Informatica empowers business users and improves customer success in its Winter ’20 release

/by

The new capabilities of Informatica’s winter release make data more consumable for business users

Organizations have a bevy of data spanning their on-premises and cloud environments and a growing number of employees utilizing that data — from more technical personnel, such as data scientists who are using the data to create AI and machine learning models, to data analysts and business users who are leveraging data for analytics. Simultaneously, government regulations around data privacy, such as the General Data Protection Regulations (GDPR) in the European Union, are becoming more stringent across geographies, requiring enterprises have visibility into and control over all their data.

Informatica, through its iPaaS portfolio, can enable enterprises to derive greater value from their data sets and meet these tightening regulations with governance tools. Informatica further defined its value proposition at its Winter 2020 virtual launch event in December, announcing numerous product enhancements and capabilities, including improvements to its data governance and customer success solutions that help analysts and nontechnical business users leverage their company’s data.

As data regulations tighten, Informatica maintains governance while simplifying data requisition

Informatica’s recent updates around data governance and privacy include two key areas of the process: helping customers understand the quality of their data and streamlining their data processing pipeline. The vendor is using natural language processing to automatically generate a data quality maplet based on the functional specifications outlined by a customer’s data steward. This capability significantly reduces time to value for data sets, as data stewards typically have to collaborate with subject matter experts to create a maplet, a process that could take weeks before data can be fully utilized.

To empower business users and analysts once the data is available for analytics and reporting, Informatica created the Informatica Data Marketplace, a feature in the vendor’s Axon Data Governance offering. The marketplace is akin to consumer-oriented online shopping experiences, as business users and analysts can search data by category, subcategory and other filters. Once an employee requests a data set, it alerts the relevant data steward regarding which data set the employee would like and the intended use of the asset. Enabling data stewards to accept or deny access to these requests ensures that governance policies are still being met while democratizing data by giving data consumers more autonomy. TBR expects this will be a noteworthy selling point for Informatica as it engages with modernizing enterprises that are faced with complexities in their data governance growing alongside the number of employees consuming data.

Informatica’s enhanced Customer Success Platform helps customers from onboarding to ongoing

Business-to-business technology providers that will succeed in the 2020s understand customer success is a strategic imperative. Gone are the days of binary, transaction-oriented customer relationships with communication blackouts between product sale and renewal. Informatica understands this shift in business buying behavior, highlighted by new Customer Success Platform capabilities including the DIANA intelligent agent for license and administrative support, personalized recommendations for employee onboarding and training, product learning paths with novice to expert-level training on Informatica products, and support from Informatica experts through Concierge.

Informatica is ensuring organizations are attaining the greatest value from its offerings by scaling customers’ workforces with on-demand training, and once trained, enabling the workforce to solve issues on an ongoing basis via DIANA and Informatica experts. TBR believes these capabilities will make Informatica stickier in customers’ organizations, further increasing renewal rates throughout its customer base.

Informatica has positioned itself for success as enterprises demand more personalized engagement

In an era where customers are adopting best-of-breed offerings from multiple vendors, enterprises need a third-party integration provider that can unify their entire IT environment. Informatica will remain a leading vendor in this regard, as its ongoing innovation will continue to appeal to technical personnel such as data engineers and data scientists, while becoming more attractive to business decision makers with new capabilities at the business user level. Furthermore, Informatica’s investment in customer success will help attract and retain customers as enterprises expect, and demand, more personal vendor engagement.

Proximity or scale? Will Latin America’s startup scene challenge India’s?

/by

Here’s a simple question: Can a startup scene in nearshore Americas rival the one in India? Could countries and markets geographically closer to the U.S. provide the kind of energy and entrepreneurship coming from India, particularly in emerging technologies?

A few weeks ago, TBR analysts spoke at length with a PwC partner in India about the startup community and learned how a few key elements have been coming together in recent years to make that country a growing hub for digital transformation innovations. And recently, we noticed a Nearshore America’s piece on the innovation investment in Latin America that made us consider how the two regions compare.

India has some distinct advantages, particularly as digital transformation begins to mature and offshoring, scale and agility become critical to sustained success in delivering IT services enabled by emerging technologies. India also has an education system naturally geared to support a global, English-speaking technology environment, plus increasing support from two different groups: global consultancies looking for creativity and international venture investors and banks looking for new and fast-growing revenue streams.

