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TBR continues to track the evolution of emerging technologies, the changing roles of business models for vendors, and enterprises’ expectations as digital transformation further shifts from hype to concrete offerings delivered by IT services and technology vendors. The next wave of change will bring further disruption, but also scale and speed that will separate the […]
“Chris Antlitz, an analyst at Technology Business Research Inc., said Cisco’s DX strategy stems from its longtime relationship with carriers, which he said accounts for about a quarter of Cisco’s overall revenue. “‘They’re building an architecture that telcos want to align with,’ Antlitz said. ‘These acquisitions strengthen the value proposition of the architecture they’re building.’” […]
Last month, my colleagues Geoff Woollacott and Boz Hristov published a report on the business of blockchain, and next month, Geoff and I will be attending a KPMG event on the same topic. We are looking forward to learning how that Big Four firm approaches both the technology and the business model impacts, on itself […]
On a recent trip to my native Bulgaria, my colleague Elitsa Bakalova and I visited one of TELUS International’s local sites. Country Managing Director Kristina Ivanova and Director of Operations Gergana Ralchovska hosted us in the recently opened TELUS Tower in downtown Sofia. With over 3,000 staff members in Bulgaria split between three offices, TELUS […]
IBM will use OpenShift to bring a consistent cloud value proposition, remaining agnostic toward delivery method, location or cloud provider now that it has acquired Raleigh-based Red Hat. In 2015 Red Hat’s CEO Jim Whitehurst made a statement at an analyst day presentation that Red Hat aimed to do to the PaaS [platform as a […]
IBM will use OpenShift to bring a consistent cloud value proposition, remaining agnostic toward delivery method, location or cloud provider In 2015 Red Hat’s CEO made a statement at an analyst day presentation that Red Hat aimed to do to the PaaS layer with OpenShift what it had done to the enterprise operating system layer […]
5G will push CSPs to accelerate and broaden their NFV/SDN initiatives According to Technology Business Research, Inc.’s (TBR) latest NFV/SDN Telecom Market Forecast, covering 2018 to 2023, 5G will push CSPs to adopt a new network architecture and both NFV and SDN will be critical aspects of that architecture going forward. As such, TBR expects […]
According to TBR’s 2Q19 Telecom Edge Compute Market Landscape, cost optimization of the network is the primary initial justification for CSPs to build out edge compute infrastructure, with new revenue from low latency use cases expected to materialize in a few years. This initial edge build-out will lay a foundation for CSPs to support new […]
Experience tells these Lenovo executives that the hard work of driving execution at scale and transforming channels lies ahead While Lenovo has turned the corner on revenue, profits will come from driving scale through the retooled operation. Known challenges outlined during the event include: Services: Lenovo DCG services at the time of the acquisition of […]
Publishing this week from TBR’s federal IT research program are our initial assessments of SAIC’s and Perspecta’s 1Q19 earnings performances. Perspecta is wrapping up its first complete fiscal year as an independent business entity. Its inaugural year has been characterized by significant challenges integrating a trio of large-scale legacy federal IT competitors, and we expect […]