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5G brings massive disruption to U.S. wireless market

The competitive landscape within the U.S. wireless market is transforming rapidly as a result of the T-Mobile and Sprint merger and disruption from new players including Dish Network, Xfinity Mobile, Spectrum Mobile and Altice Mobile. Heightened competitive pressures are spurring U.S. operators to revamp their go-to-market strategies to maintain market share as the 5G era progresses.

Join Principal Analyst Chris Antlitz and Analyst Steve Vachon for an in-depth, exclusive review of TBR’s most recent U.S. Mobile Operator Benchmark, during which they will discuss the financial and go-to-market performance of leading U.S. wireless operators as well as recent key developments impacting the U.S. market.

The U.S. Mobile Operator Benchmark details and compares the initiatives of the largest U.S. operators, including financial performance, go-to-market initiatives and resource management strategies. Covered operators in the benchmark include AT&T, T-Mobile, Verizon, Altice Mobile, Dish Network, Spectrum Mobile and Xfinity Mobile.

Don’t miss:

  • How Tier 1 U.S. operators compare in 5G development
  • How the T-Mobile and Sprint merger is impacting the U.S. wireless market
  • How emerging players will disrupt the U.S. wireless landscape

Mark your calendars for Wednesday, June 30, 2021, at 1 p.m. EDT,
and REGISTER to reserve your space.

WWT’s innovation center shines a spotlight on the company’s evolution from product reseller to outcome enabler

The rise of the innovation center as a platform for digital storytelling

Enabling customers’ digital transformations has become the holy grail opportunity for companies across the technology ecosystem. In a world in which everyone from server and storage vendors to technical services providers professes to be a “technology solutions provider,” marketing alone is insufficient to convince customers to entrust their digital futures to just a run-of-the-mill technology company. TBR’s research on the private and public sector consulting and IT services providers that typically deliver the expertise necessary to enable transformation shows that to do digital effectively for customers, providers must be digital internally.

Being digital means engaging in self-disruption by integrating internally the same innovative technologies that customers demand externally. It means adopting cloud operating models, developing IP and embracing new monetization cycles. These are difficult tasks, and not all technology companies are up to the challenge. Those that let fear paralyze action face the prospect of becoming irrelevant as more adventurous competitors build credibility around customer zero use cases leveraging partner-developed technology and come to clients armed with their own digital transformation success stories. Customers do not always care about a provider’s platinum-level certification from vendor X, Y or Z, but they will likely find something compelling in a provider’s story about navigating their own self-disruptions.

If customer zero is the story that successful services providers tell clients, then innovation centers are the stage on which the story is told. Innovation centers, digital studios, design studios, centers of excellence: There are almost as many names for these centers as there are examples of companies integrating them into their sales and marketing efforts. While it began with the leading consultancies, the innovation center trend has proliferated across all corners of the IT sector. A key component of providers’ overall innovation programs, the innovation center is where technology providers make digital transformation tangible for their customers. Innovation centers offer a neutral space to discuss business outside typical office settings, bring stakeholders to the table to identify and find solutions to problems, and develop blueprints for a successful transformation, enabled by collaboration between provider and customer. Innovation centers, when run correctly, evolve the conversation from one between buyer and seller to one between equal partners co-invested in enabling a successful digital initiative.

TBR recently spoke with World Wide Technology’s senior vice president of public sector sales, Bryan Thomas, to discuss the technology solutions provider’s new innovation center in Washington, D.C., and its connection to the company’s Advanced Technology Center in St. Louis. The conversation focused on how these centers improve client engagement and enhance go-to-market performance, as well as the importance of expert talent and the shift toward a consulting-led model to meet the specific mission objectives of federal clients.

CSPs accelerate 5G deployments to realize the significant cost efficiencies that are inherent in the technology

According to TBR’s 1Q19 5G Telecom Market Landscape, though a viable business case for operators to grow revenue from 5G has yet to materialize (with the exception of fixed wireless broadband), the main driver for operators to deploy 5G is realizing the efficiency gains the technology provides over LTE.

Operators in developed markets worldwide have accelerated their 5G deployment timetables over the past year, primarily because 5G is a significantly more cost-effective solution to handle rising data traffic in their traditional connectivity businesses but also to remain competitive in their respective markets.

TBR estimates over 80% of 5G capex spend through 2020 will be driven by operators in four countries: the U.S., China, Japan and South Korea, with the remaining 20% of spend through 2020 predominantly stemming from Europe and developed countries in the Middle East and APAC that have relatively small populations. Most Tier 1 operators in these countries have aggressive 5G rollout timetables and intend to leverage the technology for fixed wireless broadband and/or to support their mobile broadband densification initiatives. The seamless software upgradability of new RAN platforms to 5G will facilitate deployment at incremental cost, keeping overall spend scaling quickly but at a relatively low level compared to prior RAN generation upgrades.

TBR’s 5G Telecom Market Landscape tracks the 5G-related initiatives of leading operators and vendors worldwide. The report provides a comprehensive overview of the global 5G ecosystem and includes insights pertaining to market development, market sizing, use cases, adoption, regional trends, and operator and vendor positioning and strategies.

1Q18 device revenue results were boosted by market shifts and increasing ASPs in PCs and smartphones compared to a weaker 1Q17

HAMPTON, N.H. (July 13, 2018) — Technology Business Research, Inc.’s (TBR) 1Q18 Devices and Platforms Benchmark finds that there is ongoing revenue opportunity in both the PC and smartphone markets. Total benchmarked revenue increased 15.9% year-to-year to $112 billion despite indications of saturation in the high end of the PC market.

Total PC benchmarked revenue increased 12% year-to-year to $32 billion. Total PC benchmarked gross profit increased 10.4% year-to-year to $5 billion despite increasing component costs. “Despite speculation that the PC market is dead, major device OEMs have been able to successfully navigate the shifting market and generate healthy profits,” said TBR Analyst Dan Callahan. “Renewed appetite for premium PCs in enterprise — and PC OEMs shifting their go-to-market strategies to respond — has been the primary driver.”

Total benchmarked smartphone revenue increased 11% year-to-year to $72 billion. Total smartphone benchmarked gross profit increased 14.8% year-to-year to $23 billion. Smartphone OEMs are combating worldwide saturation by increasing average selling prices (ASPs). Apple’s gamble with a $1,000 smartphone paid off, as customers responded with demand, and Android peers are following suit.

Device as Service (DaaS), an expansion of the former PC as a Service market, is transforming into an offering aimed at supplanting traditional PC financing. The benchmark explores how HP Inc. was the first of the big three PC OEMs to capitalize on the emerging opportunity and has been the first with concrete outbound messaging to partners and customers. This has afforded the company a lead, but it is not cemented. Dell Technologies and Lenovo will use the path HP Inc. paved to introduce DaaS to the market and quickly solidify their own unique solutions. Lenovo and HP Inc. see opportunity beyond the PC in PC as a Service, thus the introduction of DaaS.

The DaaS opportunity remains mostly untapped. Customers and partners are still trying to understand how this service differs from traditional financing and are still kicking the tires on the analytics often attached by OEMs as the main selling point of DaaS.

TBR’s Devices and Platforms Benchmark provides insight on interrelated ecosystems, including device vendors, platform providers, supplier relations, and technology partners across the consumer and commercial spaces. TBR’s vendor-centric analysis speaks to industry trends, while market sizing illustrates opportunity. Our Devices and Platforms research includes PC, tablet and smartphone vendors; platform providers; and technology partners.

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.