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181

IBM pivots again

IBM Services is removing low-growth and low-profit areas, so growth in cloud transformation and AI-related services will no longer be diluted IBM will spin off a large share of GTS’ activities, or 72% of GTS’ revenues, and 44% of IBM Services’ external revenue, into a separate company. IBM will establish a new entity over the […]

182

Quick Quantum Quips: Quantum commercialization is on our doorstep

Welcome to TBR’s monthly newsletter on the quantum computing market: Quick Quantum Quips (Q3). This market changes rapidly, and the hype can often distract from the realities of the actual technological developments. This newsletter keeps the community up to date on recent announcements while stripping away the hype around developments. For more details, reach out […]

183

In an unlikely pairing, Oracle backs TikTok to drive OCI business and intimidate IaaS competitors

Acquisition turned partnership: Oracle bands together with TikTok Oracle’s presence in TikTok-related news — from competitive bid to strategic partnership to now minority stakeholder — has raised eyebrows from the beginning, given the company’s complete detachment from the social media business. Oracle executives have not been shy about expressing their support for the current White […]

184

Turning the corner from crisis response to client recovery and renovation: CY2Q20 federal IT COVID-19 roundup

The impact of COVID-19 on revenue, profitability and award activity was material but also erratic and inconsistent across vendors Federal IT vendors tracked in TBR’s Public Sector IT Services Benchmark generally reported at least some erosion of top-line growth or profitability in CY2Q20 that was directly or indirectly attributable to the pandemic. Many providers were […]

185

Technology Business Research, Inc. announces 4Q20 webinar schedule

HAMPTON, N.H. (Sept. 9, 2020) — Technology Business Research, Inc. (TBR) announces the schedule for its 4Q20 webinar series. Oct. 14         Digital transformation during the COVID-19 pandemic Oct. 21         Trends in capturing tailored data and insights for technology business leaders Oct. 28         How COVID-19 did and will forever change cloud Nov. 4          PC status report: […]

186

Unprecedented levels of government support will help CSPs deploy 5G more quickly and broadly than originally anticipated

Communication service provider (CSP) spend on 5G infrastructure will scale faster and peak higher than originally anticipated due to the vast amount of support by governments in a range of countries, including but not limited to China, the U.S., the U.K., Japan, South Korea and Singapore. As a result, typical historical deployment curves for cellular […]

187

On Earth, the Economy Is Tanking. In the Cloud, It’s Fine

Catie Merrill, who tracks the cloud industry at analyst firm TBR, says all the leading cloud providers will likely splurge on hardware this year. “My sense is that they are going to increase that spend a lot to accommodate new demand,” she says. The trend will likely continue even as countries reopen, she says, because […]

188

Unprecedented government support will help CSPs deploy 5G more quickly and broadly than originally anticipated

CSP spend on 5G infrastructure will scale faster and peak higher than originally anticipated due to the vast amount of support by governments in a range of countries, including but not limited to China, the U.S., the U.K., Japan, South Korea and Singapore. Due to this, typical historical deployment curves for cellular technologies will not […]

189

IT services revenue retained its growth trajectory in 1Q20, but the negative effect from the pandemic will intensify in 2Q20

IT services trailing 12-month (TTM) revenue growth, at 1.5% in U.S. dollars (USD), was down 20 basis points sequentially and 170 basis points year-to-year in 1Q20 as the COVID-19 pandemic began to negatively affect vendors’ revenue growth during March. At every level of every organization, the pandemic forced massive changes in human resources management, pushing […]

190

Informatica acquires Compact Solutions to improve metadata management across the enterprise

Enterprises are developing hybrid IT environments at an increasing rate, leveraging cloud-based technologies to achieve flexibility and scalability while keeping workloads on premises that contain sensitive information or require low latency. This creates complex IT environments that need to be integrated, governed and made compliant with local regulations. Informatica has positioned itself as a leading […]