Could M&A Activity in the Federal IT Services Market Surge in 2025?
Explore the future of M&A activity in federal IT in 2025. Learn how contractors are adapting to changes in market conditions and emerging technologies.
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Comcast Business Accelerates Focus on Global Enterprise and U.S. Public Sector
From a global enterprise and U.S. public sector perspective, Comcast Business has been driving growth from these higher-end segments thanks to acquisitions and organic growth, but the company is encountering stiff competition from entrenched incumbents, notably AT&T and Verizon.
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How have the disruptions of the last several years changed and informed IT companies’ strategy? What types of questions are leading firms within IT services, cloud and software, telecom, and infrastructure asking TBR experts and how have those questions changed, and in some cases, stayed the same over 25 years? Lindy Hanson, TBR VP of Customer […]
HPE Doubles Down on Edge-to-cloud Vision with Acquisition of Juniper Networks
By acquiring Juniper Networks, HPE’s networking capabilities, especially around AI-enabled networking, will be immediately bolstered. And naturally, the acquisition would also support HPE’s edge-to-cloud vision.
Peraton Could Surpass $8B in Sales in 2024, but Will It Go Public?
Peraton has the necessary portfolio depth and scale to regularly vie with industry leaders for enterprise IT contracts in the $500 million to $2 billion range in the federal civilian and health spaces while also capitalizing on Department of Defense Intelligence Community needs.
The Telecom Industry Will be Calculated in Its Progression to 6G to Ensure Meaningful ROI
TBR believes operators will be more calculated and tactical in investing in 6G compared to 5G, with a deeper emphasis on ensuring a clear line of sight to ROI before significant spending occurs
With Broadcom at the Helm, Profitability Will be at the Center of VMware’s Next Chapter
Long-term, profitability will be king. If Broadcom is to achieve its stated profitability goals, VMware will need to scale this offering rapidly. If it does not, TBR expects there will be a limit to Broadcom’s patience and a spinoff may be in the cards over the long term.
Telecom Industry Retrenches in Response to Macroeconomic Pressures
A look at TBR’s 2024 predictions for the telecom industry, including a new round of M&A allowed by regulators, cash flow management becoming a priority and when open RAN will likely scale
Operators Target Emerging 5G Use Cases, but Monetization Will Remain a Challenge
Though the availability of certain tech will create 5G monetization opportunities, hyperscalers, application developers, OEMs and other players within the technology industry will capture the majority of new revenue from 5G-related solutions, while operators will serve mainly as connectivity pipes to support these solutions