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NVIDIA announced Sept. 14 an agreement to acquire ARM holdings from SoftBank for $40 billion, subject to regulatory approval in the U.S., the U.K., the European Union and China. The acquisition has been rumored for several weeks, but the announcement generated negative comments from ARM customers. The two companies’ IP portfolios complement each other, especially […]
The impact of COVID-19 on revenue, profitability and award activity was material but also erratic and inconsistent across vendors Federal IT vendors tracked in TBR’s Public Sector IT Services Benchmark generally reported at least some erosion of top-line growth or profitability in CY2Q20 that was directly or indirectly attributable to the pandemic. Many providers were […]
Join Ezra Gottheil and Eric Costa for a presentation on the PC market’s “interesting year” of 2020, where demand skyrocketed as more people used more PCs for more purposes than ever before. TBR believes the pandemic positively disrupted the PC market, giving the total available market a boost that will endure past the end of the crisis. However, the […]
Join Allan Krans, Evan Woollacott and Catie Merrill for a review of COVID-19’s impact on the cloud market so far and a look forward at the long-term impacts. This discussion will provide insight on the challenges and opportunities in the cloud market, and which vendors we believe are best positioned to address them. Don’t miss: A review of how the […]
HAMPTON, N.H. (Sept. 9, 2020) — Technology Business Research, Inc. (TBR) announces the schedule for its 4Q20 webinar series. Oct. 14 Digital transformation during the COVID-19 pandemic Oct. 21 Trends in capturing tailored data and insights for technology business leaders Oct. 28 How COVID-19 did and will forever change cloud Nov. 4 PC status report: […]
Beer carts do not lead to promotions Prior to the pandemic, companies across all industries marketed their diversity and inclusion scores, rankings and awards, demonstrating to clients, investors and potential recruits their efforts in this area and good corporate citizenship. Combine fewer marketing opportunities with increased scrutiny of what exactly well-run diversity and inclusion programs […]
Welcome to TBR’s monthly newsletter on the quantum computing market: Quick Quantum Quips (Q3). This market changes rapidly, and the hype can often distract from the realities of the actual technological developments. This newsletter will keep the community up to date on recent announcements while stripping away the hype around developments. For more details, reach […]
2Q20 was better than expected and sparks more long-term optimism Results in 2Q20 reflect a full quarter’s worth of COVID-19 impact, and the sigh of relief from executives at leading cloud providers was almost audible. That is not to say negative impacts were not felt, though. Transactional activity was once a nice growth driver for […]
Miner & Kasch’s deep AI expertise in North America helps Atos extend global reach and scale According to Atos SVP of Big Data & Security Jerome Sandrini, Miner & Kasch’s appeal included raw talent — “pure data scientists, real PhDs, not citizen data scientists” — and reusable components, particularly assets that will work with Atos’ […]
Communication service provider (CSP) spend on 5G infrastructure will scale faster and peak higher than originally anticipated due to the vast amount of support by governments in a range of countries, including but not limited to China, the U.S., the U.K., Japan, South Korea and Singapore. As a result, typical historical deployment curves for cellular […]