The questions for Latin America-based startups and their various backers, including local, regional and federal governments trying to incubate and accelerate innovation, likely do not center on competitors two continents away, especially as those startups remain focused mostly on their own markets. But both startup scenes look to the same global markets for investors, clients and, eventually, scale, so IT and emerging tech startups in Mexico, Chile, Brazil, Argentina and Peru need to consider how they compare and what will drive additional — global and sustained — interest and investment.

In early 2020 TBR will speak with consulting and IT services leaders across major vendors, including Accenture, PwC, EY and IBM, about their experiences in and expectations for the Latin America startup and innovation scene, where they see opportunities, and how global firms weigh the potential returns on investment in that region compared to in India.

As digital transformation matures, customers voice their concerns about data and scale

/by

This week TBR wraps up its 2019 digital transformation insights research with our Voice of the Customer report, in which Senior Analyst Boz Hristov notes, “More buyers are beginning to embark on full transformations as new technologies promising faster, scalable outcomes push buyers to ramp investments and AI and analytics gain mindshare. Vendors can take advantage of buyers’ increased investments in AI and analytics and demonstrate tangible ROI, but only if they can guarantee they are using cleansed data.”

Additional assessments publishing this week from our analyst teams

“Forging closer relationships with clients in select regions enables opportunities to upsell and cross-sell emerging solutions and attach services as clients continue to modernize IT environments. HPE provides the infrastructure needed to modernize clients’ IT environments, creating opportunities for HPE Pointnext’s expertise around close-to-the-box services and solutions.” — Kevin Collupy, Analyst

“TBR’s 3Q19 Dell Technologies report dives deep into the complex market dynamics impacting the vendor’s go-forward path. Ongoing server market softness has caused some pivots within the Infrastructure Solutions Group’s initial 2019 goals, and VMware’s transition to more of a subscription sales model coupled with the associated expenses of completed and pending acquisitions add wrinkles to the vendor’s financial story.” — Stephanie Long, Analyst

“The 3Q19 Hewlett Packard Enterprise report tunes its lens to the implications of Antonio Neri’s Everything as a Service by 2022 goal. The impact of this goal will be felt, both positive and negative, throughout the next year as the vendor’s financials adjust to a subscription selling model from a transaction selling model and as customer demand for consumption-based pricing is increasingly satisfied by these changes.” — Stephanie Long

 “As Accenture wraps up 2019 we expect the company to continue to capitalize on its momentum, targeting Diamond clients by deploying industrialized, AI-enabled solutions. We expect Industry X.0 and other similar initiative to further support the company’s efforts to secure core revenues as buyers embark on broad-based transformation initiatives.” — Boz Hristov

“As discussed in TBR’s Hyperconverged & Converged Market Landscape, the emergence of public cloud competition in the private cloud market, as vendors seek to capitalize on the rising trend of hybrid cloud adoption, has created unique and complex dynamics for hyperconverged infrastructure (HCI) vendors to navigate in the HCI space. These vendors not only continue to grapple with hardware commoditization and the ongoing emphasis on software in HCI sales, but now also face an additional angle of competition from the public cloud side, as Amazon Web Services makes Outposts generally available and Microsoft’s Azure Stack increasingly resonates with customers for hybrid cloud. On the other hand, HCI’s applicability to the edge is also resonating and creates additional pockets of opportunity for HCI vendors. Similar market dynamics are being noted in TBR’s upcoming Hyperconverged Platforms Customer Research, which examines the market through a customer-centric lens.” — Stephanie Long

Traditional business models continue shifting for management consultancies

/by

This week TBR publishes its semiannual Management Consulting Benchmark, and Senior Analyst Elitsa Bakalova notes the following: “Vendors compete for holistic transformation opportunities and expand the breadth of their portfolios and resources to provide clients with offerings that augment consulting value propositions by integrating consulting with IP-based solutions and managed services. As consulting teams continue to diversify, combining consultants with data scientists, designers and solution architects, vendors’ strategies around human resource management will prove increasingly vital to long-term success. Recruitment will need to be paired with employee engagement initiatives, corporate social responsibility tactics and performance management systems that attract and retain top employees.”

