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871

While competitors stumble and struggle, Raytheon continues to outperform in IT services for the U.S. federal government

The U.S. federal earnings season kicks off the week of July 22, with legacy defense contractors General Dynamics, Northrop Grumman and Raytheon releasing their fiscal results for the second calendar quarter of 2019. General Dynamics IT (GDIT) passed the one-year anniversary of its $9.7 billion acquisition of CSRA in 2Q19. Absent the inorganic impact of […]

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We need to talk about the data

TBR believes that creating common terminology and understanding around data is key to successfully implementing an evolutionary digital transformation strategy, one that enables the organization to transform incrementally, as it capitalizes on new opportunities and deals with new challenges. Essential to this approach to digital transformation is an organizational cultural transformation, one that embraces continual […]

873

5G deployments are expanding, but CSP revenue generation will remain minimal in the short term

5G is becoming a must-deploy technology for an increasing number of CSPs globally, prompting accelerated build-out timelines and broader rollouts The 5G era is progressing as several countries expanded or commenced commercial 5G deployments in 2019, particularly the U.S., South Korea, Australia, the U.K., Germany, Spain, Italy and Switzerland. An increasing number of communications service […]

874

TBR upcoming research dives into quantum computing market

If you are a skeptic of or bullish on the quantum computing market, or somewhere in between, TBR has insights to share with you! Over the next few months, TBR will dissect the developments occurring in the quantum computing market and share a lot of interesting findings. The week of July 15   TBR’s blog […]

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Executive change at Accenture portends changes for the market leader

With Julie Sweet appointed the next CEO of Accenture and David Rowland named the executive chairman of the board, the company doubles down on its proven go-to-market strategy and delivery frameworks. However, as Accenture strengthens its core as a technology organization and Accenture Technology plays a pivotal role in North America’s performance (Sweet was previously […]

876

5G network investment will push Capex for NFV and SDN

“TBR expects the use of white-box hardware in NFV / SDN environments will proliferate, accounting for 60 percent of NFV / SDN hardware spend in 2023, up from 15 percent in 2018. This industry shift toward white-box hardware will significantly disrupt incumbent OEMs’ business models, prompting them to evolve into software-centric companies.” Continue reading

878

IBM and Red Hat close the deal — will it be red washing or blue washing?

On July 9 IBM held a 30-minute Q&A with industry analysts, led by Red Hat EVP of Engineering Paul Cormier and IBM SVP of Cloud and Cognitive Software Arvind Krishna. The discussion confirmed the overarching strategic benefits both parties see in the union while stressing the intentions to keep Red Hat vendor agnostic. Around three-quarters […]

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HCLT improves position in DMS with portfolio investments, but must leverage its niche expertise to capitalize

Digital marketing services provide HCLT with an entry point for transformation opportunities As clients look to transform CX and pursue omnichannel projects using technology solutions, the DMS space provides growth opportunities for vendors that can generate engagements by bridging together CX offerings with digital platforms to drive clients’ marketing campaigns. Bringing data to the center […]