Inside VMware: Tapping strategic partnerships to fuel innovationDiverse contributions from VMware's growing portfolio of services is delivering strong growth so far in 2017, says Technology Business Research Analyst Sanjay Medvitz...
Internet of Things for the masses: Microsoft unleashes IoT CentralDaniel Callahan, an analyst at Technology Business Research, says Microsoft aims to deliver IoT to the masses via IoT Central.
Inside Informatica: New brand unifies products, shifts siloed market perceptionCustomers should understand that Informatica is not just a Master Data Management vendor, or just an extract, transform, load product vendor. Informatica's portfolio of leading products across numerous data management market segments enables the company to provide an integrated suite of composable data management products, and layer intelligence and insight across the suite, says Technology Business Research Analyst Meaghan McGrath....
HPE’s software “woes” continue amid US$612M quarterly lossAccording to Technology Business Research analyst, Sanjay Medvitz, the company’s ongoing software “woes” have been putting pressure on its infrastructure-centric approach to succeed following the merger
HPE Hits More 'Headwinds', Suffers Another Revenue DeclineHPE finalized the so-called spin-merger of its enterprise services business during the quarter (March 20) and is planning to finalize the spin-merge of its software business in September, adding further complexities to its portfolio realignment efforts, TBR analyst Stephanie Long said in a media advisory.
Inside HP: Demand for premium PCs fuels revenue growthAnalysis: HP's latest earnings report shows that premium PC sales are fueling revenue growth and profit recovery while HP continues to battle Lenovo for the No. 1 spot in global PC shipments,, says Technology Business Research Analyst Jack Narcotta....
Google IoT service checks box years after AWS, AzureThat architecture can work when devices are scattered globally, but it's not always the best for multiple devices close together, such as a factory floor, said Ezra Gottheil, an analyst at Technology Business Research Inc., in Hampton, N.H.
"What Google is doing with this is adding an asset and passively saying, 'If you want to use our platform for other reasons, now you can,'" he said.
Inside Lenovo: Mobile, data center losses threaten profitabilityAnalysis: Lenovo's revamped go-to-market strategy fueled a return to revenue growth, but operating losses in Mobile and Data Center threaten its profitability, says Technology Business Research Analyst Jack Narcotta..
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 Readn 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 ConfusedPatrick 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 SuccessThat 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 optionReacting 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 growthAnalysis: 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.