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TBR predicts total enterprise spend on edge infrastructure will grow at a 41% CAGR through 2024 to almost $120B

Webscale drives projected forecast for enterprise edge On Feb. 26, TBR senior analysts Nicki Catchpole and Stephanie Long were joined by hundreds of professionals across multiple vendors and verticals for TBR’s first webinar on the enterprise edge. The session, The emerging and evolving landscape of enterprise edge computing, focused on the components of the enterprise […]

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How to Think as a Partner in the Era of GenAI

Join TBR Thursday, Sept. 26 to gain a better understanding of how relationships between OEMs, cloud providers and services providers are changing and learn how these vendors are adjusting their business models to account for implications stemming from the advent of GenAI.

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State of the Federal IT Market: Continued Opportunities Amid Slowing Growth

Join TBR Tuesday, Sept. 17, 2024, at 10 a.m. EDT/7 a.m. PDT for an exclusive review of the latest findings in our Federal IT Services Benchmark, including insights into top trends in civilian, defense and intelligence sectors and a look at how the federal systems integrators tracked by TBR are positioning for federal FY2025

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Peraton Revenue on Track for $8B Despite Shaky Start to 2024

TBR anticipates that Peraton will continue to more efficiently convert its backlog (last reported at $24.4 billion in the middle of 2022) into revenue while the company also keeps capitalizing on federal budget priorities favoring civilian, defense and healthcare agencies. A government shutdown in 4Q24 could still disrupt Peraton’s expansion, but TBR believes Peraton will still reach between $8.0 billion and $8.1 billion in annual revenue during 2024, representing growth of between 2.6% to 5.2% over 2023.

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GenAI Shift from Hype to Reality Begins: How the Telecom Industry Will Be Impacted

Join Principal Analyst Chris Antlitz Thursday, Aug. 29, 2024, at 1 p.m. EDT/10 a.m. PDT for an exclusive review of TBR’s Telecom AI Market Landscape, which looks at how CSPs and vendors that supply CSPs are integrating AI in their internal operations and their products and services. The current publication includes discussions on consultancies and systems integrators, hyperscalers, network and IT infrastructure providers, ISVs and AI model providers, and semiconductor firms.

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U.S. Telecom Operator Outlook: Public Sector Revenue Growth for 2024 [Infographic]

TBR estimates public sector revenue from U.S.-based service providers grew 6.1% year-to-year in 4Q23 to $5.4 billion. Total public sector revenue growth was driven by wireless revenue, which increased 9% year-to-year to an estimated $2.8 billion. First responder initiatives such as AT&T FirstNet and Verizon Frontline are the main drivers of public sector wireless revenue growth as these units are attracting public safety agencies seeking enhanced reliability to support mission-critical workloads and use cases.