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TBR 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’ 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
Long-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 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.
Join us for a deep dive into 2024 telecom industry predictions, featuring TBR Principal Analyst Chris Antlitz
Save your seat for a live deep dive into how to capitalize on new GenAI-led opportunities to combat general slowing of cloud market opportunity growth in 2024.
A 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
A 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
A 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
A 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
