TBR in the Media

Why partners are absolutely vital to Lenovo: data centre chief

If you take a look at industry benchmarks, such as those recently published by Technology Business Research, you see Lenovo outscoring its peers in customer satisfaction[1] in almost every attribute, giving Lenovo the highest overall score. And, for the tenth straight year, IBM and Lenovo servers again achieved top rankings[2] in ITIC’s 2017-2018 Global Server Hardware and Server OS Reliability survey.

JEDI's disruption may go beyond the cloud

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SAIC sees more market stability & another CR in September

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Success of GitHub deal hinges on Azure's open source appeal

"Microsoft is of the mindset that once it gets a customer on Azure, it can expand the account from there," said Kelsey Mason, a senior analyst with Technology Business Research Inc. in Hampton, N.H. "In an ideal world, this acquisition could start developers thinking of Microsoft as a 'go-to' in terms of open source."

Dell’s post-EMC acquisition debt could dampen future progress

ndeed, the company’s debt is a point of ongoing concern, according to Technology Business Research (TBR) analyst Stephanie Long, who suggests that the debt the company drew for its US$67 billion landmark acquisition of EMC needs to be handled particularly carefully.

“The vendor’s sizeable debt burden, due in large part to the EMC acquisition back in 2016, remains a challenge and a potential inhibitor of progress if unable to be appropriately managed,” Long said.

Practical info on tap at SAP Sapphire Now 2018

SAP appears to be clearly targeting Salesforce, which is expected to be a main theme at SAP Sapphire Now 2018, according to Kelsey Mason, senior analyst at Technology Business Research.

"It will be interesting to see how they take all of their various [CRM] front-office assets -- Hybris, Callidus, Gigya -- and create one comprehensive suite and how they tie Leonardo, specifically the AI and IoT aspects, to that portfolio," Mason said. "I expect that CRM rebrand to share center stage with S/4HANA and SAP Leonardo, and the theme once again will be the intelligent enterprise."

Mason would also like to see how SAP's concept of "customer empathy" comes into play, particularly in light of the indirect access issue of the past year.

"This will likely be touted on the main stage, first as a way to show customers that SAP has heard their complaints and has addressed them, and second a proof point to show that SAP is the only vendor to have clear pricing strategies for digital access in IoT scenarios," she said.

Mason expects a lot of hype around S/4HANA, the new CRM portfolio, and SAP Leonardo, but would like to see how SAP ties its "orbiting applications," including SuccessFactors, SAP Ariba and Concur, into its intelligent enterprise vision, rather than treating them as an afterthought.

"I would also like to get a sense for traction within the S/4HANA portfolio," she said. "Most of the customers to date have chosen the on-premises version, but it would be great to hear the breakdown of customers using public cloud, HANA Enterprise Cloud (HEC) hosted, and on-premises S/4HANA. It would also be nice to understand how many customers have chosen just one aspect of S/4HANA such as Simple Finance versus how many have chosen the full S/4HANA suite."

Mason would also like to see SAP Services have a presence alongside major SAP service providers, including Accenture, Deloitte and EY.

"SAP Services is a big part of the S/4HANA and SAP Leonardo stories, but one that doesn't seem to be highlighted as much," she said. "It does complicate SAP's relationships with some of its major partners, but that's why I think putting them together on stage to talk about how they can work together to help customers form and execute digital transformations and become the intelligent enterprise would be good to hear for both customers and partners. I'm not holding my breath that this will happen, but certainly something that would be nice to see."

VMware’s tech partner collaboration ramps up revenue

According to Technology Business Research (TBR) senior analyst Cassandra Mooshian, at least some of the company’s revenue increase can be attributed to its technology collaboration efforts with the likes of IBM and AWS.

JEDI is the force leading AWS’ charge into the U.S. Department of Defense

by Joey Cresta and Cassandra Mooshian, Technology Business Research...

JEDI is the force leading AWS’ charge into the U.S. Department of Defense

by Joey Cresta and Cassandra Mooshian, Technology Business Research...

Analysis: HP thrives on consolidation, enjoys a strong quarter in all its businesses

TBR expects consolidation in both PCs and printing to continue; the smaller players are either finding survival niches or being acquired or both.

Analysis: Lenovo can see light at end of tunnel as PC, data center businesses grow

TBR believes all three groups will be profitable within a year, but the smartphone business will be much smaller than Lenovo had hoped when it acquired Motorola Mobility from Google in 2014.

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."

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