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“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.’” […]
The 5G network will augment the facilities in healthcare, however, according to technology business Research’s Antlitz, CIOs should not consider telemedicine as a ‘low hanging fruit’. “5G can revolutionize healthcare from that perspective,” commented Antlitz. “It’s basically just video conferencing. It’s a real-time, high-resolution, no buffering type experience that you can’t get with 4G.” Full […]
IoT is not a technology, nor a market, but it certainly drives IT revenue TBR estimates the contribution of the commercial IoT technique to the overall IT market will increase from $456.1 billion in 2019 to $1.7 trillion in 2025, a CAGR of 24.9%. IoT is not a technology or a market, but a technique […]
Let us begin with the bad news: Many IT and operational technology (OT) vendors were disappointed — and some incurred damage or had to scramble to realign — as the IoT opportunity failed to live up to inflated expectations prevalent between 2015 and 2017. Many anticipated far more rapid growth than was reasonable, given that […]
The U.S. federal earnings season kicks off the week of July 22, with legacy defense contractors General Dynamics, Northrop Grumman and Raytheon releasing their fiscal results for the second calendar quarter of 2019. General Dynamics IT (GDIT) passed the one-year anniversary of its $9.7 billion acquisition of CSRA in 2Q19. Absent the inorganic impact of […]
Bosch takes off its tie To achieve its current position, Bosch self-admittedly had to transform from a traditional components manufacturer to an evolutionary technology and services company. Bosch CEO Volkmar Denner characterized this transformation as the “taking off of the tie” as the company evolves from a stiffer, traditional mindset to one more like that […]
EY lays out its digital blueprint as ‘now, next and beyond’ with blockchain use cases easily fitting into the construct This fundamental playbook repeated in many of the use cases discussed in breakout sessions at EY Global Blockchain Summit: Early efforts focus on cross-collaborative business entities establishing business rules. The rules become the digital contracts. […]
Nevertheless, AT&T and Verizon, which plans to launch its 5G mobile network next year, are unlikely to slow down their rollouts, said Chris Antlitz, an analyst at Technology Business Research Inc., based in Hampton, N.H. That’s because delivering a high-speed internet service over 5G technology is a lot cheaper than on 4G. “5G will be […]
The key differentiator for Google is [its] hardware is more comprehensive, but Microsoft has an enormous install base, and that’s a lot of leverage. — Ezra Gottheil, Principal Analyst Full article
Every day I find myself reading about the developments happening in business-to-consumer (B2C) pricing. Here’s a sample of those that jumped out recently: Uber announced a feature that would allow more price-sensitive customers to wait longer for rides in exchange for cheaper fares. Disney recently pursued a similar approach, creating a “sneak peek” package of […]