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HAMPTON, N.H. (July 13, 2018) — Technology Business Research, Inc.’s (TBR) 1Q18 Devices and Platforms Benchmark finds that there is ongoing revenue opportunity in both the PC and smartphone markets. Total benchmarked revenue increased 15.9% year-to-year to $112 billion despite indications of saturation in the high end of the PC market. Total PC benchmarked revenue […]
HAMPTON, N.H. (June 29, 2018) — According to Technology Business Research, Inc.’s (TBR) 1Q18 Telecom Vendor Benchmark, the conclusion of LTE coverage projects in China hampered revenue for the largest vendors. A reduction in demand from telecom operators for routing and switching products also caused revenue to decline for Cisco, Juniper and Nokia. In this […]
It will be interesting to see how they take all of their various [CRM] front-office assets — Hybris, Callidus, Gigya — and create one comprehensive suite and how they tie Leonardo, specifically the AI and IoT aspects, to that portfolio. I expect that CRM rebrand to share center stage with S/4HANA and SAP Leonardo, and […]
HAMPTON, N.H. (May 22, 2018) — Technology Business Research, Inc. (TBR) announces the schedule for its 3Q18 webinar series. July 11 Wallet vs. will: Transformation of government technology adoption Aug. 8 Revenue growth drivers and opportunities in the IT services market Aug. 15 IoT vendor roles Sept. 12 Going inside customers’ minds to predict the […]
Patrick Heffernan speaks with Asif Poonja, Fujitsu’s Americas Region CEO, about how Fujitsu is evolving its consulting-led growth strategy, pursuing differentiated M&A, and navigating geopolitical and AI-driven disruption. Poonja explains how initiatives like Wayfinders and Uvance are expanding customer engagement beyond IT into business value creation, while AI adoption reshapes talent strategy and service delivery models.
TBR Insights Live session: How PaaS revenue will outpace SaaS revenue among cloud software vendors, why SaaS incumbents will position SLMs as a foundational part of their AI strategies, and whether the question, “Will AI be the death of SaaS?” will remain relevant
AI-related skills will remain scarce across both buyers and ecosystem partners as the rapid pace of innovation and the technical complexity required to enable sovereign AI continue to hinder adoption. These challenges, combined with a lack of clearly defined and compliant use cases among sovereign customers, gaps in sovereign cloud infrastructure availability and steep AI learning curve faced by ecosystem partners, will constrain meaningful investment and implementation of sovereign AI throughout 2026.
Enterprise customers are prioritizing the modernization of their existing SaaS estates rather than adding new applications, driven by market saturation, accumulated technical debt, and a growing imperative to become AI-ready. As IT buyers shift their focus toward modern platforms, traditional SaaS leaders should expect their PaaS segments to continue significantly outperforming their core SaaS businesses in revenue growth.
AI PC Ambitions Face an Unforgiving Reality of Memory Constraints and Budget Pressure For the PC industry, 2025 was the year that the end of Windows 10 support would drive a massive PC refresh cycle. As part of this refresh, AI PCs, devices with neural processing units (NPUs) designed to execute AI and machine learning […]
IT services companies have their limits, and clients have preferred technology vendors, leading IT services companies to look to alliances to drive new growth. We have seen this pattern before, but in 2026 we will see IT services companies extend those alliances into devices, connectivity and even silicon, requiring a multiparty alliance approach that will strain commercial models, sales strategies and alliance leaders across the ecosystem.
