TBR launches Alibaba Cloud vendor report amid changes in public cloud PaaS & IaaS markets

As Alibaba Cloud continues to prove itself as a relevant public cloud PaaS and IaaS challenger, Technology Business Research, Inc. (TBR) is launching a new report focused on the vendor to provide subscribers with ongoing insights into the business’ performance. As Alibaba’s cloud business progressively moves beyond the company’s traditional China and Southeast Asia presence […]

NFV/SDN will account for over one-quarter of CSP capex and external opex spend in 2022

HAMPTON, N.H. — According to Technology Business Research, Inc.’s (TBR) latest NFV/SDN Telecom Market Forecast, covering 2017 to 2022, mainstream adoption of NFV/SDN is now set for the early 2020s due to operators encountering challenges with migration. “Despite challenges, operators will push forward with NFV/SDN and will scale their investments in these technologies,” said TBR […]

HCI vendors capitalize on digital transformation with private cloud adoption

HAMPTON, N.H. — In many ways, digital transformation equates to rising cloud adoption. Enterprises need the increased agility and flexibility that a cloud environment provides but also want the cost structure associated with cloud. However, new regulations on data sovereignty continue to emerge and security concerns are mounting as data becomes an increasingly valuable asset, […]

Leading operators are accelerating their 5G timetables, justifying the investment due to the competitive advantage 5G technology provides

HAMPTON, N.H. — The efficiency gains offered by 5G are spurring operators to accelerate their deployment timeframes, according to TBR’s 3Q18 5G Telecom Market Landscape. “5G is up to 10 times more efficient on a cost-per-gigabyte basis compared to LTE,” said TBR Telecom Senior Analyst Chris Antlitz. “This is the driving force behind most operator […]

The exaggerated expectations created by IoT hype play a big role in how vendors approach IoT in 2018, for better or worse

HAMPTON, N.H. — Internet of Things (IoT) vendors are succeeding by focusing on business problems, not transformation, according to Technology Business Research, Inc.’s (TBR) 3Q18 Commercial IoT Market Landscape. Shane O’Callaghan of TSM Control Systems, a PTC customer, explained it at LiveWorx2018 in the most straightforward manner: “IoT is not a technology project; it’s a […]

TIS margins declined in 2017 as vendors invested in service delivery evolution, including automation, tools and training

HAMPTON, N.H. — According to Technology Business Research Inc.’s (TBR) 2017 Telecom Infrastructure Services (TIS) Margin Benchmark, Tier 1 telecom vendor average TIS margins declined year-to-year in 2017 due mainly to restructuring at Ericsson, though growing investment in R&D, particularly for professional services, also had an impact. “Vendors invested in service delivery evolution to stay […]

Carriers are focused on supporting hybrid and multicloud environments as more customers integrate solutions from multiple providers

HAMPTON, N.H. (July 18, 2018) — According to Technology Business Research, Inc.’s (TBR) Carrier Cloud Market Forecast 2017-2022, total Cloud as a Service revenue from the telecom market rose an estimated 13.5% year-to-year to $6.5 billion in 2017, driven by portfolio and geographic expansion. However, TBR projects revenue growth will decelerate to an 8.8% CAGR […]

1Q18 device revenue results were boosted by market shifts and increasing ASPs in PCs and smartphones compared to a weaker 1Q17

HAMPTON, N.H. (July 13, 2018) — Technology Business Research, Inc.’s (TBR) 1Q18 Devices and Platforms Benchmark finds that there is ongoing revenue opportunity in both the PC and smartphone markets. Total benchmarked revenue increased 15.9% year-to-year to $112 billion despite indications of saturation in the high end of the PC market. Total PC benchmarked revenue […]

Telecom vendors anticipate revenue from 5G in select countries as early as 2H18, but lower China capex drove market decline in 1Q18

HAMPTON, N.H. (June 29, 2018) — According to Technology Business Research, Inc.’s (TBR) 1Q18 Telecom Vendor Benchmark, the conclusion of LTE coverage projects in China hampered revenue for the largest vendors. A reduction in demand from telecom operators for routing and switching products also caused revenue to decline for Cisco, Juniper and Nokia. In this […]