TBR in the Media

Could cloud cast a shadow over Dell's bottom line?

The dire view of the cloud industry’s effect on Dell Technologies was outlined in a special report penned by Technology Business Research (TBR) principal analysts Stanley Stevens and Ezra Gottheil....“Cloud casts a shadow over Dell Technologies’ upbeat view of the future,” Stevens and Gottheil said in the report. “Specifically, the mega-scale global public cloud threatens the company’s margins.

“Dell Technologies is a vendor to public cloud providers, but because of the small number of major public cloud vendors and those companies’ technological self-sufficiency, the greater the percentage of computing and storage housed in public clouds, the lower the potential for Dell Technologies’ bottom line,” the report stated.

Could cloud cast a shadow over Dell's bottom line?

The dire view of the cloud industry’s effect on Dell Technologies was outlined in a special report penned by Technology Business Research (TBR) principal analysts Stanley Stevens and Ezra Gottheil....“Cloud casts a shadow over Dell Technologies’ upbeat view of the future,” Stevens and Gottheil said in the report. “Specifically, the mega-scale global public cloud threatens the company’s margins.

“Dell Technologies is a vendor to public cloud providers, but because of the small number of major public cloud vendors and those companies’ technological self-sufficiency, the greater the percentage of computing and storage housed in public clouds, the lower the potential for Dell Technologies’ bottom line,” the report stated.

Cisco tech expansion drives growth but earnings disappoint; shares drop 4%

TBR will provide a detailed analysis on Cisco Services and topics, such as cybersecurity, Internet of Things, acquisitions, partnerships and resource management strategies in its Initial Response that will publish on Thursday, May 17.

ServiceNow positions Now Platform as workflow engine

"This is something they should have done six to 12 months ago when there was this huge buzz around DevOps," said Meaghan McGrath, senior analyst with Technology Business Research, Inc. in Hampton, N.H. "As a budding platform I thought they would have emphasized it sooner."

ServiceNow Virtual Agent looks to bolster AI strategy

"I see [ServiceNow] pivoting out of the IT department a bit, which has been an ongoing theme for them," said Meaghan McGrath, senior analyst with Technology Business Research, Inc. in Hampton, N.H. "They are moving towards business users, trying to tie them in closer to the broader base of enterprise users. Even the requests that make it through to IT, the system points users back to the self-services resources."

Classified IT market growing and the data shows it

Joey Cresta, public sector IT market analyst at Technology Business Research, said the acceleration around classified activity is occurring as the U.S. is more heavily investing in efforts to regain technological advantage over adversaries in electromagnetic and cyber warfare. And thus, that means bringing more development and testing work under tight lock-and-key as adversaries are looking to get their hands on those same tools. “At the same time, the U.S. faces attempts to undermine democracy and economic institutions through cyber attack. There is very real recognition of the need to reinvest in technology to offset these emerging capabilities in EW and cyber, which I suspect is driving the high volume of investment in classified contracts,” Cresta said.

Azure IoT Edge tool set stirs AI into Microsoft's cloud

"You can have IoT without AI, and you can have AI without IoT, but there is complementarity of the two together -- particularly if you're talking about edge and AI," said Ezra Gottheil, an analyst with Technology Business Research in Hampton, N.H.

Microsoft wants to lower the barrier for AI, which traditionally required a big investment in data scientists and data lakes, Gottheil said.

Why Australia’s flatlining retail sector could be good for local partners

According to the latest figures by industry analyst firm Technology Business Research (TBR), the so-called shopper engagement solutions market is expected to grow very rapidly over the next three years, outpacing other high-growth digital marketing, to become a US$38 billion segment by 2021.

“As consumer online and offline behaviors…become more sophisticated, most marketers will seek an integrated solution TBR calls shopper engagement, which takes the massive amounts of real-time, high-quality signals from consumers across channels and devices and activates them in real time to drive a conversion,” TBR vice president Stuart Williams said in a special report.

As Williams pointed out, the consumer path to retail purchases continues to evolve as online and physical business models converge, with many retailers struggling to keep pace with the evolving market.

T-Mobile’s Plan to Buy Sprint to Face Serious Issues

Steve Vachon, a TBR analyst, also said that the strongest possible barrier for the deal to go through will be the negative effects of the reduced wireless competition despite T-Mobile claiming that the merger will allow customers greater cost savings.

Sprint CEO Marcelo Claure reveals turnaround strategy

A TBR analysis report indicates that Sprint’s post-paid subscriber additions improved year-over year (39,000 in 1Q18 vs –118,000 in 1Q17).

Inside CACI's post-CSRA growth strategy

“CACI would do well to acquire a systems integrator, potentially a federal subsidiary of a commercial-led company, with strong relationships with cloud and next-generation technology partners to improve its market position,” Technology Business Research public sector IT analyst Joey Cresta wrote in a research note for clients Thursday.

CACI: We are ‘not consumed by the notion of scale’

Joey Cresta, an analyst with Technology Business Research Inc. in Hampton, New Hampshire, who closely monitors the government services industry, sees CACI’s future hinging on its next steps.

T-Mobile Reports Record Low Postpaid Phone Churn in Q1

TBR projects T-Mobile will remain the leader in postpaid phone net additions throughout 2018 as it aims to extend LTE coverage to 325 million POPs by the end of the year via deployments in the 600MHz band, enabling the carrier to expand retail distribution to markets where it previously did not have a presence.

Sprint Under Pressure Despite Cost Cutting, Retail Growth; T-Mobile Merger will Enable Sprint to Res

BY STEVE VACHON, TECHNOLOGY BUSINESS RESEARCH

T-Mobile network strategy and 5G investment plans

TBR analyst Steve Vachon said T-Mobile reported record low postpaid phone churn of 1.07 percent due to the carrier’s enhanced LTE network coverage and data speeds coupled with value-added incentives offered to T-Mobile One unlimited data customers, including free Netflix subscriptions and the #GetThanked rewards program.

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