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AT&T 1Q26 Results: Record Internet Adds, Fiber Expansion, and OneConnect Launch

Jitesh Bhayani — Wed, 29 Apr 2026 04:00:00 GMT

AT&T opened 2026 with its best-ever first quarter for advanced internet customer growth, posting 584,000 total fiber and fixed wireless net additions — the sixth consecutive quarter exceeding 500,000 net adds — while beating consensus estimates on both revenue and adjusted EPS. The company's 1Q26 consolidated revenue of $31.5 billion, representing 2.9% year-over-year (YoY) growth, was driven primarily by strength in the company's newly reported Advanced Connectivity segment, which now accounts for more than 90% of consolidated revenue and nearly all adjusted EBITDA. Adjusted EPS of $0.57 surpassed analyst expectations of $0.55, rising nearly 12% year over year.

IDC Survey Spotlight: Are Enterprise AI Demands Rising Faster than Network Confidence?

Nikhil Batra — Wed, 29 Apr 2026 04:00:00 GMT

This IDC Survey Spotlight examines enterprise confidence in network readiness across Asia/Pacific. It highlights that many organizations are uncertain whether their current network environments can support future digital demands. The document outlines what is driving that caution and where service providers can step in with stronger guidance and operational support.

"AI is making network uncertainty harder to ignore. Many organizations are still working out what is expected from their networks today, and what scaling those AI-augmented initiatives (and newer ones) will mean for their enterprise network over the next few years," says Nikhil Batra, senior research director, Telecom, IDC. He also adds, "This is creating an opportunity for service providers that can help customers plan and modernize their environments with greater confidence."

This document contains data from IDC's December 2025 Asia/Pacific Enterprise Connectivity and Telecom Services Survey, which included 700 respondents.

KPN Business: Enabling the Digital Foundation of the Netherlands

Melissa Holtz-Fremeijer, Jan Hein Bakkers — Wed, 29 Apr 2026 04:00:00 GMT

This IDC Market Note summarizes the key messages of KPN Business's Industry Analyst Day 2026, held in Rotterdam, the Netherlands, on March 9. It also includes IDC's perspective on these messages.

FutureNet World London 2026: APIs as the Execution Layer for AI-Driven Customer Journeys

Masarra Mohamed — Tue, 28 Apr 2026 04:00:00 GMT

This IDC Market Note summarizes key insights and takeaways from FutureNet World London 2026, which highlighted the convergence of network APIs and AI as the execution layer for customer journeys in European telecom. Operators are moving from conceptual debates to practical deployment, focusing on packaging APIs within solutions, agent-ready architecture, and data foundations. The conference underscored execution discipline, trust, and regulatory alignment as key differentiators, with early movers setting market expectations. AI-driven customer journey redesign, pragmatic automation, and unified data pipelines are central to operational readiness and competitive advantage.

“APIs are no longer just endpoints; they have become the execution layer where AI, trust, and customer experience converge,” said Masarra Mohamed, Global CPaaS lead. “Will your network be the substrate for tomorrow’s agent-driven journeys?”

MWC26: The AI Continuum

Mon, 27 Apr 2026 04:00:00 GMT

This IDC Market Perspective analyzes key themes discussed at Mobile World Congress 2026 (MWC26), held from March 2 to 5, 2026, in Barcelona, Spain, in the context of IDC's global telecoms coverage. MWC26 highlighted the telecom industry's shift toward value creation, with AI, 5G Advanced, network APIs, and satellite connectivity driving innovation. Operators are redefining their roles, balancing horizontal platforms and vertical solutions, while enterprise demand for security, sovereignty, and managed services grows. The competitive landscape is evolving, with system integrators leading the transformation. Despite progress, commercial models for AI infrastructure and sovereign networking remain unresolved, making strategic adaptation essential for sustainable growth in the digital connectivity ecosystem.

"As AI transforms telecom, the industry faces a pivotal question: will operators become mere connectivity providers, or orchestrators of the digital economy's next era," said Masarra Mohamed, senior research analyst, IDC Communication Platform as a Service.

IDC Survey Spotlight: What Is Driving Enterprise IoT Adoption in South Africa?

Tolga Yalcin — Thu, 23 Apr 2026 04:00:00 GMT

This IDC Survey Spotlight explores the drivers of enterprise IoT adoption in South Africa. It examines the use cases organizations are prioritizing over the next 2–3 years and how South Africa compares to the broader Middle East, Türkiye, and Africa (META) region.

