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Earnings season for federally focused IT vendors begins the week of Oct. 21. Senior Analyst John Caucis has been tracking Northrop Grumman Technology Services (TS), General Dynamics Information Technology (GDIT) and Raytheon Intelligence, Information and Services (IIS) ahead of their 3Q19 fiscal earnings release. Raytheon IIS is expected to be the top performer among the […]
New Artificial Intelligence Lab in Texas will facilitate Atos’ collaborative innovation work with clients On Oct. 3 Atos held a ceremony for the launch of its new Artificial Intelligence (AI) Lab in partnership with Google Cloud (Nasdaq: GOOGL). The Atos AI Lab, so far the largest of Atos’ labs, is located on the first floor […]
According to TBR’s 3Q19 NFV/SDN Telecom Market Landscape, 5G will push CSPs to accelerate and broaden their NFV/SDN initiatives. As such, TBR expects NFV/SDN-related spend growth will correlate with 5G deployments. Since CSPs will need to upgrade their networks from an end-to-end perspective to realize the full potential of 5G, this will naturally drive CSPs […]
TBR’s quarterly IT Services Vendor Benchmark published last week, with the following comment from lead Senior Analyst Elitsa Bakalova: “Vendors are scaling transformational portfolios; however, lingering growth challenges in traditional service areas challenge revenue performance. Trailing 12-month IT services revenue growth, at 1.9% year-to-year in U.S. dollars, was down 140 basis points sequentially in 2Q19 […]
NIIT Technologies gets closer to buyers to provide deeper support in an evolving digital and post-digital market Opening the event, NIIT Technologies CEO Sudhir Singh described his efforts to recraft the company as a “post-digital firm,” including making cognitive a part of every NIIT Technologies engagement. He further declared NIIT Technologies had transitioned from […]
“In the realm of NFV and SDN, AT&T is among the leaders in transitioning its network to this new architecture, said Chris Antlitz, telecom principal analyst at Technology Business Research. Significant Achievement in SDN “‘The 75% is a significant number. They’ve built an underlay I believe for their SD-WAN … versus a lot of other […]
“Per a Technology Business Research report, investments in telecom service provider NFV and software defined networking (SDN) are expected to exceed $168 billion by 2022.” — Zacks Equity Research, Yahoo Finance Continue reading
“According to a report from analyst firm Technology Business Research (TBR), Red Hat executives speaking at their Open Innovation Lab and Executive Briefing Center in Boston claimed that its culture and product development would stay the same after its acquisition by IBM, which was closed in July 2019. “According to TBR telecom senior analyst Michael […]
Bill McDermott chose not to renew his contract as SAP CEO, making room for SAP to return to its co-CEO structure with Jennifer Morgan and Christian Klein. This changing of the guard is the capstone on SAP’s management realignment, and the announcement comes with some glaring similarities to key ERP challenger Oracle’s announcement a month […]
Cloud-native and open source are top of mind in Cloudera’s post-merger product portfolio One of the key highlights of the event was the launch of Cloudera Data Platform (CDP), an open-source, hybrid cloud platform that includes Cloudera Data Warehouse, Cloudera Machine Learning and Cloudera Data Hub services. CDP is currently available on Amazon Web Services […]