Additional assessments publishing this week from our analyst teams

“DXC Technology’s leadership, headed by the company’s new CEO Mike Salvino, is actively pursuing strategic alternatives for three of DXC’s businesses: U.S., state and local health and human services; business process services; and workplace and mobility. TBR believes DXC’s decision to spin off these businesses will provide the vendor with much-needed capital to continue to scale out its digital healthcare portfolio, particularly as it comes under increasing competition from digitally fluent vendors including Allscripts and Cerner in core markets, such as electronic health records (EHR).” — Kevin Collupy, Analyst

“As Deloitte morphs its value proposition toward an ‘as a Services’ firm, bundling proprietary IP in service contracts helps it drive profitable growth. At the same time, attaining and retaining IT trained staff can prove difficult for a legacy consulting firm, compelling Deloitte to explore new ways to increase retention.” – Boz Hristov, Senior Analyst

Quick Quantum Quips: Hardware entrants gain VC funds while established innovators partner across architectures to secure a place in the broader quantum ecosystem

/by

The quantum market changes rapidly, and the hype can often distract from the realities of the technological developments. In our new monthly newsletter, Quick Quantum Quips (Q3), TBR will brief readers on the latest market announcements, stripping that hype to dig deeper into how recent events will impact the market as a whole. Contact Stephanie Long ([email protected]) or Geoff Woollacott ([email protected]) to schedule a time to chat on any of the insights below.

November 2019 developments:

  1. Microsoft partnered with IonQ and Honeywell, which will provide the foundational quantum hardware for Microsoft’s Azure Quantum cloud. This was a major announcement in the quantum computing space in terms of real-world application of the technology. Microsoft can now tie its traditional cloud capabilities in with quantum offerings, addressing customer demands for a hybrid computing and flexible quantum experience. TBR notes that IonQ and Honeywell both focus on trapped ion quantum computing, suggesting Microsoft deliberately chose these vendors for their unique hardware capabilities. Partnerships in the quantum space have been ramping up in general, especially between hardware and software players, as these vendors take lessons from classical computing speedbumps and streamline their processes for the quantum era.
  2. Fermilab launched a new Institute for Quantum Science, reaffirming the U.S. government’s interest in leveraging the technology for various uses. Fermilab is more formally known as the U.S. Department of Energy’s Fermi National Accelerator Laboratory and has been investing in particle physics and accelerator technology for more than 50 years.
  3. IBMcontinues to pursue its cross-technology strategy to partner for accelerated innovation. We have seen this strategy play out for IBM in various markets, including blockchain and AI with Watson. Most recently in the quantum space, IBM unveiled a partnership with the Unitary Fund to jointly develop open-source projects for quantum computing. Additionally, IBM’s recent partnership with IonQ regarding QisKit reinforces IBM’s overall vendor agnosticism despite targeted hardware investments in superconducting quantum computing. The vendor seeks to capitalize on the most lucrative aspects of the larger quantum market.
  4. PsiQuantum is a stealth quantum startup focused on developing quantum hardware. Of  significance is PsiQuantum’s ability to recently raise $230 million while remaining relatively quiet, suggesting the startup’s road map is highly desired by investors. It is likely that the investment PsiQuantum received is one of the largest in the quantum industry to date, making this even more significant. PsiQuantum has offices in the U.K. and the U.S. and is developing a general-purpose silicon photon quantum computer. Its U.S. location in Palo Alto, Calif.,  positions the startup nicely within Silicon Valley, where it can readily access chip manufacturing expertise.  PsiQuantum’s founder, Jeremy O’Brien, is a professor at the University of Bristol and the director for the Centre for Quantum Photonics.
  5. Atos partnered with Zapata with the goal of delivering an end-to-end quantum computing solution by combining Zapata’s Orquestra quantum software with Atos’ Quantum Learning Machine. The solution is expected to be able to address specific vertical market demands. TBR believes the software functionality will be tweaked to enable this vertical differentiation.

That is all for this month’s Quick Quantum Quips from TBR. If you wish to receive more detailed information around the quantum computing market, please inquire about TBR’s Quantum Computing Market Landscape, a semiannual deep-dive into the quantum computing market.

Traditional ports and quantum computing: The now and the future

/by

Principal Analysts Geoff Woollacott and Patrick Heffernan are each publishing a piece this week that touches on the business of digital transformation. Geoff focuses on the massive change expected from quantum computing as the business applications begin to catch up to the science. In his opinion, “Quantum is on the cusp of delivering economic advantage. The achievable impact is real today in what can be described as Horizon 1 application use cases. Horizons 2 and 3 will be as much a function of taking existing quantum algorithms that operate with a certain precision under the current fidelity of Noisy Intermediate-Scale Quantum (NISQ) Systems and applying them to different use cases requiring greater precision delivered from higher fidelity, and ultimately fault tolerant, quantum systems to deliver economic advantage to the activity in question.” Patrick’s blog looks at a specific use case for digital transformation, Port Oulu in Finland, where he notes, “a port like Oulu’s, which is both small enough to be manageable through a disruptive digital transformation and large enough to be replicative of a larger port’s ecosystem and challenges, could be an ideal place for connectivity and emerging technology vendors to experiment and prove out the use case for bringing one of the most fundamental infrastructure environments fully into the digital age.”

