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Cisco Q3 FY26: Record Revenue, AI Infrastructure Surge, and Campus Refresh Drive Double-Digit Growth

Chris Barnard, Brandon Butler — Tue, 19 May 2026 04:00:00 GMT

From Access to Execution: CyberArk Becomes Idira

Emanuel Figueroa, Katie Norton — Mon, 18 May 2026 04:00:00 GMT

Across enterprise environments, identity now spans human users, machine workloads, and autonomous agents operating across distributed systems.

Organizations have been securing identity as if access were the control point. Authenticate the user, assign permissions, enforce policy, and assume the system behaves. That model held for a time. It does not hold consistently anymore.

Identity security is entering a different phase. The perimeter has not disappeared; it has expanded across millions of identities, many of them nonhuman, interacting with systems that do not pause for validation. Access still happens. Control, increasingly, does not.

Palo Alto Networks' introduction of Idira signals a structural shift. Identity is moving away from fragmented IAM, PAM, and governance tools toward a unified layer that operates during execution. Not after access. Not alongside it. Inside it.

This reframes the problem. Identity is no longer about who gets in. It is about whether control can follow what happens next.

Tanium Introduces Atlas: An Autonomous IT Operating System

Michelle Abraham, Philip D. Harris, CISSP, CCSK, Grace Trinidad — Mon, 18 May 2026 04:00:00 GMT

Tanium Atlas is an autonomous operating system embedded in the Tanium platform that allows individual IT and security operators to achieve outcomes previously requiring fully expert teams. Powered by real-time telemetry from over 36 million endpoints and an ensemble of AI models, Atlas dynamically generates its interface per user context, proactively surfaces insights through ambient agents, and governs autonomous actions by risk level. Tanium Atlas is currently in private preview for U.S., EU, and U.K. cloud and FedRAMP customers.

Early Efforts to Win on the Agentic Web and Key Points of Failure

Gerry Murray — Fri, 15 May 2026 04:00:00 GMT

This IDC Perspective explores the rise of the agentic web, which is emerging as a machine-to-machine internet layer where AI buyer agents autonomously discover, evaluate, and transact on behalf of humans. It details seven macrotrends reshaping buyer discovery, outlines five essential CMO capability initiatives, and provides a readiness diagnostic. The document argues that marketing must lead this transformation with IT, CISO, legal, and so forth to ensure they build structured, trusted, and agent-accessible presence that will dominate the next era of digital commerce.

"There are two ways to win on the agentic web. The most effective way is the brands' influence is strong enough that buyers mention your products in most of their requests to agents. That captures intent. Failing that, deals go to the brand with the first matching offer. That means your tech stack is your brand. Unfortunately, today's tech stacks are architected around a database marketing model that does not apply on the agentic web, which is all about intent-based marketing," Gerry Murray, research director, Enterprise Marketing Apps and Agents at IDC

Red Hat Summit 2026 — A Focus on Sovereignty

Dave McCarthy — Fri, 15 May 2026 04:00:00 GMT

Red Hat Summit 2026 signaled a transition from experimental AI to sovereign AI, as the company unveiled a series of architectural advancements designed to decouple the cloud control plane from global hyperscaler infrastructure. Red Hat has fundamentally reframed digital sovereignty, elevating it from a localized compliance requirement into a global strategic imperative for operational independence.

The event focused on three pillars: the general availability of Red Hat Confirmed Sovereign Support, deep technical integrations with NVIDIA and IBM for "Sovereign-by-Design" AI stacks, and the expansion of OpenShift Virtualization as a viable exit ramp for VMware customers. By introducing agentic AI capabilities within Red Hat AI 3.4, the company is betting that the next wave of automation will require a unified, private operating model that spans from air-gapped datacenters to global public clouds. Ultimately, Red Hat is positioning its open source foundation as a credible path to digital autonomy amid geopolitical shifts and increasing regulatory scrutiny.

ServiceNow Puts Governance at the Center of Its Agentic Platform

Adam Reeves — Fri, 15 May 2026 04:00:00 GMT

At Knowledge 2026 in May 2026, ServiceNow announced a broad set of platform updates spanning developer tooling, AI experience, data intelligence, and agent governance. The announcements address leading barriers to enterprise AI adoption and reflect a competitive environment in which vendors increasingly win or lose developer influence based on how well they support AI-native development without sacrificing operational control. By prioritizing integrating autonomous agents and governance guardrails directly into the workflow, the company aims to shift AI's role in the enterprise from generating recommendations to completing work autonomously.

The AI Platform Imperative: Architecting for Scale, Speed, and Autonomy

Jennifer Thomson — Fri, 15 May 2026 04:00:00 GMT

This IDC Tech Buyer Presentation, delivered on April 16, 2026, at IDC's FutureTech Summit in Milan, Italy, delves into why organizations must recalibrate their technology foundations for the AI economy. AI is no longer a future consideration; it is actively reshaping how businesses scale, compete, and operate. Success in this new era is not simply about adopting AI tools, but about building the right platform foundations to deploy AI workloads responsibly, sustainably, and securely. This presentation explores:

Why platform innovation is the critical enabler of transformative business value
What a strategic road map looks like — from scalable, secure AI-ready infrastructure to resilient cloud-native and hybrid architectures
What leadership imperatives C-suite and technology leaders must embrace to confidently drive autonomous, agentic AI across IT operations, governance, development, and observability

The CMO Guide to Agentic Buyers: From Reach to Response

Gerry Murray — Fri, 15 May 2026 04:00:00 GMT

This IDC Perspective is written for CMOs preparing to compete in the agent-mediated markets by 2030. It examines the emergence of autonomous, AI buyer agents transacting on behalf of individuals and organizations and the implications for enterprise marketers. It covers the agentic shopping maturity model, infrastructure landscape, B2B and B2C marketplace developments, and a 24-action implementation road map.

"Agentic shopping is the first digital channel that makes database marketing practices and infrastructure obsolete. IDC forecasts AI agents will drive $500 billion in U.S. digital commerce, representing 25% of U.S. retail digital commerce by 2030. I would not want to be in the position of a CMO that is unprepared as 25% of revenue shifts to a channel I cannot compete in," said Gerry Murray, research director, Enterprise Marketing Apps and Agents at IDC.

Agentic AI Deployment Best Practices – Intelligence Is the Outcome, Execution Is the Moat

Thu, 14 May 2026 04:00:00 GMT

This IDC Tech Buyer Presentation provides technology executives with a set of best practices and recommendations for planning an agentic AI deployment. It provides a deployment framework, design guide, and deployment assessment tool that executives can adopt to decrease business risks and increase agentic-driven outcomes. The research provides recommendations tailored to agentic deployments for selecting partners, AI infrastructure, IT operations, software development, data architecture, governance, and human workforce development.

IDC PlanScape: Digital Twins in State and Local Government

Alison Brooks, Ph.D., Ruthbea Yesner — Thu, 14 May 2026 04:00:00 GMT

This IDC study provides state and local government IT leaders with actionable guidance on understanding, evaluating, and implementing digital twin technologies across urban environments.

“The transformation from static city models to dynamic digital twins marks a fundamental shift in urban management. Leading implementations report measurable returns — including 25% reductions in infrastructure downtime, 20–30% energy savings in buildings, and improved emergency response times — though outcomes vary significantly with program maturity, data quality, and organizational readiness.” — Alison Brooks, research vice president, Worldwide Public Safety