TBR in the Media

Are collaboration centres valuable in digital transformation projects?

A special report penned by TBR senior analyst, Jennifer Hamel, and analyst, Stephanie Artigliere, said that the “right” collaboration centre infrastructure can help services-led tech vendors and providers become clients’ partners for “envisioning and executing digital transformation pilot projects”.

Are collaboration centres valuable in digital transformation projects?

A special report penned by TBR senior analyst, Jennifer Hamel, and analyst, Stephanie Artigliere, said that the “right” collaboration centre infrastructure can help services-led tech vendors and providers become clients’ partners for “envisioning and executing digital transformation pilot projects”.

Invest in 5G for efficiency because big IoT will be late

"Operators will initially leverage 5G for traditional use of network: to provide traditional cellular service and to provide high-speed broadband," said TBR Telecom Senior Analyst, Chris Antlitz

Invest in 5G for efficiency because big IoT will be late

"However, telecom operators are uncertain about the return on investment on 5G as demand for the technology and its use cases have yet to be proved", TBR Telecom Analyst Steve Vachon said.

Most early adopter operators will justify 5G investment for its efficiencies; significant CSP 5G rev

“Operators will initially leverage 5G for traditional uses of the network: to provide traditional cellular service and to provide high-speed broadband,” said TBR Telecom Senior Analyst Chris Antlitz. “Fixed wireless is a tool some operators will use to more cost-effectively protect and grow their internet service subscriber bases, while 5G technology will be leveraged for mobility to provide network efficiencies as well as faster data speeds and lower latency.”

Sprint Opex strategy delivers, but revenue dips

"Though Sprint trailed its Tier 1 competitors in post paid phone net additions,...said TBR analyst Steve Vachon".

How can defense primes play to win in government IT?

“Investments in analytics, artificial intelligence, utilization of agile and DevOps methodologies, all show that Raytheon sees that the trends defining the commercial IT market are going to slowly infiltrate the defense sector,” Cresta said. Raytheon’s recently-announced relationship with Pivotal, a company with a cloud platform for building software, is one example of that push.

AWS released 497 new services and features last quarter

According to Technology Business Research (TBR) analyst, Meaghan McGrath, the new services and features bonanza during the quarter is indicative of Amazon’s continuing efforts to maintain its top spot in the market and sit at “the bleeding edge of innovation”.

“The business continues to build new data centre regions and innovate around security and databases, but the most notable progression in the portfolio have been in machine learning (ML) and artificial intelligence (AI), as well as IoT and other emerging technology areas,” McGrath said.

According to McGrah, TBR expects AWS’ strides to bring its digital assistant from the consumer market to enterprises via its Alexa for Business offering. If it takes root quickly, the new offering will propel the company’s share in the ML and AI space alongside other AI developer services that are closely challenged by Microsoft Azure and Google Cloud functionality.

AT&T Reports Financials, FirstNet to be 5G Foundation

“AT&T’s FirstNet contract will also bolster mobility subscriber additions in 2018 as the network will serve as a strong differentiator initially to attract first responders and will garner connections from mission-critical internet of things (IoT) applications such as wearables and telemetry solutions,” said Steve Vachon, a telecom analyst with Technology Business Research (TBR). “AT&T will face competition in the long term, however, as Verizon’s rival public-safety network is set to launch in 2018.”

Analyst: Lenovo’s data center group developing ‘positive momentum’

TBR believes much of DCG’s success can be seen in its domestic market of APAC, where the vendor reported double-digit year-to-year gains.

AT&T CEO Says Tax Windfall Will Boost Capex by $1B in 2018

According to Steve Vachon, analyst with Technology Business Research, AT&T may gain bragging rights for being the first operator to launch mobile 5G in the U.S. but the revenue generation opportunities will be limited initially. In a research note, Vachon said that Internet of Things (IoT) use cases that require 5G connectivity, like autonomous cars and advanced healthcare solutions, will not be prevalent for at least a few more years.

Vachon said that AT&T will initially have the greatest benefit from better performance and cost efficiencies.

Why 3 defense primes kept their IT businesses and what they plan to do it with them

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Defense firms in the IT arena have emphasized innovation and positioning to address that, according to Joey Cresta, public sector IT analyst at Technology Business Research. “Whether in traditional warfare or in emerging domains such as cyber, where the U.S. is clearly feeling the impact of clandestine efforts to undermine democracy and the U.S.’ status on the world stage, there is significant, lucrative and growing opportunity to address these challenges,” Cresta said. Northrop and Raytheon in particular have gone “all-in on addressing these pain points, almost exclusively and thus limiting their exposure to the broader IT services market,” Cresta added.

Analysis: Success of DirecTV Now enables AT&T to return to phone, video net growth

by Steve Vachon, Technology Business Research

AT&T reveals investment strategy for 2018 and main gains in 2018

Steve Vachon, analyst at TBR, said AT&T generated post payment phone (+329,000) and video (+161,00) net additions despite heightened competition arising from the converging mobile and video industries.

AT&T beats expectations with 329K postpaid phone net additions in Q4, touts wireless/video bundles

“AT&T’s improved subscriber performance highlights the value proposition of its DirecTV Now mobile bundles and their success in combatting competitive pressures including T-Mobile and Sprint beginning to offer free access to Netflix and Hulu, respectively,” noted TBR analyst Steve Vachon in a statement released immediately after AT&T’s fourth-quarter earnings report. “AT&T’s strategies will also help the carrier cement its subscriber base as the company will face heightened competition from new MVNO mobile video bundles from cable providers such as Comcast, Charter and Altice as well as new OTT services that will launch in 2018 including T-Mobile’s upcoming video platform.”

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