Operators are positioning to support a wide array of IoT use cases by targeting industry-specific solutions

Key telecom IoT findings Industry 4.0 will drive a renaissance in new, commercially viable use cases for the network between 2022 and 2025, which will spur revenue generation opportunities for communication service providers (CSPs). Providing IoT connectivity over multiple network types including LTE-M, NB-IoT, Wi-Fi- and 5G is essential for CSPs to accommodate the cost, […]

Mixed results expected in the U.S. federal sector for IT services vendors

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 […]

5G will drive CSPs to adopt a new network architecture, with NFV and SDN as critical aspects

According to TBR’s 3Q19 NFV/SDN Telecom Market Landscape, 5G will push CSPs to accelerate and broaden their NFV/SDN initiatives. As such, TBR expects NFV/SDN-related spend growth will correlate with 5G deployments. Since CSPs will need to upgrade their networks from an end-to-end perspective to realize the full potential of 5G, this will naturally drive CSPs […]

Growing traditional revenues in IT services remains a challenge

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 […]

Returning to a co-CEO structure completes the executive refresh to support SAP in the ongoing cloud war

Bill McDermott chose not to renew his contract as SAP CEO, making room for SAP to return to its co-CEO structure with Jennifer Morgan and Christian Klein. This changing of the guard is the capstone on SAP’s management realignment, and the announcement comes with some glaring similarities to key ERP challenger Oracle’s announcement a month […]