Late cloud entrants making early exits

By Jillian Freeman, Senior Analyst, Cloud
(jillian.freeman@tbri.com); Chris Antlitz, Senior Analyst, Networking

Sept. 2, 2015

We expect to see rapid consolidation of public cloud IaaS vendors through 2016

Once vendors from the hardware, software, professional services and telco markets saw broad growth in cloud and cloud’s penetration into their enterprise customer bases, they began formulating their entrances into the market. Many of these vendors did not have a solid grasp on their cloud strategies and had go-to-market challenges, despite investing billions of dollars in cloud services through R&D and acquisitions. Another major challenge was that these vendors were not as nimble as born-on-the-cloud players such as Amazon Web Services (AWS) and Google and were slow to evolve their strategy and even slower to change execution.

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Scitor opens up business development opportunities with intelligence and Air Force customers for SAIC, but will hinder margin growth through 2015

By Joseph Cresta, Research Analyst

SAIC recognized a full quarter of revenue contribution from the Scitor acquisition completed in May, resulting in overall revenue growth of 15.4% year-to-year to $1.1 billion in 2Q15. However, organic growth was flat, and Scitor’s revenue contribution of $147 million was lower than TBR expected. We believe SAIC’s judicious approach to integrating Scitor in the first couple of quarters is prudent given its size, but will continue to result in flat growth to midsingle-digit declines from Scitor’s 2014 revenue in the short term, as will the state of the intelligence market, which like the U.S. Department of Defense (DOD) has not rebounded as quickly from government budget headwinds as federal civilian markets. Continue reading

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TBR says business intelligence professional services market will top $125B by 2019

HAMPTON, N.H. (Aug. 26, 2015) — Technology Business Research, Inc.’s (TBR) Business Intelligence Professional Services Market Forecast 2014 to 2019 projects the global business intelligence (BI) professional services market will grow at a compound annual growth rate of 14.7% to top $125 billion by 2019. Continue reading

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HP sets its sights on security market leadership – again

By Jane Wright, Engagement Manager/Senior Analyst

TBR Perspective

After five years of selling respected but aging security products, HP is poised to invest more money, align more people and revive its competitive approach in the enterprise security market. TBR believes HP’s recent acquisitions and other moves indicate its intention to regain a larger share of the security market by 2017, under the auspices of the newly formed Hewlett-Packard Enterprise (HPE). Continue reading

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More than 1B devices served: Symantec expands its coverage into Operations Technology to secure the Internet of Things (IoT)

By Ezra Gottheil, Principal Analyst

For Symantec, IoT is a challenge and an opportunity. The company is positioning itself as an all-encompassing security provider and partner to participants in the emerging IoT space. IoT security requirements are stringent; because IoT interfaces with the physical world, a security failure could cause physical harm. At the same time, many of the “things” in the Internet of Things will not support Symantec’s existing portfolio of IT security products. Also, the Operations Technology (OT) organizations that administer these devices are not familiar with either Symantec or IT security products. Continue reading

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Workday’s portfolio gets stickier with industry tailoring and add-ons

By Kelsey Mason, Analyst

Workday replaces competitors’ cloud applications, proving born-on-the-cloud vendors have an advantage

Workday remained focused on expanding its portfolio to match functionality of its broader ERP competitors in 2Q15 as it competes for mind share and wallet share in the large enterprise space. The company noted traction in replacing traditional vendors’ on-premises and cloud applications, signaling its born-on-the-cloud portfolio is resonating with customers. Additionally, Workday exceeded 1,000 customers, with 100 of those being large enterprises based in Europe, demonstrating ecosystem and geographic investments have paid off. Continue reading

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More than 1B devices served: Symantec expands its coverage into Operations Technology to secure the Internet of Things (IoT)

By Ezra Gottheil, Principal Analyst

For Symantec, IoT is a challenge and an opportunity. The company is positioning itself as an all-encompassing security provider and partner to participants in the emerging IoT space. IoT security requirements are stringent; because IoT interfaces with the physical world, a security failure could cause physical harm. At the same time, many of the “things” in the Internet of Things will not support Symantec’s existing portfolio of IT security products. Also, the Operations Technology (OT) organizations that administer these devices are not familiar with either Symantec or IT security products. Continue reading

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