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TBR Weekly Preview: May 13-17

As we move further into May, we will shift from initial earnings reports to larger, detailed reports on the vendors we cover, plus the benchmarks and market forecasts for the broader areas, such as cloud and telecom. And definitely do not miss Wednesday’s webinar on digital transformation. Monday The IBM Cloud report highlights how cloud […]

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Services Weekly Preview: December 3-7

As we wrap up the quarter, just a few key items are left including the four reports listed below, the Management Consulting Benchmark and predictions for 2019. Here’s what’s coming this week: Thursday: Our semiannual deep dive on DXC Technology’s healthcare IT services (HITS) practice includes our assessment that DXC’s long-awaited return to HITS growth […]

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Data center builds and expansions, along with AI investments, will drive webscale ‘Super 7’ ICT capex to $69B by 2022

HAMPTON, N.H. (Sept. 6, 2018) — According to Technology Business Research, Inc.’s (TBR) 3Q18 Webscale ICT Market Landscape, webscale ICT capex for the “Super 7” will grow at a 26.2% CAGR to over $69 billion in 2022 as these top webscales aim to future-proof business-critical infrastructure and map network capacity to data traffic growth, which […]

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TIS margins declined in 2017 as vendors invested in service delivery evolution, including automation, tools and training

HAMPTON, N.H. — According to Technology Business Research Inc.’s (TBR) 2017 Telecom Infrastructure Services (TIS) Margin Benchmark, Tier 1 telecom vendor average TIS margins declined year-to-year in 2017 due mainly to restructuring at Ericsson, though growing investment in R&D, particularly for professional services, also had an impact. “Vendors invested in service delivery evolution to stay […]

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1Q18 device revenue results were boosted by market shifts and increasing ASPs in PCs and smartphones compared to a weaker 1Q17

HAMPTON, N.H. (July 13, 2018) — Technology Business Research, Inc.’s (TBR) 1Q18 Devices and Platforms Benchmark finds that there is ongoing revenue opportunity in both the PC and smartphone markets. Total benchmarked revenue increased 15.9% year-to-year to $112 billion despite indications of saturation in the high end of the PC market. Total PC benchmarked revenue […]

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Super 7 webscale ICT capex spend will reach over $63B by 2022, driven by investments in network capacity and data center builds and expansions

HAMPTON, N.H. (March 2, 2018) — According to Technology Business Research, Inc.’s (TBR) 1Q18 Webscale ICT Market Landscape, Super 7 webscale ICT capex will grow at a 19.5% CAGR to over $63 billion in 2022 as these companies continue to invest in network capacity to support traffic growth, and data center builds and expansions to […]