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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 […]
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, […]
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 […]
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 […]
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 […]
Going into the second half of 2018, TBR’s Cloud and Software Practice anticipates providing additional research around a few issues that have been top of mind among TBR’s clients and our analysts. The common theme across the three issues highlighted in this report is the growing focus on how cloud and software are jointly being […]
Despite the hype to the contrary, in commercial Internet of Things (IoT), not all verticals are created equal in terms of opportunity. There is near-term opportunity in some verticals, while opportunity in other verticals will take a few years to mature. The verticals with the longest and deepest histories of using IoT are oil and […]
HAMPTON, N.H. (July 3, 2018) — Commercial deployments of NFV and SDN are aggressively moving forward, with nearly all leading Tier 1 operators having adopted or planning to adopt NFV and/or SDN by the end of this year, according to Technology Business Research Inc.’s (TBR) 1H18 Telecom Software Mediated Networks (NFV/SDN) Customer Adoption Study. “The […]
HAMPTON, N.H. (June 27, 2018) — According to Technology Business Research, Inc.’s (TBR) 1Q18 Telecom Infrastructure Services Benchmark, post-peak RAN spend drove down telecom infrastructure services (TIS) revenue in local currency terms at some of the largest vendors including Ericsson, Huawei and Nokia. Meanwhile, software- and services-centric firms grew revenue as they capitalized on digitalization […]
Every day I find myself reading about the developments happening in business-to-consumer (B2C) pricing. Here’s a sample of those that jumped out recently: Uber announced a feature that would allow more price-sensitive customers to wait longer for rides in exchange for cheaper fares. Disney recently pursued a similar approach, creating a “sneak peek” package of […]