Can IBM pivot fast enough?

This week, TBR publishes its initial thoughts on IBM’s 4Q19 performance, featuring insights from our data center and professional services analysts. “Another quarter, another IBM Initial Response from TBR. And while our initial report on IBM’s earnings release remains constant, IBM’s strategy and investment focuses continue to pivot,” says Analyst Stephanie Long. “This quarter we’re […]

Sustained growth provides Accenture with the flexibility to enact internal and operational changes

In this week’s Accenture report, Senior Analyst Boz Hristov notes, “Accenture’s robust account management capabilities and diversified footprint supported continued profitable growth in FY1Q20 (CY4Q19), leading to increased market share. TBR does not expect major changes to the course of the company’s go-to-market strategy following the announced changes on Jan. 13 to its growth model, […]

Twins born early in 2020

New year, new buys. And if your name is Accenture, it may be not too surprising to see twin acquisitions within the first week of 2020. In back-to-back announcements less than 24 hours apart, Accenture unveiled its plans to acquire Germany-based SAP shop maihiro and Symantec’s Cyber Security Services business. Maihiro will deepen Accenture’s SAP […]

Informatica empowers business users and improves customer success in its Winter ’20 release

The new capabilities of Informatica’s winter release make data more consumable for business users Organizations have a bevy of data spanning their on-premises and cloud environments and a growing number of employees utilizing that data — from more technical personnel, such as data scientists who are using the data to create AI and machine learning […]

Proximity or scale? Will Latin America’s startup scene challenge India’s?

Here’s a simple question: Can a startup scene in nearshore Americas rival the one in India? Could countries and markets geographically closer to the U.S. provide the kind of energy and entrepreneurship coming from India, particularly in emerging technologies? A few weeks ago, TBR analysts spoke at length with a PwC partner in India about […]