Can IBM pivot fast enough?

This week, TBR publishes its initial thoughts on IBM’s 4Q19 performance, featuring insights from our data center and professional services analysts. “Another quarter, another IBM Initial Response from TBR. And while our initial report on IBM’s earnings release remains constant, IBM’s strategy and investment focuses continue to pivot,” says Analyst Stephanie Long. “This quarter we’re […]

Inside Xerox bid for HP: What would a merger mean?

“The not-so-hidden gem in the HP Inc. portfolio is additive manufacturing, more commonly called 3D printing. HP Inc. has more than a decade of research in this field, growing out of the inkjet business. It has products and customers and regularly announces partnerships, small acquisitions and improvements in speed, size and materials. TBR believes 3D […]

Inroads opened for HP’s PC rivals amid Xerox uncertainty

“However, a higher offer by Xerox would be difficult to achieve due to the increasing debt burden and the decline of its share price since making the move. Meanwhile, HP itself could pose a counteroffer that would see a merger that gives itself better terms. ‘Both companies are executing restructuring plans that involve headcount reduction […]

IBM reports spike in revenue thanks to boost from Red Hat

“Catie Merrill, research analyst at TBR Cloud and Software, said IBM is actively placing OpenShift at the core of its innovations. ‘This growth is reason to be optimistic about the IBM Red Hat relationship going forward and how the two plan to surmount the hybrid cloud opportunity from multiple angles,’ she told WRAL TechWire in […]

Sustained growth provides Accenture with the flexibility to enact internal and operational changes

In this week’s Accenture report, Senior Analyst Boz Hristov notes, “Accenture’s robust account management capabilities and diversified footprint supported continued profitable growth in FY1Q20 (CY4Q19), leading to increased market share. TBR does not expect major changes to the course of the company’s go-to-market strategy following the announced changes on Jan. 13 to its growth model, […]

Humio highlighted as standout hybrid enabler

“Catie Merrill, a Research Analyst at Technology Business Research, includes Humio in her new special report. The report, Amid rise of Kubernetes as standard in cloud-native deployment, vendors vie to be leading hybrid enablers describes how Humio stands out among startups that seek differentiation with niche, data-friendly tools.” — Humio

CIO role: 9 ways it will evolve in 2020

“After several years of IT vendors and consultants targeting other C-suite leaders and line-of-business heads to engage in digital transformation work, they’re looking back to CIOs again. ‘We’ve seen a swing back towards IT as decision-makers as digital transformation starts to mature,’ says Patrick Heffernan, senior analyst at Technology Business Research. ‘As it becomes increasingly clear […]

8 digital transformation trends for 2020

“Those service providers that don’t acquire their way to digital prominence will partner to do so. ‘No vendor can do it all, despite many positioning themselves as end-to-end service providers,’ TBR analysts wrote in their September 2019 Digital Transformation Insights report. ‘Technology partners are and will remain an integral part of India-centric and consulting vendors’ go-to-market […]

Enterprise adoption of private cellular networks poses opportunities and threats for telecom industry

An overview of key findings from TBR’s upcoming Private Cellular Networks Market Landscape Digitalization and Industry 4.0 have sparked an emerging trend whereby some enterprises are opting for private cellular networks that they buy, own and control. These enterprises will be looking to not only leverage these private networks for traditional communications but also institutionalize […]