TBR in the Media

Growth at a cost: AT&T’s aggressive promotions drive subscriber gains but cut margins

According to TBR’s 1Q18 NFV/SDN Telecom Market Landscape, NFV and SDN adoption is being delayed across the telecom industry due to interoperability issues stemming from a lack of standardization.

AT&T revenue dips due to poor performance in media and enterprise

TBR analyst Steve Vachon said AT&T’s Entertainment Group EBITDA margin dropped 100 basis points to 22.8 percent as video entertainment revenue (-7.3 percent YTY) was negatively impacted by linear TV subscribers being replaced by DirecTV Now customers, which generate significantly less ARPU

Carriers take M&A route to woo enterprise cloud business

The Technology Business Research (TBR) 4Q17 Carrier Cloud Benchmark revealed a 15.7% year-to-year growth in 4Q17 is largely due to strategic acquisitions and alliances, investments in new data centers, and portfolio expansion in growth segments such as SaaS and hybrid cloud.

Q1 2018 revenue

“Atos is playing its IoT cards well.”

TELECOM Open source movement to disrupt NFV and SDN marketplace

According to Technology Business Research’s 1Q18 NFV/SDN Telecom Market Landscape report, open-source groups will spur NFV and SDN adoption by establishing industry standards that foster interoperability among a broader range of solution providers.

“The ability to reduce capex will initially be the largest cost benefit realized by adopters of NFV and SDN as software-mediated technologies enable operators to significantly reduce spend on proprietary hardware,” said TBR telecom senior analyst Michael Soper. “Reducing opex will be a longer process as most operators will maintain both legacy and virtualized environments until they are ready to migrate fully to virtualized infrastructure.”

Bet on Oath content services built around Yahoo acquisition is paying off for Verizon

According to TBR’s 1Q18 NFV/SDN Telecom Market Landscape, operators are recognizing that collaborating with the broader telecom industry is essential to resolving interoperability hurdles that have been slowing NFV and SDN adoption.

What ‘fulsome’ sales mean for General Dynamics, plus other takeaways from its 1Q earnings

That’s according to Joey Cresta, an analyst with Hampton, New Hampshire-based Technology Business Research Inc., who wrote in a research note that IS&T’s mission systems business and its specialized portfolio of C4ISR solutions tended to “mask the somewhat commoditized nature” of IS&T’s IT services business.

VERIZON STOCK GAINS AFTER REVENUE, EARNINGS BEAT

It has underperformed by 19.22% the S&P500. Verizon is also monetizing NFV and SDN technologies through its expanding Virtual Network Services portfolio, said telecom analyst Steve Vachon.

Verizon Leans on IoT Growth, Fios Broadband to Maintain Revenue Growth in 1Q18

Efficiencies gained by Verizon’s adoption of virtualized network technologies, such as NFV and SDN, will be a main driver of the carrier’s goal of cutting $10 billion in operating costs by 2020. Verizon is also monetizing NFV and SDN technologies through its expanding Virtual Network Services portfolio, said telecom analyst Steve Vachon.

Operators are recognizing that collaborating with the broader telecom industry is essential to resolving interoperability hurdles that have been slowing NFV and SDN adoption. For example, Verizon, which was the most notable holdout from the Open Network Automation Platform (ONAP), joined the group in January 2018 and is encouraging deeper interoperability amongst telecom vendors to foster greater automation and scalability for solutions deployed across the industry, Vachon added.

Special Posting Requirements for Businesses with Remote Workers

According to Technology Business Research’s 1Q18 NFV/SDN Telecom Market Landscape report, open-source groups will spur NFV and SDN adoption by establishing industry standards that foster interoperability among a broader range of solution providers.

“The ability to reduce capex will initially be the largest cost benefit realized by adopters of NFV and SDN as software-mediated technologies enable operators to significantly reduce spend on proprietary hardware,” said TBR telecom senior analyst Michael Soper. “Reducing opex will be a longer process as most operators will maintain both legacy and virtualized environments until they are ready to migrate fully to virtualized infrastructure.”

Verizon Shifts Focus From 5G Fixed Wireless Trials to Commercial Launch

In a research note, TBR Research confirmed that Verizon is gaining a lot of network efficiencies from its adoption of virtualized technologies. “The efficiencies gained by Verizon’s adoption of virtualized network technologies, such as NFV and SDN, will be a main driver of the carrier’s goal of cutting $10 billion in operating costs by 2020,” TBR said.

Verizon adds $200 mn savings in Q1, reveals growth strategies

TBR analyst Steve Vachon said efficiencies gained by Verizon’s adoption of virtualized network technologies, such as NFV and SDN, will be a main driver of the carrier’s goal of cutting $10 billion in operating costs by 2020. Verizon is also monetizing NFV and SDN technologies through its expanding Virtual Network Services portfolio.

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“TBR believes BearingPoint is well-positioned to capture growth opportunities and achieve its 1 billion euros revenue goal in 2020. Expanding its software and IP-based solutions capabilities increases BearingPoint’s consulting value proposition as the company transforms clients’ business models through technology. Development of innovative technologydriven solutions, proximity to clients and knowledge of the local market environment, and persistent emphasis on client relationships are some of the factors that will help BearingPoint reach its 2020 revenue goal.”

Carrieres are fostering deeper partnerships with webscales to support growing enterprise demand for

“All benchmarked companies sustained year-to-year Cloud as a Service revenue growth in 4Q17 as significant opportunity remains for carriers to target businesses seeking greater cost savings, scalability and efficiency by migrating traditional infrastructure and applications to the cloud,” said Steve Vachon, an analyst in TBR’s Telecom Practice. “Though cloud revenue growth is being limited by pricing pressures from webscale providers, carriers are relying on the value proposition and convenience offered by the bundling of their cloud solutions with other network offerings, such as SD-WAN, security and mobility services, to attract customers.”

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