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Atlassian's FY26 Historic Moment: Why Enterprise Customers Are Buying

Stephen Elliot, Jevin Jensen, Jim Mercer — Thu, 13 Aug 2026 04:00:00 GMT

Atlassian recently reported fourth-quarter and full-year FY26 results, beating expectations across the board. A summary of the results is as follows:

Fourth-quarter revenue: $1.766 billion, up 28% YoY
Cloud revenue: $1.2 billion, up 31% YoY
Remaining performance obligations: $4.8 billion, up 44%; a strong forward-revenue signal
Non-GAAP operating margin: 36% (fourth quarter)
GAAP operating margin: 12% (fourth quarter)
FY26 revenue: $6.57 billion, up 26% from $5.22 billion in FY25
FY26 non-GAAP operating income: $1.996 billion (30% margin), up from $1.287 billion (25% margin) in FY25

Dynatrace FY 1Q27 Results: Steady AI and Customer Growth; What's Next?

Stephen Elliot — Thu, 13 Aug 2026 04:00:00 GMT

Several of the key financial and business highlights include:

Total ARR of $2,136 million, an increase of 17% on an as-reported and constant-currency basis
Total revenue of $555 million, an increase of 16%, or 15% on a constant-currency basis
Subscription revenue of $530 million, an increase of 16%, or 15% on a constant-currency basis
GAAP income from operations of $71 million and non-GAAP income from operations of $162 million
Demonstrated four consecutive quarters of acceleration in trailing 12-month organic net-new ARR growth
Nearly doubled annualized logs consumption in the last two quarters to $200 million, growing well over 100% year over year
Delivered significant advancements of Dynatrace Intelligence, extending the power of the Dynatrace platform (New capabilities include Autonomous SRE Agent, Cloud SRE Agent, and Agent Builder to help customers move beyond analysis and recommendations into trusted, autonomous execution.)

Market Share: Worldwide Marketing Campaign Management Applications Shares, 2025

Gerry Murray, Roger Beharry Lall — Thu, 13 Aug 2026 04:00:00 GMT

This IDC presentation provides a detailed breakdown of vendor revenue, share, and growth rates across the top companies competing in the marketing campaign management (MCM) applications market in 2025. The worldwide marketing campaign management applications market reached $34.4 billion in 2025, growing 13.3% over the prior year as AI-driven capabilities reshaped competitive dynamics across the vendor landscape. Salesforce and Adobe held the top 2 positions with a combined share of roughly 24%, while the broader market reflected a notable widening of the competitive field. Klaviyo and Zeta Global posted the strongest growth rates among tracked vendors, each gaining ground on the strength of AI-native architectures and deep investments in first-party data activation. Cloud delivery continued its consolidation as the dominant deployment model, accounting for approximately 94% of total revenue. The Americas retained the largest regional share, contributing nearly 64% of global spend, with EMEA and APJ recording healthy growth as well. Beneath the headline numbers, the market is being shaped by the convergence of marketing, sales, and customer data technologies, a structural shift that is drawing new buyer decision-makers into the purchase process and putting pressure on standalone platforms to expand their value propositions.

“The 2025 market share data tells a clear story: AI capabilities are table stakes and difficult to differentiate, opening the door for a new generation of AI-native disruptors to enter the market. Established vendors that have built on strong data foundations have earned their positions, but incumbency is no longer a safe harbor.” — Gerry Murray, research director, Enterprise Marketing Applications and Agents

IDC MarketScape: U.S. Patient Engagement and Enablement Technology Solutions 2026 Vendor Assessment

Jennifer Eaton — Wed, 12 Aug 2026 04:00:00 GMT

This IDC study assesses the U.S. patient engagement and enablement technology market and the vendors that serve it. Patient engagement has moved from a set of add-on tools to a working part of how providers and payers manage cost, quality, and the relationship with the people they serve. Three forces are driving that shift. Patients now expect the digital convenience they get from other industries. Value-based and outcomes-based payment ties revenue to results that depend on reaching and activating patients. And new interoperability rules, together with more capable AI, are putting more usable data within reach while raising expectations for how quickly and clearly organizations communicate with patients and members. Digital access, remote monitoring, multichannel outreach, education, and AI-driven personalization are becoming standard rather than distinguishing features, and the organizations that succeed are the ones that use them to reach people through the channels they actually use.

