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191

TCS poised for strategic purchases in 2020 as peers’ M&A activity slows

Despite COVID-19 pressures, Tata Consultancy Services (TCS) has not shied away from enacting bold initiatives, evidenced by the announcement of Vision 25×25 during the company’s CY1Q20 earnings call. Even in the face of decelerating revenue growth in the first quarter, executives remained optimistic, suggesting that — unlike the broader trend in the IT services industry […]

192

Technology Business Research, Inc. announces 3Q20 webinar schedule

Technology Business Research, Inc. (TBR) announces the schedule for its 3Q20 webinar series. July 15          The long view: Which post-pandemic trends will shape the world in 2030? Technology trends that were shaping the digital transformation world pre-pandemic as well as predictions for 2030 July 29          From boom to bust and back: COVID-19 changes dynamics of […]

193

Atos and COVID-19: Serve now and prepare for the future

Atos, its clients and its communities will be ‘Future Ready’ In a one-hour virtual session with analysts, Atos’ Pierre Barnabe, head of Public Sector & Defense as well as Big Data & Cybersecurity, and Robert Vassoyan, head of Healthcare & Life Sciences as well as Unified Communications & Collaboration, detailed the company’s response to COVID-19, […]

194

COVID-19 will have a relatively limited impact on the TIS market overall as CSPs remain committed to and focused on deploying new technologies

Strong investments by webscales and China-based telcos will carry the telecom infrastructure services (TIS) market through the COVID-19 crisis relatively intact, with a shallow decline of relatively short duration expected in the overall market followed by a robust, sustained recovery as CSPs in other key countries accelerate their infrastructure initiatives to align with the new […]

195

COVID-19 earnings impact review: Early warnings

Early earnings indicators reveal ICT vendor ‘new normal’ The reality of COVID-19’s impact potential is clear. You do not have to be an analyst by trade to understand the pandemic will create new normals in our personal and professional lives, disrupting entire business sectors, including ICT, in the process. What remains unclear in many respects, […]

196

PwC Products: Not your father’s PwC

“Us disrupting ourselves” — PwC Digital’s journey to 2020 “In contrast to peers such as EY, which held an entire analyst conference focused on, and organized around, its technology consulting capabilities, PwC structured each of its client stories around the central business challenge, with the technology solution presented as only part of the successful outcome. […]

197

Wave of growth that will outpace prior estimates expected for cloud professional services market

Cloud professional services market overview Market overview Prior to the COVID-19 outbreak, the increasing complexity of enterprise hybrid and multicloud environments had already established a growing need for managed services and system integration vendors. Traditional deployment schedules and delivery timelines have been accelerated as the pandemic has created a short-term need to fulfill the demands […]

198

Zoom videoconferencing booms amid COVID-19, but Microsoft and Google will win with broader SaaS

Zoom’s rapid adoption highlights security concerns; Microsoft and Google are better positioned Microsoft (Nasdaq: MSFT) and Google (Nasdaq: GOOGL) were relatively well prepared for the unexpected demand for videoconferencing, with global data centers and strong security measures in place, while Zoom’s security was not ready for the same scaling. There have been numerous reports of […]

199

2020 will be challenging for IT services vendors that are slow to adjust their business models to address rapidly changing market needs

IT services revenue will retain its low single-digit growth trajectory through 1Q20 before it begins to decelerate due to COVID-19 IT services year-to-year trailing  12-month revenue growth, at 2.2% in USD, was up 30 basis points sequentially in 4Q19 and down 400 basis points against the year-ago compare. During 4Q19, benchmarked IT services vendors continued […]

200

COVID-19: Life between trapezes

Economic activity currently appears more in cessation than recession. It is as if the world is suspended, untethered between two trapezes. As activity resumes, we know inquisitive humans will turn to easy-to-assemble technology to meet the emerging business demands and consumer pain points materializing daily. We will see a flurry of IoT-enabled endpoint applications that […]