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Federal IT Spending Will Remain Robust in FFY25 Amid AI Prioritization
/in Blog /by John Caucis, Senior AnalystSince coming into office, the Biden administration has fueled an unprecedented federal IT bull market. While the White House’s proposed federal civilian technology budget of $75.1 billion for federal fiscal year 2025 (FFY25) is the smallest increase in several years (up less than 1% compared to $74.5 billion in FFY24), it is still an increase of more than 14% from $65.8 billion in FFY23, and up 25% from $60.1 billion in FFY21, the last year of the prior administration. FFY25 has started with a continuing resolution (CR), as have most of the last several fiscal year. The impact of the latest CR on the largest federal systems integrators may be limited to shorter-cycle programs in their order books, but some disruptions to larger, longer-term engagements are not out of the question.
Meet MAMAA: The Top 5 Hyperscalers Shaping the Future of Digital Ecosystems
/in Blog /by Chris Antlitz, Principal AnalystTBR research shows only the Tier 1 hyperscalers can transcend most, if not all, of the major lifestyle categories to provide a seamless end-to-end ecosystem experience, touching all aspects of people’s lives, primarily due to their scale and access to resources.
Growing Infrastructure as a Service Commitments and Competitive Dynamics
/in Blog /by Catie Merrill, Senior AnalystMarket leaders Amazon Web Services (AWS) and Microsoft have highlighted that customers are signing larger cloud contracts with longer terms. At least in the case of AWS, customers are increasingly applying their cloud credits toward one- or three-year subscription offerings like Savings Plans and Reserved Instances.
Leidos Sees Strong Bookings and Sustained Growth Across National Security, Health and International Sectors
/in Blog /by John Caucis, Senior AnalystLeidos’ reorganization is delivering positive results, particularly down the company’s income statement, where profitability reached record levels in 1H24. Midsingle-digit top-line growth is being buoyed by strong bookings activity with the Department of Defense and civilian agencies.
Dell Grows Its AI Factory Portfolio with the Integration of New NVIDIA AI Solutions
/in Blog /by Ben Carbonneau, Senior Data AnalystMuch like its OEM peers, Dell Technologies (Dell) has increasingly made partnering a cornerstone of its strategy, particularly as it relates to the company’s AI business. Dell leverages its AI partner ecosystem to drive the codevelopment of AI solutions like those included in the company’s Dell AI Factory with NVIDIA portfolio.
Telecom Infrastructure Services Operating Margin Climbs as Shift to Maintenance Services Offsets U.S. Market Decline
/in Blog /by Michael Soper, Senior AnalystAutomation, analytics, AI and machine learning will prove critical to helping vendors improve margins. Examples include portions of Nokia’s AVA (Analytics, Virtualization and Automation) portfolio and Ericsson’s Operations Engine. However, with a significant portion of revenue coming from deployment services, RAN-centric vendors will be unable to expand overall telecom infrastructure services margins significantly.
How IT Services Companies Are Preparing to Capture Surge of Local Opportunities in India
/in Blog /by Jill CookinhamA look at how global companies in the IT and communications sectors are shifting focus from outsourcing to tapping into India’s domestic market due to its rapid growth
GenAI Use Cases: Where Enterprises Are Investing Now and What’s Next for Multimodal AI
/in Blog /by Patrick Heffernan, Practice Manager and Principal AnalystGenerative AI (GenAI) clients are looking for offerings that complement existing technologies and use cases built around customer zero and that deliver fast ROI. In this blog, we highlight some of the GenAI use cases currently seen in the professional and IT services, cloud, IT infrastructure, and telecom industries.
What to Expect: Cloud Provider Market Share Through 2027
/in Blog /by Catie Merrill, Senior AnalystTBR expects to see incremental strengthening of the professional services capabilities of hyperscalers as well as traditional software players; however, professional services companies, along with India-centric players, have demonstrated their ability to scale vast talent benches to serve clients and act as go-to partners for the biggest cloud vendors.
Digital Transformation Examples: How Vendors Are Adapting to GenAI and Market Shifts
/in Blog /by Bozhidar Hristov, Principal AnalystAs the most mature digital transformation component, customer experience (CX) has compelled buyers to embark on omnichannel projects to unify insights and processes across the customer life cycle for years now. Vendors have plenty of use cases to rely on, but slower discretionary spend is pressure-testing vendors’ value propositions rooted in trusted algorithms.