Key Trends Impacting the U.S. Telecom B2B Market

Join Telecom Senior Analyst Steve Vachon Thursday, Sept. 28, 2023, for an in-depth, exclusive review of TBR’s latest research in the U.S. telecom B2B space. Key points of discussion will include financial and go-to-market performance of leading U.S. enterprise operators as well as recent key developments impacting the U.S. market.
 
TBR’s U.S. enterprise operator research stream details and compares the initiatives, strategies and performances of the largest U.S. operators, including AT&T, Verizon, Lumen Technologies, Comcast,
T-Mobile and Charter Communications.
 
In This FREE Session on U.S. Telecom B2B Market Trends You’ll Learn:

  • Key trends and developments impacting the business performance of U.S. enterprise operators and the competitive landscape
  • How U.S. operators are performing relative to each other across segments, including wireless and wireline services as well as large enterprises, SMBs and the public sector
  • How U.S. operators are positioning to capitalize on opportunities within key growth areas including fixed wireless access, multi-access edge computing and private cellular networks

 

 

 

Stay ahead of the competition with invaluable market and competitive intelligence for your industry with TBR Insights Live: Business Intelligence for Tech Insiders! Each session includes exclusive insights from our latest research and a Q&A portion with our seasoned subject-matter experts.
 
Can’t attend the live airing? That’s OK! A recording of each webinar and copy of the presentation deck is sent to all registrants the day after the live airing. Additionally, you can view any of our past webinars in our OnDemand Portal.

GenAI in the Cloud: Commercialization Hype vs. Reality

It’s easy to get caught up in the hype around generative AI (GenAI), but TBR’s 1H23 Cloud Infrastructure & Platforms Customer Research has revealed several established use cases throughout the enterprise, from call center optimization to vulnerable code detection. With 73% of respondents indicating they are actively deploying GenAI or using it on a trial basis, demand is evident. Additionally, both hyperscalers and SaaS providers have quickly responded to the market’s interest by integrating GenAI solutions, underpinned by generic and domain-specific large language models (LLMs), into their cloud services.


Join Principal Analyst and Practice Manager Allan Krans, Senior Analyst Catie Merrill and Analyst Alex Demeule on Thursday, Sept. 21, 2023, for a discussion on GenAI’s expected impact on the cloud landscape going forward. The team will explore GenAI from the vendor point of view, examining how IaaS and SaaS providers are trying to develop, integrate and monetize GenAI solutions to unlock new streams of customer productivity and drive growth. The team will also break down what they’ve heard from customers on some of the challenges pertaining to GenAI and suggestions for how vendors can nurture their partner ecosystems to address concerns and fast-track adoption. 
 
In This FREE Session on GenAI in the Cloud Market You’ll Learn:

  • The GenAI strategies and approaches of both hyperscalers and SaaS providers
  • How cloud providers are using custom silicon to accelerate GenAI
  • What customers are saying, and a look into GenAI use cases

 

 

 

Stay ahead of the competition with invaluable market and competitive intelligence for your industry with TBR Insights Live: Business Intelligence for Tech Insiders! Each session includes exclusive insights from our latest research and a Q&A portion with our seasoned subject-matter experts.
 
Can’t attend the live airing? That’s OK! A recording of each webinar and copy of the presentation deck is sent to all registrants the day after the live airing. Additionally, you can view any of our past webinars in our OnDemand Portal.

AI Disruption and Hardware Refresh Cycles: What It Means for OEMs

Demand for PCs and smartphones remains low due to ongoing market saturation resulting from pandemic-era supply and demand imbalances. Additionally, macroeconomic uncertainty has consumers scrutinizing their spending with increasing intensity, further eroding demand for other consumer electronics, such as tablets. However, generative AI (GenAI) has emerged as a revenue opportunity for IT vendors across various industries. For example, devices OEMs are employing certain portfolio strategies to better position themselves around GenAI and other increasingly demanding AI workloads.


In this TBR Insights Live session, Analyst Ben Carbonneau, Research Analyst Alek Maxfield and Principal Analyst Ezra Gottheil discuss the implications of recent industry developments on devices industry verticals, including PC, smartphone, tablet and smart devices.
 

