Category: Software & Services Company Reports
Software & Services Company Reports market research reports by IDC
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Microsoft Expands Sovereign Cloud Offering: How Far Can the New Resilience, Data Residency, Control, and Compliance Features Go?
This IDC Market Perspective examines Microsoft's June 2025 enhancements to its Sovereign Cloud solutions in Europe, which address rising demands for data sovereignty, digital resilience, and operational autonomy. The initiative includes Sovereign Public Cloud, Sovereign Private Cloud, and National P ... Read More
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Co-Selling in the Age of AI: An Overview by Google Cloud for Alliance Leaders
This IDC Market Note shares an overview of the Google Cloud session regarding co-selling in the AI era. The Strategic Alliances Leadership Council is a gathering of alliance and partner ecosystem executives interested in hearing IDC's latest research as well as sharing experiences and concerns about ... Read More
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Oracle's 4Q25 Earnings Highlighted by IaaS Revenue Surging 52% in the Fourth Quarter
This IDC Market Note provides a discussion of Oracle's FY 4Q25 earnings. Oracle's fiscal year 2025 showcased robust growth, with total revenue reaching $57.4 billion, driven by a 52% surge in cloud infrastructure (IaaS) and a 27% increase in overall cloud revenue. The company's focus on AI and cloud ... Read More
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Google Leaps Ahead on AI for Enterprise Solutions: Implications for the European Telco Sector
This IDC Market Note examines Google Cloud’s evolving strategy, as highlighted by the company at the May 2025 Google Cloud Summit in Madrid. Google has positioned itself both as an AI infrastructure provider and, increasingly, as a service enabler through packaged AI and GenAI solutions.A dual-track ... Read More
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Google Cloud Next 2025: Furthering the Vision for an Agentic, Experience-Orchestrated Future
This IDC Market Perspective discusses how Google Cloud Next 2025 reinforced Google's AI-native strategy, emphasizing agentic orchestration as the future of business applications. Key innovations include the Customer Engagement Suite, which builds on Google's Vertex AI platform and leverages Gemini f ... Read More
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Google Cloud’s Partnering Strategy — Building the Ecosystem for Agentic AI in EMEA
Google Cloud is doubling down on its identity as a platform and ecosystem company. At Next 25, the company made it clear that its future growth hinges on deep, flexible, and scalable partnerships. In the era of agentic AI and cloud 4.0, Google’s success will depend on how well it can co-innovate wit ... Read More
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Oracle Apps and Industry Analyst Summit: Infrastructure and Architecture as the Foundation of Customer Experience
This IDC Market Note focuses on the announcements and themes surrounding Oracle's customer experience (CX) suite highlighted at the Apps and Industry Analyst Summit. The company emphasized on the evolution of its CX suite as a cloud-native, AI-infused platform built on Oracle Cloud Infrastructure (O ... Read More
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Windows Protected Print: A Comprehensive Look at the Impact of Microsoft's Efforts to Modernize Office Printing
This IDC Market Perspective examines Microsoft's efforts to modernize office printing through Windows Protected Print (WPP) and Universal Print. It highlights the need for secure, efficient printing in today's digital landscape, addressing challenges with legacy systems. With WPP, Microsoft has intr ... Read More
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Google Cloud Next 2025: Strong Stack — Now the Test of Execution in Asia/Pacific
This IDC Market Note provides an insightful overview of the Google Cloud Next 2025 event held at Mandalay Bay in Las Vegas, Nevada on April 8–10, 2025. Google showcased its AI-native cloud stack, emphasizing modular, open architectures, and AI automations. Despite robust offerings, execution remains ... Read More
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Google Cloud Next '25: Agents Accelerating an AI-Native Future
This IDC Market Perspective focuses on the rich array of software-related data and AI announcements from Google Cloud Next '25, the event's theme of an agentic AI-driven future, and the implications for Google's strategy and market positioning. Google Cloud Next '25 was held at Mandalay Bay in Las V ... Read More
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Adobe MAX London 2025: Accelerating Creative Enterprise with AI, Collaboration, and Content Integrity
This IDC Market Note discusses the announcements and strategic implications from Adobe MAX London 2025 that are most relevant to enterprise B2B buyers investing in creative technology and content supply chain modernization. ... Read More
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Bringing AI to Data: Oracle's Vision for Unified, AI-Embedded Databases at the 2025 Analyst Summit
This IDC Market Note discusses the Oracle Database Analyst Summit 2025, which highlights Oracle's strategy to integrate AI directly into its databases, offering a unified platform that simplifies data management and enhances AI capabilities. By embedding AI within the database, Oracle reduces data m ... Read More
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Microsoft's 3Q25 Robust Growth Driven by the Company's AI and Cloud Operations Amid Uncertain Business Environment Underscore Commitment to Innovation Across the Technology Stack
