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Europe to lead on telco spend

Europe is expected to blaze a trail for telco spending in the next few years according to market research firm Infonetics Research. Software-defined networks (SDNs) and network functions virtualisation (NFV) have the attention of nearly all service providers who are on the long road to widespread deployments, it says.

Fewer servers sold, but prices higher

There were fewer servers in EMEA in Q1 this year than last year, but the price was higher. HP remains top dog, with IBM and Dell falling back.

High end storage loses to cloud

A 25% drop in high-end storage spending meant that external disk storage and total disk storage sales respectively fell 5.2% and 6.9% yr/yr in Q1, says IDC.

IBM was a big loser, probably to cloud storage as the high end of the market dropped.

Tablet sales move up-market

Tablet sales are moving up-market with modem connections becoming more popular and prices rising. Apple and Samsung combined for 71% of the 41.3 million branded tablets in the first calendar quarter of 2014, according to early vendor shipment share estimates from market intelligence firm ABI Research.

Automotive/transport/logistics at heart of M2M demand

Researchers say over half of the service providers participating in a survey have sizeable M2M businesses (ie, providing at least one million M2M connections to customers) and that the automotive/transport/logistics and utility segments together account for nearly half of all M2M connections.

Cloud services to be used by 3.6 billion consumers globally by 2018

A new report from Juniper Research forecasts that the number of unique consumers accessing cloud-based services will exceed 3.6 billion by 2018, rising from an estimated 2.4bn in 2013.

The report highlighted that an expanding collection of connected services within cloud-based storage, music and games will drive consumer demand over the next five years.

SaaS eats into traditional outsourcing

Analyst UBS has downgraded Infosys to Sell from Buy, and slashed its price target to $45.77 from $67.44. The firm is worried the IT outsourcing giant isn't as well-positioned as rivals to take advantage of growth opportunities, and is also concerned about its high attrition rate, both of management and staff.

Plans for wifi monetisation

A survey of telcos and carriers shows how they plan to handle the expected boom in wifi connections, and integrate them into payments.

Software sales drive distribution in Q1

Sales through distribution in Q1 rose in many parts of Europe. The UK did well, but some Nordics were down. Analyst CONTEXT says total IT revenues through distribution stood at €11.6bn, up 7% from the €10.8bn recoded the same time last year. There was growth in all months during the quarter, with January up +4.8%, February up 5.8% and March booming with a 10.2% increase.

CSPs capex to remain flat while telecom vendors face a tough marketplace

Although revenue growth rates for comms service providers (CSPs) is set to remain modest CSPs will continue to invest heavily in their networks, according to Ovum.

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Choice, not all or nothing, will drive hosted voice

Nimans has prepared the ground for a channel campaign based on its hosted voice service GreenSky which unites capex and opex revenue models and removes price barriers to cloud adoption.

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