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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, […]
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 […]
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 […]
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 […]
This is something they should have done six to 12 months ago when there was this huge buzz around DevOps. As a budding platform, I thought they would have emphasized it sooner. — Meaghan McGrath, Senior Analyst Full Article
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 […]
You can have IoT without AI, and you can have AI without IoT, but there is complementarity of the two together — particularly if you’re talking about edge and AI. — Ezra Gottheil, Principal Analyst Full Article
A TBR analysis report indicates that Sprint’s post-paid subscriber additions improved year-over year (39,000 in 1Q18 vs –118,000 in 1Q17). The company lost 165,000 wholesale subscribers and faced falling ARPU due to the carrier’s pricing promotions, contributing to wireless revenue falling 4.6 percent. — Steve Vachon, Analyst Full Article
Since ZTE (and Huawei) are major equipment providers globally, especially in India, the ban will impact network infrastructure and device ecosystems. — Chris Antlitz, Senior Analyst Full Article
HAMPTON, N.H. (April 20, 2018) — Combined Cloud as a Service revenue for telecom operators in Technology Business Research Inc.’s (TBR) 4Q17 Carrier Cloud Benchmark rose 15.7% year-to-year in 4Q17 due to strategic acquisitions and alliances, investments in new data centers, and portfolio expansion in growth segments such as SaaS and hybrid cloud. Cloud revenue […]