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You are here: Home1 / Competitive Insights – Analyst Perspectives – TBR2 / Competitive Insights and Analyses Blog
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Fujitsu Expands Kozuchi AI Platform and Strengthens Partnerships to Drive Digital Transformation
Fujitsu’s investments in Fujitsu Kozuchi have equipped the company well to appeal to clients’ needs around the technology, providing opportunities to supply analytics with associated text, vision and trust in support of business operations. While AI technology evolves rapidly to include new capabilities, Fujitsu’s approach to developing the platform and leveraging partners and internal capabilities gives it an advantage in offering a wider set of services.
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New Solutions Drive New Revenue Streams for Atos’ Manufacturing Clients
Atos has established expertise around delivering predictive maintenance solutions and is applying its skills across industries. The company is working with multiple clients in the theme park and attractions industry, utilizing data and AI as well as edge server technologies to reduce the downtime of rides and improve customer satisfaction.
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Federal IT Spending Poised for Another Strong Year in Fiscal 2025
The new federal fiscal year began with a continuing resolution (CR) that extended government funding until Dec. 20, when a subsequent CR was enacted to fund federal operations until March 14, 2025. Further CR extensions in federal fiscal year 2025 (FFY2025) would cause budget delays that could impede the ability of federal IT contractors to convert backlog into revenue, but most vendors expect revenue growth to remain on a solidly upward growth trajectory in FFY25.
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Robots Protecting Themselves From Robots: The Future of AI Security and Vendor Differentiation
Demand for analytics services has reached an inflection point, with new opportunities around the development and implementation of secure, industry-aligned agentic AI solutions refueling growth.
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B2B Strategic Advantage: Ecosystem Intelligence
Vendor consolidation and enterprise optimization of existing digital stacks have compelled IT services companies and consultancies as well as their ecosystem partners to think strategically about who to partner with and how to secure and expand their position within the ecosystem. As a result, aligning business priorities with alliance partners will allow IT services companies and consultancies to develop a more empathetic approach to technology-fatigued buyers. Additionally, understanding pricing and commercial structures backed by common knowledge management programs will elevate the value of joint services and appeal to enterprise buyers’ appreciation of a separation of labor, supported by greater transparency and accountability.
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KPMG Shifts Focus to Legal Services and AI-driven Strategy Consulting
Earlier in January news reports surfaced that a subsidiary of KPMG, KPMG Law US, had applied to operate in Arizona under a state program allowing nonlawyers to operate law firms and provide legal services in the state. KPMG is leaning toward legal services and AI-infused strategy consulting offerings to bolster sales as the firm navigates choppy market conditions within core deal advisory.
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Infosys’ Future: Scaling GenAI and SLM Innovation to Drive Growth and Stakeholder Trust
Developing a client-ready AI-first portfolio is not a strategy unique to Infosys, but keeping pace with the rapidly evolving generative AI (GenAI) market highlights the company’s appetite for innovation and helps it strengthen stakeholder trust. Over the past 24 months, a large portion of vendor-client discussions focused on experimenting with developing and running large language models (LLMs), often fed with either public or nonessential data. Growing adoption of the technology has introduced the need for developing SLMs that are either function or industry specific.
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What Spectrum Will 6G Use?
The telecom industry continues to struggle with realizing new revenue and deriving ROI from 5G, even after five years of market development. TBR continues to see no solution to this persistent challenge, and with no catalyst on the horizon to change the situation, CSPs’ appetite for and scope of investment in 6G will likely be limited.
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PwC offers rosy outlook for Middle East economies in 2023
/by Patrick Heffernan, Practice Manager and Principal AnalystPwC recently expressed optimism in the Middle East regarding macroeconomic trends, the challenges local companies face and what is needed from the region to be more competitive globally.
Landscape Shifts In Management Consulting Require Consulting Firms To Change Their Approach
/by Patrick Heffernan, Practice Manager and Principal AnalystLearn which ongoing landscape shifts within the management consulting space have pushed firms to re-evaluate business structures and portfolio offerings
Industrial IoT (IIoT) – Challenges in the marketplace
/by Patrick Heffernan, Practice Manager and Principal AnalystLearn why IT services vendors and consultancies must make smart choices around IP and ecosystems in industrial IoT (IIoT)
What’s next for Lockheed Martin after being left out of ABMS consortium?
/by James Wichert, AnalystNotably, Lockheed Martin was left out of the ABMS Digital Infrastructure Consortium, despite ramping up its efforts to underpin the DOD’s JADC2 vision.
Top 3 Predictions for Digital Transformation (DT) in 2023
/by Patrick Heffernan, Practice Manager and Principal AnalystTBR starts off 2023 with 3 predictions surrounding Digital Transformation. The report includes commentary revolving around Metaverse, AI and how hyperscalers will kill technology agnosticism.
Top 3 Predictions for Professional Services (IT Services Vendors) in 2023
/by Patrick Heffernan, Practice Manager and Principal AnalystMany IT services vendors and consultancies are reconstituting in new forms, bringing some chaos to the digital transformation landscape and upending alliances in 2023. TBR discusses this and more in our Top 3 Predictions for Professional Services in 2023 report.
Top 3 Predictions for Telecom Going Into 2023 and Beyond
/by Chris Antlitz, Principal AnalystTBR’s top predictions for the upcoming year include the telecom industry facing an unprecedented level of uncertainty and risk in 2023
Top 5 Predictions for Cloud & Software Vendors in 2023
/by Allan Krans, Practice Manager and Principal AnalystTBR’s 2023 Report featuring Predictions for Cloud and Software vendors is now live. With unprecedented times upon this, we discuss how cloud vendors will use predictable strategies going into 2023 and beyond.
IT Infrastructure Predictions and Trends for 2023 and Beyond
/by Angela Lambert, Principal Analyst and Practice ManagerCompetition among infrastructure vendors will be stiff as ever going into 2023, leaving vendors hungry to increase their relevance and value to customers outside the traditional data center.
Top 3 Predictions for Devices (PCs) in 2023
/by TBRFollowing the pandemic-related surge in PC sales and AUR, TBR predicts vendor revenue and margins will be lower in 2023.