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Infosys Readies to Deliver Outcomes at Scale Through AI
/by Bozhidar Hristov, Principal AnalystAnalyst Event Recap: Infosys hosted industry analysts and advisors for U.S. Analyst and Advisor Meet 2025 in March. Using client stories amplified through technology partner support to reinforce Infosys’ role in the IT services, cloud and AI market, company executives consistently returned to a few main themes, including delivering business outcomes, maintaining trusted relationships, and focusing on speed, agility and simplification.
India-centric IT Vendors Leverage Partnerships for Technology Expansion and Market Reach
/by Kelly Lesiczka, Senior AnalystThe India-centric vendors leverage partnerships to expand their technology capabilities and scale while also bringing in industry knowledge to strengthen the value of their portfolios. Although these partnerships do not vary significantly from those of other IT services vendors, the India-centric vendors each bring different benefits, such as price competitiveness and low cost of scale, that can enhance other vendors’ go-to-market strategies and ability to reach underpenetrated markets while also bringing in portfolio expertise. Understanding how similar companies bring different capabilities and strengths to their technology alliance partners highlights opportunities for other ecosystem players, such as smaller software companies, OEMs and niche consultancies, that are looking to expand with the India-centric vendors.
Informatica’s Alliance Strategy: Powering GSIs, Scaling AI and Strengthening the Data Ecosystem
/by Patrick Heffernan, Practice Manager and Principal AnalystAn increasing amount of research and analysis time at TBR is focused on ecosystem intelligence, which applies a set of questions and frameworks to extend traditional market intelligence and competitive intelligence approaches in an effort to better understand a market. Recently, TBR analysts spoke with Informatica’s Richard Ganley, Senior Vice President, Global Partners, and his insights into the actions the company is taking to enhance its alliance relationships with nine key partners stood out to the team.
Leading Federal Systems Integrators React to U.S. Department of Government Efficiency
/by John Caucis, Senior AnalystAfter a four-year bull market featuring unprecedented spending growth in federal IT, DOGE is creating near-term challenges for FSIs The newly inaugurated Trump administration and its Department of Government Efficiency (DOGE) have generated massive upheaval across the board in federal operations, including the federal IT segment. As of March 2025, thousands of contracts described by […]
Fujitsu’s Policy Twin: Revolutionizing Public Policy with Digital Twins
/by Patrick Heffernan, Practice Manager and Principal AnalystLeveraging lessons learned from previous engagements and seeing the applicability of digital twins beyond the confines of the physical world, Fujitsu conceived the Policy Twin. Using its Policy Twin, Fujitsu helps public sector clients recreate new policies from policies generated from the clients’ existing policy documents, and, critically, according to Inomata, allows for a “Digital Rehearsal” that can be used to verify the effectiveness and impact of policies in advance, based on real-world data. He added that the policy twin approach helped Fujitsu “solve social challenges … by understanding human behavior and social movements through Social Digital Twin.” Policymakers at any level could, with Fujitsu’s help, test variations of policies and evaluate the outcomes using Policy Twin, calibrating the scenarios based on desired outcomes, all before actually implementing any changes.
Trump Could be the Worst (or Best) Thing Ever for the Telecom Industry
/by Chris Antlitz, Principal AnalystThe Russia-Ukraine and Israel-Hamas wars have demonstrated how warfighting has evolved with technology, prompting a reassessment of military strategy, assets and the production of military-related equipment, especially by the U.S. Department of Defense and NATO members in Europe. Additionally, with the U.S. now retreating from Ukraine, Europe is forced to revitalize its own military industrial complex. All of this incurs more spend on military and defense, with mobile technology set to be a prominent feature of new systems and solutions.
GenAI-related Workload Opportunities Compel NTT DATA to Deepen Ecosystem Relationships
/by Bozhidar Hristov, Principal AnalystNTT DATA understands the need to pivot toward outcome-based services sales. Although it is easier said than done, the company has an opportunity to deliver value to clients provided it relies more on its alliance partners and continues to stick to its core expertise. Additionally, it will be essential for NTT DATA to invest in a partner framework.
Snowflake’s AI Evolution: Scaling Innovation with a Data-first Strategy
/by Gunnar Tache, Research AnalystSnowflake’s evolution reflects its commitment to advancing AI through a data-first approach. By addressing the complexities of modern data ecosystems and aligning its platform with emerging AI trends, Snowflake has established itself as a key player in the AI landscape. This strategic focus not only drives digital transformation but also shapes the competitive dynamics of the market, impacting partners, competitors and technology providers.
As the Carlyle Group Continues to Fine-tune ManTech, Will We See It Go Public in 2025?
/by James Wichert, AnalystWhile ManTech’s ongoing strategy appears to align with the Trump administration’s interests, the company will need to increasingly leverage its partner network to close the capabilities gap between it and Tier 1 peers like Leidos and Booz Allen Hamilton (BAH).
The Stargate Project: A Manhattan Project for the AI era
/by Alex Demeule, Research AnalystBeing the largest single technology endeavor in recent history, the Stargate Project will have a notable influence on the budding AI market, and in TBR’s opinion, no company stands to benefit more than OpenAI. OpenAI’s ultimate goal is to reach AGI, which the company defines as “highly autonomous systems that outperform humans at most economically valuable work.” While estimates about when OpenAI will reach this goal vary widely, the Stargate Project fulfills a critical requirement in the pursuit of AGI, making OpenAI a top contender to reach AGI before other firms.