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India’s Smartphone Market Hits Five-Year High in Festive Q3 2025, Up 4% YoY on Premium Demand

Tue, 11 Nov 2025 05:00:00 GMT

IDC: India smartphone market grows 4% in Q3 2025, led by premium segment; Apple reaches a record 5M units at fourth position for the first time.

IDC：三季度中国折叠屏手机市场回暖，Huawei持续领先

Mon, 10 Nov 2025 05:00:00 GMT

北京，2025年11月11日——国际数据公司（IDC）最新手机季度跟踪报告显示，2025年第三季度，中国折叠屏手机市场迎来显著回暖，该季度出货量达到263万台，同比增长17.8%。市场动能的恢复，一方面得益于Huawei、Honor、vivo等厂商的稳定发挥，另一方面也受到各品牌新一代产品集中上市的共同推动。今年前三季度中国折叠屏手机市场累计出货量762万台，同比增长14.3%。预计2025年中国折叠屏手机市场出货量接近千万，延续增长趋势。

Qualcomm's Fiscal 4Q25 Earnings Show That Qualcomm Continues to Narrow the Time Frame Between Short-Term Risks and Long-Term Growth

Phil Solis — Mon, 10 Nov 2025 05:00:00 GMT

Qualcomm announced its fiscal 4Q25 earnings on November 5, 2025. Qualcomm reported $11.3 billion in revenue, up 10% year over year (YoY). QTL (licenses) revenue was $1.4 billion, down 7% year over year. QTC (mostly semiconductor) revenue was $9.8 billion, up 13% year over year. QTC is made up of the following segments: handsets ($7.0 billion, +14% YoY), automotive ($1.1 billion, +17% YoY), and the everything else catch all IoT segment ($1.8 billion, +7%). Qualcomm has been facing many strong headwinds for years, and despite this the company has managed to continue to grow. It has staved off some seemingly inevitable losses of revenue so much so that it is closing the gap between near-term losses of business and long-term growth.

Tablet Market Levels Off in 3Q 2025 Following Six Quarters of Growth Driven by Replacement Demand, according to IDC

Mon, 10 Nov 2025 05:00:00 GMT

NEEDHAM, Mass., November 10, 2025 – Worldwide tablet shipments declined 4.4% year-over-year in the third quarter of 2025 (3Q25), totaling 38 million units, according to data from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker . Following six consecutive quarters marked by several product refreshes and a replacement cycle upswing, the tablet market began to show signs of cooling. Elevated inventory levels carried over from first half of 2025 — partly due to precautionary stockpiling amid tariff concerns-further weighed on sales during the quarter. Demand remained steady in emerging markets where education initiatives, government digitization programs and smartphone vendors expanding their tablet offerings continue to drive shipment volumes.

IDC：“国补”政策收紧，三季度中国智能手机市场延续下滑趋势，vivo重返第一

Sun, 09 Nov 2025 05:00:00 GMT

北京，2025年11月7日——国际数据公司（IDC）最新手机季度跟踪报告显示，2025年第三季度，中国智能手机出货量约6,846万台，同比下降0.5%，延续下降趋势。该季度属于传统手机销售淡季，新品发布数量较少，且“国补”政策收紧的情况下，消费者消费更趋于理性。随着9月中下旬开始，各品牌大量年度旗舰新品的提前集中上市，市场表现在下个季度初期有望得到一定改善。但是由于一部分需求已提前到上半年释放，即便有“双十一”年终大促，也难以激发更多消费欲望。

AMD FY 3Q25 Results: AMD Reported Strong Top-Line Growth with Gains in Datacenter and Client Segments

Jim Hines, Phil Solis, Jeff Janukowicz, Brandon Hoff — Fri, 07 Nov 2025 05:00:00 GMT

On November 4, 2025, AMD announced its 3Q25 financial results. The chip maker posted record revenue of $9.2 billion for 3Q25, compared with 3Q24 revenue of $6.8 billion, showing a growth of 36% year over year (YoY) and 20% growth quarter over quarter (QoQ). Non-GAAP earnings per share for AMD was $1.20 with non-GAAP gross margin flat at 54%. AMD showed strong growth in its datacenter and server segment for EPYC CPUs and MI300/MI350 GPUs and in client with Ryzen 9000 and gaming with Radeon 9000, while its embedded business was down.

Beyond Revenue: Why Telecom's Future Depends on Profitability

Masarra Mohamed — Fri, 07 Nov 2025 05:00:00 GMT

Amdocs Executive Analyst Summit 2025: AI, Agents, and the Market of One (IDC #lcUS53847425, October 2025)
Investigating a New Revenue Frontier for European Telcos: AI Factories (IDC #EUR153773025, September 2025)
The Role of AI in Mobile Monetization (IDC #EUR153701425, August 2025)
AI-Powered Transformation and Use Cases for the Telco and Vendor Ecosystem in the META Region (IDC #META52916525, July 2025)
Telecom Operators Supporting AI as a Service to Drive Business Transformation (IDC #US53341325, May 2025)

This IDC Market Note reflects on telecom operators' whole business and argues that they must shift focus from revenue growth (ARPU) to profitability (AMPU) to thrive in a saturated, commoditized market. Success hinges on granular margin visibility, customer-centric value creation, strategic use of AI, and ecosystem partnerships. Operators that evolve beyond selling connectivity to deliver differentiated outcomes and collaborating across the value chain will secure sustainable profits and relevance, while those clinging to legacy models risk margin erosion and irrelevance.

"The transformation from telco to techco should not focus solely on top-line growth, particularly if it erodes EBITDA margins. Instead, the shift must deliver higher-margin outcomes by simplifying operations, eliminating duplication, and leveraging automation to drive efficiency from within. Only then can telcos become true digital partners, able to share these capabilities and support their enterprise clients on their own digital transformation journeys," said Masarra Mohamed, senior research analyst, IDC.

Market Analysis Perspective: Telecom Operations and Monetization, 2025

Chris Silberberg — Fri, 07 Nov 2025 05:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the telecom operations and monetization market. It includes an overview of the current market landscape, a technology buyer perspective, a market outlook, and IDC's advice for technology suppliers in this market.

Intel FY 3Q25 Results: Intel Delivered a Stronger-than-Expected Third Quarter, Marking Its Fourth Consecutive Quarter of Sequential Improvement

Jim Hines, Brandon Hoff, Jeff Janukowicz, Phil Solis — Thu, 06 Nov 2025 05:00:00 GMT

On October 23, 2025, Intel announced its 3Q25 financial results. Intel reported revenue of $13.7 billion, up 3% year over year (YoY) and 6% quarter over quarter (QoQ). Non-GAAP earnings per share attributable to Intel was $0.23, with non-GAAP gross margin reaching 40.0%, up 22 percentage points from the previous quarter on higher revenue, a more favorable mix, and lower inventory reserves, partially offset by higher volume of Lunar Lake and the early ramp of Intel 18A.

With Telecom Services Spending Growing Less than 2% Annually, Operators Turn to AI to Boost EBITDA Margins

Thu, 06 Nov 2025 05:00:00 GMT

NEEDHAM, Mass. November 6, 2025 – Worldwide spending on telecommunication and pay TV services will reach $1,532 billion in 2025, representing an increase of +1.7% year-on-year, according to the International Data Corporation (IDC) Worldwide Semiannual Telecom Services Tracker . The latest forecast is slightly more optimistic compared to the forecast published earlier this year, as it assumes a 0.1 percentage point higher growth of the total market value.