Daniel Callahan

​Editor’s note: Intel, building on core momentum to become a diverse technology enabler, surpasses expectations by achieving growth in all of its operating groups, writes Technology Business Research Analyst Daniel Callahan. HAMPTON, N.H. – Intel’s 4Q16 results released last week mark continued growth of a leaner, more diversified chipmaker that is no longer wholly reliant on PC and server processors for growth. Intel revenue rose 9.8% year-to-year to $16.4 billion in 4Q16, marking two quarters of growth after a -1.2% revenue decline in 2Q16. Intel’s traditional businesses, Client Computing and Data Center, defied market trends with growth of 4.3%...

HAMPTON, N.H. – A lot of the excitement and noise in IoT has centered on manufacturing, healthcare, smart city and consumer, leaving some of the other important verticals underserved. With that in mind, I was very interested in a Jan. 9 IBM Retail Update where IBM shared some of its retail strategy, which had aspects related to IoT and AI, ahead of its participation in the National Retail Federation show in New York from Jan. 15 to 17. IBM underscored that retailers must reform now, with IoT and cognitive capabilities, to compete with innovators such as Amazon. Fast-followers will...

Editor’s note: The New Year has gotten off to a fast start for commercial developments across the Internet of Things business world. Technology Business Research Analyst Daniel Callahan provides an update. HAMPTON, N.H. – TBR’s 2017 Commercial IoT Predictions special report outlines the major trends we see companies tackling in 2017. TBR believes adoption will move slower than anticipated due to customers choosing a step-by-step approach. However, certain shifts in the market, outlined in the predictions report, will enable vendors to assist customers in making faster steps. One of the most important trends for 2017 is the general acceptance of...

Editor’s note: Most of the recent headlines about AT&T have focused on its offer to buy Time Warner. But there’s plenty of other news, too. AT&T, for example, is focusing heavily on Internet of Things, which is forecast to be a multi-trillion-dollar market by Cisco. So what’s AT&T’s strategy? Here’s an in-depth, two-part analysis. HAMPTON, N.H. – AT&T is poised to disrupt the traditional IT hierarchy in the commercial Internet of Things (IoT) landscape. Intercepting emerging business deployments with its integrated suite of IoT and services capabilities will challenge the status quo of how IoT is constructed at the...

Editor’s note: Facing an “ongoing dive to the bottom in PC prices” as well as other challenges such as in its smartphone business, Lenovo is reorganizing its world-leading computer business. But will that be enough as Lenovo profits and revenue drop as the firm reported in its latest earnings report Thursday? Technology Business Research Analyst Daniel Callahan takes a look. HAMPTON, N.H. – Lenovo, like other vendors, faces a singular yet pervasive challenge within the PC market: “good enough” technology and heavy competition conspires to create an ongoing drive to the bottom in PC prices. Lenovo, which has been...

Analysis: Apple (Nasdaq: APPL) shares took a hit Tuesday after the company remained coy about smartwatch sales, but the iPhone remains a strong core. Analyst Daniel Callahan at Technology Business Research spells out why he believes Apple remains strong. HAMPTON, N.H. – Global sales momentum of the iPhone led Apple to another record quarter for revenue Stellar sales of the iPhone in 2Q15 led Apple to grow its revenue to a record breaking $49.6 billion, two full quarters after the introduction of the very successful iPhone 6 and Plus, further solidifying Apple’s leadership in mobile devices and demonstrating to...

Editor’s note: Analysis: Lenovo’s most recent quarterly earnings report shows that internal, or organic, growth is slowing. That means the world’s No. 1 PC manufacturer is going to have to rely on other business units to maintain momentum, says Technology Business Research analyst Daniel Callahan. Lenovo showed off several new products at its first global technology showcase in Beijing just days after the earnings report then shuffled management in its mobile business.  HAMPTON, N.H. – Without relief from acquisitions, slowing momentum within Lenovo’s base PC business led to single-digit organic growth in the first quarter. Lenovo’s corporate growth slowed as...