In late August, TBR met with AltitudeIQ Founder and CEO Acyr da Luz and AltitudeIQ Board Advisor Michael Yadgar to discuss the startup’s proprietary technology, its role within the technology ecosystem, and its potential to disrupt the broader IT services, consulting and AI space. This special report reflects that discussion as well as TBR’s ongoing research and analysis of SAP, IT services companies, consultancies and AI.
HCLTech’s strengths lie in its engineering DNA; entrenched and well-managed client relationships; and extensive alliance partnerships, which include critical technology players and even HCLTech competitors. Playing to those strengths has been one element separating HCLTech from IT services peers in the last few years, especially with respect to profitability. With a suite of AI Advisory Services, the company continues to follow its proven strategy: focus on core values, deliver relentlessly, partner smartly, and expand within an existing client base.
TBR believes Grant Thornton has built a differentiated Oracle practice around senior leadership, direct field access, and focused industry investment, all centered on midmarket clients. Grant Thornton has Oracle breadth without bloat, connecting finance, human capital management (HCM) and supply chain with tax, risk, cyber and industry advisory while keeping experienced leaders close to the work.
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.
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.
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 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.
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.
TBR professional services experts share an exclusive look at TBR’s newest forecast research, the IT Services Market Forecast and the Consulting & Systems Integration Market Forecast, as well as insights into the factors that could accelerate IT services revenue growth and disruptions that could bend the growth curve into negative territory.
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.