Jennifer Hamel

Editor’s note: In the second of a two-part report, Technology Business research Analyst Jennifer Hamel examines what the ascent of artificial intelligence means to information technology providers like IBM – software, hardware and services. HAMPTON, N.H. – The implications for vendors from the ascent of artificial intelligence across the IT landscape: From software to hardware to vendors: Software In the rush to make a market around AI, IBM came out of the gate in 2011 with bold assertions around the transformative impact Watson would have on businesses and on society as a whole. Over the last six years Watson...

Editor’s note: IBM’s (NYSE: IBM) latest earnings report on Monday beat Street expectations but its stock lost ground in after-hours trading as guidance wasn’t increased. But Technology Business Research analyst Jennifer Hamel says Big Blue’s transition away from traditional IT services to high-end cognitive solutions is paying off. HAMPTON, N.H. – IBM’s transition to higher-value strategic imperatives, i.e., cloud, analytics, mobility, social and security (CAMSS) progressed in 1Q16, as the company continues to shed its traditional IT services baggage in favor of industry-focused, consulting-driven cognitive solutions. Traditional ERP implementations and IT outsourcing remained albatrosses preventing revenue growth in Global...

Editor’s note: Analysis: IBM and SAP announced on Wednesday an expanded partnership focused on ways to help clients develop more clearly defined paths to digital transformation, says Technology Business Research Analyst Jennifer Hamel. HAMPTON, N.H. – IBM (NYSE: IBM) and SAP’s relationship over the past 43 years – which deepened significantly in the last two years – culminated in the April 6 announcement of an expanded partnership to drive clients’ digital transformations. Since joining forces in October 2014 to deliver the SAP HANA Enterprise Cloud through IBM Cloud Managed Services and SoftLayer, the two companies have worked tirelessly to...

Editor’s note: Cognizant is increasingly encroaching on IBM and Accenture’s territory by building out its consulting scale and digital and cloud expertise, writes Technology Business research Analyst Jennifer Hamel. HAMPTON, N.H. – Cognizant’s year-to-year revenue growth again outpaced top-tier India-centric peers and global competitors but decelerated from the 20%-plus rates sustained from 1Q15 through 3Q15 to 17.9% in 4Q15, with only a half-quarter inorganic boost from the November 2014 TriZetto acquisition. Ongoing reinvestment of profits in the consulting-led Digital Works unit and cloud-delivered platform solutions put Cognizant on the same playing field as IBM, Accenture and Deloitte for digital...

Editor’s note: Rather than fighting the current and succumbing to deepening revenue contraction in IT outsourcing, IBM stays afloat by refocusing its Global Technology Services (GTS) capabilities to address evolving enterprise IT needs and drive business outcomes through cloud, analytics, automation and cognitive computing technologies, says Technology Business Research analyst Jennifer Hamel. HAMPTON, N.H. – The erosion of traditional IT outsourcing (ITO) revenue by the “as a Service” model impacts all IT services vendors, as monitored by TBR’s IT Services Vendor Benchmark. As the largest ITO vendor TBR tracks, IBM (NYSE: IBM) is swimming against this market current, facing...

Analysis: IBM (NYSE: IBM) discloses its latest earnings on Monday, six months into its latest reorganization. At a recent event, IBM executives demonstrate where Big Blue is going as a company, and analysts from Technology Business Research see a “cultural shift” HAMPTON, N.H. – In May TBR said in its 1Q15 PSBQ IBM Global Services report, “By refining its technology IP portfolio and coalescing services resources around strategy-led cloud, analytics, mobility, social and security (CAMSS) opportunities, IBM gradually progresses toward a more agile go-to-market model that will enable a return to services revenue growth by 2016.” However, the question...