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JEDI’s disruption may go beyond the cloud

That shift is “elevating consensus-building into a prerequisite for embarking on disruptive technology adoption” for desired government outcomes. — Joey Cresta, Analyst

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Practical info on tap at SAP Sapphire Now 2018

It will be interesting to see how they take all of their various [CRM] front-office assets — Hybris, Callidus, Gigya — and create one comprehensive suite and how they tie Leonardo, specifically the AI and IoT aspects, to that portfolio. I expect that CRM rebrand to share center stage with S/4HANA and SAP Leonardo, and the theme once again will be the intelligent enterprise. — Kelsey Mason, Senior Analyst

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Could cloud cast a shadow over Dell’s bottom line?

Cloud casts a shadow over Dell Technologies’ upbeat view of the future … . Specifically, the mega-scale global public cloud threatens the company’s margins. Dell Technologies is a vendor to public cloud providers, but because of the small number of major public cloud vendors and those companies’ technological self-sufficiency, the greater the percentage of computing and storage housed in public clouds, the lower the potential for Dell Technologies’ bottom line. — Stanley Stevens, Practice Manager and Principal Analyst; and Ezra Gottheil, Principal Analyst

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Technology Business Research, Inc. announces 3Q18 webinar schedule

HAMPTON, N.H. (May 22, 2018) — Technology Business Research, Inc. (TBR) announces the schedule for its 3Q18 webinar series.

July 11          Wallet vs. will: Transformation of government technology adoption

Aug. 8           Revenue growth drivers and opportunities in the IT services market

Aug. 15        IoT vendor roles

Sept. 12       Going inside customers’ minds to predict the future of cloud

Sept. 19       Webscale ICT market update

Sept. 26       The value imperative: Healthcare IT services vendors reorient around value-centric models of care delivery and payment

TBR webinars are held typically each Wednesday at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous webinars can be viewed anytime on TBR’s website.

For additional information or to arrange a briefing with our analysts, please contact TBR at [email protected].

 

ABOUT TBR

Technology Business Research, Inc. is a leading independent technology market research and consulting firm specializing in the business and financial analyses of hardware, software, professional services, and telecom vendors and operators. Serving a global clientele, TBR provides timely and actionable market research and business intelligence in a format that is uniquely tailored to clients’ needs. Our analysts are available to address client-specific issues further or information needs on an inquiry or proprietary consulting basis.

TBR has been empowering corporate decision makers since 1996. For more information please visit www.tbri.com.

 

 

Is Dell Technologies casually whistling past the cloud?

Dell Technologies World 2018 showcased how the company is integrating the changes resulting from Dell’s privatization in October 2013 and acquisition of EMC and its federated companies in September 2016. TBR believes that the merged companies are functioning well together and benefiting from technological and organizational synergies. The combined company has a clear mission and role as a provider of ICT infrastructure, benefiting both its internal decision making and its reputation in the market. This role, emphasizing infrastructure over solutions, fits the requirements of new technologies and new diverse solutions, advancing Dell Technologies (NYSE: DVMT) in the market. Within the constraints of the economically mature yet technologically innovative infrastructure market, Dell Technologies is well positioned for continued moderate growth at margins that allow it to reduce the debt incurred during its transformations. Public cloud continues to threaten infrastructure providers such as Dell Technologies, however, and while the company is pursuing all available remedies, the extent to which computing resources are concentrated governs its growth and margins.

 

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 the workload and use case rather than on the deployment model, and top vendors have solidified their positions on workload leaderboards.

Given these shifts, customer buying behavior and decision making have become more nuanced. TBR’s Cloud team has shifted its end-user research to better capture the new intricacies of the cloud market. Join Allan Krans, Cassandra Mooshian and Meaghan McGrath as they discuss the most recent insights from TBR’s cloud applications customer research and cloud platform & infrastructure customer research.

