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Last Friday’s announcement of the massive U.S. federal government cloud contract led Senior Analyst John Caucis to publish a special report explaining how Microsoft won, why Amazon lost, and what it all means for the IT services vendors in the U.S. public sector space. “Regardless of why the DOD [Department of Defense] chose to announce […]
Microsoft beats out Amazon after contentious competition for DOD’s JEDI award Late on the afternoon of Friday, Oct. 25, the Department of Defense (DOD) announced it had selected Microsoft (Nasdaq: MSFT) for its lucrative Joint Enterprise Defense Infrastructure (JEDI) cloud contract, the Pentagon’s plan to adopt a general-purpose cloud infrastructure first announced in November 2017. […]
Earnings season for federally focused IT vendors begins the week of Oct. 21. Senior Analyst John Caucis has been tracking Northrop Grumman Technology Services (TS), General Dynamics Information Technology (GDIT) and Raytheon Intelligence, Information and Services (IIS) ahead of their 3Q19 fiscal earnings release. Raytheon IIS is expected to be the top performer among the […]
New Artificial Intelligence Lab in Texas will facilitate Atos’ collaborative innovation work with clients On Oct. 3 Atos held a ceremony for the launch of its new Artificial Intelligence (AI) Lab in partnership with Google Cloud (Nasdaq: GOOGL). The Atos AI Lab, so far the largest of Atos’ labs, is located on the first floor […]
TBR’s quarterly IT Services Vendor Benchmark published last week, with the following comment from lead Senior Analyst Elitsa Bakalova: “Vendors are scaling transformational portfolios; however, lingering growth challenges in traditional service areas challenge revenue performance. Trailing 12-month IT services revenue growth, at 1.9% year-to-year in U.S. dollars, was down 140 basis points sequentially in 2Q19 […]
NIIT Technologies gets closer to buyers to provide deeper support in an evolving digital and post-digital market Opening the event, NIIT Technologies CEO Sudhir Singh described his efforts to recraft the company as a “post-digital firm,” including making cognitive a part of every NIIT Technologies engagement. He further declared NIIT Technologies had transitioned from […]
“Chris Antlitz, an analyst at Technology Business Research Inc., said Cisco’s DX strategy stems from its longtime relationship with carriers, which he said accounts for about a quarter of Cisco’s overall revenue. “‘They’re building an architecture that telcos want to align with,’ Antlitz said. ‘These acquisitions strengthen the value proposition of the architecture they’re building.’” […]
TBR perspective Significant progress has been made on 5G ecosystem development since the 2018 5G Americas Analyst Forum held last October, as commercial mobile 5G services have been launched by the four U.S. Tier 1 operators, as well as in Uruguay by state-run operator ANTEL, over the past year. However, the infancy of the 5G […]
Paywalls are going up all over the internet, hurting both publishers and readers. A better solution is possible, but no one is offering it. TBR can describe the solution but cannot explain why the market is not working to produce it. The internet is smothering publishing Online reading is harming both print and online newspapers […]
A rebranded Oracle aims to improve interactions with customers and partners, but not AWS At Oracle OpenWorld, the similarities between the renovations to the venue and to Oracle’s brand were undeniable. The Moscone Conference Center, which has been home to Oracle’s annual event for years, underwent remodeling to improve traffic flow and implement modernizations that […]