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COVID-19 changes everything: What’s next for devices and IoT?
/0 Comments/in Special Reports /by TBRIn pandemic recovery, IoT will contribute to organizations’ resilience, while PC sales will suffer from saturation The COVID-19 outbreak has had two effects on pre-existing trends: In many cases, such as the migration to remote working, it has accelerated them, and in others, like the deployment of voice solutions in workplace environments, it has interrupted […]
Microsoft Teams in crosshairs as Salesforce announces acquisition of Slack to bolster its Customer 360 vision
/0 Comments/in Special Reports /by TBRSlack fits within Salesforce’s historical growth strategy Salesforce (NYSE: CRM) has increasingly relied on inorganic growth to accelerate top-line revenue performance, such as its acquisitions of MuleSoft in 2018 for $6.5 billion and Tableau in 2019 for $15.7 billion. The addition of Slack (NYSE: WORK) would allow Salesforce to augment its robust, customer-focused products, including […]
COVID-19 pandemic forces telecom industry to go all in on digital transformation
/0 Comments/in Special Reports /by Chris Antlitz, Principal AnalystCSPs face brave new world; government stimulate market The COVID-19 pandemic is expected to persist through at least 2021 as vaccines and other virus mitigation efforts take time to make their way through societies globally. In the meantime, the global economy remains in a state of suspended animation following unprecedented injections of fiscal and monetary […]
COVID-19 necessitates data center investments, becoming a catalyst for digital transformation
/0 Comments/in Special Reports /by adminCOVID-19 shifts data center market demands as customers leverage the cloud to meet swift transformation needs In 2020 IT decision makers around the world moved into highly reactive and tactical modes to mitigate COVID-19’s impact on their businesses, and data centers had to be provisioned rapidly for remote activities across all elements of the business […]
EY 2021: Hybrid and omnipresent
/0 Comments/in Special Reports /by Patrick Heffernan, Practice Manager and Principal AnalystTBR perspective A few years ago in a wide-ranging discussion, TBR analysts and EY executives considered the future consulting business model, noting how most industries had been fundamentally disrupted by technology while consulting had seemingly remained unchanged. Fast forward to the current pandemic, and EY clearly anticipated where consulting was headed: hybrid engagements, delivered in-person […]
SAP and Ericsson in Egypt: Thriving in an expansive environment
/0 Comments/in Special Reports /by adminEricsson and SAP anticipate further expansion in Cairo Ericsson has also leveraged this environment to support its global strategy, by tapping local talent in the fields of artificial intelligence, software development and digitalization. “It is the existence of the required competent engineers, with various backgrounds and capabilities, that makes it very attractive to operate in […]
Webscales will ultimately become more like competitors than partners to operators to capitalize on 5G-era opportunities
/0 Comments/in Special Reports /by Chris Antlitz, Principal AnalystWebscales are not the telco’s friend The Big Nine have various initiatives underway that will disrupt aspects of the telecom business model and pose a direct threat to operators’ existing connectivity businesses and their ability to capitalize on new value created from 5G. Though webscales are posturing like they want to partner with telcos on […]
HPE continues to evolve technical solutions for a dispersed workforce
/0 Comments/in Special Reports /by Allan Krans, Practice Manager and Principal AnalystHPE’s VDI portfolio is not new but is increasingly valuable to its customers as remote work looks like a more permanent situation than initially anticipated As of April HPE had rolled out a series of VDI solutions that enable customers to adapt to the growing workforce and garnered a significant number of new customers. This […]
NFV and SDN are transformational technologies, and even leading CSPs are in the early stages of evolving
/0 Comments/in Special Reports /by Chris Antlitz, Principal AnalystDespite market and complexity challenges, CSP spend on NFV/SDN will grow at a TBR-projected 32.4% CAGR from 2019 to 2024 to nearly $147B NFV/SDN spend will increase at a CAGR of 32.4% to $146.9 billion between 2019 and 2024, compared to nearly flat overall communication service provider (CSP) spend (capex plus external opex) for the […]
Enterprise interest in 5G has greatly increased since the pandemic began, pulling forward adoption timelines
/0 Comments/in Special Reports /by Chris Antlitz, Principal AnalystGlobal 2000 companies and governments will drive the vast majority of spend on private 5G infrastructure Global 2000-sized companies and governments have the scale, financial resources and technical acumen to handle the complexity of 5G and realize its full benefits. TBR estimates over 90% of private 5G investment will stem from these entities through mid-decade, […]