If you are not happy with the results below please do another search
Webscales are not the telco’s friend The Big Nine have various initiatives underway that will disrupt aspects of the telecom business model and pose a direct threat to operators’ existing connectivity businesses and their ability to capitalize on new value created from 5G. Though webscales are posturing like they want to partner with telcos on […]
Despite market and complexity challenges, CSP spend on NFV/SDN will grow at a TBR-projected 32.4% CAGR from 2019 to 2024 to nearly $147B NFV/SDN spend will increase at a CAGR of 32.4% to $146.9 billion between 2019 and 2024, compared to nearly flat overall communication service provider (CSP) spend (capex plus external opex) for the […]
After a major slowdown in 2020, largely due to vendors’ inability to conduct face-to-face workshops and buyers’ hesitation to invest in new proof-of-concept areas, demand for strategy services will gradually rebound. Growth will come from two primary areas. First, buyers will continue to orient any advisory spend toward brand awareness, as creating business value that […]
HPE bundles its existing portfolio in a GreenLake wrapper When CEO Antonio Neri initially announced in June 2019 that HPE (NYSE: HPE) will offer everything “as a Service” by 2022, many were skeptical that the plan would resonate with the market as a whole. It was clear that pockets of customers would buy into this […]
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 keeps the community up to date on recent announcements while stripping away the hype around developments. For more details, reach out […]
Consumerization of IT continues its inexorable march up the IT complexity stack “Faster, better, cheaper” has been the IT hardware mantra for decades, and this continues pending the step-function increase in compute capacity that enterprise-grade quantum computing will bring to market before the next decade. Edge compute is little more than traditional distributed computing in […]
Overall government IT spending will take a significant hit from COVID-19; growth opportunities will eventually arise but on a longer-term horizon Public sector market growth drivers State and local governments in the U.S. as well as civilian agencies of international governments saw significant disruption to tax revenues and their ability to provide even basic levels […]
IBM Services is removing low-growth and low-profit areas, so growth in cloud transformation and AI-related services will no longer be diluted IBM will spin off a large share of GTS’ activities, or 72% of GTS’ revenues, and 44% of IBM Services’ external revenue, into a separate company. IBM will establish a new entity over the […]
Google Cloud and SAP are flagship examples of vendors building vertically oriented strategies with the introduction of industry cloud solutions Over the last year, as more organizations accelerated the migration to the cloud, it has become evident that a horizontal cloud does not always meet the specific needs of certain industries, especially highly regulated ones […]
vRAN will become a major driver of edge compute scale-outs Communication service providers (CSPs) that are driving forward with virtualized radio access network (vRAN), most notably Rakuten and Dish, will build many thousands of edge sites over the next few years to support their vRAN topologies. These edge sites will need to be located within […]
