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681

Betting on business model transformation through appointment of new leaders

As companies must manage multidisciplinary andmultigenerational workforces, maintaining properlytrained leaders, with visions closely aligned to theorganization’s DNA rather than investor expectations,will provide a strong foothold in a largely disrupted ITservices market. The impact on employee culture,morale, purpose and other organizational behaviorlargely depends on the CEO of the company, particularlyif a new one needs to be […]

682

Quick Quantum Quips: A call for quantum supremacy sends ripples through the market

The quantum market changes rapidly, and the hype can often distract from the realities of the technological developments. In our new monthly newsletter, Quick Quantum Quips (Q3), TBR will brief readers on the latest market announcements, stripping that hype to dig deeper into how recent events will impact the market as a whole. To schedule […]

683

UiPath’s enhanced and expanded technology stack provides a solid foundation to reach scale

In mid-October Senior Analyst Boz Hristov attended the annual UiPath Forward conference in Las Vegas, and recently, he published his thoughts on the event and UiPath’s role in the robotic process automation market. He wrote, “UiPath’s position as one of the leading vendors defining the robotic process automation (RPA) market comes with responsibilities for managing […]

684

Microsoft beats out Amazon after contentious competition for DOD’s JEDI award

Last Friday’s announcement of the massive U.S. federal government cloud contract led Senior Analyst John Caucis to publish a special report explaining how Microsoft won, why Amazon lost, and what it all means for the IT services vendors in the U.S. public sector space. “Regardless of why the DOD [Department of Defense] chose to announce […]

685

Microsoft outduels Amazon for JEDI

Microsoft beats out Amazon after contentious competition for DOD’s JEDI award Late on the afternoon of Friday, Oct. 25, the Department of Defense (DOD) announced it had selected Microsoft (Nasdaq: MSFT) for its lucrative Joint Enterprise Defense Infrastructure (JEDI) cloud contract, the Pentagon’s plan to adopt a general-purpose cloud infrastructure first announced in November 2017. […]

686

Digital transformation in 2020: How hype gets scale and substance

TBR continues to track the evolution of emerging technologies, the changing roles of business models for vendors, and enterprises’ expectations as digital transformation further shifts from hype to concrete offerings delivered by IT services and technology vendors. The next wave of change will bring further disruption, but also scale and speed that will separate the […]

687

SAP’s McDermott joins ServiceNow to push enterprise growth

“In an unexpected move, ServiceNow announced that John Donahoe will step down as CEO of the company to accept the top job at Nike Inc. Bill McDermott, who recently resigned as CEO of SAP, will take over as ServiceNow CEO in January. While the move took many analysts by surprise, some thought it made sense […]

688

Mixed results expected in the U.S. federal sector for IT services vendors

Earnings season for federally focused IT vendors begins the week of Oct. 21. Senior Analyst John Caucis has been tracking Northrop Grumman Technology Services (TS), General Dynamics Information Technology (GDIT) and Raytheon Intelligence, Information and Services (IIS) ahead of their 3Q19 fiscal earnings release.  Raytheon IIS is expected to be the top performer among the […]

689

5G will drive CSPs to adopt a new network architecture, with NFV and SDN as critical aspects

According to TBR’s 3Q19 NFV/SDN Telecom Market Landscape, 5G will push CSPs to accelerate and broaden their NFV/SDN initiatives. As such, TBR expects NFV/SDN-related spend growth will correlate with 5G deployments. Since CSPs will need to upgrade their networks from an end-to-end perspective to realize the full potential of 5G, this will naturally drive CSPs […]

690

Growing traditional revenues in IT services remains a challenge

TBR’s quarterly IT Services Vendor Benchmark published last week, with the following comment from lead Senior Analyst Elitsa Bakalova: “Vendors are scaling transformational portfolios; however, lingering growth challenges in traditional service areas challenge revenue performance. Trailing 12-month IT services revenue growth, at 1.9% year-to-year in U.S. dollars, was down 140 basis points sequentially in 2Q19 […]