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AMD FY 3Q25 Results: AMD Reported Strong Topline Growth with Gains in Data Center and Client Segments

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

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.

Market Analysis Perspective: Worldwide Telecom Network Infrastructure, 2025

Ajeet Das — Wed, 05 Nov 2025 05:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the worldwide telecom network infrastructure market for 2025. 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.

Apple Fiscal 4Q25: Record Revenue, Strong iPhone and Services Performance, But Lingering Doubts About AI

Tom Mainelli — Tue, 04 Nov 2025 05:00:00 GMT

On October 30, 2025, Apple announced its fiscal fourth-quarter results, reporting revenue of $102.5 billion, a 8% year-over-year (YoY) increase and a record for the quarter. Earnings per share rose 13% YoY to $1.85 on an adjusted basis. For the full fiscal year, Apple delivered $416 billion in revenue, its highest ever.

Market Analysis Perspective: Worldwide 5G Monetization and Adoption Strategies, 2025

Jason Leigh — Tue, 04 Nov 2025 05:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the worldwide 5G monetization and adoption strategies for 2025. 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.

AT&T Drives Growth Through Strategic Execution in 5G, Fiber, and Cash Flow

Jitesh Bhayani — Mon, 03 Nov 2025 05:00:00 GMT

AT&T's 3Q25 results demonstrate continued disciplined execution of its strategy to prioritize 5G wireless and fiber broadband growth while actively managing the decline of legacy business segments. The company reported consolidated revenue of $30.7 billion (up 1.6% year over year [YoY], slightly below consensus), adjusted EBITDA of $11.9 billion (+2.4% YoY), and adjusted EPS of $0.54 (flat YoY, in line with expectations). Free cash flow surged to $4.9 billion, up from $4.6 billion a year ago, supporting a substantial share buyback and reaffirming full-year financial guidance.

Who Is Resisting GenAI Smartphones and Why?

Ramon T. Llamas — Mon, 03 Nov 2025 05:00:00 GMT

This IDC Survey Spotlight examines results from an IDC survey of 2,034 consumers about their thoughts on generative artificial intelligence (GenAI)–powered smartphones conducted in spring 2025. This IDC Survey Spotlight focuses on two of those questions: What percentage of respondents did not have and would not purchase a GenAI smartphone in the future, and why they were not interested in owning a GenAI smartphone.

"As with most new technologies, resistance is to be expected," points out Ramon T. Llamas, research director with IDC's Mobile Phones team. "That 29.9% of our respondents said that they would not purchase a GenAI smartphone in the future should give vendors pause on how to best position these experiences to promote interest in adoption instead of confusion and resistance. To do this, vendors should concentrate on the leading reason why some consumers are resistant: trust. Given how GenAI pulls so much personal information from multiple sources and uses them to create something new, it is easy to see how some consumers can feel uncomfortable and may want to be in control of the process. At the same time, vendors should also educate consumers about how GenAI works and how it helps save both time and effort."