This is something they should have done six to 12 months ago when there was this huge buzz around DevOps. As a budding platform, I thought they would have emphasized it sooner. — Meaghan McGrath, Senior Analyst
I see [ServiceNow] pivoting out of the IT department a bit, which has been an ongoing theme for them. They are moving towards business users, trying to tie them in closer to the broader base of enterprise users. Even [for] the requests that make it through to IT, the system points users back to the self-services resources. — Meaghan McGrath, Senior Analyst
You can have IoT without AI, and you can have AI without IoT, but there is complementarity of the two together — particularly if you’re talking about edge and AI. — Ezra Gottheil, Principal Analyst
A TBR analysis report indicates that Sprint’s post-paid subscriber additions improved year-over year (39,000 in 1Q18 vs –118,000 in 1Q17). The company lost 165,000 wholesale subscribers and faced falling ARPU due to the carrier’s pricing promotions, contributing to wireless revenue falling 4.6 percent. — Steve Vachon, Analyst
CACI would do well to acquire a systems integrator, potentially a federal subsidiary of a commercial-led company, with strong relationships with cloud and next-generation technology partners to improve its market position. — Joey Cresta, Analyst
“We are consumed by how do we fill gaps in capabilities and in customer communities,” says CEO Ken Asbury as the company posts record third-quarter revenue.
T-Mobile reported record low postpaid phone churn of 1.07 percent due to the carrier’s enhanced LTE network coverage and data speeds coupled with value-added incentives offered to T-Mobile One unlimited data customers, including free Netflix subscriptions and the #GetThanked rewards program. — Steve Vachon, Analyst
The strongest possible barrier for the deal to go through will be the negative effects of the reduced wireless competition despite T-Mobile claiming that the merger will allow customers greater cost savings. — Steve Vachon, Analyst
DigitalTVLife.com
The negative impacts of reduced wireless competition could be the strongest barrier to approval. — Steve Vachon, Analyst
Since ZTE (and Huawei) are major equipment providers globally, especially in India, the ban will impact network infrastructure and device ecosystems. — Chris Antlitz, Senior Analyst
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