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IDC Survey Spotlight: Where Do Organizations Expect to Significantly Increase Spending in 2026?

Grace Trinidad — Mon, 09 Mar 2026 04:00:00 GMT

In this IDC Survey Spotlight, we see that institutions are attempting to realign infrastructure, applications, and governance into a unified stack that can support AI capabilities, sovereignty requirements, and recoverability objectives. The spending priorities shown in this data reflect a convergence of automation, resilience, and modernization that requires architectures also built to withstand disruption and enable recovery. As we approach the AI J-curve, decisions that reduce hidden dependencies, clarify control boundaries, and improve system transparency are essential.

Microsoft 365 Copilot Wave 3: Agents Become 1st Class Entities

Frank Dickson, Grace Trinidad — Mon, 09 Mar 2026 04:00:00 GMT

Microsoft’s Wave 3 Microsoft 365 Copilot announcement advances its Frontier Transformation vision by positioning agentic AI as a scalable, governable enterprise capability anchored in security. With the general availability of Agent 365 and the introduction of Microsoft 365 Enterprise 7, Microsoft formalizes AI agents as first-class entities, embedding them into existing identity, risk, and data protection frameworks through Entra, Defender, and Purview to provide centralized inventory, observability, policy enforcement, and compliance controls.

Mistral Acquires AI Infrastructure Provider Koyeb: Expands AI Inference, Scaling, and Sovereign AI

Tim Law — Mon, 09 Mar 2026 04:00:00 GMT

Mistral AI's acquisition of Koyeb marks a strategic move to expand its AI infrastructure stack, integrating serverless deployment and advanced inference capabilities into Mistral Compute. This positions Mistral as a full-stack, sovereign European AI provider, enhancing its competitiveness against larger players through vertical integration, technical innovation, and enterprise-grade offerings. The deal strengthens Mistral's ability to deliver scalable, secure, and cost-efficient AI solutions, reinforcing its commitment to European AI sovereignty and rapid platform development.

T-Mobile 4Q25 Earnings and Capital Markets Day: Consistently Strong Financial and Operational Results Sets Stage for Multi-Year Growth Strategy

Jason Leigh — Mon, 09 Mar 2026 04:00:00 GMT

On Wednesday, February 11^th, T-Mobile announced its 4Q25 earnings results and hosted its Capital Markets Day event in New York City. Total revenues reached $24.3 billion in 4Q25, up 11.3% YoY. For the full year, total revenues grew 8.5% YoY to $88.3 billion. Service revenues grew 10% YoY to $18.7 billion in the quarter, bringing the full year service revenues up 14% YoY to $71.3 million. Those results were driven by strong postpaid service revenues, which were up 14% YoY in the quarter ($15.4 billion) and 11% for the full year ($57.9 billion). Equipment revenues rebounded and grew 14.2% YoY for 4Q25 and were up 12.0% YoY in 2025.

Operationally, T-Mobile reported 2.4 million subscriber net adds, including 962,000 postpaid phone net adds. Those results brought the FY25 total subscriber net adds to 8.0 million, up from 6.3 million in FY24. Postpaid account net adds in the quarter were 261,000 which was flat compared to 263,000 reported in 4Q24.

Postpaid phone churn ticked up to 1.02% from 0.89% in 3Q25, while prepaid churn improved slightly QoQ to 2.76% from 2.77%

FWA customers surpassed the 8 million mark, coming in at 8.5 million for the quarter on 495,000 net adds. T-Fiber contributed roughly 63,000 net adds in the quarter. T-Mobile’s combined broadband business now sits at 9.4 million between both wired and wireless solutions.

T-Mobile paired the earnings announcement with its Capital Markets Day, providing what they deemed a “Halftime Check-In” on progress the company has made towards its 2027 targets announced in the previous Capital Markets Day back in 2024. Leadership provided updated guidance for 2026 and 2027, and subscriber / account guidance for 2026.

With the closing of its two fiber JV’s (Metronet and Lumos), T-Mobile is now projecting to have 18 – 19 million broadband subscribers by 2030. That includes an expected 3 – 4 million customers from its T-Fiber product with 12 – 15 million homes passed by the end of the decade. Previously, T-Mobile had indicated that it would have 12 million FWA subscribers by 2028, but is now targeting 15 million by 2030.

At the company’s 2024 CMD, T-Mobile had projected 2027 service revenues of $75 - $76 billion. The company is raising guidance on organic service revenues to $76.5 to $77.5 billion. With the addition of recent M&A deals, total service revenues are now expected to reach $80.5 to $81.5 billion. Core adjusted EBITDA by 2027 is expected to be in the $40 - $41 billion range, up from the $38 - $39 billion guidance offered at the 2024 CMD.