In This Session Replay on the AI Disruption Among OEMs You’ll Learn:

  • How past and present macroeconomic conditions are impacting devices industry subsegments
  • Which portfolio strategies devices vendors are employing to take advantage of AI and to mitigate the effects of the industry downturn
  • How devices vendors are positioning around AI

 

Click the Red Arrow Below to Watch the Full Replay Now

 

 

 

Stay ahead of the competition with invaluable market and competitive intelligence for your industry with TBR Insights Live: Business Intelligence for Tech Insiders! Each session includes exclusive insights from our latest research and a Q&A portion with our seasoned subject-matter experts.

Can’t attend the live airing? That’s OK! A recording of each webinar and copy of the presentation deck is sent to all registrants the day after the live airing. Additionally, you can view any of our past webinars in our OnDemand Portal.

TBR Launches Semiconductor Market Landscape

HAMPTON, N.H. (Aug. 8, 2023) — Technology Business Research, Inc. is pleased to announce the launch of the Semiconductor Market Landscape. Semiconductors are key components of nearly every available technology. The semiconductor vendors that design and manufacture the chips used across the technology market play a major role in supporting the products available from the largest technology vendors in the world.

 

To fully understand the semiconductor landscape, semiconductor vendors and ICT vendors must understand current trends regarding the supply of and demand for various components needed for a variety of end products, such as smartphones, PCs and servers.

 

TBR’s Semiconductor Market Landscape provides clients access to data and analysis of semiconductor vendors, including quantitative financial information and a qualitative assessment of each vendor’s overall business. The inaugural report covers seven semiconductor vendors: AMD, Broadcom, Intel, Marvell, Micron, NVIDIA and Qualcomm. TBR groups these publicly traded, U.S.-based companies into three buckets: Hardware, Cloud & Software, and Services.

 

The first publication of this annual report is now available for download. Start your free trial today to gain access!

Semiconductor Market Landscape

Highlights from the Semiconductor Market Landscape

Semiconductor services revenue mix increases as hardware demand falls amid weakening PC market

Semiconductor hardware sales continue to account for most of the industry’s revenue as the recent collapse in PC demand was partially offset by increasing demand for connectivity solutions and other custom silicon from cloud service providers.

 

In 4Q22 semiconductor services revenue mix increased 30 basis points year-to-year while increasing roughly 20 basis points year-to-year on a trailing 12-month basis. This mix shift was primarily driven by increased demand for design and development services associated with custom silicon, which spurs from increasingly complex workloads. TBR believes this trend will continue, driving demand for adaptable SoCs, ASICs and other custom chips as well as their respective associated services.

 

 

Join Senior Analyst Ben Carbonneau, lead analyst on TBR’s Semiconductor Market Landscape, Thursday, Aug. 31, for a live Q&A and discussion on how PC OEMs are working with certain semiconductor vendors, primarily NVIDIA, to bolster their AI capabilities. Additionally, TBR’s Devices team will discuss how past and present macroeconomic conditions are impacting devices industry subsegments, such as PC, smartphone and smart devices, and what portfolio strategies devices vendors are employing to take advantage of AI and to mitigate industry downturn impact.

Webinar: How Device OEMs Innovate Amid Devices Industry Demand Shifts

Navigating the Future of Managed Cybersecurity Services: A Closer Look at Eviden’s Successes and Leadership

Eviden’s security services practice consists of 6,500 cybersecurity experts across Eviden’s 16 Security Operations Centers, eight research and development centers, and two manufacturing sites earning over $1 billion in revenues (in 2022). The cybersecurity services business has three main areas: Managed Security Services, Cybersecurity Consulting, and Solution Integration. Eviden has relationships with more than 40 cybersecurity technology partners, including Amazon Web Services (AWS) and CyberArk. A Cybersecurity Academy provides training across a range of cybersecurity skills and certifications. TBR will include Eviden in the November 2023 publishing of the Security Services Market Landscape. Start your free trial of TBR Insight Center to gain access to this research as soon as it is available.

More Than a Project, More Than a Service: Usable, IP-enabled Security

In early May, TBR met with leaders from Eviden’s cybersecurity services team, including Vinod Vasudevan, global CTO for Managed Detection & Response and global deputy CTO for Cybersecurity Services; Allen Moffett, global head of Identity Access Management; and Wolfgang Baumgartner, director of Global Digital Consulting. Over the course of 75 minutes, the Eviden team walked through the company’s current security services offerings and discussed their outlook for Eviden once the company has fully separated from Atos.

