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In this episode of TBR Talks, Principal Analyst Chris Antlitz details how 6G will be rolled out in light of 5G having not delivered commercialization successes to date. Chris also reviews takeaways from the recent 6G Summit hosted by Nokia and looks at energy and sustainability, funding and commercialization challenges as well as the still […]
Since coming into office, the Biden administration has fueled an unprecedented federal IT bull market. While the White House’s proposed federal civilian technology budget of $75.1 billion for federal fiscal year 2025 (FFY25) is the smallest increase in several years (up less than 1% compared to $74.5 billion in FFY24), it is still an increase of more than 14% from $65.8 billion in FFY23, and up 25% from $60.1 billion in FFY21, the last year of the prior administration. FFY25 has started with a continuing resolution (CR), as have most of the last several fiscal year. The impact of the latest CR on the largest federal systems integrators may be limited to shorter-cycle programs in their order books, but some disruptions to larger, longer-term engagements are not out of the question.
In this episode of TBR Talks, Senior Analyst Ben Carbonneau and Principal Analyst Boz Hristov join Patrick to discuss generative AI (GenAI) use cases in retail. Specifically, Ben outlines applications such as Computer Vision for inventory management, automated check-out systems, customer behavior applications, purchase recommendations and virtual try-ons. Boz then segues into privacy concerns, providing […]
In this episode of TBR Talks, Senior Analyst Catie Merrill shares her takeaways from Oracle CloudWorld 2024. Catie discusses the recent announcement of Oracle’s partnership with Amazon Web Services and how these announcements are reinforcing the vendor’s strategic goals. She also looks at what this strategy means for the future of Oracle and its ecosystem […]
Learn which verticals are leading and lagging in PCN adoption, which ecosystem players are positioned to capitalized on market trends, and key growth drivers and detractors expected through 2028
TBR research shows only the Tier 1 hyperscalers can transcend most, if not all, of the major lifestyle categories to provide a seamless end-to-end ecosystem experience, touching all aspects of people’s lives, primarily due to their scale and access to resources.
Market leaders Amazon Web Services (AWS) and Microsoft have highlighted that customers are signing larger cloud contracts with longer terms. At least in the case of AWS, customers are increasingly applying their cloud credits toward one- or three-year subscription offerings like Savings Plans and Reserved Instances.
Leidos’ reorganization is delivering positive results, particularly down the company’s income statement, where profitability reached record levels in 1H24. Midsingle-digit top-line growth is being buoyed by strong bookings activity with the Department of Defense and civilian agencies.
In this episode of TBR Talks, TBR’s Bozhidar Hristov, Principal Analyst, and Kelly Lesiczka, Senior Analyst, discuss with Patrick the trio’s recent attendance at PwC’s Boston Analyst Summit. Risk and governance — long a strong suite of PwC’s — were extensively covered during the two-day event, and the TBR team shares their thoughts on what […]
Join TBR Thursday, Dec. 12, 2024, for an exclusive review of our latest Hyperscaler Digital Ecosystem Market Landscape and a look at the impact of hyperscaler-owned and -operated networks on the telecom industry.
