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Immigration Policy Changes Portend a Growth Shock for the U.S. Wireless Industry
/by Chris Antlitz, Principal AnalystGiven this growth slowdown, U.S. wireless operators face a conundrum. How will they continue showing robust net phone additions every quarter? There is no easy solution, but in this report TBR outlines some tactics operators are employing, or might employ in the future, to mitigate the negative immigration-related effects on their earnings results.
AMD Lays Out its Road Map to Erode NVIDIA’s Dominance in the AI Data Center
/by Ben Carbonneau, Senior Data AnalystAMD’s Advancing AI 2025 event served as a testament, reaffirming the company’s open-ecosystem-driven and cost-competitive AI strategy while also highlighting how far the company’s AI hardware portfolio has come over the last few years. However, while AMD’s commitment to an open software ecosystem and open industry standards is a strong differentiator for the company, it is also a major risk as it makes AMD’s success dependent on the performance of partners and consortium members.
Well-placed Investments in Emerging Tech Will Enable CGI to Accelerate Growth Long Term
/by John Caucis, Senior AnalystTBR believes CGI’s coinnovation with clients will create new opportunities tailored to industry needs; however, at the same time, other vendors in the past year have been leveraging partnerships to expand market share and provide industry-specific solutions. For example, Cognizant and ServiceNow expanded their partnership to reach midmarket banking clients, and Accenture is collaborating with S&P Global to jointly pursue financial services clients. Joint offerings may motivate clients to invest in these solutions rather than only implementing AI into existing solutions.
EY Reinvents Its People Advisory Services, Leaning on a Single Methodology to Drive Successful Change
/by Kelly Lesiczka, Senior AnalystAs workforce and employee experience grow increasingly critical in the era of rapid technological advancement, EY’s refreshed approach within People Advisory Services — centered on a unified methodology and a stronger focus on people experience — helps distinguish the firm from its peers and better aligns with technology-driven transformation initiatives. Further, taking a global approach to retraining and methodology creates a more unified approach within the firm to better engage with clients and navigate market change.
AI Inferencing Takes Center Stage at Red Hat Summit 2025
/by Catie Merrill, Senior AnalystRed Hat Summit 2025 marked the company’s entry into AI inferencing with the productization of vLLM, the open-source project that has been shaping AI model execution over the past two years.
A Challenger Mindset Transforms HCLTech’s Approach to Financial Services to Achieve Success Through AI
/by Kelly Lesiczka, Senior AnalystHCLTech has a long history working with AI, building off its DRYiCE platform, the company’s original automation platform. This heritage equips HCLTech with the background and trusted technical expertise, backed by its engineering prowess. to deliver on clients’ AI transformation needs. Further, HCLTech can pursue larger-scale and more aggressive AI-led transformations, helping the company accelerate ahead of its peers in terms of client engagement and growth.
Sage Analyst Summit: Keeping the Winning Playbook While Evaluating Emerging Changes to the Game
/by Alex Demeule, Senior AnalystIn 2025 no conversation is complete without recognizing the platform implications of agentic workflows. Behind the scenes, Sage is preparing for an agent-first architecture by integrating emerging frameworks, such as Model Context Protocol (MCP) or Agent 2 Agent (A2A), directly into its platforms. The long-term goal is to coordinate these through super agents and plug into the broader agent ecosystem (Salesforce, Microsoft, Google), but this is still only part of the long-term road map.
SAP Sapphire 2025: Legacy Application Leader Moving Confidently Into a Data and AI Future
/by Alex Demeule, Senior AnalystSapphire 2025 marked a turning point, not because SAP introduced a radically new vision but because the company finally appears ready to execute on the one it has been quietly building for years. The narrative has matured, the tools are in place, and the platform is coherent. And the partners, customers and product ecosystem are starting to move together. Some heavy lifting remains, such as around migrations, data harmonization and partner fluency, but if SAP can stay focused on delivering scalable value through agentic AI, integrated data platforms and partner-enabled execution, the next chapter of the company’s growth story will look a lot less like catching up to the cloud and a lot more like leading in it.
Hitachi Digital Services Brings IT + OT + AI to Mission-critical Systems
/by Patrick Heffernan, Practice Manager and Principal AnalystAlthough smaller than the typical IT and professional services firms covered by TBR, Hitachi Digital Services warrants close attention in the coming years. Its distinctive business model, strategic direction and performance — particularly its combination of IT, OT, AI and domain expertise — position Hitachi Digital Services as a potential outlier in the IT services landscape.
Salesforce Fills Its Data Governance Gap, Assembling an End-to-end Platform to Power Agentic Workflows
/by Alex Demeule, Senior AnalystBy bringing governance, metadata and ingestion capabilities in-house, Salesforce will fill critical platform gaps that limit the company’s ability to scale Agentforce and deliver on its broader AI vision. The pieces now fit: a unified stack spanning CRM, data and AI. Execution, of course, is the next hurdle. Agentforce is still in the early days of development, and the company’s ability to drive meaningful ARR from the platform will depend on sustained growth, smart ecosystem plays and clear ROI for customers. But once Informatica is in place, Salesforce will be better equipped to turn its AI ambitions into enterprise outcomes — and to do so in a unified way.