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The Telecom Industry Will be Calculated in Its Progression to 6G to Ensure Meaningful ROI
/by Steve Vachon, Senior AnalystTBR believes operators will be more calculated and tactical in investing in 6G compared to 5G, with a deeper emphasis on ensuring a clear line of sight to ROI before significant spending occurs
AWS Aims to Reinvent GenAI Through Infrastructure Layer, Platform Tools and Applications
/by Catie Merrill, Senior AnalystAWS’ 2023 re:Invent conference was, unsurprisingly, all about generative AI (GenAI), showcasing all the ways AWS enables this budding technology — not just through the infrastructure layer AWS is known for, but also through the company’s platform tools and applications
With Broadcom at the Helm, Profitability Will be at the Center of VMware’s Next Chapter
/by Alex Demeule, Research AnalystLong-term, profitability will be king. If Broadcom is to achieve its stated profitability goals, VMware will need to scale this offering rapidly. If it does not, TBR expects there will be a limit to Broadcom’s patience and a spinoff may be in the cards over the long term.
Microsoft Expands PaaS Portfolio on Path to AI Incumbency
/by Alex Demeule, Research AnalystMicrosoft Fabric, a new end-to-end SaaS-like data platform, will help Microsoft change the PaaS landscape and could help Microsoft reach new audiences and spur Azure growth in the continued race for cloud and AI dominance.
IT Ecosystem Trust Paves the Way for GenAI-enabled Growth in 2024
/by Bozhidar Hristov, Principal AnalystA look at TBR’s top predictions for digital transformation in 2024, including expectations for GenAI’s impact, the rise of superpowers and the three things enabling new market growth
GenAI: A Growth Catalyst for Cloud Evolution in 2024 and Beyond
/by Allan Krans, Practice Manager and Principal AnalystA look at TBR’s 2024 predictions for the cloud market, including SaaS vendors adoption of GenAI, where vendors will invest for cloud growth and tailoring IaaS to workloads
IT Services and Consulting in 2024: Traversing GenAI Pressures, Talent Challenges, and Regulatory Waves
/by Patrick Heffernan, Practice Manager and Principal AnalystA look at TBR’s top predictions for the IT services industry in 2024, including which companies will see the most success, a pivot to outcomes-based pricing due to GenAI and the expected major pain point for all companies
Telecom Industry Retrenches in Response to Macroeconomic Pressures
/by Chris Antlitz, Principal AnalystA look at TBR’s 2024 predictions for the telecom industry, including a new round of M&A allowed by regulators, cash flow management becoming a priority and when open RAN will likely scale
HCLTech Solves ‘Know Your Customer’ for European Bank
/by Patrick Heffernan, Practice Manager and Principal AnalystHCLTech leadership discusses with TBR its engagement with a European bank in which HCLTech provided a comprehensive Know Your Customer (KYC) solution that helped the bank reduce its operations team by 60% and lowered the incidence rate of false positives by 30%.
Operators Target Emerging 5G Use Cases, but Monetization Will Remain a Challenge
/by Steve Vachon, Senior AnalystThough the availability of certain tech will create 5G monetization opportunities, hyperscalers, application developers, OEMs and other players within the technology industry will capture the majority of new revenue from 5G-related solutions, while operators will serve mainly as connectivity pipes to support these solutions