 

This special report reflects that discussion, TBR’s previous research into Atos’ cybersecurity capabilities, and related analysis. TBR will include elements of this report in our November 2023 Cybersecurity Services Market Landscape.

 

“In the absence of usable security, there is no effective security.” With that simple phrase, Vasudevan summed up Eviden’s philosophy and approach to providing cybersecurity services, reflecting decades of company culture centered on providing useful, reliable and proven solutions.

 

Throughout the discussion, Eviden’s leaders kept returning to the idea that security services — across the full range of Eviden’s offerings — could be beneficial to clients only if properly deployed and managed. They also emphasized that having a full range of cybersecurity services creates flexibility for Eviden and its clients while avoiding lock-in or over-reliance on any specific technology solution or provider.

 

According to Vasudevan, “Our top priority is meeting the unique needs of our customers. That’s why we strive to offer comprehensive programs that exceed their expectations by delivering not just a single project or service but an entire program they can rely on. We’re focused on building long-term relationships with our customers by providing quality solutions tailored to their needs.”

 

In addition, Eviden’s cybersecurity leaders indicated that following a complete split from Atos, Eviden would look for acquisitions to help accelerate growth in cybersecurity services, complementing the investment already made in R&D. TBR expects Eviden will focus on expanding its capabilities in cloud security, an area where the company can combine current cloud-native offerings with the hyperscalers’ security tools and add acquired capabilities and scale, bolstered by Eviden’s existing — and expanding — IP.
 

Delivering Managed Services Today to Prevent and Respond to Problems of Tomorrow

Differentiation across security services remains challenging, particularly as the ecosystem of security software vendors and security services providers expands rapidly, including value-added resellers increasingly adding consulting and IT services to their portfolio mixes. Within all this noise, finding true differentiation frequently comes down to two elements, one external and the other internal.

 

First, what do clients say that makes any one vendor stand out? Second, where does the vendor see evolution in cybersecurity services — what is next, and what is the vendor doing about it? On this, Eviden’s Vasudevan noted that “as we go forward, now the cyber recovery aspect is also a big focus area.” Eviden will be tasked with not only response and containment but also figuring out how to make a quick recovery.

 

A large part of recovery, of course, depends on planning and testing, ensuring adequate capacity, and, ideally, detecting problems before a critical response is needed. Addressing that, Eviden has built capabilities and offerings around multivector detection and investigation, verification, containment and mitigation, all delivered through an AI-enabled platform supported by Eviden’s professional staff.

 

In diving deeper into Eviden’s response capabilities and offerings, Vasudevan returned to what, for TBR, differentiates Eviden: approach. The first priority, according to Vasudevan, is “to get the IT running again.” Next is to learn from the security incident and take the necessary measures to increase security. Then, critically, Eviden must lean into the trusted partner relationship with the client and “develop a road map together, a to-do list, and then begin executing all the recovery steps, planning for the next incident.”

 

Relentlessly thinking about the next step, reinforcing that usable security is the only effective security, and seeing the “response” as moving beyond just the cleanup to actually preparing for the next mess — this approach and mindset, in TBR’s view, distinguish Eviden in a very crowded field.

IP-enabled and Business-oriented Cloud Security Makes Hyperscalers Happy

Eviden’s leaders also touched on the company’s cloud security capabilities and offerings, starting with the ability, as described by Vasudevan, to “leverage the security tool set of hyperscalers to deliver services on top of what we also have … combining the native tool sets of the hyperscalers” with Eviden’s IP.

 

In Vasudevan’s view, this combination of hyperscalers’ tools and Eviden’s IP is complemented by and even accelerated by Eviden’s ability to bring a wide set of offerings through either limited deliveries or ongoing managed services arrangements. Baumgartner stressed that Eviden’s approach includes assessing clients’ cloud security strategy and current risks.

 

He added that “customers start more on the business side, not always thinking about technology first” and “afterwards they realize that they will face security issues,” which has led Eviden to building “quite good cooperation with Microsoft and Amazon” in order to try to better collaborate with these vendors in an earlier stage. In short, partnering smartly with the hyperscalers allows Eviden to bring IP-enabled value more quickly to clients while also proving to the hyperscalers that Eviden is a highly capable — and business-driving — partner.

