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It has been a wild and chaotic ride for Internet of Things (IoT) vendors, with many placing big bets on IoT in the past and entering 2018 largely disappointed by the results. While IoT will likely never meet the expectations placed on it in 2015 and 2016 — the peak of hype — IoT’s contribution […]
At its 2016 Investor Day, Atos publicly set its course for the next three years, identifying digital transformation as the high-growth, high-value segment of the market on which it aimed to capitalize. The company then positioned itself as the digital services and payments leader in Europe and leveraged its Digital Transformation Factory (DTF) and e-payments […]
We expect IBM to invest in DT sales and delivery talent to improve signings and achieve sustainable and profitable revenue growth. GBS reported growth of 4.1% in 4Q18 as IBM Services’ technical and industry expertise resonate well with clients, transitioning its pipeline to revenue growth. GTS revenue declined 3.8% during the quarter, following declines in […]
In November our detailed report on Tata Consultancy Services’ (TCS) performance and strategy included a SWOT slide with the following item in the Threat category: “Competitors are building assets and scale quickly through acquisitions; TCS retains a conservative M&A stance.” Just a couple of weeks into 2019, we’re seeing a change from the company: a […]
Communication service providers (CSPs) are ramping up NFV- and SDN-related investments to realize greater cost savings and efficiencies, according to Technology Business Research Inc.’s (TBR) 2H18 Telecom Software Mediated Networks (NFV/SDN) Customer Adoption Study. This increase in investment will be driven by two underlying factors: CSPs under pressure to realize cost savings as their connectivity […]
“‘Though Ericsson’s focused strategy has proved to be a viable approach to stabilize the company, return it to profitability, and provide incremental organic growth, the key concern will be how sustainable that stability and growth will be over the long term,’ wrote Chris Antlitz, a senior telecom analyst at Technology Business Research (TBR), in a […]
TBR perspective Though Ericsson’s focused strategy has proved to be a viable approach to stabilize the company, return it to profitability and provide incremental organic growth, the key concern will be how sustainable that stability and growth will be over the long term. Ericsson’s focus on the wireless access domain tethers the company to the […]
HCLT’s acquisition provides entry into emerging areas Building off its long-standing partnership with IBM, on Dec. 6 HCL Technologies (HCLT) announced the acquisition of seven IBM Software products for $1.8 billion. The acquisition, which is expected to close in February 2019, includes IBM’s AppScan, BigFix, Notes/Domino, Connections, Digital Experience (DX), Unica and Commerce as well […]
In 2019 customers will care less about deployment, vendors will buy more, and both sides will become more intelligent As 2018 comes to a close, it is good to look back at some of the long-standing questions that have been settled during the year: Not all workloads will move to cloud; in fact, some will […]
Cable providers are disrupting the U.S. wireless market Subscriber growth for U.S. Tier 1 operators is being limited by the growing momentum of Comcast’s Xfinity Mobile brand, which outperformed AT&T and Sprint in postpaid phone net additions in 3Q18 and now has a base of over 1 million subscribers. Xfinity Mobile will become a stronger […]