This presentation draws on data from IDC’s 2025 5G and IoT Survey, conducted across the EMEA region.

Monetization Strategies of Cloudified Telcos in the META Region

Tolga Yalcin — Wed, 22 Apr 2026 04:00:00 GMT

This IDC Market Presentation examines how telcos in the Middle East, Türkiye, and Africa (META) region are turning cloudification into monetization. It highlights the most credible near-term revenue paths, including APIs, quality on demand, managed cloud, and selective 5G slicing, while showing where investment is concentrating and what still blocks monetization at scale. The presentation also compares how different monetization models are emerging across Saudi Arabia, the UAE, Türkiye, South Africa, Qatar, Egypt, Kenya, and Nigeria.

"Cloudification is no longer the differentiator in META telecom markets; the real differentiator is how quickly operators can turn cloudified assets into monetizable enterprise offers. The most credible revenue paths are forming around APIs, managed services, enterprise integration, and selective sovereign or regulated cloud propositions. Across the region, operators that can package infrastructure, platforms, and managed delivery into clear commercial offers will be best positioned to scale new revenue." — Tolga Yalcin, research director, Telecoms, IoT, and Digital Regulations

Siemens Strengthens Its Industrial 5G Play with U.S. Expansion and Edge Integration

Alejandro Cadenas — Tue, 21 Apr 2026 04:00:00 GMT

On April 1, 2026, Siemens announced the expansion of its private 5G infrastructure to the United States and seven other countries, alongside enhancements to its portfolio, including CBRS support and edge runtime capabilities embedded in 5G routers. This move comes as the private 5G market shifts from early hype into more pragmatic, outcome-driven deployments.

While private 5G has been widely discussed in recent years, adoption has been constrained by complexity, unclear ROI, and fragmented ecosystems. Siemens' approach directly addresses these challenges by combining industrial-grade infrastructure with simplified deployment and tight integration into its broader digitalization portfolio. Siemens leverages its strong position in industrial sectors to position private 5G not as a standalone connectivity solution, but as a foundational layer of industrial digital transformation.

国内第3のプラットフォーム市場産業分野別／企業規模別予測、2026年～2030年

Ko Shikita, Hitoshi Ichimura — Mon, 20 Apr 2026 04:00:00 GMT

本調査レポートは、国内の産業を、17区分の企業と、中央官庁、地方自治体、教育、消費者の4区分の非企業で計21の産業分野に分類し、それぞれの分野における第3のプラットフォーム支出額実績（2025年）と予測（2026年～2030年）を報告する。また、同市場を5つの従業員規模に分けて分析し、従業員規模別の第3のプラットフォーム支出額の予測データを提供する。

「AI（Artificial Intelligence）を軸としたデジタルビジネスが進展する環境において、ITサプライヤーは、従来のシステム導入支援モデルから脱却し、KPI（Key Performance Indicator）達成にコミットする成果連動型サービスへと転換すべきである。業務プロセス再設計、AI適用領域の選定、効果測定、継続改善までを含めた一体型サービスを提供し、「導入」ではなく「成果創出」を価値として提示することが重要となる」とIDC Japan、Software, Services, and IT Spendingのリサーチマネージャーである敷田康は述べている。

Middle East/GCC International Connectivity, 2026: Resilience, Diversification, and a New Routing Paradigm — How Disruptions Accelerate Route Diversification and Reshape Connectivity Strategies

Tolga Yalcin — Fri, 17 Apr 2026 04:00:00 GMT

This IDC Market Presentation analyzes international connectivity across the Middle East and GCC, focusing on subsea capacity expansion, emerging terrestrial corridors, and the evolving resilience landscape amid recent geopolitical disruptions. It examines the continued concentration of traffic along the Red Sea–Egypt corridor, alongside efforts to enhance route diversity through new subsea systems, Mediterranean landing points, and selective terrestrial initiatives. The presentation also highlights how geopolitical tensions and operational constraints around deployment and repair have elevated infrastructure risk into a commercial consideration, reshaping pricing, SLAs, and route strategy for operators, hubs, and hyperscalers across the region.

"The Middle East connectivity market is entering a new phase where resilience, not just capacity, defines strategic advantage. While subsea expansion continues to scale supply, recent disruptions have exposed the limits of geographic concentration and accelerated the need for diversified routing strategies. Over the next phase, value will shift toward operators that can combine route diversity, interconnect ecosystems, and cloud adjacency into integrated connectivity propositions." — Tolga Yalcin, research director, Telecoms, IoT, and Digital Regulations, IDC META.