Telecom operators felt the effects from COVID-19 in 1Q20; the impact on telecom vendors will be more pronounced in 2Q20

Telecom market impact COVID-19 impacted the telecom industry during 1Q20 on different levels, with telecom operators feeling the initial effects during the quarter. TBR believes telecom vendors were initially shielded from the early effects, but we anticipate a deeper negative impact on both operators and vendors in 2Q20 as the pandemic plays out. Though company […]

Perspecta prepares to move beyond NGEN loss

2020 will be critical as Perspecta attempts to make up for its NGEN-R bid loss, with federal spending priorities providing an avenue for growth “Perspecta delivered steady top-line results in 4Q19 as it posted a very strong book-to-bill ratio (1.4) and continues to win new deals in areas of strategic importance for both Perspecta and […]

TBR 2020 Telecom Predictions: Leading CSPs and webscales implement new ICT architecture to fully capitalize on digital era

Leading CSPs tackle business and network transformation to capture value created in the digital era Key technologies, most notably cloud, virtualization, 5G, edge computing, AI and machine learning (ML), are coalescing to usher in a new era, commonly referred to as the digital era, but also referred to as the 5G era or the fourth […]

5G will drive CSPs to adopt a new network architecture, with NFV and SDN as critical aspects

According to TBR’s 3Q19 NFV/SDN Telecom Market Landscape, 5G will push CSPs to accelerate and broaden their NFV/SDN initiatives. As such, TBR expects NFV/SDN-related spend growth will correlate with 5G deployments. Since CSPs will need to upgrade their networks from an end-to-end perspective to realize the full potential of 5G, this will naturally drive CSPs […]

5G will drive CSPs to adopt a new network architecture, with NFV and SDN as critical aspects

According to TBR’s 3Q19 NFV/SDN Telecom Market Landscape, 5G will push CSPs to accelerate and broaden their NFV/SDN initiatives. As such, TBR expects NFV/SDN-related spend growth will correlate with 5G deployments. Since CSPs will need to upgrade their networks from an end-to-end perspective to realize the full potential of 5G, this will naturally drive CSPs […]

Telecom vendor partners and CSP customers have nothing to fear from an IBM-owned Red Hat

TBR perspective Red Hat emphasized that its culture and approach to product development will not change with its acquisition by IBM. Red Hat underscored that it operates independently and continues to stress an open-source approach to management, application development and the strategic direction of the company. The open-source community, to which Red Hat and its […]

5G-readiness spend and webscale investment drove strong growth in deployment and professional services

5G spend was pulled forward in key markets, supporting deployment and professional services markets According to Technology Business Research, Inc.’s (TBR) 4Q18 Telecom Infrastructure Services Benchmark, operators in lead markets (U.S., China, Japan and South Korea) as well as a growing list of key operators in other developed markets have accelerated their 5G deployment timetables […]