Omdia

It's very similar.

We ourselves at Bumi commissioned a study with Omdia in region and they, or in the survey, you know, especially for the Malaysian market, they called out that I think it was 86% of Malaysian organizations have active AI initiatives.

But to your point, they had similar numbers around the results.

And it's really, really interesting because If you think about AI pilots, because that's generally where most businesses are, you know, they're typically tightly controlled.

Okay, so David, what would be the first step that a company with this situation, unstructured data and maybe data that's not entirely clean, what should be their first steps? What should they be doing?

Yeah, so the first is putting in a governed integration layer.

So we saw that in the Omdia data as well that I think 98% of Malaysian firms were expecting data integration, preparation, orchestration spending to continue or increase because connectivity is key.

Being able to connect all of your systems and data together.

And I've said this before, because if you talk to the traditional streamers, I'll call them, They really want YouTube to be more transparent about where this engagement is coming from.

And you cited a research firm, Omdia, that found that music videos account for about a third of YouTube viewing time.

News is 10% and podcasts about 5%.

So that is nearly half of the time on YouTube for content that Netflix doesn't even offer.

money from streaming.

Maria Rua Agueta of Omdia, another research company, was saying people watch YouTube, but they pay for Netflix.

For now, YouTube's subscription business is still relatively small.

The Wall Street Journal, they were posing this question.

And it all comes down to enablement, enablement, enablement.

Friend of a show, Jay McBain at Omdia.

You know, he has compelling data that shows in the AI revolution, partner dissatisfaction is the number one source of partner dissatisfaction comes down to insufficient enablement around how your business is modernizing around AI.

So it's not a surprise that the frontier labs are indexing so hard on partner success.

It's a pleasure to be here.

So I'm the vice president for telecoms research at Omdia.

And what that means is that I lead a team of about 50 analysts covering telecoms.

We are the largest team of analysts for telecoms.

I did a lot of stage presence.

I'm talking like an actor here.

But we had our own Omdia breakfast briefing on the Wednesday morning, which was very well attended.

So that was really good for us.

They don't have to wait for an external vendor's roadmap.

Which explains why research firms like Omdia are now predicting RISC-V will capture, what, 25% of the entire global chip market by 2030?

Yeah, a full quarter of the market.

It's a huge shift.

Look at China's domestic champion in NAND memory, YMTC.

That's Yangtze Memory Technologies Corp.

According to Omdia, in the second quarter of 2026, YMTC grabbed 38.5% of the Chinese NAND market.

Wait, almost 40%.

Yes, one thing that was, I wouldn't say it was surprising, but it was upsetting to see is when we see the productivity of the developers, how it is lower in in Asia, especially Korea and Japan.

And I say that this is not a is a bit upsetting because when we look at, we have a scorecard of automakers at Omdia and we know that the Japanese automakers, they are still catching up, right? And I feel like this is the moment for them to actually make a move and make a decision.

We are hearing loads of announcements.

I've just been to the auto show in Tokyo.