Welcome to TBR’s blog, where you’ll find analysis and opinions on industry hot topics from our subject-matter experts.
Strong investments by webscales and China-based telcos will carry the telecom infrastructure services (TIS) market through the COVID-19 crisis relatively intact, with a shallow decline of relatively short duration expected in the overall market followed by a robust, sustained recovery as CSPs in other key countries accelerate their infrastructure initiatives to align with the new […]
Key takeaways The COVID-19 pandemic is causing a dramatic slowdown in the implementation of IoT. TBR believes the consequent recession will be deep and long and will inhibit the growth of IT generally and IoT specifically. The current slowdown and ensuing slow recovery come on top of slower-than-expected growth of IoT in 2019, resulting in […]
While slowing to single-digit growth, down from 10.6% in 2Q19, the colocation market continues to expand as colocation vendors address the shifting needs of enterprise and hyperscale vendors. According to TBR estimates, benchmarked vendors’ average data center services and colocation revenue increased 8.1% year-to-year in 4Q19 to an aggregate of $3.4 billion. Moving forward, TBR […]
Welcome to TBR’s monthly newsletter on the quantum computing market: Quick Quantum Quips (Q3). The overall activity around quantum computing has been accelerating as more pieces of the quantum ecosystem inch closer to commercial readiness. For more details, reach out to Geoff Woollacott or Stephanie Long to set up a time to chat. May 2020 […]