If you are not happy with the results below please do another search
Long-term, profitability will be king. If Broadcom is to achieve its stated profitability goals, VMware will need to scale this offering rapidly. If it does not, TBR expects there will be a limit to Broadcom’s patience and a spinoff may be in the cards over the long term.
Microsoft Fabric, a new end-to-end SaaS-like data platform, will help Microsoft change the PaaS landscape and could help Microsoft reach new audiences and spur Azure growth in the continued race for cloud and AI dominance.
Join us for a deep dive into 2024 telecom industry predictions, featuring TBR Principal Analyst Chris Antlitz
Download this free TBR Insights Live session on expectations for GenAI opportunities in the digital transformation space in 2024.
Join us for a live look at how your team can take advantage of GenAI hype in the IT services industry in 2024.
Save your seat for a live deep dive into how to capitalize on new GenAI-led opportunities to combat general slowing of cloud market opportunity growth in 2024.
A look at TBR’s top predictions for digital transformation in 2024, including expectations for GenAI’s impact, the rise of superpowers and the three things enabling new market growth
A look at TBR’s 2024 predictions for the cloud market, including SaaS vendors adoption of GenAI, where vendors will invest for cloud growth and tailoring IaaS to workloads
A look at TBR’s top predictions for the IT services industry in 2024, including which companies will see the most success, a pivot to outcomes-based pricing due to GenAI and the expected major pain point for all companies
A look at TBR’s 2024 predictions for the telecom industry, including a new round of M&A allowed by regulators, cash flow management becoming a priority and when open RAN will likely scale