This IDC Market Note discusses how cloud and AI continue to drive Microsoft's results in 3Q25 despite the uncertainty that has emerged since the beginning of the year. Microsoft's 3Q25 results highlight the continued demand for the company's AI and cloud offerings amid global uncertainty. With a rev ... Read More
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Adobe Summit 2025: Agentic Experience Orchestration
This IDC Perspective summarizes Adobe's many product and partnership announcements at its Adobe Summit 2025 conference. "Adobe has embraced AI for many years, and its aggressive implementation of GenAI and agentic AI across its product lines builds on a long history of AI and machine learning develo ... Read More
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Amdocs Global Services and Studios Portfolio Evolves to Capture New Vertical Industry Opportunities
This IDC Market Note reviews Amdocs Global Services' portfolio announcements shared during 2025's Mobile World Congress. Amdocs is expanding its Global Services portfolio to reach new verticals and bring new offers to telco clients, leveraging digital, AI, cloud, and quality engineering to address c ... Read More
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Microsoft's $1.5 Billion Investment in the UAE's G42: Delivering AI Value on a Global Scale
This IDC Market Note emphasizes the UAE's transformation into a global innovation hub, fueled by economic resilience, strategic diversification, and impactful partnerships such as the one between Microsoft and G42 (an Abu Dhabi–based technology holding company founded in 2018, dedicated to advancing ... Read More
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Microsoft Entra ID Backup and Recovery Strategy: The Whys and Hows
This IDC Perspective highlights the need for dedicated third-party data protection services to ensure business continuity, compliance, and security of Microsoft Entra ID and why organizations should prioritize backing up Entra ID objects. Microsoft Entra ID (formerly Azure Active Directory) is a cri ... Read More
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Adobe Summit 2025: AI Takes Center Stage for Customer Experience Orchestration
This IDC Market Note discusses Adobe Summit 2025, which highlights launch of new AI agents and generative AI capabilities to augment and automate data, content, marketing, and customer journey workflows to drive unique, relevant, and personalized customer experiences. Adobe Summit 2025 introduced in ... Read More
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Adobe Summit 2025: AI-Driven Innovation in the New Golden Age of Design
This IDC Market Note explores the features, applications, partnerships, and impact of Adobe’s latest innovations as presented at Adobe’s flagship conference. The 2025 Adobe Summit showcased the evolution of AI from a tactical tool to an operational backbone, emphasizing the strategic importance of i ... Read More
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Adobe Summit: Commerce Optimizer and the Path to AI Enablement in the Adobe Commerce Ecosystem
This IDC Perspective discusses Adobe Summit 2025 that featured announcements representing a significant evolution in the vendor's commerce capabilities, particularly in AI-driven personalization and optimization. While the full vision won't be realized until late 2025, the road map is compelling for ... Read More
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Oracle's 3Q25 Earnings Demonstrate Solid Progress Despite Slowed Growth
This IDC Market Note explores Oracle's FY 3Q25 financial results and the impact on key areas of the company's business. Oracle's FY 3Q25 earnings highlight the company's strategic focus on expanding cloud infrastructure, database innovation, and healthcare solutions. Key financials include a 63% inc ... Read More
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Adobe Posts Strong 1Q25 Earnings and AI Adoption
This IDC Market Note presents IDC’s opinion on Adobe’s 1Q25 financial results. While Wall Street was not impressed and Adobe’s stock plummeted double digit due to a weaker-than-expected outlook, much of Wall Street’s expectation was built on an AI monetization model that is not feasible for Adobe or ... Read More
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Adobe Summit 2025: Agentic AI Drives the "Golden Age of Design"
This IDC Market Note discusses Adobe's Summit 2025. Adobe Summit 2025 focused on the integration of agentic AI within digital experience workflows, emphasizing its application across diverse platforms. Keynotes explored the potential of AI to enhance content supply chain management and creative prod ... Read More
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Google Launches South African Cloud Region: Implications for Service Providers and Cloud Customers
This IDC Market Note provides IDC's opinions on the impact of Google's in-country cloud region in Johannesburg, South Africa."Google's formal opening of its first African cloud datacenter is a significant commitment to the local market. Google is late to market with local resources, but has grown a ... Read More
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Salesforce Agentforce 2dx: Redefining AI Agent Development for the Enterprise
This IDC Market Note explores the significance of Salesforce’s Agentforce 2dx announcements at the annual Salesforce TDX conference within the broader landscape of AI technologies.“The release of Agentforce 2dx marks significant progress in the evolution of agentic AI developer technologies because ... Read More
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