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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: The U.S. Microbusiness Analyzing the Characteristics, Goals, and Challenges of Sole Proprietors in the United States, 2026

Supriya Deka, Katie Evans — Wed, 29 Apr 2026 04:00:00 GMT

This IDC Survey examines the characteristics and purchasing preferences of the United States–based microbusinesses in 2024–2025. It also presents and analyzes the top challenges; revenue; current and future IT spend segmented by hardware, software, third-party services, and cloud; and other attributes of these companies.

Top 5 Trends in SMB UC&C, 2026: Predictions for the U.S. Market for 2026 and Beyond

Daniela Rao, Denise Lund — Fri, 24 Apr 2026 04:00:00 GMT

This IDC Market Presentation summarizes the top 5 trends in the unified communications and collaboration (UC&C) market and provides recommendations to address midmarket organizations with innovative solutions.

IDC Survey Spotlight: Is Organizational Size a Barrier to Ad Optimization?

Roger Beharry Lall — Sun, 19 Apr 2026 04:00:00 GMT

This IDC Survey Spotlight shares findings from an April 2025 survey of 100+ U.S. marketing and advertising decision-makers, exploring how organizational size shapes technology adoption and optimization priorities. The results challenge common assumptions: Midmarket companies are outpacing large enterprises in prioritizing AI, data precision, and real-time optimization. Contrasting organizations with 500–999 employees against large enterprises with over 5,000 employees, the smaller organizations seem more agile, viewing predictive modeling, machine learning, and high-fidelity data as core to competitive advantage. In contrast, larger organizations seem constrained by legacy priorities.

Excerpted from IDC's 2025 Marketing and Advertising Audience Data Survey, this IDC Survey Spotlight reveals a growing "intensity gap" driven less by resources than by focus and execution — signaling that agility may matter more than scale in AI-driven advertising optimization efforts.

IDC Survey: 2026 U.S. SMB Market Profile Update

Supriya Deka, Katie Evans — Sun, 19 Apr 2026 04:00:00 GMT

This IDC Survey provides an overview of the current state of the total U.S. SMB market as well as small (1–99 employees) and medium-sized (100–999 employees) businesses in the United States. It provides demographic data on the U.S. SMB market as it exists today, including indicators of business health, and examines U.S. SMB business and technology priorities, business challenges, macroeconomic impacts, and overall attitudes toward technology.

IDC Survey: 2026 Worldwide SMB Market Profile Update

Supriya Deka, Katie Evans — Sun, 19 Apr 2026 04:00:00 GMT

This IDC Survey provides a global overview of the current state of the total SMB market as well as small (1–99 employees) and medium-sized businesses (100–999 employees) in 2025. It provides demographic data on the SMB market as it exists today, including indicators of business health. It also examines business and technology priorities, business challenges, macroeconomic impacts, and overall attitudes toward technology.

IDC Survey Spotlight: When Measuring Advertising Effectiveness, to What Extent Do Brands Value Simplicity and Convenience Over Accuracy?

Roger Beharry Lall — Wed, 15 Apr 2026 04:00:00 GMT

This IDC Survey Spotlight analyzes how convenience trumps accuracy for brands when measuring advertising effectiveness. Marketers say they don't trust platform measurement — yet they keep using it! Based on an April 2025 survey of 100+ U.S. marketing and advertising leaders, this document exposes a growing gap between concerns about bias and the tools brands actually rely on. Discover how convenience is winning over accuracy — and the hidden performance costs in an omni-channel world.

Poste Italiane Moves to Take Telecom Italia to Create a Leading Provider Capable of Reshaping the Digital Ecosystem Landscape

Daniela Rao, Ahmad Latif Ali — Fri, 10 Apr 2026 04:00:00 GMT

This IDC Market Note examines the Poste Italiane launch of a cash-and-share offer to buy Telecom Italia (TIM) and the significant implications on the Italian telecom and digital services market landscape, likely opening also a new phase of consolidation in Europe's telecom industry.

"Poste Italiane's move marks a renewed strengthening of the Italian state's influence over the telecom industry governance, reshaping the digital providers' competitive landscape, and accelerating the convergence of logistics, payments, and connectivity services," said Daniela Rao, senior research and consulting director, European Telecom at IDC.

IDC Survey Spotlight: Is Dynamic Content Optimization a Service, an App, or the Victim of AI Change?

Roger Beharry Lall — Tue, 07 Apr 2026 04:00:00 GMT

This IDC Survey Spotlight examines the current state and near-term evolution of dynamic creative optimization (DCO) in the context of generative AI (GenAI) adoption among advertising organizations, focusing on whether GenAI is augmenting or displacing existing DCO operating models.

Drawing on survey data from B2B and B2C marketing and advertising leaders, the document assesses how organizations currently deploy DCO — across managed services, standalone platforms, and integrated solutions — and how these models are expected to evolve over the next 12 months.

Braze Closes FY26 with Strong Fourth Quarter as Enterprise AI and Cross-Channel Engagement Drive Momentum

Gerry Murray — Tue, 31 Mar 2026 04:00:00 GMT

Braze reported fourth-quarter revenue of $205.2 million, up 28% year over year, contributing to $738.2 million in full-year revenue (24% YoY). Growth was accompanied by improving profitability, with non-GAAP operating income of $14.5 million and $13.9 million in free cash flow in the quarter.Cofounder and CEO Bill Magnuson framed the quarter as part of a broader inflection point: large, sophisticated enterprises are increasingly standardizing on Braze as a foundational platform for AI-driven customer engagement.