5G Strategies of T-Mobile US, Sprint Hinge on Merger

“‘I’m leaning more toward yes than no. I think the federal backing is going to help with this decision,’ Vachon said, noting that the DoJ and Federal Communications Commission already reached agreements with the companies and signed off on the transaction. Vachon is convinced that the merger is beneficial for competition. T-Mobile US will remain a disruptive player in the market, regardless of the outcome, and Sprint ‘hasn’t been very much of a threat’ and if it were to leave the market it wouldn’t have much of an impact on T-Mobile’s strategy, he said.” — SDxCentral

Inside Xerox bid for HP: What would a merger mean?

“The not-so-hidden gem in the HP Inc. portfolio is additive manufacturing, more commonly called 3D printing. HP Inc. has more than a decade of research in this field, growing out of the inkjet business. It has products and customers and regularly announces partnerships, small acquisitions and improvements in speed, size and materials. TBR believes 3D printing is a slow-moving, large-scale disruptor, starting with medical applications and retail customization and expanding into repair parts and low-volume manufacturing.” — WRAL TechWire

Inroads opened for HP’s PC rivals amid Xerox uncertainty

“However, a higher offer by Xerox would be difficult to achieve due to the increasing debt burden and the decline of its share price since making the move. Meanwhile, HP itself could pose a counteroffer that would see a merger that gives itself better terms. ‘Both companies are executing restructuring plans that involve headcount reduction to adapt to the globally shrinking market for printing, and therefore, print supplies, which has been a profitable part of both businesses,’ TBR noted.” — ARN

IBM reports spike in revenue thanks to boost from Red Hat

“Catie Merrill, research analyst at TBR Cloud and Software, said IBM is actively placing OpenShift at the core of its innovations. ‘This growth is reason to be optimistic about the IBM Red Hat relationship going forward and how the two plan to surmount the hybrid cloud opportunity from multiple angles,’ she told WRAL TechWire in an email.”

“Looking ahead, some analysts are predicting  the go-to market plan for integrated offerings will continue to gain traction, while the innovation engine shows no sign of slowing down with investments in augmenting solutions in areas like security, artificial intelligence, and Internet of Things. ‘These developments in combination with a strong suite of services offerings poises IBM to continue its growth trajectory in hybrid cloud and related services,’ Nicki Catchpole, senior analyst at TBR Cloud and Software.”

WRAL TechWire

Humio highlighted as standout hybrid enabler

“Catie Merrill, a Research Analyst at Technology Business Research, includes Humio in her new special report. The report, Amid rise of Kubernetes as standard in cloud-native deployment, vendors vie to be leading hybrid enablers describes how Humio stands out among startups that seek differentiation with niche, data-friendly tools.” — Humio

CIO role: 9 ways it will evolve in 2020

“After several years of IT vendors and consultants targeting other C-suite leaders and line-of-business heads to engage in digital transformation work, they’re looking back to CIOs again. ‘We’ve seen a swing back towards IT as decision-makers as digital transformation starts to mature,’ says Patrick Heffernan, senior analyst at Technology Business Research. ‘As it becomes increasingly clear that even the most CX-focused or operations-centric projects still come back to IT for change management, implementation, and sustainment, CIOs have re-assumed their place as the key decision-makers – and therefore the target, again, for IT services vendors and consultancies.’ But as with all pendulum swings, this trend could head back in the opposite direction at some point.” — The Enterprisers Project

8 digital transformation trends for 2020

“Those service providers that don’t acquire their way to digital prominence will partner to do so. ‘No vendor can do it all, despite many positioning themselves as end-to-end service providers,’ TBR analysts wrote in their September 2019 Digital Transformation Insights report. ‘Technology partners are and will remain an integral part of India-centric and consulting vendors’ go-to-market strategies, especially as clients seek off-the-shelf, minimally customizable solutions.'” — The Enterprisers Project

Verizon, Ericsson, and Qualcomm Boast DSS Advancements

“The technology is still, at least partially, theoretical because it remains under development and hasn’t been commercially deployed at large. Nonetheless, ‘DSS is a big deal and I think it’s underrated,’ said Chris Antlitz, telecom principal analyst at Technology Business Research. DSS is a software feature that can be baked into the radio access network (RAN) platform or added via remote provisioning, he explained. It’s a big deal for network operators because it’s going to save them a lot of money by removing previous requirements to completely refarm spectrum for new network technologies, Antlitz added. ‘You can run out of the same spectrum band, out of the same radio, two technologies simultaneously and the traffic can be dynamically orchestrated depending on how much capacity is being asked from the system,’ he said.” — SDXCentral

SAP’s McDermott joins ServiceNow to push enterprise growth

“In an unexpected move, ServiceNow announced that John Donahoe will step down as CEO of the company to accept the top job at Nike Inc. Bill McDermott, who recently resigned as CEO of SAP, will take over as ServiceNow CEO in January. While the move took many analysts by surprise, some thought it made sense to bring in McDermott, with his experience growing SAP’s business, given ServiceNow’s concerted move toward the enterprise applications market. ‘But ServiceNow has been very clear they don’t want to compete directly against an Oracle, SAP, Workday or Salesforce,’ said Meagan McGrath, an analyst at Technology Business Research in Hampton, N.H.” — TechTarget

AT&T Trumpets SDN Milestone, Reiterates Virtualization Goal

“In the realm of NFV and SDN, AT&T is among the leaders in transitioning its network to this new architecture, said Chris Antlitz, telecom principal analyst at Technology Business Research.

Significant Achievement in SDN

“‘The 75% is a significant number. They’ve built an underlay I believe for their SD-WAN … versus a lot of other operators that are doing an [over-the-top] type play,’ Antlitz said. ‘AT&T is doing it more from the ground up and from that viewpoint this makes it a little bit more significant.'” — SDxCentral

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