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IDC Survey: Mobile Device Procurement Trends Among U.S. Enterprises

Bryan Bassett — Fri, 15 May 2026 04:00:00 GMT

This IDC Survey examines mobile device procurement trends among U.S. enterprises to gain insight on investment priorities, decision-making processes, supplier selection, and purchasing channels. Mobility has evolved into a core IT investment category, spanning hardware, software, and services. Most enterprises expect mobility spending to increase with primary investment directed toward employee devices, mobile security, and management tools.

This IDC Survey also identifies in which device types demand is concentrated, what drives mobility purchase among enterprises, what enterprises expect from providers, who are their trusted partners, and from which provider type they have secured their device procurement.

Enterprises are also facing barriers when they make their purchase decisions. This study identifies such barriers and advises on how to turn the barriers into opportunities so suppliers can find success in their strategic planning.

Ready to Transform But Reluctant to Lead: Enterprise Connectivity in Malaysia, 2026 — Insights from IDC's 2025 Enterprise Connectivity and Telecom Services Survey

Nikhil Batra — Fri, 15 May 2026 04:00:00 GMT

This IDC Market Presentation explores the state of enterprise connectivity of Malaysian organizations, drawing on insights from IDC's 2025 APAC Enterprise Connectivity and Telecom Services Survey, which covers Malaysia and the broader Asia/Pacific (APAC) market. It highlights Malaysian organizations' confidence in their connectivity strategy despite caution about execution. It examines how Malaysian organizations are prioritizing connectivity investments, where deployment lags self-assessed maturity, and what it means for the service providers competing in this market. It also discusses network modernization, SD-WAN and SASE adoption, network as a service (NaaS), and the emerging role of AI in enterprise digital infrastructure decisions.

"Malaysian organizations want to modernize their digital infrastructures but want someone else to manage the risk. Their preference for single-vendor networking environments, managed services, and contract flexibility is a deliberate strategy to outsource complexity management," said Nikhil Batra, senior research director, APAC Telecommunications at IDC. "Service providers that can demonstrate repeatable frameworks and processes as well as help manage the risk for organizations across day 0, day 1, and day 2, will have more success."

The Android Show 2026: Google's Googlebook and Gemini Intelligence on Android Signal a More Unified Platform Strategy

Bryan Bassett, Tom Mainelli, Bryan Ma — Thu, 14 May 2026 04:00:00 GMT

Google's Android Show announcements mark a meaningful moment in the devices space. Googlebook finally consolidates Android and ChromeOS into a unified laptop platform, while Gemini Intelligence extends capabilities across phones, watches, cars, and glasses. Taken together, the two announcements signal a more coherent Google platform strategy, with Gemini spanning across it all. But the features unveiled so far are early demonstrations, and Google will need to substantiate the AI value proposition more fully at Google I/O and beyond.

Ant International Makes Clear Inroads on the Gaps in Global Payments Needs

Michael Sek Pheng Yeo — Wed, 13 May 2026 04:00:00 GMT

Ant International's MoMents 2026 and associated International Media and Analyst briefing in Kuala Lumpur Malaysia held on the 23^rd of April 2026 positioned the company as a major infrastructure provider for the next phase of AI-driven commerce. Their new capabilities combine payments, global accounts, embedded finance and AI-led operational tooling into a consistent narrative on where the Ant International sees the future of commerce in. The event highlighted how Ant International is stitching its assets together in a broad merchant, wallet, banking and financial services ecosystem to provide cross-border interoperability, treasury intelligence and new standards for trusted agentic commerce.

The most important signal from this event was that Ant International is moving beyond its already very successful and well-integrated cross-border payments offering in Alipay+ and towards a more integrated and holistic commerce stack for enterprises and SMEs. Their strategy aims to directly address market realities including payment fragmentation, market volatility and uneven SME access, especially relevant in key markets in Southeast Asia. Beyond these areas, Ant International also demonstrated their commitment and investments in AI such as in using it for agentic commerce as well as security. By combining these offerings into a themed offering for businesses, they aim to tackle and solve common issues head on in a seamless manner.