Additional assessments publishing this week from our analyst teams

“DXC Technology’s leadership, headed by new CEO Mike Salvino, is actively pursuing strategic alternatives for three of DXC’s businesses — U.S., state and local health and human services; business process services; and workplace and mobility — that do not fit the company’s focused strategy for the future. DXC will leverage these three businesses, which account for roughly 25% of the company’s total revenue, to unlock value through potential divestitures to strategic or financial buyers or a spin-off.” —  Kevin Collupy, Analyst

“Cisco Customer Experience expands its partner network, particularly with technology-led vendors, to incorporate hardware solutions and support contract generation around these solutions. Integrating automation capabilities will enable Cisco Customer Experience to maintain profitability while increasing the delivery range of solutions to new clients. We expect the company to continue strengthening its partner relationships to accelerate its portfolio transition; however, Cisco Customer Experience could face challenges differentiating its offerings from those of its peers, as they also leverage partner technologies to grow market share.” — Analyst Kelly Lesiczka

“With markets, portfolio offerings and people at the center of its Strategy 2025 initiative, BearingPoint is expected to continue to grow its management consulting revenue beyond 2019 and gain opportunities in its five segments of focus: data-driven banking operations, unified commerce, automotive operations, next-generation public services and digital twin business. BearingPoint is developing its organization in Europe and establishing the foundation for its business development in the U.S. to address growing client demand and enable European organizations to become global companies.” — Elitsa Bakalova, Senior Analyst

Test bed for smart cities: One port’s potential

/by

At a recent event in Oulu, Finland, I heard about the local port’s efforts to undergo a full-scale digital transformation, to include everything from 5G connectivity to analytics to drones to enhanced customer experience, sparking a kind of epiphany, for me, on the potential for a relatively small port to serve as a test bed for smart cities. Unlike municipalities, ports have defined boundaries and clear, relatively straightforward missions (move stuff in and out). Similar to cities, ports have a widely diverse ecosystem: dock workers, trucking companies, shipping companies, construction workers, safety and security professionals, waste management and maintenance companies, the port’s own fleet (such as pilots and their tugboats), customs officials, emergency responders, government agencies, environmental impact authorities, and even neighboring businesses. If a port were to go through a digital transformation, the impacts would be felt across that entire ecosystem — so that entire ecosystem must be accounted for, engaged, bought in, and sustained.

The Port of Oulu has taken an approach shared by most municipalities looking to become a smart city — start small, but with a large, long, deep vision, and build incrementally. In my view, a port like Oulu’s, which is both small enough to be manageable through a disruptive digital transformation and large enough to be replicative of a larger port’s ecosystem and challenges, could be an ideal place for connectivity and emerging technology vendors to experiment and prove out the use case for bringing one of the most fundamental infrastructure environments fully into the digital age. Oh, and Oulu happens to be the Silicon Valley of the Nordics, so the local technology ecosystem could support creative and breakthrough approaches to solving the port’s technology and business problems.

How does a port measure the return on investing in digital transformation? After accepting that a hard number would probably be impossible to determine, the port can look to increased efficiency of its current clients, the ability to attract new clients (to a better-run, more efficient port), and the potential to monetize the data generated. How would a connectivity vendor like Nokia, which has already begun working with Port Oulu on 5G, see a benefit? Or how about a consultancy or global systems integrator that develops the blueprint and a proven use case for the digital transformation of ports? Beyond the simple fact that the world has thousands of ports, the world has even more cities, many looking for digital transformations. Prove it within the confines of a port’s ecosystem, and you can scale it across a city.    

Traditional management consultancies continue evolving toward the digital transformation future

/by

This week TBR will publish recent insights on two of the management consultancies we cover: The Boston Consulting Group (BCG) and McKinsey & Co.

Regarding BCG, Analyst Kelly Lesiczkanotes, “Earning consistent rankings as a top employer and avoiding negative publicity enable BCG to attract and retain employees and to support innovation efforts and delivery of emerging technologies. As BCG works to increase brand recognition for its subsidiaries, such as the opening of a BCG Platinion center in Poland, it improves its value proposition to bridge new capabilities and offerings within clients’ legacy environments. Enhancing its core operations consulting services will continue to bolster BCG’s ability to develop and deliver solutions, particularly in mature vertical markets, such as financial services.

