Group 1 - The core viewpoint of the article emphasizes the upcoming MWC 2026 event, which will showcase innovations driven by AI and interconnected ecosystems that redefine work, life, and connectivity [4][6] - Omdia analysts will host an online seminar on February 25, 2026, at 5 PM Beijing time, focusing on challenges, innovations, and strategic opportunities in the consumer technology industry [4][6] - Key highlights of the seminar include pricing strategies under changing consumer demands and profit pressures, APAC's role in sovereign AI and cellular-connected humanoid robots, OEM transformations into advertising technology and content platforms, and how interoperability and edge intelligence can support ecosystem development [4][6] Group 2 - The seminar aims to go beyond mere product launches, focusing on resilience, innovation, and new revenue models, with guest speakers sharing insights on addressing component shortages, changing consumer demands, and increasingly stringent regulatory environments [6] - Omdia is a leading global technology research and consulting firm that helps clients identify trends and seize opportunities in the technology market through deep insights and extensive data resources [6][7] - Key analysts involved in the seminar include Nicole Peng, Jason Low, David Tett, Lian Jye Su, Daniel Sutton, and Runar Bjorhovde, each specializing in various aspects of consumer technology [7]

Core Insights - Gartner identifies ten strategic technology trends that organizations need to focus on by 2026, emphasizing the unprecedented speed of innovation and transformation in the current year [1][3]. Group 1: AI Supercomputing Platforms - AI supercomputing platforms integrate various computing resources to manage complex workloads, enhancing performance and innovation potential [6]. - By 2028, over 40% of leading companies will apply hybrid computing paradigms to critical business processes, a significant increase from the current 8% [8]. Group 2: Multi-Agent Systems - Multi-agent systems consist of multiple AI agents that interact to achieve complex individual or collective goals, enhancing automation and collaboration [10]. Group 3: Domain-Specific Language Models (DSLM) - DSLMs are tailored AI models trained on specific industry data, providing higher accuracy and compliance for specialized tasks compared to general models [11]. - By 2028, over half of generative AI models used by enterprises will be domain-specific [13]. Group 4: AI Security Platforms - AI security platforms offer unified protection mechanisms for AI applications, helping organizations monitor activities and enforce usage policies [16]. - By 2028, over 50% of enterprises will utilize AI security platforms to safeguard their AI investments [16]. Group 5: AI Native Development Platforms - AI native development platforms enable rapid software development through generative AI, allowing non-technical experts to create applications [19]. - By 2030, 80% of enterprises will transform large software engineering teams into smaller, agile teams empowered by AI [19]. Group 6: Confidential Computing - Confidential computing protects sensitive data by isolating workloads in trusted execution environments, crucial for regulated industries [20]. - By 2029, over 75% of business processes handled in untrusted infrastructures will be secured through confidential computing [22]. Group 7: Physical AI - Physical AI empowers machines and devices with perception, decision-making, and action capabilities, providing significant benefits in automation and safety [23]. Group 8: Proactive Cybersecurity - Proactive cybersecurity is becoming a trend as organizations shift from passive defense to active protection, with AI-driven solutions playing a key role [26]. Group 9: Digital Traceability - Digital traceability is essential for verifying the source and integrity of software and data, especially as reliance on third-party software increases [30]. Group 10: Geopolitical Repatriation - Geopolitical repatriation involves moving data and applications to local platforms to mitigate geopolitical risks, a trend expected to grow significantly by 2030 [33].

Financial Data and Key Metrics Changes - Third-quarter revenue was $1.5 billion, up 3% year-over-year as reported and 1% FX neutral [15] - Adjusted EPS was $2.76, up 10% from Q3 of last year [23] - Free cash flow was $269 million, compared to $265 million in Q3 2024 [24] - EBITDA was $347 million, up 2% as reported, with FX contributing almost 3 percentage points [22] Business Line Data and Key Metrics Changes - Insights revenue grew 5% year-over-year as reported and 4% FX neutral [16] - Global Technology Sales (GTS) contract value was $3.8 billion, up 2% year-over-year [18] - Global Business Sales (GBS) contract value was $1.2 billion, up 7% year-over-year [19] - Consulting revenue was $124 million, compared to $128 million in the year-ago period [20] Market Data and Key Metrics Changes - Contract value grew 3% year-over-year, with a 6% growth excluding the U.S. federal government [13] - Client retention rates improved from Q2 to Q3, indicating a positive trend in client engagement [36] - New business in the quarter was down about 4% year-over-year, excluding U.S. federal contracts [17] Company Strategy and Development Direction - The company is focused on leveraging AI to enhance productivity and effectiveness internally [12] - There is a clear path back to long-term, sustained double-digit growth over the medium term [12] - The company plans to continue repurchasing stock to create value for shareholders [25] Management's Comments on Operating Environment and Future Outlook - The macroeconomic environment remains dynamic, but the company has made operational adaptations that are yielding results [5] - The selling environment has improved modestly, with increased engagement and retention rates [33][36] - The company expects to accelerate contract value growth in 2026, aiming for high single-digit growth rates [60][62] Other Important Information - The company repurchased more than $1 billion of stock in the quarter, reducing share count by 6% year-over-year [5] - The insights segment remains the largest and most profitable operating segment, with almost 100% recurring subscription revenue [15] Q&A Session Summary Question: Can you comment on upselling and downselling trends? - The selling environment has improved modestly, with new sales to new enterprises performing well, but upselling existing enterprises has faced challenges [33] Question: How are tariff-impacted industries performing? - Non-tariff-affected industries continue to perform about 200 basis points faster in contract value growth compared to tariff-affected industries [39] Question: What drove the improvement in renewal rates? - The improvement is attributed to operational adaptations and reduced uncertainty in certain geographies, leading to better client decision-making [45] Question: What are your expectations for sales headcount growth in 2026? - The expectation is to grow headcount three to four points slower than expected contract value growth [54] Question: Can you elaborate on the pricing environment? - The bulk of the price increase globally went into effect on November 1st, with a normal increase of around 3-4% [99]

Core Insights - Fifty percent of CIOs and technology executives outside the United States expect changes in vendor engagement due to regional factors, compared to only 31% of U.S.-based counterparts [1] Group 1: Vendor Engagement Changes - The survey indicates a significant difference in expectations regarding vendor engagement changes between international and U.S. CIOs, highlighting a growing concern for regional factors [1] - Geopolitical influences, particularly related to AI, are driving these changes in vendor relationships [1] Group 2: Data Sovereignty - CIOs and technology executives are increasingly recognizing the importance of vendor geography and data sovereignty in their decision-making processes [1]

Core Insights - Omdia invites participation in an exclusive event during GITEX 2025 to discuss the future landscape of the connected consumer ecosystem with industry leaders [2][5] - The event will take place on October 14, 2025, in Dubai, coinciding with the city's emergence as a global tech hub [2] - Omdia forecasts that the consumer technology ecosystem revenue in the Middle East and Africa will reach $75 billion by 2026, with media and entertainment services expected to grow by 12% [3] Event Details - Date: October 14, 2025 [2] - Time: 6:00 PM – 9:00 PM local time, followed by a reception and dinner [2] - Location: DoubleTree by Hilton Dubai - Business Bay, Bay Square - Building 5, Dubai, United Arab Emirates [2] Key Discussion Topics - The evolving smartphone landscape and emerging opportunities in the Middle East and Africa [5] - How PC manufacturers are adapting to changes in consumer behavior [5] - The integration of devices, streaming services, and telecom operators [5] - Future growth directions for gaming and entertainment [5]

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