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 […]
TBR in the Media
TBR’s analysts are quoted regularly in business and industry publications due to their deep operational understanding of the companies and markets they cover.
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 […]
“‘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 […]
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 […]
TBR’s telecom predictions for 2019 indicate that 5G will enable Industry 4.0, which will spur revenue generation opportunities for service providers that provide the connectivity layer and value-added services to businesses — in the long run.
“Bozhidar Hristov, senior analyst at Technology Business Research, US, told the daily that cyclical changes – driven by rising attrition, demand for professionals with skills in new technologies that can not only execute on traditional outsourcing projects but can also drive design-led opportunities – are compelling Indian vendors to hire again.”
“While the AI-centric strategy played to Google’s strengths, it didn’t help much with more boring workloads such as storage and website hosting that drive Amazon’s dominance and are the bulk of the cloud market. ‘They’ve been making the right moves and saying the right things, but it just hasn’t shown through in performance financially,’ says […]
While it is very likely he will stay with IBM for the year or so required and then retire, there is the possibility, and this is pure speculation, that IBM could be priming him to be a contender for the position of IBM CEO should Ginny look to retire soon. — Cassandra Mooshian, Senior Analyst
“With undergoing development, 5G technology is expected to get the show on the road by 2020. That can seem to be a long wait, but it still remains an ambitious timeline. According to Technology Business Research Inc., network operators are expected to spend billions of dollars on 5G capital expenses by 2030.”
For many of the pure-play government IT firms, Technology Business Research analyst Joey Cresta said the L-3 Harris transaction’s effects will not be significantly felt, but businesses that operate in certain areas of overlap with large platform players could see some impact. “It will certainly be a big deal for pockets of companies like Leidos […]