On McKinsey, Principal Analyst Patrick Heffernan puts a recent surprising physical storefront development into context of the firm’s larger strategy and vision, stating, “Clients’ expectations for transformation, including analytics, cloud, AI and other emerging technologies, match the capabilities and offerings McKinsey has developed in recent years, though the firm may need to begin offering implementation services along with its strategy consulting to withstand peers’ efforts in the space. In the wake of recent controversies, however, McKinsey is touting more internal transparency while exploring new ventures in verticals such as retail, specifically with its opening of a retail space in the Mall of America.”

Additional assessments publishing this week from our analyst teams

“AI will likely be the most controversial yet opportunistic emerging technology to impact the digital transformation continuum. There will be jobs that will decline as a result of automation, but more in toil as opposed to decision making or customer engagement. Overcoming the skepticism around the public perception that automation eliminate jobs is an ongoing task demanding enterprises and vendors increasingly educate the market on the broader ROI from the use of AI, including increased productivity, improved accuracy and compliance.” — Senior Analyst Boz Hristov, Digital Transformation Insights Report: Emerging Technology

“While TBR estimates T-Systems revenue growth will be flat through 2021, the company’s profitability will follow a positive trajectory. As T-Systems undergoes transformation efforts, including the establishment of one unit that will join Deutsche Telekom’s Business Customer segment and T-Systems’ Telecommunication services and Classified ICT businesses as well as the establishment of independent Security and IoT businesses, the company aligns its portfolio with client demand tied to higher-value services. Partnering with technology vendors provides T-Systems with digital and cloud platforms that scale its growth area offerings as well as lead to new opportunities. Building its offshore talent will help T-Systems sustain its portfolio improvements in the long term, benefitting from lower-cost delivery. While T-Systems historically is slow to execute and transform business operations, the company could potentially lose opportunities to competitors as transitioning businesses hinders its ability to generate consistent growth.” — Lesiczka

“Despite weak performance in 3Q19, Sprint is taking steps to become more valuable to T-Mobile ahead of the proposed merger’s closing. Sprint is optimizing costs through deeper digitization of retail and customer service channels as well as implementing more efficient network technologies. Inheriting Sprint’s evolving IoT portfolio would enable T-Mobile to become more competitive in the IoT market, while Sprint’s growing 5G footprint would augment T-Mobile’s coverage in major markets.”  — Analyst Steve Vachon

HCL Technologies’ onshore centers provide entry points for larger-scale upselling opportunities tied to cloud, AI and cybersecurity

/by

Vendors are strengthening offshore and low-cost talent, particularly in India, to offset investment costs related to infusing digital into their portfolios as well as to supplement delivery and innovation efforts. For example, Atos opened a delivery center in the city of Tirunelveli in Tamil Nadu, India, that is expected to house 2,300 software engineers, and Capgemini opened two Digital Academies in India. As HCL Technologies (HCLT) has an established network of delivery and production facilities in India, the company has invested in developing its presence in EMEA and APAC during 2019.

In October HCLT announced the opening of an innovation center in Paris to support its emerging technology offerings and increase interactions between local clients and data scientists and engineers. The company also opened an innovation center in Hamilton, New Zealand, focused on blockchain, cybersecurity, cloud and AI services.

Earlier in the year, HCLT opened a digital transformation center in The Hague, Netherlands (February), and established a Google Cloud Platform Center of Excellence within its existing Cloud Native Labs in London (April) to bring skilled experts to the region and help increase adoption of the company’s Mode 2 services and solutions, particularly cloud- and digital-based services.

All of HCLT’s centers help the company strengthen its global brand, increase its proximity to clients and enhance its relationships, leading to upselling opportunities. HCLT brings cloud, cybersecurity and AI offerings to clients in a collaborative and innovative environment that enables the company to drive business value for clients and provide long-term revenue streams. However, as European vendors such as Capgemini and Atos hold market presence in the region, HCLT could face challenges in expanding its addressable market, forcing the company to focus to look for additional selling opportunities within its existing client base.

Note: More detail can be found in TBR’S 2Q19 IT Services Vendor Benchmark.

According to TBR’s 2Q19 IT Services Vendor Benchmark, total headcount growth for the 29 vendors tracked in the benchmark continues to expand, with low-cost headcount accelerating ahead of onshore and total headcount to support offshore delivery and innovation efforts. Onshore headcount is also increasing as vendors use their emerging technology portfolios to expand client bases.