The study evaluates vendors on the capabilities and strategies that serve both providers and payers while delivering the consumer-grade experience patients expect. It gives technology buyers a factual basis for comparing solutions, separating shipped capability from road map, and matching a vendor's orientation, whether payer rooted, provider facing, or consumer first, to their own populations and goals.

"Healthcare organizations can no longer treat patient engagement and enablement as a siloed, 'one size fits most' effort aimed at marketing and brand loyalty, and they cannot start and stop with a care encounter or an enrollment window. Engagement has to be continuous, proactive, personalized, and grounded in data that follows the person across their care. The tools and the data to do this now exist, and federal policy is pointing the same way, so the question for 2026 is not whether to build data-driven, whole-person engagement but how quickly an organization can. Patients need it, deserve it, and increasingly expect it." — Jennifer Eaton, research director, IDC Health Insights

Lessons from Cannes Lions 2026: Agentic Buying Becomes Table Stakes as Power Reprices Around Data

Roger Beharry Lall — Wed, 12 Aug 2026 04:00:00 GMT

This IDC Perspective discusses Cannes Lions 2026, which was less an awards show than a map of where power in advertising is moving:

In the nine days around the festival, at least eight platforms shipped autonomous buying, coordination, or measurement infrastructure, turning agentic adtech from a talking point into a baseline expectation,
The real contest now is over who controls the data and measurement beneath the agents.
The holding company era is evolving, with the majors racing to build agentic capabilities of their own even as advantage shifts toward whoever controls governed data.
OpenAI made its debut as an advertising business, pitching ChatGPT as a third gatekeeper — a clear case of capability arriving ahead of the measurement to prove it.
Commerce moved closer to the point of sale as retail media and connected TV converged.

Beneath it all ran a more sober mood, with entries down about a quarter under integrity rules tightened after last year’s AI scandals, and an ongoing gap between what the new tools can do and the measurement needed to trust them.

“Cannes 2026 was the year the industry stopped asking what AI could do and started asking whether it worked. Agentic adtech became the baseline, and power moved to whoever controls accountable data and measurement, but the trophies still went to human hands. The machines will run the pipes; taste, judgment, and nerve remain the job.” — Roger Beharry Lall, research director, Advertising Technologies and SMB Marketing Applications at IDC

The Need for Enterprise Governance in an Era of Walled Garden Adtech Uncertainty

Roger Beharry Lall — Wed, 12 Aug 2026 04:00:00 GMT

This IDC Perspective discusses the need for enterprise governance in an era of walled garden adtech uncertainty. Enterprise dependence on dominant advertising platforms now exposes organizations to unprecedented legal, regulatory, and operational risk. Governance tools exist, including independent measurement, consent management, and media diversification, but the critical gap is organizational intent and oversight. As AI-driven automation accelerates, enterprises must embed platform governance into technology, legal, and risk frameworks now, building resilience before regulatory and market shifts force a reactive response.

"When advertising platforms become critical infrastructure, the real risk isn't technology; it's governance. As AI and regulatory pressure reshape the landscape, the question for enterprises is no longer if disruption will come, but whether their governance is ready before it does." — Roger Beharry Lall, research director, Advertising Technologies, IDC

Industry Buyers Handbook: Worldwide Oil and Gas Industry 2026

Gaurav Verma, Claudia Medina — Tue, 11 Aug 2026 04:00:00 GMT

This IDC Industry Buyers Handbook aims to help technology vendors understand the technology investment areas of the worldwide oil and gas industry. Vendors can use this Handbook to:

Align the company's proposition to the buyer's tech priorities as they relate to domain processes.
Position the technology offering and innovation capabilities to respond to the buyer's business transformation objectives.
Develop a compelling narrative that resonates with the buyer's requirements.

