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Competition will intensify in the U.S. telecom market heading into 2020 due to the launch of 5G services and the potential T-Mobile/Sprint merger

HAMPTON, N.H. (June 8, 2018) — Wireless revenue rose 3.1% year-to-year to $58.4 billion among U.S. carriers covered in Technology Business Research Inc.’s (TBR) 1Q18 U.S. & Canada Mobile Operator Benchmark as higher equipment revenue spurred by the adoption of premium devices offset continuing service revenue declines. Increased adoption of premium devices is benefiting equipment […]


Practical info on tap at SAP Sapphire Now 2018

It will be interesting to see how they take all of their various [CRM] front-office assets — Hybris, Callidus, Gigya — and create one comprehensive suite and how they tie Leonardo, specifically the AI and IoT aspects, to that portfolio. I expect that CRM rebrand to share center stage with S/4HANA and SAP Leonardo, and […]


Analysis: HP thrives on consolidation, enjoys a strong quarter in all its businesses

Despite its central position in two flat markets, personal computers and printing, HP has reported double-digit annual revenue growth in both, and double-digit operating profit growth in PCs for its most recent quarter. Growth in printing was, in part, inorganic, following on the company’s acquisition of Samsung’s print business, named S-print. At the same time, […]


Analysis: Lenovo can see light at end of tunnel as PC, data center businesses grow

Lenovo last week reported double-digit revenue and operating profit growth as its core PC and Smart Devices (PCSD) business thrived with 15.9% annual revenue growth and its Data Center Group enjoyed 43.8% year-to-year growth. The Moto mobile devices business shrunk, however, recording a 24.3% reduction in revenue. Profitability improved across all three groups, with increased […]


Technology Business Research, Inc. announces 3Q18 webinar schedule

HAMPTON, N.H. (May 22, 2018) — Technology Business Research, Inc. (TBR) announces the schedule for its 3Q18 webinar series. July 11          Wallet vs. will: Transformation of government technology adoption Aug. 8           Revenue growth drivers and opportunities in the IT services market Aug. 15        IoT vendor roles Sept. 12       Going inside customers’ minds to predict the […]


Going inside customers’ minds to predict the future of cloud

Looking at customer spending may tell where cloud has been, but going inside the minds of cloud customers can predict future changes. This insight comes at an important point, as the maturation of enterprise cloud adoption and vendor offerings have created a new reality for the cloud market. Purchase decisions are becoming more focused on […]


ServiceNow Virtual Agent looks to bolster AI strategy

I see [ServiceNow] pivoting out of the IT department a bit, which has been an ongoing theme for them. They are moving towards business users, trying to tie them in closer to the broader base of enterprise users. Even [for] the requests that make it through to IT, the system points users back to the […]