TBR’s Business Insights

Should Accenture Enter Assurance?

10.16.26

The opportunity is not for Accenture to become the fifth member of the Big Four but rather to challenge their position as trusted enterprise advisers by making independent AI assurance a critical component of enterprise transformation. The strategic risk is that, without credible independence, Accenture Assurance would become another consulting offering wrapped in the language of trust.

Technology Business Research, Inc.

5G’s Next Act Is About Monetization, While 6G Builds on the 5G Foundation

10.09.26

TBR believes the path to 6G runs directly through unfinished 5G work. Operators that expand 5G SA, improve spectrum efficiency, commercialize differentiated connectivity and build programmable, AI-ready networks will be better positioned for an economical 6G migration. FWA will remain the near-term revenue anchor, but longer-term value will increasingly depend on whether CSPs can turn AI, sensing and network capabilities into standardized services that enterprises and governments can easily buy. The transition to 6G is about proving that operators can finally monetize the capabilities 5G was designed to enable.

Technology Business Research, Inc.

Exploring KPMG’s Role in Quantum

10.08.26

KPMG has positioned itself as ready to help clients prepare for when quantum shifts from an expensive idea to an immediate opportunity and threat. Can the firm create near-term revenue as PQC meets its Y2K moment, provide reliable and useful services through hybrid computing, and manage the ecosystem and orchestration layer in quantum? Maybe. At scale with clients? Likely. Are KPMG’s clients really ready for that? Are all of KPMG’s partners, principals and directors?

Technology Business Research, Inc.

Holiday Shopping Is Becoming an AI Story: How Value-conscious Consumers, Rising Memory Costs and Connectivity Are Reshaping Retail

10.07.26

As retailers invest more heavily in AI to capture increasingly value-conscious holiday shoppers, the effectiveness of those investments will depend on the infrastructure supporting them. AI recommendations, computer vision, mobile point-of-sale, real-time inventory and in-store personalization only create value when data can move reliably between devices, stores, edge systems and cloud platforms.

Technology Business Research, Inc.

AI Is Changing Enterprise Networking, but Not All Disruption Looks the Same

10.06.26

Our initial results show an industry in transition. HIRI and operating margins are improving across the peer group, but AI is only one part of the story. Restructuring efforts, revenue growth, subscription adoption and portfolio consolidation continue to strongly influence workforce productivity. Additionally, customer demand for AI-based solutions to support their own AI transformations boosts financial performance independent of the vendors’ internal AI investments.

Technology Business Research, Inc.

Exploring KPMG’s Role in AI

10.03.26

What struck TBR most about KPMG’s frequent evocations of trust was the humility that went with it. Knowing trust has to be earned, maintained and renewed seemed to inform how KPMG leaders spoke about the firm’s capabilities and relationships. And in casual discussions with KPMG clients at the Utah event, trust came up repeatedly as a key reason they were there.

The Midmarket Opportunity: Which GSIs Can — and Should — Pursue It?

09.25.26

Expanding into the midmarket has been a recurring theme for GSIs for many years, and some are dusting off that strategy yet again. This time, platform-led operating models that are less linked to FTE-based pricing may change the game. When looking at Accenture, Atos Group, Capgemini and Deloitte, which company could reasonably enter or expand into the midmarket? More importantly, which should?

The Time to Start Building Your Multiparty Alliance is Now

09.11.26

Every software and technology company should be building multiparty alliances through codeveloped solutions supported by joined-at-the-hip sales teams. Additionally, executives should be thinking about, planning for, acting on and beginning to deliver around outcome-based pricing.

Convergence Takes Center Stage as U.S. Telecom Operators Pursue the Next Phase of Growth

08.24.26

The U.S. telecom market is entering a new phase in which convergence, broadband scale, and higher-value connectivity services such as AI infrastructure connectivity are becoming increasingly important competitive differentiators.

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Peraton Revenue on Track for $8B Despite Shaky Start to 2024

08.09.24/by James Wichert, Analyst

TBR anticipates that Peraton will continue to more efficiently convert its backlog (last reported at $24.4 billion in the middle of 2022) into revenue while the company also keeps capitalizing on federal budget priorities favoring civilian, defense and healthcare agencies. A government shutdown in 4Q24 could still disrupt Peraton’s expansion, but TBR believes Peraton will still reach between $8.0 billion and $8.1 billion in annual revenue during 2024, representing growth of between 2.6% to 5.2% over 2023.

