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Inside IBM earnings: Global Business, Technology Services help Big Blue beat Street

We expect IBM to invest in DT sales and delivery talent to improve signings and achieve sustainable and profitable revenue growth. GBS reported growth of 4.1% in 4Q18 as IBM Services’ technical and industry expertise resonate well with clients, transitioning its pipeline to revenue growth. GTS revenue declined 3.8% during the quarter, following declines in […]

AT&T 5G moves forward, as carrier pursues cost savings

Nevertheless, AT&T and Verizon, which plans to launch its 5G mobile network next year, are unlikely to slow down their rollouts, said Chris Antlitz, an analyst at Technology Business Research Inc., based in Hampton, N.H. That’s because delivering a high-speed internet service over 5G technology is a lot cheaper than on 4G. “5G will be […]

Ericsson Turnaround Could Limit Growth Potential, Says TBR

“‘Though Ericsson’s focused strategy has proved to be a viable approach to stabilize the company, return it to profitability, and provide incremental organic growth, the key concern will be how sustainable that stability and growth will be over the long term,’ wrote Chris Antlitz, a senior telecom analyst at Technology Business Research (TBR), in a […]

Inside the evolving IoT strategy of Dell Technologies

For Dell Technologies, an Internet of Things (IoT) strategy has emerged over the last year, addressing the challenges faced by horizontally focused companies when approaching a fragmented market. The tech giant shared its approach during a recent analyst summit, revealing a multi-faceted strategy that Technology Business Research (TBR) believes is thoughtful, sophisticated and likely to […]

Don’t stop thinking about tomorrow: Amazon, RPA, AI and ethical IT in the federal sector

Notwithstanding the increased integration of artificial intelligence (AI) and process bots into government operations, the U.S. federal services sector decidedly remains a people business. At a recent Washington Technology Power Breakfast forum, industry leaders talked talent strategies and how they hope to succeed as digital transformation fundamentally changes the types of people sought for government […]

Telecom IoT and edge computing: Developing focus areas in the telecom industry

As we look to 2019, TBR’s Telecom team has completed some insightful brainstorming sessions where we discussed industry trends and topics. We identified two nascent areas about which we are receiving increased questions and will spend more time researching as we move into the new year: telecom IoT and telecom edge compute. We welcome input, […]

Technology Business Research, Inc. announces 1Q19 webinar schedule

Technology Business Research, Inc. (TBR) announces the schedule for its 1Q19 webinar series. Jan. 9            Virtualization flips the axis on technology monetization and adoption Jan. 23         IoT is getting a lot easier Feb. 6           The pendulum swings: Customer demands reshape how infrastructure vendors do business Feb. 13         5G will be an evolution, not a revolution […]

2019 Public Sector Predictions: Ethics compound complexity as federal agencies rush to embrace commercial IT innovations

The march of technology challenges humans to keep up, leading to difficult conversations for the many technology firms clamoring for a slice of federal IT modernization spend In 2018 U.S. federal government policy and budget aligned to amplify excitement around the long-promised application of private sector IT innovations to public sector missions. We began to […]

Virtualization flips the axis on technology monetization and adoption

An exclusive review of TBR’s ongoing market analysis and tailored services frameworks Technology monetization strategies continue pivoting from transaction sales to subscription sales predicated on building viable consortiums to generate the ecosystem flywheel effect. There has been an obvious shift in the consumption of basic compute resources from capitalized instances owned and maintained by enterprises […]

IBM-Red Hat economic implications: Is disruptive state the new steady state?

IBM’s assets combined with Red Hat’s business monetization models are a good bet to provide a scaled, secure and trusted platform, if IBM can adjust internally and convince its clients to do the same. The market splash When a blue-chip bellwether company buys a firm that broke the lock on proprietary operating system dominance something […]