Technology vendor executives across marketing, sales, and product strategy can leverage insights from this Handbook to inform and shape their approach to buyers in the worldwide oil and gas Industry. The insight provided in this Handbook is largely based on IDC survey data, but also leverages senior IDC analysts' knowledge, IDC research, and ongoing conversations with key industry players.

"Oil and gas are not one buyer; upstream, midstream, and downstream, each has its own priorities. And within any one of them, budget ownership for AI and analytics is shared, not owned by any single function, so IT holding the purse does not mean IT holds the decision," says Gaurav Verma, research director, IDC Energy Insights.

Industry Buyers Handbook: Asia/Pacific Utilities, 2026

Gaia Gallotti, Gaurav Verma, Claudia Medina, Nigel Wallis — Mon, 10 Aug 2026 04:00:00 GMT

This IDC Industry Buyers Handbook aims to help technology suppliers understand the areas of technology investments of the Asia/Pacific (AP) utilities industry. Vendors can use this Handbook to:

Align the company's proposition to the buyer's tech priorities as they relate to domain processes.
Position the technology offering and innovation capabilities to respond to the buyer's business transformation objectives.
Develop a compelling narrative that resonates with the buyer's requirements.

Technology vendor executives in areas, including marketing, sales, and product strategy, can leverage the insight from this Handbook to inform and formulate their approach with buyers within the AP utilities industry. The insight provided in this Handbook is largely based on IDC survey data and also leverages senior IDC analysts' knowledge, IDC research, and ongoing conversations with key industry players.

"Asia/Pacific utilities are entering a defining phase of technology investment, where infrastructure buildout, operational resilience, and customer growth are converging into a single agenda that cuts across the region's very different market maturities," says Gaia Gallotti, research director, IDC Energy Insights. "For technology suppliers, the opportunity is to help utilities scale digital capabilities that are not only modern and secure but tightly bound to reliability, affordability, and long-term system performance."

Industry Market Trends: Americas Healthcare, 2026

Jennifer Eaton, Nigel Wallis, Heriberto Roman — Mon, 10 Aug 2026 04:00:00 GMT

This IDC Market Presentation is our Industry Market Trends report for the Americas healthcare market. It aims to provide technology vendors with an overview of the key business trends shaping the healthcare industry in 2026. The report offers a foundation of industry knowledge to:

Develop a compelling narrative that resonates with healthcare clients
Align products and service offerings to healthcare priorities
Show healthcare clients how technology implementation contributes toward the achievement of their goals
Design short-, medium-, and long-term approaches to working with healthcare clients

Technology vendor executives in marketing, sales, product strategy, market intelligence, and channel management can leverage the insights from this report as a starting point to organize their activities.

"Technology investment by the healthcare sector across the Americas has become critical. A multitude of factors are coming into play to make this a complex, dynamic time for the industry," said Jennifer Eaton, research director, IDC Health Insights. "Vendors must capitalize on this juncture, where technology is expected to deliver great changes and improvements in benefits to all involved, from the clinical and operational, to the patient and society."

Industry Market Trends: Asia/Pacific Healthcare, 2026

Jennifer Eaton, Heriberto Roman, Nigel Wallis — Mon, 10 Aug 2026 04:00:00 GMT

This IDC Market Presentation aims to provide technology vendors with an overview of the key business trends shaping the healthcare industry in 2026. It offers a foundation of industry knowledge to:

Develop a compelling narrative that resonates with healthcare clients
Align products and service offerings to healthcare priorities
Show healthcare clients how technology implementation contributes toward the achievement of their goals
Design short-, medium-, and long-term approaches to working with healthcare clients

Technology vendor executives in marketing, sales, product strategy, market intelligence, and channel management can leverage the insights from this perspective as a starting point to organize their activities.

"Asia/Pacific healthcare technology investment is fracturing into four simultaneous adoption trends that single-platform strategies cannot address. The region's myriad landscapes contain global extremes: the most advanced national digital health infrastructure, the largest leapfrog from paper to mobile-first care, and the most acute demographic demand intensification," says Jennifer Eaton, research director, IDC Health Insights. "Vendors must design distinct architectures for each regional trend and recognize that regulatory compliance is both a clinical quality mechanism and a sovereignty imperative."