 

Azure IoT Edge tool set stirs AI into Microsoft’s cloud

You can have IoT without AI, and you can have AI without IoT, but there is complementarity of the two together — particularly if you’re talking about edge and AI. — Ezra Gottheil, Principal Analyst

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Carriers are fostering deeper partnerships with webscales to support growing enterprise demand for hybrid and multi-cloud environments

HAMPTON, N.H. (April 20, 2018) — Combined Cloud as a Service revenue for telecom operators in Technology Business Research Inc.’s (TBR) 4Q17 Carrier Cloud Benchmark rose 15.7% year-to-year in 4Q17 due to strategic acquisitions and alliances, investments in new data centers, and portfolio expansion in growth segments such as SaaS and hybrid cloud. Cloud revenue growth is being limited, however, due to pricing pressures and growing demand for solutions from webscale cloud providers such as Amazon Web Services (AWS). Carriers are cognizant of these trends and are becoming more focused on supporting hybrid and multi-cloud environments by launching new orchestration platforms.

“All benchmarked companies sustained year-to-year Cloud as a Service revenue growth in 4Q17 as significant opportunity remains for carriers to target businesses seeking greater cost savings, scalability and efficiency by migrating traditional infrastructure and applications to the cloud,” said Steve Vachon, an analyst in TBR’s Telecom Practice. “Though cloud revenue growth is being limited by pricing pressures from webscale providers, carriers are relying on the value proposition and convenience offered by the bundling of their cloud solutions with other network offerings, such as SD-WAN, security and mobility services, to attract customers.”

Operators are revamping their go-to-market strategies to counter disruption from webscale providers such as AWS, Google and Microsoft. Competition will intensify over the next several years as webscales seek to play a larger role within the European and Asian cloud markets by investing in additional data centers in those regions. Amid demand for solutions from webscales in the cloud market, most carriers are offering access to these companies to complement their existing cloud portfolios and to support hybrid and multi-cloud environments. Carriers are also integrating webscale cloud platforms to enhance adjacent portfolio segments such as Internet of Things and unified communications.

TBR’s Telecom Practice provides semiannual analysis of Cloud as a Service revenue in key segment splits and regions for the top global carrier cloud operators in its Carrier Cloud Benchmark. Operators covered include Bharti Airtel, BT, CenturyLink, China Telecom, Deutsche Telekom, Korea Telecom, NTT, Orange, Singtel, Telefonica and Vodafone.

For additional information about this research or to arrange a one-on-one analyst briefing, please contact Dan Demers at +1 603.929.1166 or [email protected].

 

ABOUT TBR

Technology Business Research, Inc. is a leading independent technology market research and consulting firm specializing in the business and financial analyses of hardware, software, professional services, and telecom vendors and operators. Serving a global clientele, TBR provides timely and actionable market research and business intelligence in a format that is uniquely tailored to clients’ needs. Our analysts are available to address client-specific issues further or information needs on an inquiry or proprietary consulting basis.

TBR has been empowering corporate decision makers since 1996. For more information, please visit www.tbri.com.

Higher demand for cloud- and software-mediated network solutions drove stronger revenue among leading enterprise NIS suppliers

HAMPTON, N.H. (Jan. 11, 2018) — According to Technology Business Research, Inc.’s (TBR) 3Q17 Network Infrastructure Services Benchmark, migration to cloud- and software-mediated network infrastructure accelerated, spurring low-single-digit growth among benchmarked network infrastructure services (NIS) suppliers, including growth in all benchmarked services subsegments.

“The enterprise network is evolving as large enterprises, in particular, build cloud architectures to connect and control distributed branch locations more efficiently,” said TBR Analyst Patrick Filkins. “To align with this shift, NIS suppliers are driving engagements around professional services. Services-led suppliers, such as IBM and Accenture, are well positioned as vendor-agnostic NIS providers able to integrate and manage multi-vendor, multi-tenant architectures.”