 

In TBR’s detailed analysis of the key components of leading partnerships between IT services vendors and hyperscalers, delivering value-added IP, and bringing business know-how to the cloud technology stack consistently separate leading IT services vendors from lagging ones. In TBR’s view, Eviden has demonstrated its capabilities across both of these components.

Building Talent Prepared Specifically for Eviden

Touching on the need for local talent, Eviden’s leaders explained that global delivery centers in Poland, Romania, increasingly Croatia, and India would provide the majority of services for Eviden’s clients, bolstered by local, in-country teams and talent for restricted workloads, clients with specific demands, or situations in which Eviden wants to provide an extra level of customer intimacy.

 

In Vasudevan’s telling, Eviden “wants to optimize the cost without sacrificing the best combination and the best formula for success.” Reflecting, to some degree, the delivery center staffing, Eviden’s leaders said Central Europe, including Germany, generates the largest revenue share, with the highest growth potential coming from North America and the U.K.

 

In TBR’s view, Eviden has an opportunity to build on the small but substantial U.S. client base built by Atos over the last decade, but its greatest opportunities likely remain increasing its market share in the region already deeply familiar with Eviden’s strengths and capabilities.

 

Further on talent, Eviden stressed the company’s commitment to reducing the overall cybersecurity talent shortage, reflected by investments in professional development for experienced employees and a recently launched Cybersecurity Academy. Eviden puts candidates through classroom cybersecurity training before a round of practical training with Eviden’s security consulting teams, essentially building a pipeline of security talent already deeply familiar with Eviden’s approach, culture and offerings.
 

EY’s Cybersecurity Practice: Global, Local and Trusted

In TBR’s view, EY continues to operate through a global effort, complicated by regulatory and compliance requirements that vary by country as well as member firms’ different partnership structures. However, at multiple times during the discussion, EY leaders said the firm knew that cybersecurity services required being “local to be there with clients.”

TBR Takeaways: Culture and Competence Matter Most in Cybersecurity

Eviden unquestionably benefits from many of its parent company’s strongest attributes, including a technology and engineering legacy and mindset, a belief in steady improvements over a break-it-till-you-make-it approach, and a rich set of intellectual properties ideally suited for a technology era that puts a premium value on partnering well across a broad ecosystem.

 

Where TBR sees the Eviden team building on their Atos beginnings is in applying a relentlessly forward-looking approach to security services to build an expansive set of offerings that does not compromise on depth of technical expertise or quality in delivery. While no easy task, TBR believes the essential first component is the right corporate culture. While “usable” is not as exciting-sounding as “disruptive” or “paradigm shifting,” for security services, Vasudevan and his team make a compelling case that it is the most important characteristic — and that their understanding sets their approach for delivering “usable” to their clients.

 

Competence, in TBR’s view, can only be measured through two lenses, and neither of them depends on 40-slide presentations detailing a vendor’s vast array of offerings and capabilities. Very simply, the only opinions about competence that matter are clients’ and partners’ — and in today’s technology space, specifically cloud partners’ opinions. In the discussions with TBR, Eviden’s leadership shared client stories reflecting credible and tangible value spanning both cybersecurity-specific metrics and business value outcomes.

 

As for cloud, Eviden shared a highly detailed assessment of their cloud security capabilities, starting with AWS-, Microsoft Azure- and Google Cloud Platform (GCP)-native security and adding Eviden’s IP to create broad and deep offerings. Perhaps more critically, Eviden also shared where the vendor has been and will be investing in the future of cybersecurity, including around open innovation, cyber agility, automation and security by design.

 

In every area, Eviden sees itself relying on a partner ecosystem, which ensures a continued emphasis on nurturing alliances with the hyperscalers and others. While TBR cannot definitely say how AWS, Microsoft and Google Cloud (Nasdaq: GOOGL) view Eviden, we believe the investments and the approach align with those hyperscalers’ priorities in cloud security.

 

Eviden’s proven competence aligned with a deeply ingrained culture stressing usefulness, business value and scale should position the vendor exceptionally well for its coming tests as a new security services brand.