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871

Analysis: HP thrives on consolidation, enjoys a strong quarter in all its businesses

Despite its central position in two flat markets, personal computers and printing, HP has reported double-digit annual revenue growth in both, and double-digit operating profit growth in PCs for its most recent quarter. Growth in printing was, in part, inorganic, following on the company’s acquisition of Samsung’s print business, named S-print. At the same time, […]

872

Analysis: Lenovo can see light at end of tunnel as PC, data center businesses grow

Lenovo last week reported double-digit revenue and operating profit growth as its core PC and Smart Devices (PCSD) business thrived with 15.9% annual revenue growth and its Data Center Group enjoyed 43.8% year-to-year growth. The Moto mobile devices business shrunk, however, recording a 24.3% reduction in revenue. Profitability improved across all three groups, with increased […]

873

The value imperative: Healthcare IT services vendors reorient around value-centric models of care delivery and payment

Traditional paradigms for healthcare payment and delivery are transforming into models that offer enhanced value, accountability, transparency and patient outcomes. To pivot with the market and its embrace of value over volume, healthcare organizations are reorienting themselves and their health IT infrastructures to become more data-driven, patient-centric and value-focused. Join us Sept. 26 as we […]

874

Cisco tech expansion drives growth but earnings disappoint; shares drop 4%

Cisco’s continuous portfolio expansion around growth initiatives centered on security, network, multi-cloud, advanced analytics, and customer and employee experience drive opportunities across Cisco Services’ portfolio of Advanced Services and Technical Support Services. — Kelly Lesiczka, Research Analyst Full Article

875

Artificial intelligence needs human design

Artificial intelligence (AI) technologies continue to progress, with vendors increasingly embedding machine learning capabilities into enterprise applications and consumers coming to expect a level of personalized, yet automated, interaction that only AI can deliver at scale. Discussions around the potential hazards of AI to brand reputations, personal data protection, constitutional freedoms and society at large […]

876

Going inside customers’ minds to predict the future of cloud

Looking at customer spending may tell where cloud has been, but going inside the minds of cloud customers can predict future changes. This insight comes at an important point, as the maturation of enterprise cloud adoption and vendor offerings have created a new reality for the cloud market. Purchase decisions are becoming more focused on […]

877

Sprint CEO Marcelo Claure reveals turnaround strategy

A TBR analysis report indicates that Sprint’s post-paid subscriber additions improved year-over year (39,000 in 1Q18 vs –118,000 in 1Q17). The company lost 165,000 wholesale subscribers and faced falling ARPU due to the carrier’s pricing promotions, contributing to wireless revenue falling 4.6 percent. — Steve Vachon, Analyst Full Article

878

Inside CACI’s post-CSRA growth strategy

CACI would do well to acquire a systems integrator, potentially a federal subsidiary of a commercial-led company, with strong relationships with cloud and next-generation technology partners to improve its market position. — Joey Cresta, Analyst Full Article

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T-Mobile network strategy and 5G investment plans

T-Mobile reported record low postpaid phone churn of 1.07 percent due to the carrier’s enhanced LTE network coverage and data speeds coupled with value-added incentives offered to T-Mobile One unlimited data customers, including free Netflix subscriptions and the #GetThanked rewards program. — Steve Vachon, Analyst Full Article