TBR Talks: Decoding Strategies and Ecosystems of the Globe’s Top Tech Firms
Join TBR Principal Analyst Patrick Heffernan each week as he chats with special guests on disruptions in the broader technology ecosystem and answers key intelligence questions TBR analysts hear from executive and business unit leaders in the globe’s top IT professional services firms, IT vendors, and telecom vendors and operators.
TBR Talks features current market, competitive and intelligence insights to help you make timely and actionable business and financial decisions. Past guests include PwC Managing Director and Global Lead of Analyst Relations Rob Donnelly, Principal and Head of Strategy and Investments for KPMG Advisory Kevin Bolen, Astadia CEO Scott Silk, and many of TBR’s top subject-matter experts.
Season 5 Featured Guest
Fujitsu Americas’ AI Transformation: CEO Asif Poonja Details Fujitsu’s AI Implementation and Transformation
Asif Poonja, Fujitsu’s Americas Region CEO, joins the podcast to discuss how Fujitsu is evolving its consulting-led growth strategy, pursuing differentiated M&A, and navigating geopolitical and AI-driven disruption. Poonja explains how initiatives like Wayfinders and Uvance are expanding customer engagement beyond IT into business value creation, while AI adoption reshapes talent strategy and service delivery models.
From long-term transformation lessons to leadership advice for the next generation, this conversation explores what it takes for a 90-year-old technology company to continuously reinvent itself.
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“When you’re working with a client, the role of trust, the role of conversation, the importance of being able to persuade someone and being persuaded in turn … they might seem soft and fluffy components of the value proposition. Sure, that’s because we often don’t have to spell them out because there has been no alternative to the human delivery of, you know, the insight, the strategy and whatnot. But once you have a non-human alternative for the delivery of exactly that content, you start realizing that there were these other features that are just as important to the full package, to the whole value proposition, that are not nearly as easily replaceable, and that’s not a function of technological capabilities. It’s a function of the kind of entity that a piece of technology is, namely, not a human.” — David Martinez, Senior Director at the BCG Henderson Institute’s Geopolitics and Society Lab
Listener Favorites
Memory Supply Worries Amid PC Market Refresh Initiatives
Principal Analyst Angela Lambert and Senior Analyst Ben Carbonneau discuss how supply chain dynamics are shaping the emerging AI PC market. They explore the reasons behind slower-than-expected AI PC adoption and the shift in memory production capacity. Additionally, the pair looks at how specific companies, including Dell Technologies, HP Inc. and Lenovo, are adjusting to current market conditions and delves into the biggest supply chain unknowns for 2026.
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Why AI Is Fundamentally Reshaping Enterprise Operations
Sid Nair, Cloud Growth lead at Accenture Americas, joins host Patrick Heffernan and TBR Principal Analyst Boz Hristov to discuss why AI is fundamentally reshaping enterprise operations, shifting from a technology initiative to a business-led transformation. They unpack the critical enablers of successful AI adoption — including data readiness, governance, talent and change management — and explore how buyers are navigating complex purchasing decisions across ecosystems of partners and platforms. The conversation also examines the future of alliances, evolving commercial models, and how ecosystem-driven partnerships will redefine value creation in the AI era.
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The Playbook for AI Reinvention
Milan Cooper, head of Product at TWG AI, joins host Patrick Heffernan for a discussion on business process reinvention and implementation of AI-enabled solutions. Cooper also discusses the critical role of top-down leadership, particularly starting with the CEO, in successful AI adoption and explains what makes TWG AI’s approach to AI different from peers’.
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Enterprise Insights: Turning AI Investments into Measurable Outcomes
Rich Hermann, vice president of Sales, Accounting & Consulting Vertical at Intapp, joins the podcast to dicuss how enterprises are moving from AI experimentation to scaled deployment. Hermann explains how organizations are approaching AI infrastructure, data strategy and partnerships and discusses the evolving role of the ecosystem and what it takes for enterprises to turn AI investments into measurable outcomes.
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