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Premium PCs are poised to strengthen Lenovo’s primary revenue and profit engine Lenovo’s FY3Q17/CY4Q16 results show the degree to which the company’s Mobile and Data Center groups are out of sync with the dynamics of those markets, and how important its PC business — which accounted for 70.7% of Lenovo’s overall revenue in 4Q16 — is to the company’s overall financial health and future direction. While increased demand for premium notebook PCs lifted PC and … Read more »

Ryan Blanchard

Starting with Infosys’ (NYSE: INFY) appointment of former SAP (NYSE: SAP) CTO Vishal Sikka in mid-2014, each of the four India-based vendors tracked in TBR’s professional services research replaced their CEOs. Wipro ITS (NYSE: WIT) elevated TK Kurien to vice chairman of the board and appointed Abidali Neemuchwala as his replacement, while HCL Technologies (HCLT) followed shortly thereafter appointing C Vijayakumar as its CEO. After its most recent earnings call, Tata Con … Read more »