Federal IT vendors capitalizing on a growth-friendly spending environment expected to see healthy top-line expansion

/by

Senior Analyst  John Caucis reports on three federal IT services providers this week, each delivering robust, double-digit revenue growth amid the strongest federal technology market witnessed in many years. “The strongest performance was tendered by CACI, whose revenue rose 16.9% year-to-year to $1.36 billion in 3Q19, showing the tight alignment of its differentiated solutions with high-priority spending areas in the defense and intelligence markets. CACI is beating incumbents on large-scale program recompetes and defending its incumbency on its own legacy engagements, while the strength of its fiscal performance points to a high-value solutions mix highly relevant to its core customers. CACI’s $1 billion in acquisitions in 1Q19 is also boosting revenue, adding between $115 million and $120 million in inorganic sales in 3Q19 (by TBR estimates), though also generating margin pressures.

“Booz Allen Hamilton’s (BAH) revenue rose 12.7% year-to-year to $1.82 billion in 3Q19, consistent with the company’s plan to aggressively execute on its FY20 growth objectives during the first half of the fiscal year (calendar 2Q19 and 3Q19). BAH is realizing balanced growth across its government-focused business lines. Growth in BAH’s Global Commercial business has been more variable but has stabilized and is on solid footing for continued expansion in 2020. Finally, Leidos’ revenue rose 10.1% year-to-year to $2.84 billion in 3Q19. The company’s backlog continues to surge to new highs owing to a strong sustained pace of net-new contract bookings across the defense, civilian and, particularly, healthcare areas. Leidos also successfully defended its position on a handful of large projects, including the $2.9 billion, 10-year NASA End-User Services & Technologies (NEST) program and the $927 million IT and logistics support contract with the Transportation Security Administration.”

Additional assessments publishing this week from our analyst teams

“With the Syntel acquisition fully integrated globally, Atos’ next step is to explain Syntel’s capabilities to its internal sales and delivery teams and existing clients to successfully cross-sell its solutions and to effectively deliver services for cloud revenue growth and improved profitability. TBR does not expect the stepping down of Atos CEO Thierry Breton on Oct. 31 and appointment of Elie Girard, previously deputy CEO and CFO, to change the company’s strategic direction or negatively impact Atos’ performance. Girard will continue to steer the strategic direction of the company over the next two years around delivering business outcomes for customers utilizing Atos’ technology and services expertise in cloud and cybersecurity.” — Elitsa Bakalova, Senior Analyst

“Throughout 2019, Cognizant’s emphasis on evolving from its traditional roots to a digital transformation leader has resulted in multiple acquisitions and a flurry of restructuring efforts, such as the Digital Transformation Office. The Digital Transformation Office’s latest announcement is a two-year plan, 2020 Fit for Growth, which will result in additional layoffs and reskilling efforts around key technology areas such as data, IoT, digital engineering and cloud. The 2020 Fit for Growth plan is Cognizant’s furthest reaching plan so far in 2019, impacting 12,000 employees and resulting in the divesture of nonessential businesses to free up capital for digital growth and improve Cognizant’s cost structure. TBR believes the success of Cognizant’s restructuring and go-to-market realignment will require active involvement of its partner ecosystem to rapidly expand the scale of its new offerings and strengthen its positioning against competitors in the digital space.” — Kelly Lesiczka, Analyst

“Ongoing restructuring efforts to improve delivery and cost structure enabled Fujitsu Services to grow revenues and profitability in 3Q19 but could set the company back relative to peers. However, the speed of Fujitsu’s transition will dictate the extent to which its portfolio and delivery network can generate profitable growth in FY22.” — Lesiczka

“T-Mobile will end 2019 on a high note, with the company’s annual postpaid net additions and adjusted EBITDA surpassing initial guidance expectations. T-Mobile’s momentum will continue in 2020 regardless of the outcome of the proposed Sprint merger, as the company’s widespread 5G coverage and expanding portfolio and service options will attract new customers.”  — Steve Vachon, Analyst

“AT&T’s 3Q19 earnings highlight the challenges the company is experiencing as a result of extensive expansion over the past five years due to the acquisitions of Time Warner and DIRECTV and the launch of AT&T Mexico. Market challenges and shifting consumer preferences contributed to AT&T’s revenue declines in most segments, and the company remains debt-laden from its large-scale investments.” — Vachon