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635 search results for: stem

71

Telecom Infrastructure Services Operating Margin Climbs as Shift to Maintenance Services Offsets U.S. Market Decline

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Automation, analytics, AI and machine learning will prove critical to helping vendors improve margins. Examples include portions of Nokia’s AVA (Analytics, Virtualization and Automation) portfolio and Ericsson’s Operations Engine. However, with a significant portion of revenue coming from deployment services, RAN-centric vendors will be unable to expand overall telecom infrastructure services margins significantly.

75

$130+ Billion Emerging India Opportunity – India-centric vs. Global IT Services Firms: Who Wins and Why

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Join Principal Analyst Patrick M. Heffernan, Senior Analyst Kelly Lesiczka and Research Analyst Jill Cookingham Thursday, Oct. 31, 2024, at 1 p.m. EDT/10 a.m. PDT for a live discussion and Q&A on expectations for the next era of India’s economic growth. The team will look at whether local IT services vendors can really capture those opportunities from the Big Four as well as which vendors our research shows will lead the market overall.

76

Oracle’s Path to $100B+: Unlocking Growth with Multicloud Strategy

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With multitenant OCI, Dedicated Regions, Cloud@Customer and Oracle Alloy, Oracle has quickly emerged as one of the most flexible, delivery-agnostic IaaS vendors on the market. The other big component of Oracle’s “infrastructure anywhere” vision is multicloud, in which customers can run Oracle databases as native services hosted in the data centers of Oracle’s biggest hyperscaler competitors.

77

Diversification Into Other Verticals Is Critical to Amdocs Sustaining Long-term Growth

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Amdocs has made substantial progress on its reinvention, diversifying its customer base, portfolio and business mix while shifting the market perception of the company from a traditional OSS/BSS provider to more of an ICT software transformation specialist. However, most of Amdocs’ transformation thus far pertains to the telecom industry; Amdocs still needs to transition from being a telecom-centric vendor to a multifaceted provider that supports a diversified mix of verticals. The pressure to move in this direction will intensify as the telecom industry’s challenges persist and Amdocs’ organic growth from the industry continues to slow.

78

Digital Transformation Examples: How Vendors Are Adapting to GenAI and Market Shifts

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As the most mature digital transformation component, customer experience (CX) has compelled buyers to embark on omnichannel projects to unify insights and processes across the customer life cycle for years now. Vendors have plenty of use cases to rely on, but slower discretionary spend is pressure-testing vendors’ value propositions rooted in trusted algorithms.

79

Ericsson Aims to Accelerate Network API Market Development via New Venture with Leading Global Telcos

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The composition of Ericsson’s new network API joint venture, which currently does not have a formal name and is expected to close in early 2025 pending regulatory approval, entails Ericsson holding 50% equity in the venture, with the following telecom operators holding the remaining 50% of equity: America Móvil, AT&T, Bharti Airtel, Deutsche Telekom, Orange, Reliance Jio, Singtel, Telefonica, Telstra, T-Mobile, Verizon and Vodafone.

80

Nokia’s Fixed Networks Unit Poised for Long-term Growth Despite Market Challenges

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Nokia’s outsized and unique position in the broadband infrastructure ecosystem enables the company to play a key role in orchestrating partners and customers to achieve their objectives in the most optimal way possible. Fiber will remain the coveted access medium for high-speed broadband, but the world will also employ other broadband access mediums to a large extent.