Implementing a Comprehensive Strategy: Infosys Enhances Talent Development, Sales Efficiency and Profitability

08.08.24/by Bozhidar Hristov, Principal Analyst

Infosys Cobalt, Infosys Topaz and now Infosys Aster will continue to act both as the backbone of IT services modernization and as access points to generative AI (GenAI)-related opportunities. With many of its peers are pursuing similar strategies and poaching key Infosys executives to emulate success, the company needs to remain vigilant and maintain transparent communication with stakeholders to avoid client and talent confusion and secure its long-term success.

GenAI Disruption: Rewriting the Business Models of Tech Titans and Consultancies

08.08.24/by Patrick Heffernan, Practice Manager and Principal Analyst

As the efficiencies of automation, analytics and AI begin benefiting technology companies themselves, not just their enterprise clients, TBR sees the latter half of 2024 as fundamentally business model disruptive for pretty much every technology company we cover, from McKinsey & Co. to Infosys to Dell Technologies to Amazon Web Services to IBM to Ericsson to NVIDIA.

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Adapting to Market Needs: How Consultancies are Investing in Talent and Partner Ecosystems

08.06.24/by Kelly Lesiczka, Senior Analyst

While macroeconomic uncertainty remains across markets, the consultancies look to develop core services such as around AI, partnerships and networks of physical centers to strengthen client engagements and continue advisory discussions. Increasing technology complexity, operational cost-driven optimizations and data strategies will draw on consultancies’ core experience to successfully drive digital transformation programs.

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How AI Is Revolutionizing Cost Efficiency and Customer Experience in Telecom

08.05.24/by Chris Antlitz, Principal Analyst

TBR’s latest telecom research indicates customer care, which includes contact centers, will be profoundly transformed by AI. Though traditional AI has been utilized in customer care for many years (e.g., chatbots and interactive voice response), GenAI will take customer care to an advanced state. TBR estimates that GenAI could reduce the costs of running contact centers by up to 80%, and this is an area telecom operators are keenly interested in as they remain focused on cutting expenses across their businesses.

Competitive Benchmarking: A Strategic Guide

06.28.24/by Elitsa Bakalova, Senior Analyst

Discover the power of competitive benchmarking in the IT services market. Learn how it can help IT services vendors outperform their peers and drive business growth strategies.

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Is India the Right Growth Market for Global Consultancies?

06.21.24/by Patrick Heffernan, Practice Manager and Principal Analyst

TBR looks at the question: If India is on track to become the third largest economy, will it also be the third largest revenue source for the Big Four, Accenture, IBM and Capgemini, or only for the firms that act first and implement the optimal strategies?

GenAI in Telecom: Transforming Operations from Front to Back Office

06.14.24/by Chris Antlitz, Principal Analyst

Explore the wide range of use cases for generative AI (GenAI) in the telecom industry and discover how CSPs can benefit from this emerging technology.

U.S. Telecom Market Outlook: Public Sector Revenue Growth for 2024 [Infographic]

05.14.24/by Steve Vachon, Senior Analyst

TBR estimates public sector revenue from U.S.-based service providers grew 6.1% year-to-year in 4Q23 to $5.4 billion. Total public sector revenue growth was driven by wireless revenue, which increased 9% year-to-year to an estimated $2.8 billion. First responder initiatives such as AT&T FirstNet and Verizon Frontline are the main drivers of public sector wireless revenue growth as these units are attracting public safety agencies seeking enhanced reliability to support mission-critical workloads and use cases.

IT Services Market in 2024: Key Success Factors for Vendors

04.22.24/by Elitsa Bakalova, Senior Analyst

While macroeconomic uncertainty challenges year-to-year revenue growth in the IT services sector, the trajectory beyond 2024 appears promising, largely due to the resilience of managed services bookings. Despite macroeconomic uncertainty the revenue growth trajectory beyond 2024 is promising, driven by the resilience of managed services bookings.

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