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IoT Customer Spotlight: Colfax survived the stormy seas of IoT after righting its ship, and its story can serve as a navigational aid for peers still caught in the squall

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Colfax is an industrial conglomerate with two operating companies under it, ESAB and Howden. ESAB produces equipment and filler metals for most welding and cutting applications, and Howden delivers precision air and gas handling equipment for numerous industrial applications. Both are worldwide industrial suppliers with multiple manufacturing plants and globally distributed support apparatus. I learned […]

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Samsung heads in the right direction

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Samsung introduced its new Galaxy Note 9 smartphone and two other products at a big event, Samsung Unpacked 2018, at the Barclays Center in Brooklyn on Aug. 9. The Galaxy Note 9 is a beautiful thing. It is better than last year’s model in many ways, and it has new features, including a remote control […]

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Is ‘cloud repatriation’ real?

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Cloud repatriation is real, but not real enough to change the prevailing cloud trajectory. Think of it as the exception, and not the rule. It’s a question I’ve heard multiple times: “We heard that [insert giant company name] is taking their apps/data off [insert giant public cloud vendor name] and moving it back into their […]

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Earnings recap: Amazon, Microsoft and Google grow fast and keep hold on the market — for now

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Although the market is consolidating around AWS, Microsoft Azure and GCP, the trailing vendors are unable to match AWS’ quarterly revenue gains Consolidation is occurring across cloud segments, with the most notable convergence occurring around the five leading PaaS and IaaS players, blending the lines between PaaS and IaaS. Customers and applications vendors are flocking […]

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TBR launches Alibaba Cloud vendor report amid changes in public cloud PaaS & IaaS markets

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As Alibaba Cloud continues to prove itself as a relevant public cloud PaaS and IaaS challenger, Technology Business Research, Inc. (TBR) is launching a new report focused on the vendor to provide subscribers with ongoing insights into the business’ performance. As Alibaba’s cloud business progressively moves beyond the company’s traditional China and Southeast Asia presence […]

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IBM Z Software: Refinancing rather than retiring technical debt increases Z relevance

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Tying into a recent IBM Institute for Business Value thought leadership booklet entitled, “Incumbents Strike Back,” IBM (NYSE: IBM) has invested considerable time and effort into reminding analysts of the dominant install base IBM mainframes enjoy in large enterprises, where they transact 68% of the world’s economic activity. IBM categorizes its existing customers into three […]

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HCI vendors capitalize on digital transformation with private cloud adoption

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HAMPTON, N.H. — In many ways, digital transformation equates to rising cloud adoption. Enterprises need the increased agility and flexibility that a cloud environment provides but also want the cost structure associated with cloud. However, new regulations on data sovereignty continue to emerge and security concerns are mounting as data becomes an increasingly valuable asset, […]

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Leading operators are accelerating their 5G timetables, justifying the investment due to the competitive advantage 5G technology provides

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HAMPTON, N.H. — The efficiency gains offered by 5G are spurring operators to accelerate their deployment timeframes, according to TBR’s 3Q18 5G Telecom Market Landscape. “5G is up to 10 times more efficient on a cost-per-gigabyte basis compared to LTE,” said TBR Telecom Senior Analyst Chris Antlitz. “This is the driving force behind most operator […]

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GE and Microsoft are getting more serious

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General Electric Co. (GE) and Microsoft have been strengthening their Internet of Things (IoT) partnership for at least a year, and a July 16 announcement documents a new, closer stage in their relationship. TBR believes this partnership benefits both parties. GE makes its Predix IoT platform more attractive to the growing number of customers standardizing […]

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Carriers are focused on supporting hybrid and multicloud environments as more customers integrate solutions from multiple providers

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HAMPTON, N.H. (July 18, 2018) — According to Technology Business Research, Inc.’s (TBR) Carrier Cloud Market Forecast 2017-2022, total Cloud as a Service revenue from the telecom market rose an estimated 13.5% year-to-year to $6.5 billion in 2017, driven by portfolio and geographic expansion. However, TBR projects revenue growth will decelerate to an 8.8% CAGR […]