VodafoneThree Launches 5G Fixed Wireless Access for the U.K. Residential and SMB Markets

Alejandro Cadenas — Tue, 12 May 2026 04:00:00 GMT

On May 11, Vodafone announced the commercial launch of Vodafone 5G Broadband, a fixed wireless access (FWA) service powered by the 5G network, following the merger with Three UK, bringing VodafoneThree into existence as the UK's largest mobile operator by spectrum and coverage. The service targets an estimated 3.7 million U.K. homes currently unable to access fiber, offering speeds of up to 150Mbps, unlimited data, and instant self-installation. The proposition is positioned as a credible and cost-efficient alternative to part-fiber connections, with no engineer visits or upfront costs. The launch builds on VodafoneThree's £11 billion network investment program and leverages multi-operator core network (MOCN) technology across more than 10,000 shared sites. Combined with its existing full-fiber footprint of 23.2 million homes, VodafoneThree can now address over 26 million U.K. homes.

Microsoft Dragon Copilot Experience for Nurses: Ambient AI Reaches the Bedside and Beyond

Jennifer Eaton — Mon, 11 May 2026 04:00:00 GMT

Microsoft announced new enhancements to the Dragon Copilot experience for nurses during Nurses Week 2026 (May 6, 2026), highlighting its AI clinical assistant with capabilities purpose built for nursing workflows. This IDC Link covers the announcement details and product capabilities, competitive implications, and strategic guidance for healthcare technology buyers and suppliers.

IDC Survey Spotlight: Which U.S. Worker Personas Are Prioritized for Mobile Enablement, and How Important Are AI Smartphones?

Bryan Bassett — Thu, 07 May 2026 04:00:00 GMT

This IDC Survey Spotlight analyzes results from IDC's annual U.S. Enterprise Mobility Decision-Maker Survey, conducted in June 2025 among 550 IT decision-makers in the United States.

Mobile enablement priorities across U.S. enterprises remain uneven, with investment and future mobilization efforts concentrated among knowledge and hybrid workers, while frontline nonoffice roles continue to receive disproportionately lower attention. At the same time, AI smartphone adoption has emerged as a near-universal investment imperative, with 9 in 10 enterprises planning to prioritize next-generation AI smartphone purchases in the next 12–18 months.

This IDC Survey Spotlight examines how U.S. enterprises are prioritizing worker personas for mobile enablement today and over the near term and how AI smartphone investment intent is shaping enterprise mobility strategies across different workforce segments.

Market Analysis Perspective: European SMB Telecom Services, 2026

Daniela Rao, Iñaki Martínez de Lizarrondo Iriarte — Tue, 05 May 2026 04:00:00 GMT

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

Unlocking New Revenue Opportunities by Monetizing AI and Digital Infrastructure

Masarra Mohamed — Tue, 05 May 2026 04:00:00 GMT

This IDC Market Note highlights that telcos must first demonstrate AI value internally before monetizing it externally, with orchestration, trust, and execution discipline as key differentiators. The shift from providing connectivity to delivering orchestrated, business-outcomes-based services is accelerating, while edge-native AI favors smaller, domain-specific models. IDC’s panel at the FutureNet World event warned of capex risks in sovereign AI infrastructure and emphasized managed services as the most viable commercial model. Success hinges on credible internal AI deployment, hybrid infrastructure, and aligning offerings with enterprise demand for reliable, auditable outcomes. “AI monetization in telecom will not be about owning models or GPUs; instead, it will be won on orchestration, trust, and execution discipline,” says Senior Research Analyst Masarra Mohamed, IDC.

Apple Fiscal 2Q26: March Quarter Records as iPhone 17 Drives Demand and MacBook Neo Shows Early Market Momentum

Tom Mainelli — Mon, 04 May 2026 04:00:00 GMT

Apple delivered fiscal 2Q26 (March quarter) revenue of $111.2 billion, up 17% YoY, a March quarter record that came in above the high end of guidance despite supply constraints on iPhone and Mac. iPhone revenue reached $57.0 billion (22% YoY), and services hit a new all-time high of $31.0 billion (16% YoY). Gross margin came in at 49.3%, above guidance, helped by a 2.5 percentage point foreign exchange tailwind. Apple guided June quarter revenue growth of 14% to 17% YoY and gross margin of 47.5% to 48.5%.