TBR in the Media

Cisco’s software pivot leads to near-term layoff of 1,100 employees amid weak outlook

“Cisco’s headcount will decrease a net of less than 6,600 employees as TBR believes Cisco is largely retaining the talent brought in by its software acquisition spree and hiring in IoT, security, cloud, and analytics,” said Michael Soper, telecom analyst for Technology Business Research, in a research note. “TBR expects headcount reductions to primarily come from administration and hardware-focused R&D.”

Robot future: IBM acts for jobs on a best-in-class way forward via public-private partnerships Read

n the second of a two-part report abot robotics' threat to jobs for humans in the future, Geoff Woollacott, Senior Strategy Consultant and Principal Analyst at Technology Business Research, outlines ideas from IBM to help people stay employed....

SAP CEO 'Empathy to Action' Promise Leaves Some Confused

Patrick Heffernan, principal analyst for professional services for Technology Business Research, echoed that sentiment and called for more specifics around empathy.

"Honestly not sure what that's supposed to mean: a recognition they weren't empathic before?" he told CMSWire during the keynote. "Or just a buzzword like blockchain or big data? Or is there something concrete here? If there is something concrete, would be good to hear some actual examples, not just a rating."

Cisco, Samsung Tout NFV as Part of Verizon 5G Trial Success

That need for agility was touted in a separate report by Technology Business Research as an important factor for launching new services as the market moves towards 5G deployments.

“An agile network with the ability to rapidly launch new services will become more important as the industry approaches 5G, which bears promise of a vibrant Internet of Things (IoT) ecosystem with widespread IoT service offerings,” said TBR analyst Kate Price. “Future network requirements will include high bandwidth and low latency. While this transition is likely to begin closer to 2020, it is top of mind as operators plan the future of their networks.”

At least 9 months' pay! Cognizant top execs get voluntary separation option

Reacting to the latest development, Ryan Blanchard, analyst, professional services, Technology Business Research, Inc, said, “Cognizant related the decision to its efforts to accelerate its shift to digital, which to me says that they felt they needed some fresh minds at the upper management level. The company has seen some significant turmoil of late... Margins have been pressured and the outlook on profitability is darkening as we get closer to H-1B visa reforms. Cognizant is among the most frequent users.”

Can Sprint Really Afford To Be “Patient” In Deal Talks?

Technology Business Research Telecom Analyst Steve Vachon came to a similar conclusion, noting that Sprint has cut capex out of necessity since 2015 due to weak cash flow and that higher interest rates will soon test the carrier’s ability to manage its debt obligations.

“Sprint’s financial situation remains in a precarious state as the company faces over $11 billion of debt maturities through 2020 and the company continues to operate at a net loss,” he wrote. “After mortgaging assets such as network infrastructure and 2.5GHz spectrum through several special purpose entities created with SoftBank to raise capital, Sprint has few levers left to pull should its cash levels be depleted. This could put even more pressure on the company to pursue strategic alternatives, such as M&A.”

Inside Apple: Revitalized Mac PC business, services power revenue growth

Analysis: Apple's revitalized Mac PC business and sustained success in its Service segment powered the company's revenue growth in 1Q17, says Technology Business Research Analyst Jack Narcotta.

Duo drives security play with exclusive McAfee distie deal

“The new McAfee is moving more quickly to go to market with a fresh set of solution suites for select areas, such as multifaceted endpoint security,” Technology Business Research principal analyst, Jane Wright, told Reseller News at the time.

“With these suites, McAfee will maintain its competitive position against key rival Symantec, which is undergoing transformation with its acquisition of Blue Coat Systems and its broad security portfolio.”

Innovation continues to drive Amazon Web Services

Analysis: Amazon Web Services adapts to the impact of IaaS price cuts with Chime, Connect and more to come, says Technology Business Research Analyst Meaghan McGrath

Inside Intel: Efforts to become lean while maintaining innovation leadership pays off

Intel's efforts to become lean while maintaining innovation leadership pays off, delivering an 8% overall year-to-year growth in 1Q17, says Technology Business Research Analyst Daniel Callahan.

Inside Alphabet: Google mobile ad dominance spells growth

Analysis: Google's dominance in mobile advertising markets fueled Alphabet's revenue and profit growth in 1Q17, says Technology Business Research Analyst Jack Narcotta.

Inside AT&T: Consumer biz initiatives yield minimal results

Analysis: AT&T's unlimited data strategy strengthens its position as an integrated solutions provider, but did not generate postpaid net additions in 1Q17, notes Technology Business Research Analyst Steve Vachon.

AT&T Loses 348,000 Postpaid Subs Under Pressure in 1Q

Technology Business Research Telecom Analyst Steve Vachon indicated those equipment figures aren’t likely to get much better anytime soon.

“Equipment revenue growth will remain an issue for the carrier as BYOD customers account for a higher portion of gross additions, consumers hold onto their smartphones for a longer duration to avoid paying unsubsidized prices, and new device models become less appealing as technology matures,” he said. “However, these trends are benefiting AT&T’s cost structure as lower equipment costs contributed to Mobility EBITDA margins increasing 100 basis points to 41.8 percent in 1Q17.”

AT&T says SD-WAN will help it stay competitive in the smaller business market

Despite the near-term economic issues, Steve Vachon, telecom analyst for Technology Business Research, said in a research note that AT&T’s business unit has potential upside for the service provider.

“As the consumer segment becomes more challenging due to market saturation and pricing pressures, TBR believes the greatest revenue growth opportunities for AT&T exist within the company’s Business Solutions segment,” Vachon said. “AT&T’s innovations in technologies including NFV/SDN, networking, security and cloud enable the carrier to create hybrid IT environments that can be tailored to better accommodate the unique needs of enterprises.”

Crisis in Engineering Education: IT loses sheen as mass recruiter

Boz Hristov, Professional Services Senior Analyst of US-based research firm Technology Business Research, said with the advent of Cloud, “as-a-service”-based delivery and automation, vendors will begin to prioritise calibre over scale. Training, re-skilling and up-skilling existing resources will become the norm.

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