TBR’s Business Insights

Human Capital Management in the Age of (Agentic) AI

10.07.25

Fundamentally HR management remains a back-office function that IT services companies and consultancies can use to drive managed services engagements. And TBR’s research shows that managed services can lead to additional consulting opportunities, particularly when managed services providers (whether a traditional IT services company or consultancy) partners smartly with technology companies, leveraging the data and insights generated through back-office platforms to uncover issues and opportunities.

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GenAI Outcomes or Autonomous AI Architecture: Where Should CIOs Focus?

10.01.25

What good are AI-enabled solutions if an enterprise’s IT environment and architecture can’t handle the data orchestration demands and IT becomes a roadblock to faster, better, clearer insights from AI, rather than the business accelerator expected of IT departments in the AI era? After more than a decade of consultancies and IT services companies helping IT departments become business drivers, will inadequate architecture slow down AI adoption and AI agents at scale?

Bakhtiar Zein, via Canva Pro

Amdocs Is Well Positioned to Continue Absorbing Market Share in the Telecom Industry; AI Is a Key Growth Vector

09.24.25

Although TBR believes it is very early days for agentic AI branding, Amdocs’ early foray into this emerging area and thought leadership underscore how the company is seeking to move into new and adjacent areas as it expands its offerings, especially around consulting, design and transformation enablement.

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HCLTech’s Expanding KYC Journey: From Technology Provider to Trusted Compliance Partner

09.11.25

By evolving its KYC offerings across platforms and clients, HCLTech has shifted from tech implementer to outcomes-driven partner.

DOGE drives civil sector slowdown; defense contractors gear up as Trump’s budget shifts billions to military priorities

08.04.25

The Trump administration’s recent “skinny” budget proposal for FFY26 suggests that nondefense spending will fall from around $720 billion in FFY25 to approximately $557 billion in FFY26, representing a 23% decline. Contractors with any level of exposure to the civilian sector can expect agency reorganizations, layoffs, budget reductions and in-depth contract reviews within civil agencies for the remainder of FFY25 and likely into at least the first half of FFY26. The pace of new awards has already slowed significantly at some civilian agencies, as has the rate of new bookings on existing civilian engagements.

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Geopolitics with Purpose: EY-Parthenon Drives Strategy, Not Just Awareness

07.17.25

TBR has long maintained that the Big Four firms have an inherent advantage against all competitors when it comes to understanding and advising on geopolitical risk. Perhaps only the U.S. government has the same global spread of talent, with professionals in nearly every country, most intimately aware of local business, economic and even political trends. When EY-Parthenon showed off its Geopolitical Advisory team recently, TBR wanted to know: Is this something special?

Manufacturing Growth Slows, But EMEA IT Services Vendors Find Lifeline in Public Sector Wins

07.16.25

This quarter, we look at Accenture, Atos, Capgemini and IBM Consulting in the Europe, Middle East and Africa (EMEA) market, and compare how their industry diversification, portfolios and localization strategies position them for revenue growth. Atos and Capgemini, the two IT services companies whose EMEA revenue makes up over half of total revenue, experienced a steady decline in trailing 12-month (TTM) year-to-year revenue growth in recent quarters. Yet, Accenture and IBM were better able to maintain growth as macroeconomic conditions deteriorated in recent quarters.

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Capgemini to Acquire WNS for $3.3B, Tripling BPO Revenue and Accelerating AI Ambitions

07.15.25

The acquisition undoubtedly serves as an important stepping stone to transform Capgemini’s BPO offerings, which are housed in its Operations & Engineering segment, yet Capgemini must be strategic with its approach, balancing new clients’ expectations with the introduction of incremental GenAI and agentic AI capabilities. Capgemini’s recent investments in partner-enabled portfolio offerings position the company well for a large change in the segment, such as its new agentic AI offerings announced with Google Cloud in April and its NVIDIA NIM-powered industry-specific agentic AI solutions and agentic gallery.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: Maximus

06.11.25

Partnerships will be integral as vendors across the federal IT market look to quickly demonstrate their value to the new administration. While Maximus has historically been quiet regarding its alliance activity, this could change as the vendor aims to avoid falling behind. For example, Maximus recently announced a partnership with Salesforce to augment its CX as a Service efforts. The Maximus Total Experience Management solution is being augmented with the Agentforce platform to provide clients with AI agents tailored to their needs that use data to adapt to citizens’ needs and simplify interactions.

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The Evolution of Acquisitions, GenAI and Digital Transformation in IT Services and Consulting in 2023

09.20.23/by Patrick Heffernan, Practice Manager and Principal Analyst

Near-term, expect GenAI opportunities around consulting and limited case uses around productivity

Enterprise Storage Remains a Highly Competitive Space in 2023

09.08.23/by Angela Lambert, Principal Analyst and Practice Manager

Disruptive vendors are adding pressure to incumbents with targeted strategies to push into enterprise storage accounts

Telecom Industry Navigated Weakening Macro Backdrop Well in 1H23, but 2H23 and 2024 Will Likely be a More Challenging Situation

09.07.23/by Chris Antlitz, Principal Analyst

Despite holding up relatively well thus far in 2023, CSPs face significant challenges in managing their debt — the pressure is on to grow revenue and monetize their 5G investments

Human at the Center: EY Combines Data and Corporate Social Responsibility to Solve World Hunger

07.14.23/by Bozhidar Hristov, Principal Analyst

In June TBR attended an awards ceremony for the EY Open Science Data Challenge, which gave a glimpse into how well the firm mixes data and corporate social responsibility programs to solve society’s biggest problems, including world hunger.

How Are IT Infrastructure Vendors Helping Customers Navigate Uncertain Economic Conditions?

07.13.23/by TBR

Automation of management tasks has risen in priority as IT organizations seek to shift the balance from tactical to strategic actions while adapting to post-pandemic ways of working.

Exploring the Industrial Metaverse: A Glimpse into the Future

07.05.23/by Patrick Heffernan, Practice Manager and Principal Analyst

Offering users an immersive, real-time experience, the industrial metaverse draws on existing cloud-to-edge technologies to simulate, optimize and simplify complex systems across industries, predominantly manufacturing.

Facilitating Simplicity: KnowledgeRiver’s Analytics Tool and Its Secret to IT Services

06.30.23/by Patrick Heffernan, Practice Manager and Principal Analyst

More technical minds can argue about simplicity for simplicity’s sake; I’m interested in the various approaches IT services vendors have been deploying to meet that growing client demand, and I’m constantly contrasting what I hear and see to a firm we spoke to late in 2022, KnowledgeRiver.

Conducting Competitive Intelligence Research – A How To

06.26.23/by Patrick Heffernan, Practice Manager and Principal Analyst

Patrick M. Heffernan, Principal Analyst and Practice Manager, has strong opinions on what it takes to conduct useful competitive intelligence research, and in this blog, he dives into three steps for producing research that will support your business goals and help you win in your industry.

Conducting an Opportunity Analysis the TBR Way

06.26.23/by TBR

Opportunity analysis is one of the most critical and complex forms of research. It frames the big bets that technology, telecommunications and professional services companies make.

When Will PC Demand Rebound?

06.21.23/by Ben Carbonneau, Senior Data Analyst

TBR strongly believes a material rebound in the PC market will only begin in conjunction with the next major refresh cycle. However, this is dictated by several factors.

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