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HCLT improves position in DMS with portfolio investments, but must leverage its niche expertise to capitalize
/by Kelly Lesiczka, Senior AnalystDigital marketing services provide HCLT with an entry point for transformation opportunities As clients look to transform CX and pursue omnichannel projects using technology solutions, the DMS space provides growth opportunities for vendors that can generate engagements by bridging together CX offerings with digital platforms to drive clients’ marketing campaigns. Bringing data to the center […]
TBR estimates 30% of total global CSP spend (capex and external opex) will be on or related to NFV/SDN in 2023
/by Chris Antlitz, Principal Analyst5G will push CSPs to accelerate and broaden their NFV/SDN initiatives According to Technology Business Research, Inc.’s (TBR) latest NFV/SDN Telecom Market Forecast, covering 2018 to 2023, 5G will push CSPs to adopt a new network architecture and both NFV and SDN will be critical aspects of that architecture going forward. As such, TBR expects […]
Telefonica models the transition of a traditional telco to a digital service provider
/by Steve Vachon, Senior AnalystTelefonica represents a prime model of the opportunities and challenges telecom operators will experience as they evolve into digital service providers. The digital era will enable telecom operators to become more agile and profitable as they transition away from more costly legacy network technologies and business models. The digital era will place greater expectations on […]
Atos at the edge of technology
/by Elitsa Bakalova, Senior AnalystWith the launch of BullSequana Edge and investments in quantum computing, Atos takes a pragmatic approach to executing digital transformation initiatives For a few years, the impact of big data has created ebbs and flows in buyers’ behavior in end-consumer interactions and IT purchasing patterns, as is typical with any technology. Consumerization of business applications, […]
PTC’s innovative outlook, robust solution toolbox, and legacy in CAD and PLM make it a valuable IoT partner
/by adminStrategic findings Shift in focus to AR/VR In our 2018 LiveWorx EP we suggested a shift from an emphasis on PTC’s ThingWorx IoT platform to PTC being more vocal about Vuforia, its AR/VR solution, and its wider product portfolio. TBR believes that shift has continued with much of the messaging centered on the business implications […]
In a day of personal stories, EY showcases the results of corporate commitment to talent recruiting
/by adminA small but influential group from EY’s leadership team, including incoming Chairman and CEO Carmine Di Sibio, were on hand in a newly redesigned wavespace to recognize the winners of the EY NextWave Data Science Challenge. An extension of the program deployed in Australia last year, this global challenge resulted in 12,000 submissions from 4,500 […]
The State Of Cloud Profitability Has Never Been Stronger
/by Allan Krans, Practice Manager and Principal AnalystMore than a decade after taking a leap of faith, cloud vendors prove profit possibilities For vendors such as Microsoft (Nasdaq: MSFT), Oracle (NYSE: ORCL) and SAP (NYSE: SAP), offering cloud solutions required them to leave the safe and profitable confines of their traditional software businesses, where they were confident in the business models and […]
Bosch is a things company at heart but will leverage new capabilities to capitalize on emerging data opportunities
/by adminBosch takes off its tie To achieve its current position, Bosch self-admittedly had to transform from a traditional components manufacturer to an evolutionary technology and services company. Bosch CEO Volkmar Denner characterized this transformation as the “taking off of the tie” as the company evolves from a stiffer, traditional mindset to one more like that […]
CSP spend on edge compute infrastructure will grow at a 76.5% CAGR to over $67B in 2023
/by Chris Antlitz, Principal AnalystAccording to TBR’s 2Q19 Telecom Edge Compute Market Landscape, cost optimization of the network is the primary initial justification for CSPs to build out edge compute infrastructure, with new revenue from low latency use cases expected to materialize in a few years. This initial edge build-out will lay a foundation for CSPs to support new […]
Lenovo Accelerate 2019 stresses vertical integration, process agility and people
/by adminExperience tells these Lenovo executives that the hard work of driving execution at scale and transforming channels lies ahead While Lenovo has turned the corner on revenue, profits will come from driving scale through the retooled operation. Known challenges outlined during the event include: Services: Lenovo DCG services at the time of the acquisition of […]