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The 2024 EY Global Analyst Summit included at least 50 analysts, multiple main stages sessions and breakouts. This special report highlights conversations between TBR and EY leaders during the event.
TBR estimates public sector revenue from U.S.-based service providers grew 6.1% year-to-year in 4Q23 to $5.4 billion. Total public sector revenue growth was driven by wireless revenue, which increased 9% year-to-year to an estimated $2.8 billion. First responder initiatives such as AT&T FirstNet and Verizon Frontline are the main drivers of public sector wireless revenue growth as these units are attracting public safety agencies seeking enhanced reliability to support mission-critical workloads and use cases.
Delve into the potential of AI and GenAI in telecom. Discover key opportunities, challenges, and the impact on communication service providers (CSPs) as they navigate this evolving landscape.
A look at TBR’s top predictions for the IT services industry in 2024, including which companies will see the most success, a pivot to outcomes-based pricing due to GenAI and the expected major pain point for all companies
Join TBR for a 30-minute live discussion and Q&A on the state of the digital transformation market from buyers’ perspectives, how leading IT services firms are investing in and positioning GenAI, and more
Expanding hybrid cloud, technology consulting and digital platforms capabilities increases Tech Foundations’ value proposition.
Topics for the quarter included the state of competitive intelligence in 2023, devices vendors’ recent revenue challenges, the power of data in cloud, the telecom network deployment services opportunity, telecom infrastructure services market expectations, and insights into the IT services, U.S. federal government and telecom markets.
TBR strongly believes a material rebound in the PC market will only begin in conjunction with the next major refresh cycle. However, this is dictated by several factors.
In early 2023, TBR met with EY’s Kim Billeter, Americas People Advisory Services leader, Jonathan Sears, Global People Advisory Services Technology leader, PAS US-East leader, and Simon Stanaway, Americas Mobility leader, to discuss progress EY has made in growing People Advisory Services (PAS) within a highly competitive market and during a pandemic..
In late April, TBR attended SoftwareOne’s inaugural Global Analyst Summit in Milwaukee for two days of presentations, break-out sessions, and — because it is Milwaukee — baseball. The following reflects the presentations and discussions in Milwaukee, as well as TBR’s ongoing research around SoftwareOne and its peers in the IT services, cloud services and VAR markets.
