UiPath’s enhanced and expanded technology stack provides a solid foundation to reach scale

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 expectations across stakeholders, and the company knows it. Enhancing its value proposition by adding the necessary layers of technologies and deploying business-led frameworks internally and with alliance partners helps it build use cases of scale, a necessary attribute to maintain growth momentum, as RPA is no longer a siloed, line-of-business-led initiative, but rather a node in an enterprisewide automation initiative.”

Additional assessments publishing this week from our analyst teams

“TBR’s quarterly full report on IBM highlights the strategic development in the hardware portion of IBM’s larger portfolio. In 3Q19 we discuss IBM’s quantum computing business as well as the positive implications of the September launch of the z15. Additionally, highlights of IBM’s more emerging capabilities such as around blockchain are also expanded on. IBM’s July finalization of its Red Hat buy has sent a wave of open source through the business, impacting Power Systems this quarter.” Stephanie Long, Analyst

IBM Services will continue to experience growth in business and technology transformation areas, such as advisory activities around cognitive technology, cloud application modernization and next-generation enterprise applications such as SAP Business Suite 4 HANA (S/4 HANA) and Salesforce. The growth will be driven by IBM Services’ portfolio realignment initiatives to deliver higher-value and higher-margin services that integrate technology and industry expertise and enable clients’ digital reinventions. Synergies with the Red Hat acquisition, which closed on July 9, will continue to generate application modernization deals for IBM Services involving the OpenShift hybrid cloud platform. However, lingering growth challenges in traditional IT service areas and ongoing transformation of the Global Technology Services business will stall IBM Services’ revenue growth and profitability improvement in 2019.” Elitsa Bakalova, Senior Analyst

“While TBR expects T-Systems’ revenue growth to decelerate slightly in 3Q19, reorganization efforts combined with the company’s investments in cloud, IoT and security capabilities to align its portfolio with client demand will prepare the company to stabilize revenue in 2020.” Kelly Lesiczka, Analyst

Sprint’s 3Q19 performance highlights the necessity of the T-Mobile merger and the challenge of Sprint remaining a stand-alone company. Sprint continues to struggle to gain customers without aggressive pricing, while its elevated capex budget is limiting free cash flow and has yet to produce a significant improvement in network quality to lower churn rates.” Steve Vachon, Analyst

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