Arm-based PC Chips and AI LLMs: Expected Implications for PCs in 2024
Join TBR for a 30-minute live discussion and Q&A on the latest developments in AI large language models (LLMs) for PCs, including a deep dive into Microsoft Copilot
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Telecom Industry Navigated Weakening Macro Backdrop Well in 1H23, but 2H23 and 2024 Will Likely be a More Challenging Situation
Despite holding up relatively well thus far in 2023, CSPs face significant challenges in managing their debt — the pressure is on to grow revenue and monetize their 5G investments
CSP IoT revenue growth will accelerate gradually through 2024 as more 5G use cases become commercially available
An increased focus on value-added services is necessary to maximize CSP IoT revenue as connectivity growth is limited by low ARPU connections IoT revenue is growing steadily but has yet to significantly impact CSPs’ overall financial positions TBR estimates global CSP commercial IoT revenue increased 20% year-to-year to $26.8 billion in 2019. Despite sustaining strong […]
TBR predicts total enterprise spend on edge infrastructure will grow at a 41% CAGR through 2024 to almost $120B
Webscale drives projected forecast for enterprise edge On Feb. 26, TBR senior analysts Nicki Catchpole and Stephanie Long were joined by hundreds of professionals across multiple vendors and verticals for TBR’s first webinar on the enterprise edge. The session, The emerging and evolving landscape of enterprise edge computing, focused on the components of the enterprise […]
TBR Weekly Preview: May 20-24
Before the long weekend here in the U.S., our teams will be publishing deeper analysis on some of the vendors that released earnings earlier this quarter. As always, our approach starts with the individual companies, then builds to an understanding of the larger market. Additionally, don’t miss this Wednesday’s webinar Bringing the best: Talent and […]
U.S. Mobile Operator Benchmark
TBR Spotlight Report: The U.S. Mobile Operator Benchmark details and compares the initiatives of the largest U.S.-based operators, including financial performance, go-to-market initiatives and resource management strategies. Operator coverage includes AT&T, Verizon, T-Mobile, UScellular, Xfinity Mobile, Spectrum Mobile, DISH and Optimum Mobile.
Enterprise Edge Compute Market Landscape
TBR Spotlight Report: The Enterprise Edge Compute Market Landscape focuses on where edge clusters and gateways converge with the data center core and cloud. We examine how cloud service providers are extending their core offerings into different environments, including the edge.
Cloud Components Benchmark
TBR Spotlight Report: The Cloud Components Benchmark looks at revenue, growth, and M&A and alliance activity for the cloud components market as a whole, as well as revenue, growth and vendor spotlights for both cloud software components and cloud hardware components, each broken down into several subsegments.
AI PC and AI Server Market Landscape
TBR Spotlight Report: AI PC and AI Server Market Landscape follows market trends in AI-enabled PCs and servers. This includes tracking the performance of leading AI PC and AI server OEMs. Additionally, the report tracks progress of key semiconductor manufacturers responsible for developing AI PC systems on a chip (SoCs) and AI server accelerators and supplying them to PC OEMs and AI server OEMs, respectively.
Global Trade Concerns: What’s Driving Labor Force Rationalization?
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TBR Principal Analyst Bozhidar Hristov and TBR Analyst Alex Demeule share insights into the partnerships between cloud vendors and software vendors as well as with their systems integrator partners, including the increase in collaboration to deliver modernization, cloud migration and GenAI solutions to the world’s leading enterprises. Alliance highlights in this episode include Microsoft Azure, Salesforce, Amazon Web Services and Accenture