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European Cloud Experience Drives Decisive Adoption for Accelerated Growth

Carla Arend, Jacqui Hendriks — Fri, 06 Feb 2026 05:00:00 GMT

This IDC Market Note leverages insights from IDC's expert European cloud analysts to dispel the myth of a widespread return to on-premises services, known as cloud repatriation. Significant media attention has been paid to global brands hit by both major cybersecurity breaches and datacenter service disruptions. These are just some of the events that prompt businesses to review how they use cloud services. Service providers need to understand what drives customers' choice of cloud environment.

AWS re:Invent 2025 — Infrastructure Announcements and Market Implications

Thu, 05 Feb 2026 05:00:00 GMT

This IDC Market Perspective discusses AWS infrastructure announcements and market implications at re:Invent 2025. AWS re:Invent 2025 marked a strategic pivot toward AI-first, vertically integrated infrastructure, unveiling custom silicon, advanced compute and storage, and managed AI Factories for sovereign, high-performance workloads. These innovations reflect AWS' intent to deliver consistent, scalable, and regulatory-compliant AI infrastructure across cloud, edge, and on-premises environments, positioning AWS as a foundational partner for enterprises navigating the demands of data gravity, sovereignty, and next-generation AI applications.

"AWS is not just building the future of cloud — it's engineering the infrastructure backbone for the AI-first era, where data gravity and sovereignty reshape every boundary." — Jasdeep Singh, research manager, Cloud and Infrastructure Services at IDC

CoreWeave ARENA and the Shift Toward Production-Ready AI Labs

Dave McCarthy — Thu, 05 Feb 2026 05:00:00 GMT

As the AI industry transitions from the era of experimental "sandbox" research to large-scale commercial deployment, a critical friction point has emerged: the discrepancy between synthetic benchmarks and real-world production performance. CoreWeave's announcement of CoreWeave ARENA (AI-Ready Native Applications) represents a strategic shift in the cloud infrastructure market.

ARENA is a production-ready AI lab designed to provide "evidence before production." By mirroring live settings, including complex orchestration, high-throughput storage, and InfiniBand networking, ARENA allows enterprises to validate workload performance and cost certainty before committing to massive infrastructure investments.

European Small and Medium Business Telecoms Strategies: Research Coverage and Approach

Daniela Rao — Thu, 05 Feb 2026 05:00:00 GMT

This IDC Market Perspective provides an overview of the markets covered in IDC's European Small and Medium Business Telecoms Strategies research program. It analyzes various aspects of the European SMB (1–249 employees) market, such as connections and spending, as well as new noncore telecom services that are becoming a relevant part of several telco portfolios.

"To successfully address small and medium-sized businesses' diversity and fragmentation requires European telco to refocus their strategies and tactical actions," said Daniela Rao, senior research and consulting director, Telecom & UCC Global Research Team. "The IDC European Small and Medium Business Telecom CIS is aimed at supporting telecom players in the evolution toward digital services providers, by identifying future business models and strategies, as well as leveraging insights data and information from reliable sources."

Five Key Trends for Enterprise Client Computing Platforms in 2026

Shannon Kalvar, Filippo Vanara — Thu, 05 Feb 2026 05:00:00 GMT

This IDC Market Perspective discusses the five key trends for enterprise client computing platforms in 2026. While AI is disrupting this space, organizations must also examine other emerging trends to stay competitive. This document is also an update to a previous report titled Five Key Trends in 2025 for Enterprise Client Computing Platforms (IDC #US53121325, January 2025).

"Enterprise client computing platforms are rapidly evolving from device-centric tools into intelligent, cloud-first, and policy-driven platforms. Suppliers that embed AI and agentic AI, support sovereign and secure-by-design architectures, and simplify hybrid delivery models will be best positioned to capture growth as work, data, and regulation continue to become decentralized," said Filippo Vanara, senior research analyst, IDC Worldwide Enterprise Client Computing Platforms.

IDC FutureScape: Worldwide Services 2026 Predictions — Canada Implications

Sreenivas Duvvuri Venkata, Jason Bremner — Thu, 05 Feb 2026 05:00:00 GMT

This IDC FutureScape provides IDC's top 10 predictions for worldwide services and implications for Canada for 2026–2031. This year's predictions for Canada are influenced strongly by the impact of agentic AI, with a focus on scaling AI use across the organization.

