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Atos expands reach in North America through the acquisition of Syntel
/0 Comments/in Blog /by Elitsa Bakalova, Senior AnalystOn Oct. 9, Atos completed the acquisition of Syntel, adding close to $1 billion in revenues, 89% of which were generated in North America in 2017, as well as over 23,000 employees. This month, TBR analysts will travel to Dallas to hear further details on Atos’ plans with Syntel and further assess what this will […]
Services weekly preview: Nov. 5-9, 2018
/0 Comments/in Blog /by Patrick Heffernan, Practice Manager and Principal AnalystWell into the third quarter of industry earnings and our periodic assessments of IT services vendors, TBR’s analysts this week will also share their semiannual analysis on vendors in the management consulting space Monday: In 3Q18 Infosys signed 12 large deals with a total contract value over $2 billion, but the company’s delivery framework remains fragile as Infosys […]
Voice assistant volume is increasing
/0 Comments/in Blog /by adminA survey conducted by Adobe Analytics found that 32% of U.S. consumers owned a smart speaker in September 2018, compared to 28% in December 2017. The report also projected that near half of the U.S. consumer base could own one by the end of December 2018, supported by Adobe Analytics’ finding that nearly 80% of […]
Big Blue opens its arms, and its wallet, to Red Hat
/0 Comments/in Blog /by Allan Krans, Practice Manager and Principal AnalystRed Hat’s projected growth is enough to justify the hefty purchase price On Oct. 28, IBM (NYSE: IBM) and Red Hat (NYSE: RHT) executives announced a proposed acquisition ― one that will be the industry’s third-largest acquisition should it gain approval. The deal, valued at $34 billion, would bring Red Hat into IBM’s hybrid cloud […]
Whether by R&D or acquisition, money can’t buy SaaS performance
/1 Comment/in Blog /by Allan Krans, Practice Manager and Principal AnalystThe SaaS market appears to provide an easy opportunity for vendors to garner significant revenue and growth. SaaS is the largest segment of the cloud market — bigger than the IaaS space, which draws so much attention due to leaders Amazon Web Services and Microsoft Azure. The SaaS market is also much more fragmented, littered […]
Customer preferences are forming around hybrid and shifting around open source as vendors focus on acquisitions
/0 Comments/in Blog /by Allan Krans, Practice Manager and Principal AnalystPrebuilt devices are a ray of clarity amid the fogginess of hybrid Hybrid can be a difficult thing to define in cloud computing. The term “hybrid” is overused by vendors but underused by customers, causing general confusion over its definition as well as solid examples of hybrid solutions. An area of the market that cuts […]
ICO as a ‘medicine show’: EY finds abysmal performance in wild west of initial coin offerings
/0 Comments/in Blog /by Patrick Heffernan, Practice Manager and Principal AnalystLast December, EY Global Blockchain Leader Paul Brody recognized the breakout market for initial coin offerings (ICOs) and launched a longitudinal study, centered on class of 2017 companies that is fueled by this new way of raising money for software startups. One year later, as detailed in EY’s report published today, market valuations for the […]
Four by four by four equals four
/0 Comments/in Blog /by Patrick Heffernan, Practice Manager and Principal AnalystFour straight weeks of traveling for work, to four different cities to meet with four different clients, brought out four thoughts about where the IT services and consulting markets stand as we move into the autumn rush of 2018. First, the next few years will finally bring the shift in the consulting model that we’ve […]
Postcards from the edge: Complexity is here — wish it were not
/0 Comments/in Blog /by admin“Analog dollars to digital pennies” is a phrase used to discuss the continued compression on technology price points as Moore’s Law economics, coupled with continued IP abstraction, creates economic trigger events aimed squarely at legacy business model best practices. Recently, I attended analyst events in New York City — one sponsored by Lenovo and one […]
As the 2018 finish line nears, will McKinsey continue its breakaway or slip back into the peloton?
/0 Comments/in Blog /by Patrick Heffernan, Practice Manager and Principal AnalystEvery six months, we review McKinsey’s performance, analyze its strategy and consider likely scenarios for the firm in the near term Back in June, we said, “If McKinsey truly gains market permission to take digital transformation from design through execution, its peers will be pressured to emulate the firm.” In advance of the November profile, […]