rssitbuyer https://my.idc.com/rss/29928.do IDC RSS alerts Additive Digital Governance: Redesigning Authority, Work, and Coordination for Machine-Scale Operations https://my.idc.com/getdoc.jsp?containerId=US54497726&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>As machine-scale digital complexity overtakes human-scale coordination models, enterprises need more than better telemetry and faster automation. Additive digital governance provides a governance model for redefining authority, redistributing work between humans and machines, and turning operational events into durable institutional learning. The result is a more governable, resilient, and sustainable digital operating model.</P><P>"When complexity exceeds human absorption capacity, the decisive advantage no longer comes from speed alone. It comes from the ability to define boundaries, legitimate trade-offs, and govern machine-scale operations without exhausting the people responsible for them," says Shannon Kalvar, research director, IDC.</P> IDC Perspective Mon, 04 May 2026 04:00:00 GMT Shannon Kalvar IFS Q1 2026 Financial Results: Industrial Operations Embed AI for Agility, Performance, and Work https://my.idc.com/getdoc.jsp?containerId=lcUS54524826&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>On April 22, 2026, IFS announced its financial results for the first quarter of 2026 period ending March 31, 2026. IFS reported an annual recurring revenue (ARR) growth of 25%. IFS highlighted cloud revenue growth of 24% year-over-year (YoY), net retention rate (NRR) of 114%, and recurring revenue mix of 84% of total revenue. Growth in the first quarter was driven by a combination of new customers, revenue expansion within existing customers, consistent retention metrics, and increasing adoption of AI-driven capabilities across industrial operational workflows. Some of the wins and expansions for IFS.ai were from large enterprises such as Aramex, Coca-Cola, China Airlines, Drydocks World, FirstSolar, JVCKENWOOD, LATAM Airlines, Miele, and Shin Maywa Industries. This IDC Link will provide a perspective on IFS’s financial highlights from Q12026 and its potential impact on industrial operations, enterprise applications, asset-intensive industries, and aftermarket service. </P> IDC Link Mon, 04 May 2026 04:00:00 GMT Aly Pinder, Sarah Lee, Mickey North Rizza, Brian O'Rourke Verizon 1Q26 Earnings: Improved Subscriber Trends, EBITDA, and Raised Guidance Signal Early Turnaround Progress https://my.idc.com/getdoc.jsp?containerId=lcUS54525526&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication IDC Link Mon, 04 May 2026 04:00:00 GMT Jitesh Bhayani Alphabet 1Q26 Results: AI Scale Meets Execution https://my.idc.com/getdoc.jsp?containerId=lcUS54523826&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>Alphabet reported 1Q26 earnings on April 29, delivering strong top- and bottom-line performance as AI momentum increasingly translated directly into financial results. Revenue rose 22% year over year to $109.9 billion, the company's 11th consecutive quarter of double-digit growth, while operating income increased 30% to $39.7 billion and operating margin expanded to 36.1%. Net income rose 81% to $62.6 billion, though this was materially influenced by $36.9 billion in unrealized gains on equity securities.</P> IDC Link Fri, 01 May 2026 04:00:00 GMT Matthew Eastwood, Dave McCarthy IBM Bob Advances IBM's Position in Agentic SDLC Development https://my.idc.com/getdoc.jsp?containerId=lcUS54524126&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>IBM Bob reached global availability on April 28, 2026, marking IBM's most direct move yet into the agentic development tools market. The product is designed to support the full software development life cycle, from planning and code generation through testing, modernization, and deployment, with multimodel orchestration and enterprise governance controls built throughout. IBM reports strong internal adoption and early external customer results, though the external evidence base remains limited at GA. Bob's clearest differentiation lies in its depth across IBM's installed base: Legacy language support, integration with watsonx and HashiCorp-integrated cloud-native infrastructure, and embedded security controls position the company well for enterprises already running IBM environments. For organizations evaluating agentic development tools in a competitive and rapidly evolving market, Bob makes a compelling case for buyers with IBM infrastructure already in place.