TBR Links
-
-
Recent Posts
- 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
Archives
Housekeeping
Tag Archives: NMP
Despite declining revenues in 3Q12, IBM will achieve long-term success through further development of end-to-end solutions
By Scott Dennehy IBM will continue to focus on profitability as it clears a path towards long-term revenue growth While IBM reported double-digit year-to-year growth across three of its four major growth initiatives in 3Q12 (business analytics, cloud and Smarter … Continue reading
AT&T will grow data revenue 18% year-to-year in 3Q12 by implementing new strategic initiatives to drive data usage
by Eric Costa, Research Analyst AT&T’s 2H12 strategy will include increasing smartphone penetration and launching new plans to drive data consumption to better monetize its offerings AT&T will drive data revenue growth in 2H12 by diversifying its device lineup, heading … Continue reading
Juniper’s dependency on its service provider customers will impede revenue growth in 2H12
by Scott Dennehy, Engagement Manager/Senior Analyst Juniper’s service provider segment remains weak, but shows improvement thanks to major customers in the U.S. While the company exceeded its 1Q12 guidance, Juniper’s revenue declined for the third consecutive quarter in 2Q12 as … Continue reading
Samsung Telecommunication Systems revenue growth was driven by LTE deployments in 1Q12
By Michael Soper, Research Analyst While overall Mobile segment revenue and margin growth was spurred by handset sales, Samsung’s infrastructure business continued to improve Samsung reorganized its Telecommunications segment into the IT & Mobile Communications division, which includes Mobile Communications, … Continue reading
Alcatel-Lucent continued to feel the impact of a weak CDMA market, resulting in revenue decline and shrinking margins
By Michael Soper, Research Analyst Wireless revenues were driven down due to falling CDMA and GSM demand Alcatel-Lucent’s 1Q12 results indicate that operators in the company’s core markets are reining in their 3G and 2G spend. While the ramp up … Continue reading
Ericsson’s revenues and margins fell due to weakness in its Networks segment, while the company repositioned OSS/BSS following Telcordia integration
By Michael Soper, Research Analyst Networks revenue was hampered by falling demand for CDMA and a significant pullback in 2G and 3G spend in India Ericsson’s Networks sales declined 17.9% year-to-year in 1Q12, reflecting ongoing trends in North America and … Continue reading
Motorola Solutions will stay anchored in its core markets despite a slowdown in enterprise business
By Scott Dennehy, Analyst Motorola’s government business remains strong while enterprise stumbles Propelled by another strong quarter from its government business, Motorola Solutions achieved overall 1Q12 results that were in line with its long-term growth target of 5% to 8%. … Continue reading
Sprint’s 1.1 million subscriber net additions were the highlight of 1Q12, but another consolidated net loss overshadowed this success
By Eric Costa, Research Analyst Sprint’s poor financial performance in 1Q12 caused margins to remain low as the operator battled iPhone subsidies and high operating expenses associated with Network Vision Sprint’s financial performance suffered a net loss of $863 million, … Continue reading
