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Welcome to TBR’s monthly newsletter on the quantum computing market: Quick Quantum Quips (Q3). This market changes rapidly, and the hype can often distract from the realities of the actual technological developments. This newsletter keeps the community up to date on recent announcements while stripping away the hype around developments. For more details, reach out […]
TBR perspective Defining reputation as a platform company While many customers are poised to increasingly adopt best-of-breed solutions for diverse use cases, ServiceNow’s roots as a platform company allow the vendor to sidestep many traditional SaaS competitors and lead with a best-of-suite approach. The Now Platform — dubbed by CEO Bill McDermott as the “platform […]
Taking a holistic fight to the enemy Over the two-day Secureworks Analyst Event, multiple Secureworks (Nasdaq: SCWX) executives emphasized the company’s broad vision of belonging to, and leading, a larger cybersecurity community dedicated to helping customers, in the words of Secureworks CEO Mike Cote, “outpace adversaries.” Through a strategic shift toward providing platforms and software, […]
On Dec. 7, Northrop Grumman announced the sale of its federal IT services operations to an affiliate of Veritas Capital, confirming rumors that began in late October with a report that the company had retained a strategic adviser to review a potential divestiture of its technology services group. The ‘spin-merge’ will create a $3B-plus federal […]
New realities lead to improved skills in engaging and delivering remotely To start the session, Mohamed Kande, PwC vice chair and U.S. and global advisory leader, made two key points, which echoed throughout the rest of the session. First, Kande noted that after seven months of working through a pandemic, PwC had honed its skills […]
In pandemic recovery, IoT will contribute to organizations’ resilience, while PC sales will suffer from saturation The COVID-19 outbreak has had two effects on pre-existing trends: In many cases, such as the migration to remote working, it has accelerated them, and in others, like the deployment of voice solutions in workplace environments, it has interrupted […]
Slack fits within Salesforce’s historical growth strategy Salesforce (NYSE: CRM) has increasingly relied on inorganic growth to accelerate top-line revenue performance, such as its acquisitions of MuleSoft in 2018 for $6.5 billion and Tableau in 2019 for $15.7 billion. The addition of Slack (NYSE: WORK) would allow Salesforce to augment its robust, customer-focused products, including […]
CSPs face brave new world; government stimulate market The COVID-19 pandemic is expected to persist through at least 2021 as vaccines and other virus mitigation efforts take time to make their way through societies globally. In the meantime, the global economy remains in a state of suspended animation following unprecedented injections of fiscal and monetary […]
COVID-19 shifts data center market demands as customers leverage the cloud to meet swift transformation needs In 2020 IT decision makers around the world moved into highly reactive and tactical modes to mitigate COVID-19’s impact on their businesses, and data centers had to be provisioned rapidly for remote activities across all elements of the business […]
The COVID-19 crisis has accelerated some trends and slowed others. In IoT, the emphasis has shifted to a more strategic approach to achieve greater resilience and transparency, while projects largely aimed at increasing operational efficiency have be put on the backburner. At the same time, the crisis has accelerated a maturation in customer organizations that […]