</P> IDC Link Fri, 01 May 2026 04:00:00 GMT Adam Resnick Salesforce TDX 2026: Slack as the Center of Work; Headless 360 Becomes the Agentic Enablement Layer https://my.idc.com/getdoc.jsp?containerId=lcUS54524026&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>Salesforce TDX 2026 (April 15–16, Moscone West, San Francisco) marked the conference's 10th anniversary. The central theme was the Agentic Enterprise, deploying and managing AI agents across the platform with Slack as the primary human interface. This event should be viewed not as product release event but as a platform inflection point as Salesforce positions itself for the future of work. There were additional announcements around Slackbot, Canvas, Salesforce Headless 360, Agentforce, and AgentExchange. </P> IDC Link Fri, 01 May 2026 04:00:00 GMT Wayne Kurtzman, Shari Lava AWS Expands Enterprise AI Stack with OpenAI Partnership and New Agentic Solutions https://my.idc.com/getdoc.jsp?containerId=lcUS54521826&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>AWS' latest announcements mark a significant acceleration in its enterprise AI strategy, positioning the company as a provider of a full-stack agentic AI platform. The expansion of the AWS-OpenAI partnership, integration of frontier models, and launch of new agentic solutions signal AWS' intent to deliver unified, production-ready AI capabilities with enterprise-grade security, governance, and operational controls. The announcements carry resonance for manufacturing enterprises, where early adopters, including BMW, 3M, and Mondelez, signal growing demand for AI that bridges operational technology environments, supply chain complexity, and distributed workforces. This move strengthens AWS' competitive posture in the rapidly evolving AI infrastructure and application landscape and sets a meaningful precedent for how industrial organizations will adopt agentic AI at scale.</P> IDC Link Thu, 30 Apr 2026 04:00:00 GMT Sarah Lee IDC PeerScape: Best Practices for Asset Management in Utilities https://my.idc.com/getdoc.jsp?containerId=US54486226&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC PeerScape highlights five key best practices that distinguish successful APM implementations in utilities: adopting risk-based asset prioritization, integrating IT and OT data, transitioning to condition-based predictive maintenance, aligning APM with business and regulatory objectives, and strengthening data governance. Together, these practices enable utilities to optimize maintenance strategies, improve reliability metrics, reduce operational costs, and enhance their ability to justify investments in a highly regulated industry.</P><P>Utilities that treat APM as an enterprise transformation rather than a standalone technology deployment are better positioned to manage risk, extend asset life cycles, and deliver consistent, high-quality service to customers. As grid complexity continues to increase, APM will play a central role in enabling utilities to balance reliability, affordability, and sustainability objectives.</P><P>"Asset performance management is becoming a foundational capability for utilities navigating grid modernization, changing market dynamics, and rising reliability expectations. Organizations that integrate data, analytics, and operational decision-making into a cohesive APM strategy will be best positioned to reduce risk, optimize assets, extend asset life cycles, and deliver measurable business and regulatory outcomes," said John Villali, senior research director, IDC Energy Insights.</P> IDC PeerScape Thu, 30 Apr 2026 04:00:00 GMT John Villali Velotic: The Journey Toward an AI‑Ready Industrial Data Fabric https://my.idc.com/getdoc.jsp?containerId=EUR154507826&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC Perspective analyzes the role of Velotic in the modern industrial software ecosystem. Velotic's creation out of the integration of Proficy, Kepware, and ThingWorx marks a shift from monolithic industrial applications to data‑centric, AI‑ready platforms. The company offers manufacturers not only an OT backbone and ecosystem but also introduces choices around architecture, DataOps, branding, and partner models.</P><P>"Industrial software is no longer a sidecar to hardware or IT procurement; long‑term value will accrue to those that control and structure industrial data, not just to those selling individual point solutions," said Lorenzo Veronesi, associate research director, Manufacturing Insights, IDC. "Manufacturers should treat Velotic not just as a logo change, but rather as a chance to evolve their architecture. They should pursue a map drafting of the as-is versus to-be Proficy, Kepware, and ThingWorx dataflows and define a mid-term target for an integrated, AI‑ready data fabric."</P> IDC Perspective Thu, 30 Apr 2026 04:00:00 GMT Lorenzo Veronesi Google Cloud Next 2026: Building the Agentic Enterprise Through an Integrated Developer Platform https://my.idc.com/getdoc.jsp?containerId=lcUS54516126&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>Google Cloud Next 2026 marks a pivotal transition from generative AI experimentation to production-scale agentic systems. The event highlighted Google Cloud's strategy to deliver a unified platform spanning infrastructure, data, security, and developer tooling, enabling enterprises to build, deploy, and govern autonomous agents at scale. Central to this vision is the Gemini Enterprise Agent Platform, which integrates development frameworks, runtime environments, governance controls, and optimization capabilities into a cohesive system. This IDC Link examines the key announcements and provides perspective on their implications for developers, DevOps, and platform engineering as we move toward the agent development life cycle (ADLC).</P> IDC Link Wed, 29 Apr 2026 04:00:00 GMT Jim Mercer