IDC's December 2025 Canada IT Decision Makers Survey indicates that 78% Canadian organizations are increasing IT spending on external services in 2026. Among primary reasons for that increase are investments made into innovative technologies and prioritization of technology as an enabler of growth. AI services are expected to receive a lion's share of the increment, in addition to security services. As organizations plan for greater use of agentic AI, across initiatives including application modernization and business functions like product R&D or customer service, controlling challenges such as agent sprawl is critical to the sustainability of investments. IDC expects partners such as cloud providers and systems integration and IT consulting vendors to play a critical role in helping Canadian organizations navigate this journey.

"Emerging frontier models and agentic solutions are making services-as-a-product models a lucrative reality. Its impact extends far beyond technology, affecting ways of working and business culture at its core," says Sreenivas Duvvuri Venkata, research analyst, Enterprise Services at IDC. "Grappling with change across the board, Canadian leaders will require to take a closer look at their internal operations, technology stack, and outsourcing footprint to remain relevant in the current business landscape."

Organizational Inhibitors to Utilizing Managed Cloud Services

David Tapper — Thu, 05 Feb 2026 05:00:00 GMT

This IDC Survey Spotlight highlights results from the following question posed to 1,503 respondents and firms with 1,000+ employees across multiple countries and industries, as part of IDC's 2025 Worldwide Managed Cloud View Survey: Inhibitors. "Which two (2) of the following, if any, are major concerns or worries that may inhibit your company/organization from using managed cloud services?" This IDC Survey Spotlight then assesses the impact of inhibitors that organizations identify as obstacles in utilizing managed cloud services on managed SPs (service providers) and highlights how managed SPs need to support a broad set of service capabilities while implementing a robust governance structure to mitigate these client concerns.

Organizational Technology Drivers for Utilizing Managed Cloud Services

David Tapper — Thu, 05 Feb 2026 05:00:00 GMT

This IDC Survey Spotlight highlights results from the following question posed to 1,503 respondents and firms with 1,000+ employees across multiple countries and industries, as part of IDC's 2025 Worldwide Managed Cloud View Survey: "Technology drivers. Which two of the following does your company/organization believe are the primary technology drivers in utilizing managed cloud services?" This IDC Survey Spotlight then assesses the impact of primary organizational technology drivers for using managed cloud services on managed (service providers) SPs and highlights how managed SPs need to create new operating models, utilize management platforms and new delivery techniques, and invest heavily in partnerships to support these organizational imperatives.

IBM Earnings 4Q25: AI, Automation, Data, and Mainframes Reshaped IBM Market Position

Rick Villars, Stewart Bond, Lars Goransson, Cyrille Chausson, Chris Drake — Wed, 04 Feb 2026 05:00:00 GMT

IBM's FY25 results demonstrate robust growth and operational execution, with total revenue reaching $67.5 billion (+6% y/y @CC) and 4Q25 revenue at $19.7 billion (+9% y/y CC). All revenue figures in this document are y/y in constant currency. The operating gross profit margin expanded to 59.5% for the year (+1.7 points y/y). IBM's GenAI book of business surpassed $12.5 billion inception to date, with consulting and software as key contributors. The company delivered double-digit growth in software and infrastructure, with IBM Z mainframes posting record annual and quarterly results.

2026年国内ITモダナイゼーション市場動向

Masaru Muramatsu, Tatsuhiro Soga — Tue, 03 Feb 2026 05:00:00 GMT

本調査レポートは、IDCの国内サービス市場予測における主要な成長促進要因の一つであるレガシーシステムのITモダナイゼーションについて、市場規模の中期予測を示すと共に、国内企業（ITバイヤー）の取り組み動向や、それを支援するサービスベンダーの動向を明らかにすることを目的としている。加えて、これらの情報を基に、サービスベンダーが国内企業のITモダナイゼーションを支援するために取り組むべき事項を整理して提示している。

IDC Japan、Software, Services, IT Spending, Tech Buyerのシニアリサーチアナリストである村松大は「国内企業は、デジタルビジネス化、レガシーシステムの保守人材減少への対応といった内的要因だけでなく、ITサプライヤーのサービス／プロダクトの終息などの外的要因を背景に、ITモダナイゼーションサービスへの支出を拡大させている。国内ITモダナイゼーションサービス市場では、インフラモダナイゼーションへの支出が成熟する一方、ビジネスプロセスの変革に向けたアプリケーションモダナイゼーションへの支出の拡大が見込まれる。アプリケーションモダナイゼーションの支援では、産業分野ごとの課題やニーズの違いを前提に、その方法論やビジネス成果の定量化手法を体系化し、産業分野別の支援シナリオやパッケージとして示すことの重要性が高まる」と述べている。