TBR in the Media

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.

Lenovo’s Three-Wave Strategy Delivers Strong Revenue and Earnings in Third Quarter FY2017/18

Extended number one ranking in x86 customer satisfaction, according to TBR (Technology Business Research), for the 8th straight quarter.

ServiceNow delivers solid earnings thanks to growing enterprise customers

ServiceNow’s continued customer success is the big story here, said Technology Business Research Inc. analyst Meaghan McGrath. The new accounts signed up in the fourth quarter “demonstrate the potential ServiceNow has within its customer base to cross-sell complementary services, as it aspires to grow at a 32 percent compound annual growth rate over the next three years to reach $4 billion in annual revenue in 2020,” she said.

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.”

Verizon’s Humanability campaign positions communications giant for 5G era

by Steve Vachon, Technology Business Research Analyst

Telcos To Transition Into Digital Service Providers Over The Next 5 years To Grow Enterprise Revenue

“Operators such as AT&T and Verizon are aggressively investing in assets including additional spectrum and fiber to ensure they can support 5G services during their infancy,” said TBR Telecom Analyst Steve Vachon. “However, the ROI on 5G is uncertain as demand for the technology and its use cases have yet to be proved. The opportunity to monetize 5G will be limited initially as the technology will be a ‘nice-to-have’ instead of a necessity for most businesses and consumers.”

With huge 1.2M customer gains, Verizon shrugs off lack of video service bundled with wireless

"TBR attributes Verizon’s improved postpaid subscriber additions and equipment revenue growth to the success of the carrier’s unlimited data plans as well as the atypical launch of the iPhone X in November as new iPhone models are usually launched in September,” wrote TBR analyst Steve Vachon this morning. “Verizon’s wireless service revenue decreased 2.9% year-to-year due to lower ARPU stemming from non-subsidized service plans coupled with the loss of 184,000 prepaid subscribers in the quarter. However, Verizon has been able to increase service revenue sequentially the past two consecutive quarters and expects to return to year-to-year service revenue growth in 2018 now that over 80% of its postpaid phone base is on unsubsidized service plans.”

Cloud business provides a silver lining for IBM as revenue surges more than 30%

Cassandra Mooshian is a Senior Analyst for Technology Business Research...

Server vendors push flex pricing to challenge cloud providers

The success of public cloud services is forcing the hand of vendors to compete by addressing some of the shortcomings of cloud. “Our advice back to these vendors is the time is right because more and more companies are putting more workloads on public cloud that require more storage,” said Stanley Stevens, an analyst with Technology Business Research Companies. “They are getting sticker shock because when they replicated their environment in the public cloud, they realized a lot of that storage is inefficient and unused.”

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