TBR’s special reports feature our analysts’ perspectives on breaking news, market events and industry trends.
TBR perspective Ericsson’s recovery continues into its third year, evidenced by revenue growth and expanding margins, trends that TBR expects to continue in 2020. A strong 5G position with respect to both RAN and mobile core is a significant driver of this improvement as Ericsson’s early technology bets and increased investment in Networks unit R&D […]
With or without chaos, 2020 will be a turning point TBR’s 2020 predictions for the IT services vendors and management consultancies we cover center on a potential external disruptive force, ongoing internal changes, and a market shift that will happen regardless. If a global economic slowdown occurs in 2020, changes to the consulting business model […]
The easy days of cloud are finished Cloud customers and the plethora of cloud vendors have seen the era of simple, easy implementations pass. Most customers have moved the majority of their productivity, CRM, development & test, and web hosting workloads to cloud, which drove the sustained 50%-plus year-to-year revenue growth for vendors in the […]
IT industry monetization has evolved dramatically; quantum computing adds yet more choice, and therefore more complexity, for purchase decision makers Historical context For years, technology buyers had to consider hardware choices ahead of anything else. Software solutions were built to the specifications of proprietary hardware architectures and operating systems such that the business outputs were […]
According to PwC, Bangalore, India, is one of the leading startup cities that houses several blockchain and machine learning engineers, an assertion that is difficult to substantiate but one that probably feels accurate to the people on the ground in India who are working with the startup community. Focused primarily on financial technology (FinTech), driven […]
IoT becomes part of the digital transformation family, and conversational user interfaces become more common IoT continues to mature. This is reflected in more powerful and easier-to-implement IoT software and cloud services as well as in a greater understanding of what IoT is and what it is good for. Vendors and customers now better understand […]
Leading CSPs tackle business and network transformation to capture value created in the digital era Key technologies, most notably cloud, virtualization, 5G, edge computing, AI and machine learning (ML), are coalescing to usher in a new era, commonly referred to as the digital era, but also referred to as the 5G era or the fourth […]
Hardware commoditization is pressuring traditional data center vendors to invest in related emerging technologies The data center hardware market has been on a downward trend due to commoditization for years. As a result, vendors have had to get creative to maintain their financial performance. Some vendors that have not adjusted have been forced out of […]
TBR perspective Nokia (NYSE: NOK) remains in a state of transition. The company is not only addressing challenges with its 5G New Radio (NR) products but is also contending with business disruption as CSPs increasingly migrate toward a webscale-like, next-generation network architecture, which is prompting Nokia to accelerate and broaden its own internal digital transformation […]
Tableau aims to help enterprises create a data-accepting culture From the opening keynote to the breakout sessions, Tableau was consistent in its message that many enterprises are falling short of their analytics goals. Part of the reason why these enterprises are falling short of their goals is because of their corporate cultures, in which people […]