Vendor Reports

A vendor report provides deep-dive analysis of a single vendor across corporate strategies, tactics, SWOT analysis, financials, go-to-market strategies and resource strategies. Each company analysis will be made available approximately three weeks after publicly available financial reports are issued.

Cadence

Quarterly or Semiannual

Table of Contents

  • TBR Position
  • Executive Summary
  • Strategic Objectives
  • SWOT Analysis
  • Scenario Discussions
  • Financial Model Strategy
  • Go-to-market and Product Strategies
  • Alliance and Acquisition Strategies
  • Geographic Strategy
  • Resource Management Strategy
  • Organizational Structure
  • Income Statement
  • Balance Sheet
  • Financial Models
  • Operational Strategy Graphs
  • Acquisitions and Alliances
  • Key Strategic Global Alliances and Partnerships
  • Product Portfolio
  • About TBR

Available Vendor Reports

  • Dell Technologies
  • Hewlett Packard Enterprise
  • IBM

Recent Publications

 

Spending recovers as pandemic conditions wane in the U.S., but competition among HCI vendors remains high

Opportunity Survey data suggests U.S. hyperconverged infrastructure (HCI) customers’ budgets began to rebound in 1H21 after pandemic-related spending cutbacks in 2020. Although average budgets increased, HCI vendors must still contend with overarching data center consolidation trends that are limiting net-new HCI use cases, illustrated by 54% of respondents using HCI only to replace outdated hardware […]

 

OEM earnings roundup: Unpacking a quarter of ‘record growth’

OEMs boasted revenue and profit gains in the first calendar quarter of 2021 “Record growth” was a frequently repeated phrase over the last week as Dell Technologies, Lenovo, Hewlett Packard Enterprise (HPE) and HP Inc. reported their earnings for the first calendar quarter of 2021. For these major OEMs in the PC and data center […]

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