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IDC Survey Spotlight: How Do Developer Programs Earn a Developer's Time?

Adam Resnick — Tue, 11 Aug 2026 04:00:00 GMT

This IDC Survey Spotlight examines how developer programs earn a developer's time, drawing on insights from IDC's September 2025 Modern Software Development Survey. Learning and skill-building resources rank as the strongest draw at 34%, while discounts, perks, and incentives rank lowest at 14%, a gap of more than two to one. Unclear program structure is the leading deterrent at 25%, followed closely by excessive time or effort required to participate and an unresponsive program team.

These findings suggest developer programs earn a developer's time by teaching well and running efficiently. Suppliers should prioritize learning content, clear navigation, and responsive program teams and treat discounts and promotional incentives as a supplement.

Kyndryl FY 1Q27: Growth in Consult and Hyperscalers Sustains Confidence in FY2028 Targets Despite Near-Term Revenue Headwinds

Jason Bremner — Tue, 11 Aug 2026 04:00:00 GMT

Kyndryl announced its financial results for the first quarter of fiscal year 2027 (ending June 30, 2026) on August 5, 2026. On the same day, the company hosted a conference call with financial analysts. Kyndryl reported revenue of $3.6 billion for the quarter, reflecting a year-over-year decline of 3% on both a reported basis and in constant currency. Kyndryl grew revenue 5% year-over-year in the United States and 2% year-over-year in constant currency in Japan (-8% as reported). The remainder of this document will analyze and report on year-over-year revenue growth in constant currency, unless otherwise noted, with figures rounded to the nearest percentage point as disclosed in Kyndryl's financial release.

Kyndryl reported a pretax loss of $69 million in the quarter, compared with pretax income of $92 million in the prior-year period. Adjusted pretax loss was $37 million in the quarter, compared with adjusted pretax income of $128 million in the prior-year period. Adjusted EBITDA was $512 million, with an adjusted EBITDA margin of 14.2%, compared with $647 million and 17.3% in the prior-year period. Free cash flow was a use of $401 million in the quarter, compared with a use of $222 million in the prior year, driven primarily by working capital timing, including higher multi-year software renewal payments and lower billings and collections.

In the quarter, signings totaled $3.9 billion, up from $3.2 billion in the same period last year. For the trailing twelve months, signings amounted to $14.2 billion. Kyndryl secured 40 contracts worth over $50 million in the past twelve months, with 10 of those contracts signed in the first quarter. Notably, approximately 30% of the value from these large deals involved new scope and new logos, which is consistent with its trend in fiscal year 2026, and a significant increase compared to around 15% in fiscal year 2025. This change in deal composition is a strong indicator that Kyndryl's expanded capabilities are appealing to both existing clients and potential new customers.

Kyndryl Consult saw a 10% year-over-year revenue growth this quarter. For the trailing twelve months, Kyndryl Consult generated revenue of $3.6 billion, a 14% increase over the previous year, with signings totaling $4.4 billion, an 8% increase year-over-year. Revenue from hyperscaler-related services surpassed $530 million this quarter, reflecting a 34% year-over-year growth and an annualized revenue run-rate exceeding $2.1 billion. During the quarter, Kyndryl expanded its AI capabilities by launching Kyndryl AI Orchestration for Business and a patented agentic AI capability within Kyndryl Bridge. Kyndryl also released its People Readiness Report to showcase its thought leadership on AI readiness and adoption.

Kyndryl noted that customers' decisions to procure certain IBM hardware and software directly from IBM, rather than as part of an integrated service and product purchase from Kyndryl, continue to create a headwind to revenue. This trend is estimated to have an approximately 3-point adverse impact on constant currency revenue growth in fiscal 2027, consistent with the impact experienced in fiscal 2026. Kyndryl noted this does not affect the scope or margin profile of its services or its ability to grow services content over time.

Kyndryl reaffirmed its fiscal 2027 outlook, expecting revenue growth to improve in the second half of the year, given its backlog.

Market Forecast: Worldwide IT Leasing and Financing Forecast, 2026–2030

Lara Greden — Tue, 11 Aug 2026 04:00:00 GMT

This IDC presentation provides the five-year forecast for the IT leasing and financing market and delivers insights into the drivers and inhibitors of growth.

"Financing and leasing enable flexible, OPEX-based procurement that protects against technology obsolescence and depreciation risk while improving budget predictability, particularly valuable for AI infrastructure and rapid refresh cycles. These models conserve capital while also bundling sustainability benefits such as circularity and ITAD, which most buyers weigh as important decision criteria." — Lara Greden, senior research director, Networking and Infrastructure Services, Enterprise Infrastructure at IDC

IDC MarketScape: Worldwide AI-Enabled Order Orchestration and Fulfillment Applications for B2B and Manufacturing 2026 Vendor Assessment

Heather Hershey — Mon, 10 Aug 2026 04:00:00 GMT

This IDC study evaluates vendors of worldwide AI-enabled order orchestration and fulfillment applications for B2B and manufacturing in 2026. The vendor assessment examines a market shaped by contractual complexity, multitier distribution networks, and extended production cycles, where order management sits at the critical intersection of front-end commercial activity and back-end supply chain execution. The document evaluates vendors on their ability to orchestrate complex, multiparty, contract-governed trade at scale. It also considers the role of deterministic AI and proven automation capabilities in recognition of the reliability and control that B2B buyers demand. Furthermore, tariff volatility and shifting regulatory environments across the global supply chain elevate trade compliance automation as a top-of-mind requirement. This IDC MarketScape serves as a guide for pragmatic buyers in search of platforms that deliver measurable efficiency gains once fully deployed.

