Entries by TBR

The Strategic Bets that Will Drive IT Services Growth and Invite Disruption in 2027

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In this TBR Insights Live session, TBR Principal Analyst and Practice Manager Patrick Heffernan, Principal Analyst Bozhidar Hristov and Senior Analyst Kevin Collupy look at the strategic choices certain IT services companies and large consultancies made in the last two years that position them for disruption and growth in 2027 and which AI trends, investments and wild cards will shape TBR’s AI Disruption Index research going forward.

How AI Is Reshaping Services Delivery in Federal IT — and What It Means for Providers

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In this TBR Insights Live session, TBR senior analysts John Caucis and James Wichert review of TBR’s latest research on the impact of AI on the federal IT services market, including how AI is enabling Tier 1 FSIs to reimagine service delivery, solution development and internal business processes, as well as how the leading FSIs will eventually parlay internal AI investments into stronger growth and margin performance.

From Contraction to Opportunity: What’s Next for the Federal IT Market and Leading Systems Integrators?

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In this TBR Insights Live session, TBR senior analysts John Caucis and James Wichert review their FFY26 findings and share exclusive insights into trends expected in FFY27, including which vendors are best positioned for growth. Additionally, they discuss the impact of reforms to federal IT acquisition, evolving procurement models, AI adoption trends and cybersecurity investments.

TBR Launches IT Services Market Forecast

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TBR’s IT Services Market Forecast is a comprehensive, forward-looking analysis of the IT services market, including market share of leading IT services vendors and the competitive and customer dynamics driving revenue growth.

Telecom Edge Compute Market Forecast

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TBR’s Telecom Edge Compute Market Forecast focuses on edge compute opportunities specific to CSPs, which includes telecom and cable operators as well as hyperscalers. Edge compute infrastructure spend by nontelecom verticals is not covered in this report.

Federal IT Spending Trends: Why Growth Is Contracting and Where It Is Shifting

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The Trump administration has proposed a double-digit increase in defense spending, which will flow through to IT budgets in the Department of Defense and Intelligence Community, particularly in areas of national security, which will receive top priority. Federal IT acquisition is also slowly pivoting to embrace outcome-based contracting, while the DOD looks to accelerate IT purchasing by adopting new and innovative IT procurement approaches.

TBR Launches Federal IT Services Market Forecast

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Focusing on the top 11 companies serving the U.S. federal government’s IT services needs, the Federal IT Services Market Forecast includes five-year CAGR analysis for each covered company and analysis of both the civilian sector and the defense and intelligence sector.

2026 Predictions: AI Momentum Drives Deeper Ecosystem Alliances

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2026 will be a transitional year defined by technology ecosystem expansions — multiparty alliances spanning IT, OT, devices, edge and silicon; industrial/physical AI acceleration, especially at the edge and in manufacturing; and strategic bottlenecks as skill shortages and infrastructure gaps slow sovereign AI adoption. TBR expects significant changes in how technology vendors collaborate and compete, which lays the groundwork for broader, more integrated AI ecosystems. This is an optimistic prediction. Multiparty alliances require exceptional leadership, shared understanding of commercial models and transparency among partners, and AI aids only the last of these. The human component remains the most significant roadblock. IT-OT convergence and a surge in connected everything have been a TBR (and broader market) prediction for years, and while “signs point to yes,” as the Magic 8 Ball says, 2026 could be another year of disappointing progress, as hype around physical AI could far outpace reality.