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COVID-19 Economic Impacts Update: Aug. 3, 2020
Webinars
August 26: 5G is coming faster than originally expected
Competitive and government pressures have been building for communication service providers (CSPs) in key countries and regions, especially over the past six months, to implement 5G faster and more widely across geographies than original timelines suggested. COVID-19 is one of the few key catalysts of this push. Join Principal Analyst Chris Antlitz Aug. 26 for […]
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Amid a consolidating market, vendors adopt creative initiatives to fight for mission-critical cloud workloads
Public cloud growth leaders While Amazon Web Services (AWS) continues to dominate the public cloud IaaS market, its rivals continue to expand in the space and even collaborate to take market share. Microsoft and Oracle added a new data center interconnection in Amsterdam, deepening the ties between the vendors as they enable customers to run […]
East meets West: A comparative tale of two e-commerce giants placing big bets on the cloud
Alibaba Cloud, AWS focus on build-outs of global footprints via infrastructure investments in 5G and expansion of data center and edge locations While the growth of the two globally dispersed e-commerce giants Alibaba and Amazon is largely fueled by retail, both businesses have showed marked dedication to the growth of their respective cloud empires, focusing […]
Unprecedented levels of government support will help CSPs deploy 5G more quickly and broadly than originally anticipated
CSP spend on 5G infrastructure will scale faster and peak higher than originally anticipated due to the vast amount of support by governments in a range of countries, including but not limited to China, the U.S., the U.K., Japan, South Korea and Singapore. Due to this, typical historical deployment curves for cellular technologies will not […]
IT services revenue retained its growth trajectory in 1Q20, but the negative effect from the pandemic will intensify in 2Q20
IT services trailing 12-month (TTM) revenue growth, at 1.5% in U.S. dollars (USD), was down 20 basis points sequentially and 170 basis points year-to-year in 1Q20 as the COVID-19 pandemic began to negatively affect vendors’ revenue growth during March. At every level of every organization, the pandemic forced massive changes in human resources management, pushing […]
