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Market leaders Amazon Web Services (AWS) and Microsoft have highlighted that customers are signing larger cloud contracts with longer terms. At least in the case of AWS, customers are increasingly applying their cloud credits toward one- or three-year subscription offerings like Savings Plans and Reserved Instances.
Leidos’ reorganization is delivering positive results, particularly down the company’s income statement, where profitability reached record levels in 1H24. Midsingle-digit top-line growth is being buoyed by strong bookings activity with the Department of Defense and civilian agencies.
Much like its OEM peers, Dell Technologies (Dell) has increasingly made partnering a cornerstone of its strategy, particularly as it relates to the company’s AI business. Dell leverages its AI partner ecosystem to drive the codevelopment of AI solutions like those included in the company’s Dell AI Factory with NVIDIA portfolio.
In this episode of TBR Talks, TBR’s Bozhidar Hristov, Principal Analyst, and Kelly Lesiczka, Senior Analyst, discuss with Patrick the trio’s recent attendance at PwC’s Boston Analyst Summit. Risk and governance — long a strong suite of PwC’s — were extensively covered during the two-day event, and the TBR team shares their thoughts on what […]
Join TBR Thursday, Dec. 12, 2024, for an exclusive review of our latest Hyperscaler Digital Ecosystem Market Landscape and a look at the impact of hyperscaler-owned and -operated networks on the telecom industry.
Underneath the enthusiasm for hybrid AI, Lenovo’s mission remains unchanged: It is driving transformation to become a technology leader in global devices, infrastructure solutions and services worldwide. Lenovo positions itself as having an end-to-end technology portfolio, a user-centered approach and an immense emphasis on open innovation. The company offers its customers choices thanks to its partnerships across semiconductor, AI platforms and ISVs; and it leverages its Solutions and Services Group to accelerate solution development between its own portfolio and partner ecosystem.
In this episode of TBR Talks, TBR’s Principal Analyst Angela Lambert and Senior Analyst Ben Carbonneau recap Lenovo Tech World 2024. The pair share their perspective on strategy announcements made during the event and discuss the launch of Lenovo’s auto initiative and AI PC. Additionally, Patrick inquiries about Lenovo’s partnerships, within the context of recent […]
In this episode of TBR Talks, TBR Principal Analysts Bozhidar Hristov and Patrick Heffernan recap Fujitsu’s Executive Analyst Day, where the pair engaged with Fujitsu leaders such as the company’s chief strategy officer, CEO of Fujitsu Americas and SVP and head of Technology. Boz and Patrick examine Fujitsu’s North America strategy in comparison to its […]
In TBR’s view, Uvance is the framework around Fujitsu’s “SaaS-like” business model, with the leaders using the term “SaaS-like” but recognizing the phrasing may need further refinement and/or explanation.
6G will ultimately happen, and commercial deployment of 6G-branded networks will likely begin in the late 2020s, but it remains to be seen whether 6G will be a brand only or a legitimate set of truly differentiated features and capabilities that bring broad and significant value to the global economy. Either way, the scope of CSPs’ challenges is growing, while new value continues to be created outside their purview or goes over the top of their pipes.
