As companies begin releasing 1Q20 earnings, TBR is analyzing the impact of the COVID-19 pandemic on the latter half of the quarter. Our findings from earnings this week show: IBM’s cloud business prospered despite the negative impact of COVID-19 on overall revenue as synergies with Red Hat drove subscription sales, which is a testament to […]
“There will not be any major spike in headcount additions. Automation in service delivery will definitely play an even larger role in vendors’ resource management strategies post Covid-19, said Boz Hristov, Professional Services Senior Analyst, Technology Business Research, Inc.” — The Hindu Business Line
Recent earnings calls by IBM and SAP triggered two broad yet interconnected thoughts: The current pause in economic activity presents a pervasive period of thinking slow — recalling the book “Thinking, Fast and Slow” — for businesses, which could result in persistent share shifts. The tactical need for more digital commerce avenues seems poised to […]
“Boz Hristov. Professional Services Senior Analyst, Technology Business Research, Inc, said vendors may have to demonstrate pricing agility to retain clients. If the incumbent is not offering/thinking of ‘sweetening up the deal’, there is likely a competitor knocking on the door ready to do so.” — The Hindu Business Line
“‘Despite the stalling economic downturn over the past month, IBM still operates from a position of growth with a healthy pipeline of services engagements that are augmented by Red Hat’s commitment to automated and open sourced development,’ said Nicki Catchpole, senior analyst at TBR Cloud and Software.” — WRAL TechWire
“As business disruption sets in with the Covid-19 pandemic, customer demand for IT services will take a hit, with revenue in the sector set to decline in the second half of 2020, according to Technology Business Research (TBR). In the analyst firm’s Q4 IT Services Vendor Benchmark report, TBR senior analyst Elitsa Bakalova pointed out that 2020 […]
“The COVID-19 outbreak represents a significant threat to public sector IT investment that has trended steadily upward for the last several years,” says Senior Analyst John Caucis in TBR’s recently published Public Sector IT Services Benchmark. “The full impact, however, may not manifest in public sector vendor fiscal performance until 2H20.” Caucis, Analyst Brian Baker, […]
Insights from TBR’s Cloud and IT Services teams Join Allan Krans, Patrick Heffernan, Kevin Collupy and Boz Hristov as they discuss how the COVID-19 outbreak has impacted 1Q20 earnings in the cloud, IT services and consulting markets. While the world has been significantly disrupted by COVID-19, the impact on technology vendor revenue and cost structures […]
Economic activity currently appears more in cessation than recession. It is as if the world is suspended, untethered between two trapezes. As activity resumes, we know inquisitive humans will turn to easy-to-assemble technology to meet the emerging business demands and consumer pain points materializing daily. We will see a flurry of IoT-enabled endpoint applications that […]
“IT vendors — especially those exposed to the most volatile sectors such as industrials / manufacturing, retail and travel — will see a challenging period, says Boz Hristov, Professional Services Senior Analyst, Technology Business Research.” — InfoTechLead