"In B2B manufacturing, order management and orchestration succeeds not through the flashiest AI, but through platforms that hold up under contractual complexity and prove their value in consistency, auditability, operational efficiency, and measurable return on investment over the long haul," said Heather Hershey, research director, Worldwide Digital Commerce, IDC

IDC Survey Spotlight: Where Is Developer Attention Headed Next?

Adam Resnick — Mon, 10 Aug 2026 04:00:00 GMT

This IDC Survey Spotlight examines how developers want to reallocate their time across development activities, and where they are most ready to hand work to automation. IDC’s 2025 Modern Software Development Survey (n = 524) finds developers want more time for security and design work and less time on bug tracking and debugging. Forty-five percent want more time for security testing and 41% for design and architecture, while 33% want less time on bug tracking and 31% on debugging. Coding holds steady, with developers wanting modestly more time on it than less.

These findings suggest developer attention is moving from defect work toward judgment work as AI tools mature. AI development tools already handle debugging well, addressing a task developers want off their plate, but code review has not kept pace and remains the harder problem, and agentic AI is multiplying the code developers must review. Suppliers that build code review tools that work out of the box, ensure quality, security, and guardrails, provide automated multi-model orchestration, and make the work enjoyable are best positioned to capture this shift, since developers who value these tools also influence enterprise purchasing decisions.

IDC's Worldwide Event-Driven Automation and Analytics Taxonomy, 2026

Carlos Gonzalez — Mon, 10 Aug 2026 04:00:00 GMT

This IDC Market Presentation provides a comprehensive framework for classifying and analyzing the evolving event-driven software market. It restructures core segments (such as messaging middleware, stream processing software, and IoT application platforms) into detailed submarkets, standardizes terminology, and addresses governance, interoperability, and observability. This taxonomy enables technology strategists, architects, and buyers to evaluate, compare, and implement event-driven solutions with clarity and consistency across distributed, real-time digital platforms.

"Event-driven automation and analytic solutions are being significantly impacted by the rise of agentic artificial intelligence. The capability to analyze and act upon data in real time will translate to operational efficiency gains across several industries," said Carlos M. González, research manager, event-driven automation and analytics, IDC.

IDC's Worldwide Semiannual Software Development and IT Operations Tracker Taxonomy, 2026

Rasmus Andsbjerg, Matthew Flug — Mon, 10 Aug 2026 04:00:00 GMT

This IDC study outlines market segmentation and measurement methodologies for the Worldwide Semiannual Software Development and IT Operations Tracker, including software markets, company, geography, deployment type, and revenue metrics reported. It serves as the foundation for understanding the reported segments of the tracker and describes how these segments relate to IDC research in general.

"IDC's Worldwide Semiannual Software Development and IT Operations Tracker taxonomy represents a comprehensive outline of segments reported in the data product," said Matthew Flug, research manager, Intelligent Application Modernization and Deployment Platforms at IDC.

Market Forecast: Worldwide Business Intelligence and Analytics Software Forecast, 2026–2030

Megha Kumar — Mon, 10 Aug 2026 04:00:00 GMT

This IDC study provides a five-year forecast for the worldwide business intelligence and analytics (BIA) software market and delivers insights into the drivers and inhibitors of growth. The BIA software market continues to expand as organizations seek to accelerate decision-making with data-driven insights. Many organizations are also modernizing their workloads to the cloud, while others seek advanced analytics and self-service capabilities.

"Organizations will increasingly lean toward agentic analytics capabilities to drive efficiency and empower users. This will drive investment in semantics and ontologies to improve agent context and trust in AI-generated insights. There will also need to be a shift in organizational culture that provides guidance and guardrails for leveraging actionable insights or recommendations," said Megha Kumar, research vice president, Analytics and AI at IDC.

Market Forecast: Worldwide Employee Experience Software and Services Forecast, 2026–2030

Zachary Chertok, Leonardo Freitas — Mon, 10 Aug 2026 04:00:00 GMT

This IDC study presents IDC's five-year worldwide forecast for the employee experience (EX) software and services market, examining the drivers, inhibitors, and future developments shaping its growth. It explores how agentic AI and experience-level agreements (XLAs) are turning EX from a set of disconnected tools into a managed operating system for work, learning, and well-being, and how the HR-IT partnership is deepening into a distinct buyer remit as organizations work to connect EX to customer experience outcomes. The study also covers regional market dynamics, changes from IDC's prior forecast, and guidance for technology suppliers on aligning their portfolios, governance capabilities, and go-to-market strategies with these shifts.

Market Forecast: Worldwide IT Service Management Software Forecast, 2026–2030

Snow Tempest — Mon, 10 Aug 2026 04:00:00 GMT

This IDC presentation provides the five-year forecast for the IT service management (ITSM) software market for 2026–2030.

"The established market for IT service management tools is transforming fast, with changes from AI and new entrants to the market." — Snow Tempest, research manager, IT Service Management, IDC