If you are not happy with the results below please do another search
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 anticipates that Peraton will continue to more efficiently convert its backlog (last reported at $24.4 billion in the middle of 2022) into revenue while the company also keeps capitalizing on federal budget priorities favoring civilian, defense and healthcare agencies. A government shutdown in 4Q24 could still disrupt Peraton’s expansion, but TBR believes Peraton will still reach between $8.0 billion and $8.1 billion in annual revenue during 2024, representing growth of between 2.6% to 5.2% over 2023.
Peraton has the necessary portfolio depth and scale to regularly vie with industry leaders for enterprise IT contracts in the $500 million to $2 billion range in the federal civilian and health spaces while also capitalizing on Department of Defense Intelligence Community needs.
Cisco’s plan to acquire Splunk reflects the need for deep-pocketed traditional IT vendors to shift their own business models to incorporate more subscription revenue streams.
TBR estimates over 1.2 million network sites and cell sites will become mini data center (edge) locations globally by 2025, up from nearly 9,000 sites globally at the end of 2019. The primary driver of edge build-outs during the forecast period is CSPs’ network transformations, which entail migrating to a cloudified and virtualized network, and […]
“Those service providers that don’t acquire their way to digital prominence will partner to do so. ‘No vendor can do it all, despite many positioning themselves as end-to-end service providers,’ TBR analysts wrote in their September 2019 Digital Transformation Insights report. ‘Technology partners are and will remain an integral part of India-centric and consulting vendors’ go-to-market […]
In addition to this week’s vendor analysis, TBR Senior Analyst John Caucis will host a webinar Wednesday, March 20, sharing his insights on the state of the healthcare IT services market and the 2019 HIMSS mega-event. Furthermore, TBR analysts will be attending several events this week, so be on the lookout for special reports on […]
As we start winding down beginning-of-the-year earnings calls, here’s what you can expect from the TBR team this week: Tuesday: In 3Q18 TBR noted Salesforce built on its industry-specific strategies by releasing Financial Services Cloud for retail banking and by expanding its target audience for Education Cloud. Salesforce’s ongoing innovation to address vertical use cases […]
TBR forecasts the HCI market will reach $15 billion by 2023, representing a significant growth opportunity for data center vendors. Survey incidence data indicate that the majority of potential customers have not yet begun their hyperconverged infrastructure (HCI) journey. Emerging solutions, such as Lenovo’s TruScale Infrastructure Services and AWS Outposts have the potential to shake […]
As the first quarter of the new year gets rolling, TBR’s Services team will be reporting on IT services vendors’ 4Q18 earnings, evaluating their performance and strategies, and pulling through trends across the entire IT services space. A recap of TBR’s 3Q18 findings can be found in the IT Services Vendor Benchmark, now available for […]