Additionally, demand for professional services is spurring product-led suppliers, such as Cisco and Juniper Networks, to hire new talent for cloud- and SDN-related network rollouts and systems integration. This targeted investment in new headcount among product-centric suppliers will remain limited, though, as these companies will continue to rely on maintenance services to generate the bulk of NIS-related revenue.

TBR’s Network Infrastructure Services Benchmark provides quarterly analysis of network suppliers’ performance in the deployment, maintenance, professional services and managed services markets. Suppliers covered include Accenture, Avaya, Cisco, Dell EMC, Fujitsu, HPE, Huawei, IBM, Juniper Networks and Microsoft.

For additional information about this research or to arrange a one-on-one analyst briefing, please contact Dan Demers at +1 603.929.1166 or [email protected].

 

ABOUT TBR

Technology Business Research, Inc. is a leading independent technology market research and consulting firm specializing in the business and financial analyses of hardware, software, professional services, and telecom vendors and operators. Serving a global clientele, TBR provides timely and actionable market research and business intelligence in a format that is uniquely tailored to clients’ needs. Our analysts are available to address client-specific issues further or information needs on an inquiry or proprietary consulting basis.

TBR has been empowering corporate decision makers since 1996. For more information please visit www.tbri.com.

 

Equipment vendors continue to struggle with lower sales volume, while IT services and software-centric companies enjoy growth, thanks to digital

HAMPTON, N.H. (Jan. 5, 2018) — According to Technology Business Research, Inc.’s (TBR) 3Q17 Telecom Infrastructure Services Benchmark, leading vendors are making significant strategy changes and retrenching around their core competencies to weather subdued communication service provider (CSP) spend.

“Leading vendors are realizing they must transform themselves before they can effectively help their customers transform,” said TBR Telecom Senior Analyst Chris Antlitz. “New technologies and processes, particularly in the areas of cloud, artificial intelligence, cognitive analytics, automation and DevOps, promise significant agility, better outcomes and cost savings, and vendors must not only offer solutions that leverage these technologies to their customers but also adopt and employ these technologies internally to be credible, differentiate and remain competitive.”

Tier 1 network solution providers (NSPs) are going back to their product-led roots and doubling down on partnerships. Huawei, Ericsson and Nokia are all transitioning back to being product-led, which is an about-face from their prior strategy of being services-led. This strategy shift indicates that product-centric vendors have realized that the optimal go-to-market model is to stick to their core businesses and core competencies as much as possible and augment capabilities with partnerships.

TBR believes this strategy shift means NSPs will increase emphasis on product-attached services, which is their main telecom infrastructure services (TIS) profit pool, particularly maintenance services. This retrenchment by NSPs will also enable IT services companies to have a clearer path to capitalize on digital opportunities.

TBR’s Telecom Infrastructure Services Benchmark provides quarterly analysis of the deployment, maintenance, professional services and managed services markets for network and IT suppliers. Suppliers covered include Accenture, Amdocs, Atos, Capgemini, CGI, China Communications Services, Ciena, Cisco, CommScope, CSG International, Ericsson, Fujitsu, Hewlett Packard Enterprise, Huawei, IBM, Infosys, Juniper Networks, NEC, Nokia, Oracle, Samsung, SAP, Tata Consultancy Services, Tech Mahindra, Wipro and ZTE.

For additional information about this research or to arrange a one-on-one analyst briefing, please contact Dan Demers at +1 603.929.1166 or [email protected].

 

ABOUT TBR

Technology Business Research, Inc. is a leading independent technology market research and consulting firm specializing in the business and financial analyses of hardware, software, professional services, and telecom vendors and operators. Serving a global clientele, TBR provides timely and actionable market research and business intelligence in a format that is uniquely tailored to clients’ needs. Our analysts are available to address client-specific issues further or information needs on an inquiry or proprietary consulting basis.

TBR has been empowering corporate decision makers since 1996. For more information please visit www.tbri.com.