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Cable MVNOs Maintain Momentum with Growing Subscribers and Revenue in 1Q24; Concerns Mount Over Ongoing Losses at Boost Mobile and Its Future Sustainability

Pahul Singh — Fri, 31 May 2024 04:00:00 GMT

This IDC Market Note examines the 1Q24 earnings from the three U.S. cable companies that offer mobile virtual network operator (MVNO) services as well as EchoStar's Boost Mobile MVNO business that were released from April 25 to May 8, 2024.

Dell Technologies FY 1Q25 Results: AI-Ready Infrastructure Growth Accelerates

Matthew Eastwood — Fri, 31 May 2024 04:00:00 GMT

European B2B Use Smartphone Forecast, 2023–2028

Zdenek Krouzel, Ingrid Soukupova — Fri, 31 May 2024 04:00:00 GMT

This IDC Market Forecast presents a five-year forecast for Western European shipments of B2B smartphones by operating system, user type (consumer and commercial), and generation (4G, and 5G). It is part of IDC's ongoing research tracking mobile devices.

"Despite the decline in B2B smartphone shipments to Western Europe in 2023 attributed to challenging macroeconomic conditions and increasing refresh cycles, the average selling price (ASP) has increased across all the markets. This growth in ASP has primarily been driven by the expansion of higher price segments, contributing to overall value growth in the region. Moreover, it is anticipated that the B2B segment will continue to experience slight growth throughout the forecast period, with enterprises placing emphasis on operating system customization and device security." — Senior Research Manager Zdenek Krouzel, Mobile Devices, IDC Europe

European Telecoms Services Forecast, 2023-2028: Telcos Must Adopt New Mass-Market Strategies to Return to Growth

Daniela Rao — Fri, 31 May 2024 04:00:00 GMT

IDC's Worldwide 3rd Platform Spending Guide Taxonomy, 2024: Healthcare — Release V1, 2024

Fri, 31 May 2024 04:00:00 GMT

This IDC study provides a detailed description of the methodology and taxonomy for IDC's Worldwide 3rd Platform Spending Guide for healthcare. It should be used as a companion piece for IDC's Worldwide 3rd Platform Spending Guide for healthcare. Technology suppliers may utilize this approach and structure to help them build an industry- and subindustry-focused organization to refocus products and services within the evolution from 2nd Platform to 3rd Platform technologies.

"IDC's Worldwide 3rd Platform Spending Guide for healthcare presents a comprehensive view of the 3rd Platform opportunity across the healthcare subindustries," says Karen Massey, research manager of IDC's Customer Insights and Analysis Group. "This is an invaluable resource to help vendors define and standardize their vocabulary and approach to this expanding and dynamic market."

In a Bid to Keep Kids Active, Connected, and Safe, Fitbit Offers Parents the Ace LTE Smartwatch

Ramon T. Llamas — Fri, 31 May 2024 04:00:00 GMT

On Tuesday, May 29, Fitbit announced its first connected smartwatch, the Ace LTE. Drawing from its previous Ace wristbands for kids and its Versa and Sense smartwatch hardware, the Ace LTE gamifies fitness to keep kids active and adds safeguards for parents to control with whom their kids can contact. For the first time, Fitbit also offers service with its monthly $9.99 Fitbit Ace Plan. It’s a necessary purchase to access all the features, including gaming as well as voice and messaging.

The arrival of the Ace LTE comes at a time when – according to a recent IDC survey – interest in kids’ wearables is lukewarm at best. However, by addressing the wants, needs, and concerns of both kids and parents, Fitbit’s approach can draw attention to an underserved market.

Zoom Perspectives 24 Analyst Event Recap

Wayne Kurtzman, Denise Lund, Mary Wardley, Oru Mohiuddin — Fri, 31 May 2024 04:00:00 GMT

This research recaps the Zoom (NASDAQ:ZM) Perspectives 2024 analyst day held in New York City on May 21 and 22, 2024. On pace to deliver over 3,000 new features this year, Zoom is expanding their feature set to improve their position as a communications, collaboration and AI company – including contact center and employee experience. As CEO Eric Yuan told the attendees, "Companies need to adapt quickly to survive and thrive…and we are all about having our customers do that." This research summarizes the top takeaways from the event.

Cisco FY 3Q24 Earnings: Subscription Revenue Show Strength While Overall Revenue Declines; Security and Observability Take Center Stage with Completion of Splunk Acquisition

Rohit Mehra — Thu, 30 May 2024 04:00:00 GMT

On May 15, 2024, Cisco announced the results of its fiscal year 2024 third-quarter earnings, which coincide with the first quarter for calendar year 2024. Quarterly revenue for the company declined 13% on a year-over-year (y/y) basis to $12.7 billion — which was in line with expectations — while net income of $1.9 billion was down significantly 41% y/y. The previously announced acquisition of Splunk closed in the quarter, contributing $413 million in revenue. Chairman and CEO Chuck Robbins pointed to the breath of Cisco's portfolio, saying it's many touch points with partners and customers provide Cisco with differentiated insight into what's happening with its customer base around the world. He specifically called out two of their larger portfolios, datacenter switching and campus switching, for product order growth, along with security and observability, which saw double-digit growth y/y, excluding Splunk. He also reiterated Cisco's intent to capitalize on the multibillion-dollar AI infrastructure opportunity. This quarter also saw the announcement of Cisco Hypershield, a distributed AI-native cybersecurity solution based on the recently closed Isovalent acquisition, which is being built into Cisco's networking fabric.

The NetCo/ServCo Transformation for European Telcos

Ahmad Latif Ali — Thu, 30 May 2024 04:00:00 GMT

This IDC Market Perspective details strategies that European CSPs have been using to navigate a challenging telco landscape, marked by financial pressures and the need to innovate in a highly competitive market.

To remain viable and competitive, European CSPs are exploring structural transformations, particularly a NetCo/ServCo split, to unlock value by focusing on core competencies and attracting new investments. This strategic shift aims at enhancing operational efficiency, fostering greater market competition, and meeting evolving customer demands by separating network operations (NetCo) from customer-facing services (ServCo).

"Embracing NetCo/ServCo separation could redefine telco competitiveness, unlocking unprecedented value in the rapidly evolving European telecommunications landscape," said Ahmad Latif Ali, associate vice president, IDC.

U.S. Business Use Tablet Forecast, 2024-2028

Bryan Bassett — Thu, 30 May 2024 04:00:00 GMT

This IDC study presents the five-year forecast for the U.S. business use of tablet shipments by operating system and user type (consumer, individual liable, and corporate liable). It is part of IDC's continuing research with respect to mobile devices. Findings in this document are based on information gathered from primary and secondary sources during the past six months.

"In 2024, U.S. businesses are expected to continue prioritizing mobile device, application, and security management solutions over the purchase of new tablets for employees," says Bryan Bassett, research manager for IDC's Enterprise Mobility: Workspace and Deployment Strategies program. "Regardless, tablets remain critical to U.S. businesses and business users, as they present unique deployment opportunities for both information and frontline workers alike."