 Jul 2026 04:00:00 GMT

This IDC study evaluates 11 leading vendors in the worldwide AI-enabled financial governance, risk, and compliance (FGRC) market for 2026, focusing on solutions relevant to the Office of the CFO. The assessment highlights the shift of FGRC from a compliance cost to a strategic capability, emphasizing platform breadth, automation maturity, and AI integration. It provides comparative insights into vendor strengths, challenges, and strategic fit, guiding CFOs in selecting platforms that align with evolving regulatory, risk, and business continuity needs.

"Financial governance, risk, and compliance has shifted from cost center to strategic advantage. CFOs who master FGRC technology will define the future of resilient finance." — Heather Herbst, research director, CFO Buyer Insights

Japan IT Security Products Shares, 2025: Identity and Access Management as the Key to the Security Products Market

Kotaro Saito, Mayumi Nishimura — Fri, 24 Jul 2026 04:00:00 GMT

This IDC study analyzes the state of the IT security products market in 2025. Based on revenue share and vendor trends, this study provides recommendations on actions that security vendors should take.

"The IT security market continues to grow, with many vendors increasing their revenues. However, growth rates vary, with some vendors experiencing significant growth while others remain at modest increases. In this continuously growing market, cross-domain product strategies, such as platformization and product integration, are becoming increasingly important," says Kotaro Saito, senior research analyst, Network & Security, IDC Japan.

This is the English translation of the Japanese document (IDC #JPJ53501926).

Market Share：国内ネットワーク機器市場シェア、2025年

Kenichi Kusano — Fri, 24 Jul 2026 04:00:00 GMT

本調査レポートは、イーサネットスイッチ、ルーター、企業向け無線LAN機器で構成される国内ネットワーク機器市場に関して、市場全体および製品分野／ユーザーセグメント別に、2025年のベンダーシェアとベンダー動向を分析している。2025年は、AI（Artificial Intelligence）データセンターにおけるイーサネットスイッチの高い需要が牽引役になり、大きな成長を達成した。また、データセンターだけではなく、企業の拠点ネットワークへの安定した投資や回復基調にある通信事業者のトランスポートネットワークにおける需要も、好調な要因である。

「ポストMythos時代に向け急速かつ根本的な変化を強く求められているユーザー企業を、ネットワーク機器ベンダーは支援しなくてはならない。ソフトウェアバージョンや適用しているパッチといったリソースの可視化や、容易な一括パッチ適用機能を、すべてのユーザーが利用できるようにすることが第一歩になる。その上で、シスコシステムズが発表しているLive Protectのような、恒久的なパッチを当てるまでのランタイムプロテクション機能などを、他社も検討すべきである」とIDC Japan、Network & Securityのシニアリサーチディレクターである草野賢一は述べている。