12/9/2025 10:18:36 PM 2026 Global Data Center Market Outlook: Key takeaways for the Middle East By Lancelot Sursock Andrej Danis Sudeep Suman Christian Luetkhoff +1 more... Show less Our recently published 2026 Global Data Center Market Outlook polled more than 400 senior executives across the data center...
11/28/2025 7:35:36 AM APAC datacenters: Navigating the uncertain ROI By Sai Tunuguntla There are several reasons to be excited about the Asia Pacific Data Center (DC) market. Capacity has been growing at 15% CAGR since 2020...
10/28/2025 12:37:38 AM AI in the personal computing industry—an interview with HP’s SVP of Strategy and Business Planning Ajit Dansingani By Sanjay Verma Ajit Dansingani is HP’s senior vice president of strategy and business planning across the company’s personal computing and gaming...
10/23/2025 2:11:06 PM Commercial reality check raises consolidation prospects for U.K. altnets By Stuart Cockburn Chris Duffy Tom Miller Kristian Williams +1 more... Show less The U.K. altnet (alternative fibre broadband networks) sector is moving closer to further consolidation as the focus on commercialisation...
10/9/2025 12:30:37 PM APAC PayTV: The art of rebuilding in a storm By Sai Tunuguntla Yuan Yao The PayTV business is facing strong headwinds globally. Customers are spending less time watching traditional TV in their living rooms,...
8/26/2025 9:47:09 PM How tech infrastructure companies can navigate an identity crisis in the age of AI By Sanjay Verma Nenad Milicevic-Helac Douglas Tsang Satchi Mishra Javier Gollonet Giorgia Bertolina Chris Wong +4 more... Show less As AI adoption accelerates, tech infrastructure vendors face a strategic paradox. Despite recent positive earnings reports and surging...
8/12/2025 4:17:36 PM From field service to experience service: A paradigm shift in telco customer interactions By Andrej Danis Christian Luetkhoff Kanishk Raghuvanshi This article was co-authored by Andrej Danis, Christian Luetkhoff, and Kanishk Raghunavshi of AlixPartners and Josh Owen of TeamViewer. A...
7/17/2025 7:47:37 PM How TowerCos can drive value in a difficult economic climate By Andrej Danis Alexander Fischer Telco tower companies (TowerCos)—those that build, manage, and lease the cellular towers and infrastructure that network operators rely...
7/16/2025 8:02:36 PM Stability in the Storm: Navigating enterprise software’s growth crisis By Mario Ribera Michelle Miller Eric Wobig Satchi Mishra Ipsita Sai +2 more... Show less This is the third article of our enterprise software industry series, “The End of a Software Era.” You can read the other articles in the...
7/8/2025 1:38:06 PM Consolidation in the European fiber optic market: How operators can prepare By Klaus Hoelbling Helge Wolff Market mechanisms tend to work effectively – this is especially true for capital-intensive industries such as the fiber optic market....
7/8/2025 10:11:37 AM AI-driven retail: The omnichannel model evolves more dynamically By Davide Antonazzo Elena Masselli This article was originally published in Italian on Data Manager. From the supply chain to the shopping experience, AI is revolutionising...
6/19/2025 2:01:06 AM The Malaysian telecom sector: consolidation becomes an economic imperative By Sai Tunuguntla Chari TVT The telecom sector continues to find shareholder value creation a major challenge, globally. Prohibitive spectrum prices; high levels of...
6/16/2025 9:07:07 PM Leveling up: The emerging trends shaping the video gaming industry—and how companies can secure sustainable growth By Matteo Carli Steph De Vuyst Chris Schroeder Maneel Grover Santiago Asiain Ethan McKinney +3 more... Show less From 2018 to 2021, the global video-gaming market exploded, with a blistering 11.8% compound annual growth rate (CAGR). A proliferation...
6/16/2025 3:34:37 PM A Practitioner's Perspective: Four keys to success for a SaaS-to-AI transition By Burak Kiral Michelle Miller Mario Ribera Sanjay Verma Yale Kwon Eric Wobig Satchi Mishra +4 more... Show less "AI is the future of enterprise software" is a two-article miniseries jointly created by the AlixPartners private equity and technology...
5/29/2025 10:47:38 PM Farewell, SaaS: AI is the future of enterprise software By Burak Kiral Michelle Miller Mario Ribera Yale Kwon Eric Wobig Satchi Mishra +3 more... Show less "AI is the future of enterprise software" is a two-article miniseries jointly created by the AlixPartners private equity and technology...
5/13/2025 9:06:37 PM Retail media meets CTV: A new growth axis in a tariff-pressured world By Sofia Marti As the media and retail landscapes reshape under macroeconomic pressure, retail media networks (RMNs) and connected TV (CTV) are fast...