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U.S. 5G investment supports non-China-based vendors as Huawei and ZTE face increasing headwinds
/by Michael Soper, Senior AnalystNokia and Huawei are well-positioned to win as operators overhaul architectures in the 5G era, but most of the spend to date is on 5G radios, with Ericsson at an advantage due to market perception of its software-upgradeable Ericsson Radio System RAN. The network must ultimately be overhauled to fully realize 5G’s potential, but it […]
Ericsson’s turnaround is in process, but sustainability of business is in question
/by Chris Antlitz, Principal AnalystTBR perspective Though Ericsson’s focused strategy has proved to be a viable approach to stabilize the company, return it to profitability and provide incremental organic growth, the key concern will be how sustainable that stability and growth will be over the long term. Ericsson’s focus on the wireless access domain tethers the company to the […]
2019 Cloud & Software Predictions: More purchasing will be driven by intelligence rather than deployment
/by Allan Krans, Practice Manager and Principal AnalystIn 2019 customers will care less about deployment, vendors will buy more, and both sides will become more intelligent As 2018 comes to a close, it is good to look back at some of the long-standing questions that have been settled during the year: Not all workloads will move to cloud; in fact, some will […]
Opportunities for wireless subscriber growth remain plentiful for U.S. operators
/by Steve Vachon, Senior AnalystCable providers are disrupting the U.S. wireless market Subscriber growth for U.S. Tier 1 operators is being limited by the growing momentum of Comcast’s Xfinity Mobile brand, which outperformed AT&T and Sprint in postpaid phone net additions in 3Q18 and now has a base of over 1 million subscribers. Xfinity Mobile will become a stronger […]
2019 Services Predictions: Fix my business problem with a solution, not a slide — IT services and consulting for human-centric digital transformation
/by Patrick Heffernan, Practice Manager and Principal AnalystTrust in turbulent times: data access and management as the key to IT services and consulting success in an uncertain 2019 From London to San Francisco, macroeconomic shifts and unsettled political environments in both the U.K. and the U.S. will make the start of 2019 turbulent and likely troubled for many companies, including the IT […]
Don’t stop thinking about tomorrow: Amazon, RPA, AI and ethical IT in the federal sector
/by adminNotwithstanding the increased integration of artificial intelligence (AI) and process bots into government operations, the U.S. federal services sector decidedly remains a people business. At a recent Washington Technology Power Breakfast forum, industry leaders talked talent strategies and how they hope to succeed as digital transformation fundamentally changes the types of people sought for government […]
Dell Technologies’ IoT strategy evolves
/by TBRIoT is strategic Internet of Things (IoT) is important to Dell Technologies because it generates data at the edge of the network. CEO Michael Dell reiterated that, “AI [artificial intelligence] is your rocket ship and data is the fuel,” but one might just as well say that data is Dell Technologies’ fuel. Dell Technologies’ business […]
2019 Public Sector Predictions: Ethics compound complexity as federal agencies rush to embrace commercial IT innovations
/by adminThe march of technology challenges humans to keep up, leading to difficult conversations for the many technology firms clamoring for a slice of federal IT modernization spend In 2018 U.S. federal government policy and budget aligned to amplify excitement around the long-promised application of private sector IT innovations to public sector missions. We began to […]
IBM builds out concierge services so internal IT departments can satisfy the business
/by Allan Krans, Practice Manager and Principal AnalystTBR perspective The recent IBM Cloud Analyst Day continued a theme introduced at IBM Think 2018, with numerous IBM executives reiterating “the axis has flipped” in the market for IT solutions. Nowhere has the axis flipped more than in the relationship between IT and lines of business (LOBs). Where IT hardware and software were once […]
IBM-Red Hat economic implications: Is disruptive state the new steady state?
/by adminIBM’s assets combined with Red Hat’s business monetization models are a good bet to provide a scaled, secure and trusted platform, if IBM can adjust internally and convince its clients to do the same. The market splash When a blue-chip bellwether company buys a firm that broke the lock on proprietary operating system dominance something […]