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Integration challenges ahead for Perspecta and SAIC as federal sector IT services vendors position for the rest of 2019

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Publishing this week from TBR’s federal IT research program are our initial assessments of SAIC’s and Perspecta’s 1Q19 earnings performances. Perspecta is wrapping up its first complete fiscal year as an independent business entity. Its inaugural year has been characterized by significant challenges integrating a trio of large-scale legacy federal IT competitors, and we expect […]

IoT in 2019: New strategies, new ecosystems

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IoT, a technique for applying technology to generate new outcomes, has been a focal point for a wide set of IT and operational technology vendors interested in being involved in the wave of digital transformation and driving new business. In 2019 vendors are starting to solidify unique go-to-market strategies, and construction of new ecosystems and […]

The evolving battleground for winning private cloud customers

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Of the 200 enterprises surveyed in TBR’s 2H18 Cloud Infrastructure & Platforms Customer Research, 85% have adopted private cloud and TBR projects the hosted private cloud IaaS market will grow to $24 billion in 2022, from $18 billion in 2018. This growth creates opportunity for providers across the value chain and encourages the entry of […]

Leading webscales tackle the connectivity problem; CSP business model under threat

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After dominating the digital advertising and cloud services markets, leading webscales are moving deeper into the networking domain, aiming to leverage new technologies and business models that could threaten incumbent communications service providers’ (CSP) core business of providing connectivity services. Leading webscales aim to bring connectivity worldwide, which will extend their advertising and cloud empires […]

Cloud pairs well with partners

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In the cloud and software markets no one vendor touts everything every customer could need, making it increasingly important for vendors to team up to provide enterprises with value-added solutions and services. Join us Sept. 18 to hear the latest on vendor partnership activities and how we believe they will impact the market long term. […]

Quantum computing leaps into customers’ transformation-centric conversations

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The quantum computing market will evolve from research-centric to commercial use cases as the technology reaches economic advantage — algorithm by algorithm — in the next two to five years. Once this occurs, developments will be rapid and organizations with the foundation built to take advantage of quantum computing will quickly reap the rewards of […]

In IoT, Oracle means business

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“Business first” is the resounding message from Oracle regarding IoT. The company leaps over the technical morass and ecosystem complexities, which often bog down any digital transformation discussion, and instead starts with the business discussion: What is your pain point? Oracle has deep relationships with a wide customer base due to its legacy solutions, including […]

Booz Allen Hamilton keeps winning, even when the government shuts down

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TBR’s initial response to Booz Allen Hamilton’s (BAH’s) 1Q19 earnings published on Tuesday, and we expect another strong quarter from BAH to close out its FY19. BAH boasts a soundly differentiated market position and multilayered alignment of its technology and advisory portfolio with the primary objectives of its federal customers. Consulting-led offerings are increasingly interwoven […]

TBR Weekly Preview: May 20-24

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Before the long weekend here in the U.S., our teams will be publishing deeper analysis on some of the vendors that released earnings earlier this quarter. As always, our approach starts with the individual companies, then builds to an understanding of the larger market. Additionally, don’t miss this Wednesday’s webinar Bringing the best: Talent and […]