TBR’s Business Insights

Who Will Win the AI Services Race in the Next Wave of AI?

04.21.26

This quarter, TBR FourCast looks at Accenture, Capgemini, HCLTech and IBM Consulting, comparing how their underlying data strategies, especially related to engineering and integration, prepares them for advanced AI adoption.

Anthropic, OpenAI and Palantir: Who Gains and Who Loses in the Federal Fallout

04.16.26

Insights into how important the recent developments between Anthropic, OpenAI and Palantir are considering the implications for the largest agency (DOD), within the single largest buyer of IT in the world (U.S. Federal Government), relating to the single largest technology priority (AI).

Technology Business Research, Inc.

Salesforce Highlights Strengths in Innovation and Relationships at Agentforce World Tour

04.14.26

With the recent hype around the “death of SaaS” and other pressures on the business models of technology companies, Salesforce’s growing presence, success, and apparent disruption of competitors and alliance partners alike underscore Salesforce’s strengths in creating stickier client relationships and continually innovating, two qualities essential in the agentic AI age.

Pexels, Canva Pro

Federal IT Spending Trends: Why Growth Is Contracting and Where It Is Shifting

03.30.26

The Trump administration has proposed a double-digit increase in defense spending, which will flow through to IT budgets in the Department of Defense and Intelligence Community, particularly in areas of national security, which will receive top priority. Federal IT acquisition is also slowly pivoting to embrace outcome-based contracting, while the DOD looks to accelerate IT purchasing by adopting new and innovative IT procurement approaches.

Katherinasim, Canva Pro

Governance Becomes a Prerequisite for Success with AI

03.30.26

Governance was a recurring theme across content sessions and executive meetings at Mobile World Congress 2026. As telecom operators move from experimentation to operational in AI, creating a corporatewide, centralized framework for data management, model oversight and regulatory compliance is becoming essential. Without clear governance, AI initiatives often remain fragmented across business units, leading to inconsistent outcomes, duplicated efforts and limited enterprise impact.

Getty Images via Canva Pro

New Growth in Consulting Is Emerging from an Unexpected Place: Managed Services

03.18.26

A scaled managed services practice trained in spotting consulting opportunities and armed with AI-enabled solutions will unquestionably win some management consulting market share. More significantly, from TBR’s objective view, is whether the Big Four firms can manage their staffing, brand promise and technology alliances to take advantage of the managed services practices they’ve already built and use those opportunities to return to robust management consulting growth. Maybe, but probably not all four. The next two years will be telling, and TBR expects the existing differences between the Big Four will become even more pronounced.

Skills Shortage Will Challenge the Scaling of Sovereign AI in 2026

02.20.26

AI-related skills will remain scarce across both buyers and ecosystem partners as the rapid pace of innovation and the technical complexity required to enable sovereign AI continue to hinder adoption. These challenges, combined with a lack of clearly defined and compliant use cases among sovereign customers, gaps in sovereign cloud infrastructure availability and steep AI learning curve faced by ecosystem partners, will constrain meaningful investment and implementation of sovereign AI throughout 2026.

PaaS Revenue Will Outpace SaaS Revenue for Cloud Software Vendors

02.17.26

Enterprise customers are prioritizing the modernization of their existing SaaS estates rather than adding new applications, driven by market saturation, accumulated technical debt, and a growing imperative to become AI-ready. As IT buyers shift their focus toward modern platforms, traditional SaaS leaders should expect their PaaS segments to continue significantly outperforming their core SaaS businesses in revenue growth.

Dee Angela, Canva Pro

Alliances Will Extend Beyond Core Offerings as AI-driven Sales and Marketing Reshape Ecosystems

02.12.26

IT services companies have their limits, and clients have preferred technology vendors, leading IT services companies to look to alliances to drive new growth. We have seen this pattern before, but in 2026 we will see IT services companies extend those alliances into devices, connectivity and even silicon, requiring a multiparty alliance approach that will strain commercial models, sales strategies and alliance leaders across the ecosystem.

Previous Next

Our most-read analysis, free in your inbox each week!

Fill out the form to the right to subscribe to Insights Flight today

6G Transition: Preparing for Next-Gen Networks

02.26.24/by Steve Vachon, Senior Analyst

Discover the impending transition to 6G networks and the preparations being made by the telecom industry and global government entities. Stay ahead of the curve with this insightful blog post.

AI’s Impact on IT Infrastructure in 2024: Key Predictions and Trends

02.23.24/by Angela Lambert, Principal Analyst and Practice Manager

Explore TBR’s insights on how AI will impact IT infrastructure in 2024. Learn about market recovery, AI-enabled infrastructure, cost optimization, and the rise of multicloud environments.

Staying Competitive in the Fast-changing IT Services Market

02.22.24/by Kelly Lesiczka, Senior Analyst

Discover how competitive intelligence for IT services impacts IT vendors, budgeting, labor costs and more.

Technology Business Research, Inc.

Unlocking Competitive Insights: Beginner’s Guide

02.21.24/by Allan Krans, Practice Manager and Principal Analyst

Discover the unique facets of competitive intelligence – competitors, customers, partnerships. Read this guide today to learn more!

How to Gain Cloud Market Share in 2024

02.20.24/by Allan Krans, Practice Manager and Principal Analyst

Explore the evolving cloud market landscape in 2024. Vendors must adopt strategic approaches to gain market share, leveraging AI-led growth, expanding addressable markets, and orchestrating multivendor partnerships. Discover TBR’s predictions for the evolving cloud market in 2024.

Open RAN Adoption in 2024

02.20.24/by Chris Antlitz, Principal Analyst

Explore the slow development of the open RAN market in 2024. Despite vendor marketing and CSP interest, technological complexity and cost hinder mainstream adoption. Open RAN deployments remain limited to greenfield networks, while vRAN gains traction for its agility and cost efficiencies. Download TBR’s predictions for the telecom market in 2024 for insights into industry responses to challenges.

Expectations for AI PCs in 2024

02.15.24/by Ben Carbonneau, Senior Data Analyst

Discover the buzz around AI PCs reshaping the device industry. As hardware advances, software development lags, delaying potential commercial PC refreshes. Dive into predictions for 2024 with TBR Senior Analyst Ben Carbonneau.

GenAI Expectations for Enterprise Buyers in 2024

02.13.24/by Bozhidar Hristov, Principal Analyst

Discover how GenAI is reshaping enterprise landscapes in 2024. With heightened expectations, vendors must showcase tangible use cases and outcomes. Explore how GenAI intersects with digital transformation predictions and the imperative for preparedness in data architecture. Unlock insights into navigating the GenAI journey for sustainable growth. Download TBR’s Top Predictions for Digital Transformation in 2024 for a comprehensive outlook.

GenAI and the Power of the Use Case

01.26.24/by Patrick Heffernan, Practice Manager and Principal Analyst

In 2024, vendors adept at collaboration in the GenAI space and substantiating their promises with actual client outcomes will lead the pack. Those lacking in either area may still ride the GenAI wave, but they risk lagging behind with subpar results and waning market relevance.

Service Providers: IT Modernization Isn’t Flashy, but It Leads to Tangible Savings. Here’s How …

01.19.24/by Chris Antlitz, Principal Analyst

AI (especially generative AI) is of particular interest to service providers f late following technological breakthroughs from OpenAI’s ChatGPT platform, which has demonstrated that generative AI has developed to a point that it is able to bring useful outcomes to businesses and consumers alike.

Free Data & Analysis

Subscribe to Insights Flight today!