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Comcast 3Q26 Earnings: Convergence and Cost Transformation Aim to Ease Broadband Pressure 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 $29.3 billion, down 6.1% year over year (YoY) from $31.2 billion. 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 $19.7 billion, while Content & Experiences revenue increased 6.5% to $10.5 billion.

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

IDC Market Glance: Worldwide Quantum Computing, 4Q26

Heather West, PhD — Mon, 02 Nov 2026 05:00:00 GMT

This IDC Market Glance maps the worldwide quantum computing market across five market segments: quantum computing systems, quantum computing software, quantum computing systems enabling technologies, quantum and quantum-inspired services, and quantum-related systems, platforms, and technologies.

It also includes subcategories of vendors with offerings for each quantum computing modality, cloud offering (private or public), and quantum cryptography type, as well as a breakdown of select quantum vendors with offerings related to quantum sensing and atomic clocks and precision timing.

Practices to Successfully Modernize Hybrid IT Infrastructure Leveraging Consulting and Integration Services

Leslie Rosenberg — Mon, 02 Nov 2026 05:00:00 GMT

This IDC PeerScape examines five practices technology leaders use to modernize hybrid IT infrastructure in partnership with consulting and integration partners. It is written for CIOs, IT directors, architects, and infrastructure managers who plan, fund, or govern these programs. After reading, you can sequence your own program and avoid the pitfalls peers reported. Vendors are anonymized. For IDC's evaluation of providers, see IDC MarketScape: Worldwide Hybrid IT Infrastructure Consulting and Integration Services 2025 Vendor Assessment (IDC #US53312825, April 2025, with an updated version to come in April 2027).

"Leaders who succeed with hybrid IT treat the partner, either a global systems integrator or infrastructure equipment manufacturer, as an accelerator, not a substitute for ownership. They assess first, place each workload deliberately, measure cost from day 1, and invest as much in people and cadence as in platforms to ensure outcomes are achieved successfully," says Leslie Rosenberg, research vice president, Network Life Cycle and Infrastructure Services, IDC.

Why Are Retailers Shifting from Cloud-Only to Hybrid Cloud-Edge Models?

Margot Juros — Mon, 02 Nov 2026 05:00:00 GMT

This Survey Spotlight examines retailers' significant shift from prioritizing cloud-first strategies to now embracing the benefits of hybrid cloud-edge models to meet AI's real-time data demands, protect data sovereignty, and control costs. The percentage of retailers prioritizing cloud-only IT architecture strategies declined from 47% in 2023 to just 19% in 2026, reflecting the new data needs and demands in today's retail environment.

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.