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621

Investments in acquisitions and startups enrich Capgemini’s next-generation solutions portfolio and improve its competitive position

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“Capgemini has taken multiple steps to enhance its portfolio to drive transformations through next-generation technologies and create business value for clients. The acquisition of Altran to deliver digital transformation in the industrial sector, enhanced relationships with Microsoft around Microsoft Azure solutions and with SAP around certification of industry innovation accelerators in manufacturing and retail, and […]

622

IoT is a piece of a larger IT strategy and should not be treated as a unicorn

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Let us begin with the bad news: Many IT and operational technology (OT) vendors were disappointed — and some incurred damage or had to scramble to realign — as the IoT opportunity failed to live up to inflated expectations prevalent between 2015 and 2017. Many anticipated far more rapid growth than was reasonable, given that […]

623

While competitors stumble and struggle, Raytheon continues to outperform in IT services for the U.S. federal government

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The U.S. federal earnings season kicks off the week of July 22, with legacy defense contractors General Dynamics, Northrop Grumman and Raytheon releasing their fiscal results for the second calendar quarter of 2019. General Dynamics IT (GDIT) passed the one-year anniversary of its $9.7 billion acquisition of CSRA in 2Q19. Absent the inorganic impact of […]

624

TBR upcoming research dives into quantum computing market

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If you are a skeptic of or bullish on the quantum computing market, or somewhere in between, TBR has insights to share with you! Over the next few months, TBR will dissect the developments occurring in the quantum computing market and share a lot of interesting findings. The week of July 15   TBR’s blog […]

625

Executive change at Accenture portends changes for the market leader

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With Julie Sweet appointed the next CEO of Accenture and David Rowland named the executive chairman of the board, the company doubles down on its proven go-to-market strategy and delivery frameworks. However, as Accenture strengthens its core as a technology organization and Accenture Technology plays a pivotal role in North America’s performance (Sweet was previously […]

626

5G network investment will push Capex for NFV and SDN

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“TBR expects the use of white-box hardware in NFV / SDN environments will proliferate, accounting for 60 percent of NFV / SDN hardware spend in 2023, up from 15 percent in 2018. This industry shift toward white-box hardware will significantly disrupt incumbent OEMs’ business models, prompting them to evolve into software-centric companies.” Continue reading

627

IBM and Red Hat close the deal — will it be red washing or blue washing?

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On July 9 IBM held a 30-minute Q&A with industry analysts, led by Red Hat EVP of Engineering Paul Cormier and IBM SVP of Cloud and Cognitive Software Arvind Krishna. The discussion confirmed the overarching strategic benefits both parties see in the union while stressing the intentions to keep Red Hat vendor agnostic. Around three-quarters […]

629

TBR estimates 30% of total global CSP spend (capex and external opex) will be on or related to NFV/SDN in 2023

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5G will push CSPs to accelerate and broaden their NFV/SDN initiatives According to Technology Business Research, Inc.’s (TBR) latest NFV/SDN Telecom Market Forecast, covering 2018 to 2023, 5G will push CSPs to adopt a new network architecture and both NFV and SDN will be critical aspects of that architecture going forward. As such, TBR expects […]

630

IoT and quantum emerge as new growth frontiers in IT services

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Data is exploding, and vendors are preparing to accommodate this trend by effectively managing, storing, securing and analyzing data and by driving business results through next-generation solutions. During Atos’ Technology Days, held May 16-17 in Paris, Atos CEO Thierry Breton stated that while 80% of data is currently stored in data centers and in the […]