Entries by Bozhidar Hristov, Principal Analyst

AI-wrapped IT Modernization Opportunities Will Serve as Both Marketing and Revenue-generating Engines as Infosys Builds Verticalized Use Cases Tied to Outcomes to Expand AI Revenue Share

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Infosys’ opportunity is not simply to sell more AI tools but also to use AI as the reason clients modernize applications, clean data, rethink workflows and consolidate vendors. That positioning matters because buyers remain practical: They want productivity, measurable outcomes and lower operating complexity, not another layer of technology hype.

Global Analyst Summit 2026: Value Creation Through Operating Model Transformation  

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As consulting continues to evolve due to AI’s influence on business models and day-to-day operations across enterprises, EY’s leaders discussed how the firm is adapting its approach to guide clients through uncertainty and increased speed of change, and introduced featured clients, giving them an opportunity to share their experiences. The client stories emphasized the speed at which they need to navigate market changes and their desire to work with a long-term partner such as EY to guide the transformation as well as to create an ecosystem of vendors that support their end goals. The notion of value was consistent throughout the event, as the firm seeks to reconfirm its positioning in the consulting space despite ongoing market uncertainty about consulting’s future relevance.

AI Disruption: New Data on Productivity, Profitability and Business Model Evolution

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Principal Analyst Patrick Heffernan and Principal Analyst Bozhidar Hristov discuss the questions large-scale IT services companies and global management consultancies have about reinventing their business models as they adopt AI-enabled solutions and how TBR can answer those questions with a mix of data and analysis to help clients understand what’s coming next

PwC India Moves From a Growth Market Story to an AI-enabled Execution Engine

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PwC India Analyst Summit 2026’s tagline themes — trust, AI and impact — could have easily become broad consulting slogans. Instead, PwC India grounded them in client examples spanning cybersecurity, privacy, SAP, Oracle, data transformation, AI platforms, consumer growth, steel manufacturing, GCCs and public sector digital infrastructure. The result was a clearer view of how PwC India wants to compete: not by selling AI experiments or strategy road maps alone, but by combining technology partnerships, industry knowledge, delivery scale and outcome-focused accountability.

Reinvention Services Marks the Beginning of Accenture 2.0

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Executing against Reinvention Services’ priorities will test Accenture’s proven engagement and delivery capabilities, which have been further disrupted by all things AI. But as Accenture’s leadership discussed at length, enterprise AI is less about technology deployment and more about an operating model transformation. Turning this challenge into an opportunity for its own business model will shape the pace and scale of Reinvention Services’ success.

KPMG Collaborates with Microsoft to Develop Governed Agent Operating Model at Scale

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KPMG appears to be attempting to move the competitive battleground from implementation speed to governed operations. If the market evolves in this direction, partners and competitors will need to clarify their roles and demonstrate credibility in an environment where agentic transformation is treated less as a discrete project and more as a continuously governed system.

Moving from Use Cases to AI Value: Infosys Focuses on Portfolio, Partner and Talent Readiness

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Using client stories amplified through technology partner support to reinforce Infosys’ role in the IT services, cloud and enterprise AI market, Infosys executives consistently note that enterprise AI success depends on combining strong data foundations, responsible governance, talent transformation, domain-specific use cases and partner-led execution, which can help turn AI from isolated experimentation into measurable business value.  

Alliances Will Extend Beyond Core Offerings as AI-driven Sales and Marketing Reshape Ecosystems

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IT services companies have their limits, and clients have preferred technology vendors, leading IT services companies to look to alliances to drive new growth. We have seen this pattern before, but in 2026 we will see IT services companies extend those alliances into devices, connectivity and even silicon, requiring a multiparty alliance approach that will strain commercial models, sales strategies and alliance leaders across the ecosystem.