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Below is TBR’s commentary on Fujitsu Services’ 4Q14 earnings announcement. Please feel free to use this content with TBR and analyst attributions. Contact Cassandra Mooshian at 603.929.1166 or via email at for additional analysis.

Positioning to depend less on Japan will benefit Fujitsu over the long haul, but further exposes the company to for … Read more »

Michael Sullivan-Trainor

From January 2014 to January 2015, NFV evolved from an interesting industry R&D concept to an investment target for telecom operators. TBR believes that operators will begin redirecting capex to NFV, accumulating spending of more than $90 billion over the next three years. Tier 1 operators will begin production deployments in 2015. As a result of this industry shift in spend, almost all new network build will be on commodity hardware running best-of-breed software, with … Read more »