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In fast-approaching fourth industrial revolution, bureaucratic labor will become as nonessential as manual labor became to the agrarian economy with the advent of the combustion engine. Blockchain technology will enable smart contracts throughout our economy and will be the red thread stitching together multi-enterprise business networks for frictionless commerce that will greatly reduce demand for […]
The U.S. federal earnings season kicks off the week of July 22, with legacy defense contractors General Dynamics, Northrop Grumman and Raytheon releasing their fiscal results for the second calendar quarter of 2019. General Dynamics IT (GDIT) passed the one-year anniversary of its $9.7 billion acquisition of CSRA in 2Q19. Absent the inorganic impact of […]
Manufacturing scale matters less as we pivot to a knowledge economy Economies of scale as a barrier to entry have been a fundamental precept taught for years in economics classes worldwide. Capital had to be invested ahead of being able to create value, and then people could be hired to staff the capital equipment to […]
With the launch of BullSequana Edge and investments in quantum computing, Atos takes a pragmatic approach to executing digital transformation initiatives For a few years, the impact of big data has created ebbs and flows in buyers’ behavior in end-consumer interactions and IT purchasing patterns, as is typical with any technology. Consumerization of business applications, […]
HAMPTON, N.H. — Technology Business Research, Inc. (TBR) announces the schedule for its 3Q19 webinar series. July 24 Quantum computing leaps into customer’s transformation-centric conversations Aug. 14 The evolving background for winning private cloud customers Sept. 11 Leading webscales tackle the connectivity problem; CSP business model under threat Sept. 18 Cloud pairs well with partners […]
We know Moore’s law drives consolidation in the industry. What we do not know, however, is if any two hardware-centric vendors can come together and build a business accretive to the top line. Michael Blumenthal tried this strategy by combining Burroughs and Sperry to create Unisys, and that certainly did not work. More recently Dell […]
As we move further into May, we will shift from initial earnings reports to larger, detailed reports on the vendors we cover, plus the benchmarks and market forecasts for the broader areas, such as cloud and telecom. And definitely do not miss Wednesday’s webinar on digital transformation. Monday The IBM Cloud report highlights how cloud […]
We are still cranking through our initial analysis of vendors’ earnings for the first quarter, with more detailed analysis available two weeks after the announcements. Monday Growth of Wipro IT Services’ (ITS) emerging business lines, such as Digital Ops and Platforms, shows recent investments are paying dividends; however, steep declines in its legacy outsourcing […]
This week is one of the busiest weeks of the year for us, with plenty of earnings calls and scheduled benchmark publications. Tuesday TBR’s Cloud Professional Services Benchmark highlights the leading vendors — and strategies — in each cloud professional services market as well as how evolving customer demands are fundamentally disruptive to the market […]
“We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next 10. Don’t let yourself be lulled into inaction.” — Bill Gates I think about this statement from one of our industry titans often in the course of my work, and I am […]
