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Despite outperformance of guidance in 1Q16, IS&GS’ revenue declines will...
By Joey Cresta, Research Analyst Completion of defense and intelligence IT programs creates revenue growth headwinds as IS&GS lets more commoditized work expire Changing procurement patterns among...
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HP Inc. starts its independent existence with a tough quarter
By Ezra Gottheil, Principal Analyst HP Inc. is the PC and printing half of the old HP. With the PC and printing markets contracting, HP Inc. suffered double-digit year-to-year decreases in revenues and...
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Data center hardware is evolving with customer transformations, resulting in...
HAMPTON, N.H. (Feb. 10, 2016) — Large players such as Cisco and IBM successfully evolved their business models, leading to an overall increase in server, storage and networking hardware revenues of...
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Xerox delivers improving services performance ahead of its strategic...
By John Caucis, Senior Analyst Xerox is going the way of HP; splitting services from products to enhance each unit’s strategic and market focus Changes and technological shifts in the Document...
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NIS revenue holds steady as vendors undergo transformation to suit modern...
HAMPTON, N.H. (Jan. 27, 2016) — Product-centric network infrastructure services (NIS) suppliers continued to outperform services-centric vendors in 3Q15, according to Technology Business Research,...
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The transition to cloud accelerates financial shifts, while vendors retrofit...
HAMPTON, N.H. (Dec. 15, 2015) — Applications revenue grew only 3.9% year-to-year in 3Q15 for the 23 vendors tracked in Technology Business Research Inc.’s (TBR) Applications Software Vendor Benchmark....
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HP ends single-company status with revenue, profit declines
By Stephen Belanger, Analyst HP’s earnings results from its last quarter as a single company underscore its need to realign around changes in the global PC and data center markets. Personal Systems was...
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Decreased demand for traditional products and aggressive competitor pricing...
By Stephen Belanger, Analyst TBR assessment of NetApp’s 3Q15 earnings results In 3Q15 NetApp’s corporate revenue declined 6.3% year-to-year to $1.4 billion, primarily due to product revenue declines of...
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Cisco accelerates its business model modernization
By Krista Macomber, Analyst Cisco’s CY3Q15 results demonstrate its increasingly successful adaptation to next-generation IT architectures Cisco had plenty of bright spots in its CY3Q15 earnings that...
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Gravitant acquisition strengthens IBM’s pull in hybrid enablement
By Cassandra Mooshian (Cassandra.mooshian@tbri.com), Cloud Analyst IBM continues making strategic acquisitions to build its cloud business ahead of enterprise demand In a step toward a sharpened focus...
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Cisco-Ericsson partnership has potential to reshape industry
By Michael Sullivan-Trainor (michaels@tbri.com), Executive Analyst; Chris Antlitz (chris.antlitz@tbri.com), Telecom Analyst; Krista Macomber (krista.macomber@tbri.com), Data Center Analyst TBR...
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IBM strengthens its pull in cloud brokerage and hybrid enablement with Gravitant
By Cassandra Mooshian, Analyst IBM continues its string-of-pearls acquisition strategy in cloud In another step to sharpen its focus on hybrid cloud and cloud management, IBM announced on Nov. 3, 2015,...
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Dell continues its broad-based transition from providing hardware to ‘Future...
Stuart Williams (stuart.williams@tbri.com), Vice President, Research; Allan Krans, Practice Manager and Principal Analyst, Cloud; Christian Perry, Practice Manager and Principal Analyst, Data Center;...
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With revenue and profit declining, Fujitsu plans to spin off its PC and...
By Stephen Belanger, Analyst In 3Q15 Fujitsu’s corporate revenue declined 11% year-to-year in U.S. dollars to $9.6 billion due to weak sales of its data center hardware, networking equipment and...
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Apple delivers on high expectations in 3Q15 and sets stages for stronger...
By Jack Narcotta, Analyst Strong year-to-year revenue and operating profit growth for Apple in calendar 3Q15 highlight the degree to which the iPhone is winning mindshare with consumers in APAC as well...
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Fujitsu will reveal further revenue declines amid its ongoing transformation...
By Stephen Belanger, Analyst Fujitsu will report a year-to-year revenue decline in 3Q15 due to currency challenges and its ongoing efforts to reposition around market demand TBR expects Fujitsu will...
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AWS throws its weight around, adding top tier partners and going after more...
By Jillian Freeman, Senior Analyst AWS’ business is not only bigger than those of competitors, its business model is also more efficient than those of peer cloud vendors Amazon Web Services (AWS)...
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HP to focus on strengths, announces its exit from the public cloud space
By Cassandra Mooshian, Analyst TBR prediction comes to life shortly thereafter In a TBR Thought Leadership piece, Late cloud entrants making early exits, authored by TBR Senior Analysts Jillian Mirandi...
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Cloud professional services market expected to reach $59B by 2019
HAMPTON, N.H. (Oct. 19, 2015) — The cloud professional services market will continue to grow at a low-double-digit CAGR through 2019, reaching $59 billion, according to Technology Business Research...
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Carriers diversify to differentiate, adding IOT, security, managed services,...
HAMPTON, N.H. (Oct. 19, 2015) — According to Technology Business Research Inc.’s 2Q15 Carrier Cloud Benchmark, 2015 has been a reassessment year for carrier cloud providers, as their transition from...
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