TBR’s Business Insights

U.S. Telecom Operator Outlook: Public Sector Revenue Growth for 2024 [Infographic]

TBR estimates public sector revenue from U.S.-based service providers grew 6.1% year-to-year in 4Q23 to $5.4 billion. Total public sector revenue growth was driven by wireless revenue, which increased 9% year-to-year to an estimated $2.8 billion. First responder initiatives such as AT&T FirstNet and Verizon Frontline are the main drivers of public sector wireless revenue growth as these units are attracting public safety agencies seeking enhanced reliability to support mission-critical workloads and use cases.

What Will Determine Vendor Success in 2024 as IT Services Revenue Growth Decelerates?

While macroeconomic uncertainty challenges year-to-year revenue growth in the IT services sector, the trajectory beyond 2024 appears promising, largely due to the resilience of managed services bookings. Despite macroeconomic uncertainty the revenue growth trajectory beyond 2024 is promising, driven by the resilience of managed services bookings.

2024 Is a Transitional Year for GenAI and PCs

PC vendors are embracing the AI PC in hopes that this new offering will propel a vigorous recovery from the recent post-pandemic slump in PC sales. There are, however, only a few unexciting current AI applications that take advantage of the new AI hardware. Compelling applications that rely on PC and smartphone hardware will become available starting in 2025.

The Role of Competitive Intelligence in Strategy Planning

Explore the role of competitive intelligence in strategy planning, and discover how companies can effectively adapt and stay ahead in a dynamic market environment.

3 Ways AI Is Transforming the Cloud Industry in 2024

Hyperscalers and SaaS providers are clearly on the front lines of GenAI monetization, but the availability of GenAI services through cloud delivery methods will also accelerate the development of the market.

3 Questions From Device Manufacturers in the Search for a Partner

TBR Principal Analyst Ezra Gottheil answers the questions he hears from device manufacturers in their search for ecosystem partners. Additionally, Ezra highlights the trends TBR believes will shape the devices market over the next few years.

3 Ways AI Is Transforming the Telecom Industry in 2024

AI and generative AI (GenAI) use in the telecom industry has the potential to produce profoundly significant business outcomes, especially related to cost efficiency. Technological readiness for and commercialization of AI and GenAI are in process, and much more innovation is in store.

When Will GenAI Impact the Devices Market?

Generative AI (GenAI) will make devices, especially PCs and smartphones, more powerful and easier to use, and that will drive business among device, platform, silicon and software vendors but will not change the structure of the ecosystem. New opportunities in software and services will present themselves, new companies will enter the market, and most new companies will ultimately be acquired.

Cloud Components Market: Acquisitions, AI and Hybrid Solutions Shape 2024

Explore the evolving cloud components market and the strategic moves being made by vendors like Dell, Cisco, and Hewlett Packard Enterprise in 2024. Additionally, download TBR’s Cloud Components Spotlight Report for in-depth vendor analysis and insights into the dynamic cloud components market.

Unlocking Business Success: Competitive Intelligence

Discover the power of competitive intelligence for business success. Learn how to leverage CI to gain insights on competitors, partners and customers.

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