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“In an unexpected move, ServiceNow announced that John Donahoe will step down as CEO of the company to accept the top job at Nike Inc. Bill McDermott, who recently resigned as CEO of SAP, will take over as ServiceNow CEO in January. While the move took many analysts by surprise, some thought it made sense […]
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 […]
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 […]
“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
“Chris Antlitz, an analyst at Technology Business Research Inc., said Cisco’s DX strategy stems from its longtime relationship with carriers, which he said accounts for about a quarter of Cisco’s overall revenue. “‘They’re building an architecture that telcos want to align with,’ Antlitz said. ‘These acquisitions strengthen the value proposition of the architecture they’re building.’” […]
“According to analyst firm Technology Business Research (TBR), the vendor’s previously ‘marginalised’ Communications and Media Solutions (CMS) has received new life amid the global business transformation sweep. “In particular, the changes prompted by 5G, edge computing, artificial intelligence (AI) and automation will become a ‘key growth pillar’ for HPE as new opportunities emerge in the […]
“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 […]
A rebranded Oracle aims to improve interactions with customers and partners, but not AWS At Oracle OpenWorld, the similarities between the renovations to the venue and to Oracle’s brand were undeniable. The Moscone Conference Center, which has been home to Oracle’s annual event for years, underwent remodeling to improve traffic flow and implement modernizations that […]
Twice a year TBR publishes its Management Consulting Benchmark, which provides key service line, regional, vertical and operational data and analysis for 13 leading management consulting vendors. The benchmark also includes deep dives into 11 of the 13 vendors. This week, TBR will publish insights into two of those vendors: IBM and EY. “IBM is […]
AR, VR, smart speakers and AI chips are part of the digital transformation story New technologies have driven growth in the consumer device market. Smart speakers are ubiquitous, and adoption of these devices has grown faster than for any new product since smartphones. AR and VR adoption is growing more slowly but the technology is […]