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- In 1Q13 SAIC focused on activities to maintain positive momentum as it prepares to split its operations this summer
- Investment in portfolio growth across functional areas and verticals will sustain Salesforce.com’s high growth
- Lenovo shifts from attack to protect in PCs as it sets its sights on PC margin expansion and global growth in mobile
- HP continues to assemble its IT solutions strategy amid prolonged revenue slumps in PC and server product segments
- Workday will take market share in CY13 with sustained investment in portfolio expansion and product updates
- HP Software’s revenue growth turnaround will be driven by investment in partner engagement and solution development
- HP is positioning to capitalize on growth opportunities around converged systems, emphasizing the push toward solutions-led sales
- Booz Allen Hamilton will remain focused on cyber, cloud and international markets to offset spending reductions from its U.S. federal clients in 2013
- NetApp will protect core midmarket accounts and expand upstream by honing software-driven investments
- ServiceNow launches App Creator at Knowledge13, positioning it ahead of the ITSM pack
- Watson solutions differentiate IBM Smarter Commerce from competitors
- Dell stabilized its bleeding top line in 1Q13, but its transformation will dampen margins into 2H13
- Cisco demonstrates its staying power in the market after delivering strong revenue and profit growth
- Cisco will go to market with its success story around BYOD and will continue to build its cloud and mobility portfolios via acquisitions
- CSC’s strategic actions during 1Q13 position the company for a return to growth in 2014
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Tag Archives: CBQ
Caution around Windows 8 stalled PC growth in 3Q12 as Intel sought refuge in data center
By: Beau Skonieczny Intel struggled to generate growth due to limited PC spending in China and mature markets The wait for Windows 8 continued to reverberate across the PC industry in 3Q12, as PC vendors reduced inventories ahead of the … Continue reading
IBM will sustain margin improvements in 4Q12 and beyond by leveraging a refreshed STG portfolio and executing on end-to-end solutions initiatives
By: Krista Macomber IBM is positioned to maintain profitability momentum despite macroeconomic challenges by leveraging expense controls and aligning the portfolio to drive relationship-centric, end-to-end solutions sales In a challenging revenue growth environment, IBM is focused on driving sustainable … Continue reading
Hp’s 2Q12 illustrated the challenges it faces in reorganizing isolated business untis and jump-starting revenue growth
by Jack Narcotta, Analyst HP remains challenged to adapt to a changing consumer marketplace and reinvent itself as a solutions provider In 2Q12 HP continued to weather the effects of a consumer computing marketplace shifting computing habits towards media consumption … Continue reading
Under the mantra of ‘cloud, big data and trust,’ EMC will grow its top line amid macroeconomic challenges in 2H12
By Krista Macomber, Analyst With new leadership appointments, EMC will continue refining strategic initiatives in 2H12 to capitalize on pockets of demand in the IT industry EMC continues to capitalize on customer demand for integrated and secure cloud and big … Continue reading
New product anticipation encumbered Apple’s strong but unspectacular 2Q12 performance despite record iPad sales
by Beau Skonieczny, Analyst Strong iPad sales supported Apple’s double-digit growth despite slowing demand for iPhone 4S While Apple encountered weaker sales in 2Q12 relative to 1Q12, the aggressive international rollout of the new iPad and the price drop of … Continue reading
Across the computing spectrum, IT vendors are aligning portfolios and go-to-market strategies to meet demand for holistic solutions
HAMPTON, N.H. (June 29, 2012) — According to TBR’s 1Q12 Computing Vendor Benchmark, IT vendors are aligning their portfolios and market messaging to capitalize on demand for mobile computing and integrated, end-to-end solutions and support. Customers continue migrating away from … Continue reading
Arrow will grow solutions and components margins alike by leveraging acquisitions and partners to target solutions sales in 2012
By Krista Macomber, Analyst Arrow Electronics is continuing to leverage acquisitions and linecard re-alignment to exit less profitable technology segments, as evidenced by 1Q12 financial performance. Arrow reported total revenue declined 6% year-to-year to $4.9 billion in 1Q12, but corporate … Continue reading
Fujitsu’s focus on efficient x86 servers and mobile computing will drive global expansion momentum and sustained revenue growth in 2012
By Angela Lambert, Research Analyst After falling server sales in the second half of 2011 and first quarter of the calendar year, Fujitsu is focused on penetrating markets outside of Japan with refreshed x86 server models to combat declines in … Continue reading
Avnet will continue to grow margins into FY13 by aligning its linecard to sustain solutions momentum
By Krista Macomber, Analyst Avnet is successfully leveraging acquisitions and restructuring to shift its product mix towards higher-value, integrated hardware, software and services solutions, evident in its gross margin increase of 21 basis points year-to-year and 29 basis points sequentially … Continue reading
Intel will leverage Ivy Bridge to drive revenue growth in 2H12 despite uncertainty around Ultrabooks and mobile devices
by Beau Skonieczny, Analyst Intel continued to encounter weaker PC demand in mature consumer markets such as the U.S., which held back overall performance despite solid double digit growth in BRIC regions and healthy enterprise spending. Consequently, revenue growth was … Continue reading
