Senior Analyst Nicki Catchpole reports this week on IBM’s cloud and software practice, noting: “While IBM’s 3Q19 overall results continued to experience a downward slide, its Cloud & Cognitive Software sector experienced immediate positive effects from the much-anticipated $34 billion acquisition of Red Hat. Red Hat’s OpenShift technology and channel-driven approach have boosted IBM’s cloud […]
IoT is becoming more deeply embedded in vendors’ offerings and messaging IoT continues its moderate revenue and gross profit growth as vendors and customers become more familiar with what IoT is and how it can be applied. Increasingly, IoT is an expected part of vendors’ offerings, one of a set of tools that can be […]
The quantum market changes rapidly, and the hype can often distract from the realities of the technological developments. In our new monthly newsletter, Quick Quantum Quips (Q3), TBR will brief readers on the latest market announcements, stripping that hype to dig deeper into how recent events will impact the market as a whole. To schedule […]
In mid-October Senior Analyst Boz Hristov attended the annual UiPath Forward conference in Las Vegas, and recently, he published his thoughts on the event and UiPath’s role in the robotic process automation market. He wrote, “UiPath’s position as one of the leading vendors defining the robotic process automation (RPA) market comes with responsibilities for managing […]
Last Friday’s announcement of the massive U.S. federal government cloud contract led Senior Analyst John Caucis to publish a special report explaining how Microsoft won, why Amazon lost, and what it all means for the IT services vendors in the U.S. public sector space. “Regardless of why the DOD [Department of Defense] chose to announce […]
TBR continues to track the evolution of emerging technologies, the changing roles of business models for vendors, and enterprises’ expectations as digital transformation further shifts from hype to concrete offerings delivered by IT services and technology vendors. The next wave of change will bring further disruption, but also scale and speed that will separate the […]
Technology Business Research, Inc. is expanding its Telecom Edge Compute portfolio with the launch of the Telecom Edge Compute Market Forecast, an annual report scheduled to first publish in early 2020. Edge computing has become a major area of interest and investment in the telecom industry, driven by CSPs’ need to improve user experiences as […]
“In an unexpected move, ServiceNow announced that John Donahoe will step down as CEO of the company to accept the top job at Nike Inc. Bill McDermott, who recently resigned as CEO of SAP, will take over as ServiceNow CEO in January. While the move took many analysts by surprise, some thought it made sense […]
Earnings season for federally focused IT vendors begins the week of Oct. 21. Senior Analyst John Caucis has been tracking Northrop Grumman Technology Services (TS), General Dynamics Information Technology (GDIT) and Raytheon Intelligence, Information and Services (IIS) ahead of their 3Q19 fiscal earnings release. Raytheon IIS is expected to be the top performer among the […]
TBR’s quarterly IT Services Vendor Benchmark published last week, with the following comment from lead Senior Analyst Elitsa Bakalova: “Vendors are scaling transformational portfolios; however, lingering growth challenges in traditional service areas challenge revenue performance. Trailing 12-month IT services revenue growth, at 1.9% year-to-year in U.S. dollars, was down 140 basis points sequentially in 2Q19 […]