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Trends we’re watching in 2025:
- Scale, innovation and even repatriation will moderate cloud market growth in 2025
- Microsoft will narrow the gap with AWS in IaaS & PaaS market share, en route to leadership in 2027
- SaaS vendors will shrug off growing GenAI disillusionment, focusing on the long term by prioritizing GenAI agents within their development strategies
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Market and competitor benchmarks provide a comparison of vendor performance in a market, including analysis on vendor strategies, financial performance, go-to-market and resource management. The research graphically portrays comparisons of vendors by myriad metrics, calling out leaders, laggards and business models. Defensible, data-informed views of market opportunity and operational best practices are highlighted in each publication. TBR also provides benchmark data in Excel pivot tables.
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TBR’s vendor reports, snapshots and profiles provide deep-dive analysis of a single vendor across corporate strategies, tactics, SWOT analysis, financials, go-to-market strategies and resource strategies. Vendor performance is put in the context of market opportunity and competitive environment and our assessment shows where a vendor will success and its future market position.
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Lenovo Aims to Become a Global Solutions Provider through Strategic Partnerships and AI-driven Innovation
/by Ben Carbonneau, Senior Data AnalystWhile Lenovo’s portfolio and go-to-market strategy may differ slightly by geography, the company’s pocket-to-cloud and One Lenovo initiatives remain the same around the world and are the basis for the company’s differentiation in the market — a theme during every session of the conference. From smartphones to servers, Lenovo is vying for share in every segment, and by investing in the unification and openness of its portfolio, whether it be through the development of homegrown software or new ecosystem partnerships, the company is positioning to grow in the AI era. Changing its perception from a PC powerhouse to a solution provider remains one of Lenovo’s largest challenges, but the company’s work in sponsoring and supporting FIFA and F1 with its full-stack technology capabilities demonstrates its willingness to invest in overcoming this hurdle.
Fujitsu Showcases Smart GTM Plays, AI-ready Talent and Long-term Sustainability Efforts
/by Patrick Heffernan, Practice Manager and Principal AnalystTBR believes critical next steps to growth for Fujitsu, perhaps at a faster pace over the next five years, are developing repeatable, IP-driven solutions, learning to compete with fewer employees and more AI agents, and leveraging a scrappy mentality. Finding the right messaging around Uvance, embedding sustainability across all engagements, and increasingly leveraging internal supply chain and cybersecurity expertise to support client-facing opportunities will round out Fujitsu’s strategy. It is no small task, but the company has positioned itself well, as TBR has noted repeatedly over the last few years.