In 2026, T-Mobile is targeting ~10% postpaid service revenue growth and postpaid net account ads of 900K to 1.0M. The company indicated that postpaid ARPA growth between 2.5% - 3.0%.

Capex guidance is targeting $10 billion in 2026 and a range of $9 - $10 billion in 2027.

Worldwide Edge Enterprise Workloads Infrastructure Market Forecast, 2026-2029

Max Pepper — Mon, 09 Mar 2026 04:00:00 GMT

This IDC study provides an overview of the market size and forecast for global spending on enterprise infrastructure (servers and storage systems) for workloads running at the edge. Suppliers of edge-focused server and storage systems, cloud service providers that offer infrastructure services for the edge, and enterprises that plan their edge-based IT infrastructure spend can leverage this document toward their planning.

"AI investment continues to rapidly shape the edge infrastructure market," said Senior Research Analyst Max Pepper, IDC Enterprise and Emerging Workloads. "As companies continue to develop edge LLMs, this is rapidly opening up the potential to use edge infrastructure to support AI applications, especially regarding intelligent video surveillance and unstructured data analysis. That said, with data sovereignty still a key concern, it'll be critical for edge AI solution providers to make sure zero trust standards are still a crucial consideration when supporting edge workloads."

Western Europe Single-Function Printer Market Shares, 2025: Sizable Market with Some Growth Opportunities in Specific Subsegments

Mitri Roufka — Sun, 08 Mar 2026 05:00:00 GMT

This IDC presentation discusses the single-function printer market growth dynamics in Western Europe in 2025 versus 2024 and analyzes vendors' market share development in the inkjet and laser segments.

Demand for single-function printers remained very significant in Western Europe in 2025 as the market grew by 1.6% year on year, reaching 1.8 million shipped printers valued at $1 billion.

Aikido Introduces Continuous Autonomous Penetration Testing with Aikido Infinite

Katie Norton — Fri, 06 Mar 2026 05:00:00 GMT

Aikido Infinite extends Aikido's AI-driven penetration testing capability from on-demand assessments to a continuous, release-aligned model embedded in the software life cycle. The launch reflects a broader inflection point in which AI agent capabilities are enabling application security functions that were previously constrained by the availability of human expertise.

MWC 2026: AI-Native Networks and Infrastructure Convergence

Matthew Eastwood — Fri, 06 Mar 2026 05:00:00 GMT

At Mobile World Congress 2026 in Barcelona, the industry highlighted a new phase in the evolution of digital infrastructure centered on AI-native networks, distributed edge computing, and the convergence of connectivity and cloud platforms. Vendor and operator announcements showcased AI-enabled radio access networks, telco AI cloud initiatives, 5G-Advanced deployments, early 6G ecosystem collaboration, expanded network APIs, and satellite-terrestrial integration. IDC notes that these developments reflect a broader structural shift: Telecommunications networks are evolving from connectivity platforms into distributed compute fabrics capable of supporting real-time AI inference and automation across broad application and data continuums. As AI adoption accelerates, the boundaries between telecom and datacenter infrastructure are increasingly blurring, reshaping how organizations design and deploy AI-enabled digital infrastructure.

Quantexa at 10: Building the AI-Ready Enterprise on a Contextual Fabric

Megha Kumar — Fri, 06 Mar 2026 05:00:00 GMT

Decision intelligence vendor Quantexa hosted its annual conference QuanCon2026 on March 3 in London, United Kingdom. It marked the vendor's 10th anniversary and brought together customers and partners to reflect on a decade of growth and outline the company's vision and role in the AI era. Earlier in the day, Quantexa hosted an analyst session focused on business performance, product innovation, partner ecosystem evolution, and customer outcomes.

Cisco Live EMEA 2026: Embedding AI into All Aspects of UC&C Without Compromising on Security or Digital Resilience

Graham Fruin — Thu, 05 Mar 2026 05:00:00 GMT

Cisco (NASDAQ: CSCO) held its annual EMEA event, Cisco Live, in Amsterdam, Netherlands, from February 10 to 12, 2026.

Cisco highlighted its advances in AI within its UC&C offerings, emphasizing security, digital resilience, and data sovereignty for European businesses. Cisco’s advances support hybrid and on-premises UC&C solutions, address local regulatory needs, and enhance meeting experiences. New mobile devices will target frontline workers, while interoperability across communications, AI integrations, and automation tools positions Cisco as a key player in Europe’s evolving collaboration landscape.