KPMG’s leaders described their priorities as transforming the firm’s go-to-market approach, unlocking the power of the firm’s people, reimagining ways of working, and innovating capabilities and service enhancements. Success against these priorities, in TBR’s view, will come as KPMG shifts from building a foundation to scaling alongside the growing needs of its clients.
Novis Euforia positions SoftwareOne to better address growing client demand for modernization with minimal disruption and transformation through the journey to SAP S/4HANA.
By acquiring Juniper Networks, HPE’s networking capabilities, especially around AI-enabled networking, will be immediately bolstered. And naturally, the acquisition would also support HPE’s edge-to-cloud vision.
Peraton the necessary portfolio depth and scale to regularly vie with industry leaders for enterprise IT contracts in the $500 million to $2 billion range in the federal civilian and health spaces while also capitalizing on Department of Defense Intelligence Community needs.
PwC’s recognition that a standardized, scaled business model combined with high-touch consulting could actually assuage fears around job disruption may prove critical as GenAI permeates IT services. Paired with the focus on measurable business outcomes, PwC’s factory approach could help separate the firm from peers.
HCLTech’s Cloud Native Labs could be a blueprint for other IT services vendors, particularly as the entire cloud ecosystem faces disruptions from shifting client expectations and the opportunities around GenAI.
TBR believes operators will be more calculated and tactical in investing in 6G compared to 5G, with a deeper emphasis on ensuring a clear line of sight to ROI before significant spending occurs
AWS’ 2023 re:Invent conference was, unsurprisingly, all about generative AI (GenAI), showcasing all the ways AWS enables this budding technology — not just through the infrastructure layer AWS is known for, but also through the company’s platform tools and applications
Long-term, profitability will be king. If Broadcom is to achieve its stated profitability goals, VMware will need to scale this offering rapidly. If it does not, TBR expects there will be a limit to Broadcom’s patience and a spinoff may be in the cards over the long term.
Microsoft Fabric, a new end-to-end SaaS-like data platform, will help Microsoft change the PaaS landscape and could help Microsoft reach new audiences and spur Azure growth in the continued race for cloud and AI dominance.
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