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The global COVID-19 pandemic revealed stark weaknesses across the entire technology ecosystem, including supply chains, regulatory environments and emerging technologies. Responses by cloud and software vendors, consultancies, and IT services vendors showed both their immediate operational needs — and opportunities — and the trends TBR believes will persist long-term in the post-pandemic world. Innovation continues, […]
Management consulting market summary Outlook Regardless of whether the pandemic lingers, re-emerges in the second half of 2020 or significantly subsides, TBR expects consultancies will benefit from opportunities created by the chaos of COVID-19, such as uneven responses from government authorities around economic fallout, pandemic protocols and continued uncertainty throughout 2020. Vendors with greater scale, […]
Key 2H19 benchmark takeaways Total benchmarked revenue Double-digit growth among covered vendors was due to steady industry acquisitions and strong performance from many of the vendors, including IBM (NYSE: IBM), F5 Networks (Nasdaq: FFIV), CyberArk (Nasdaq: CYBR), Fortinet (Nasdaq: FTNT) and Splunk (Nasdaq: SPLK). TBR believes security demand continues to rapidly accelerate as companies execute […]
IBM places hybrid cloud at the center of its digital transformation strategy from both a product and a services perspective At both the IBM and Red Hat sessions, there was no shortage of content that placed hybrid cloud at the center of digital transformation. Through various keynotes and sessions, IBM’s architectural approach, which places Red […]
Telecom market impact COVID-19 impacted the telecom industry during 1Q20 on different levels, with telecom operators feeling the initial effects during the quarter. TBR believes telecom vendors were initially shielded from the early effects, but we anticipate a deeper negative impact on both operators and vendors in 2Q20 as the pandemic plays out. Though company […]
As companies begin releasing 1Q20 earnings, TBR is analyzing the impact of the COVID-19 pandemic on the latter half of the quarter. Our findings from earnings this week show: IBM’s cloud business prospered despite the negative impact of COVID-19 on overall revenue as synergies with Red Hat drove subscription sales, which is a testament to […]
An increased focus on value-added services is necessary to maximize CSP IoT revenue as connectivity growth is limited by low ARPU connections IoT revenue is growing steadily but has yet to significantly impact CSPs’ overall financial positions TBR estimates global CSP commercial IoT revenue increased 20% year-to-year to $26.8 billion in 2019. Despite sustaining strong […]
“As business disruption sets in with the Covid-19 pandemic, customer demand for IT services will take a hit, with revenue in the sector set to decline in the second half of 2020, according to Technology Business Research (TBR). In the analyst firm’s Q4 IT Services Vendor Benchmark report, TBR senior analyst Elitsa Bakalova pointed out that 2020 […]
“The COVID-19 outbreak represents a significant threat to public sector IT investment that has trended steadily upward for the last several years,” says Senior Analyst John Caucis in TBR’s recently published Public Sector IT Services Benchmark. “The full impact, however, may not manifest in public sector vendor fiscal performance until 2H20.” Caucis, Analyst Brian Baker, […]
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 […]