TBR’s Business Insights

DOGE Federal IT Vendor Impact Series: SAIC

03.31.25

TBR was surprised by SAIC’s FY26 (CY25) outlook, which was consistent with CEO Toni Townes-Whitley’s comment during the company’s 4Q24 earnings call that SAIC’s “current revenue with agencies under particular scrutiny by DOGE is immaterial.” In fact, SAIC elevated several elements of its FY26 guidance in 4Q24.

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Google Recognizes Critical Role of Security, and Its Standing in the Cloud Market, in Acquisition of Wiz

03.27.25

With the business environment changing and cybersecurity perhaps more relevant than ever, Google saw an opportunity to repursue the Wiz acquisition, and a $32 billion offer, marking a major uptick in valuation, was simply too good for Wiz to ignore. Should the deal close in 2026 as expected, Wiz — with roughly 1,800 employees and ties to half the Fortune 500 — will join the Google Cloud division, offering synergies with Mandiant, an added layer of protection for the Google Security Operations platform, and the potential to help Google Cloud formalize cybersecurity as an agentic AI use case.

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Hardware-centric Vendors Continue to Make Their Move Into Software

03.25.25

Though revenue mixes are increasingly shifting in favor of software, driven in part by acquisitions (e.g., Cisco’s purchase of Splunk), hardware continues to dominate the market, accounting for 80% of benchmarked vendor revenue in 3Q24. Industry-standard servers being sold to cloud and GPU “as a Service” providers are overwhelmingly fueling market growth, more than offsetting unfavorable cyclical demand weakness in the storage and networking markets.

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PwC Middle East Experts Weigh In on Economic Trends and Transaction Activity

03.21.25

PwC Middle East’s webcast provides excellent monthly insights into the region’s economies, but it is not the only active Big Four firm. As TBR reported in our Fall 2024 Management Consulting Benchmark, KPMG “announced the opening of Risk Hub in the United Arab Emirates (UAE) in collaboration with Microsoft and IBM, paving the way for more in-person, tech-enabled GRC [governance, risk and compliance] discussions with regional clients embarking on their digital transformation programs.” TBR also learned in February that KPMG intends to open a new Ignition Center in Riyadh, Saudi Arabia, in 2025, building on the firm’s global network of innovation and transformation centers.

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Deployment Services in Telecom Face Post-5G Slowdown, Shifting Market Dynamics and Growth in Fiber Expansion

03.21.25

The deployment services market faces growing headwinds, including communication service provider (CSP) consolidation, open vRAN’s lower installation costs, and reduced demand for site location and construction (SL&C), offset somewhat by hyperscaler spend and 5G rollouts in select developing markets. Hyperscaler investments provide incremental volume to the market, and TBR notes these companies are increasing their investments in access technologies (e.g., Google Fiber).

TBR Case Study: Price Benchmarking

03.12.25

Explore this competitive pricing example from TBR's Tailored Services team, which helped this global Top 3 hardware OEM capitalize on their investment in pricing research.

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Saudi Arabia’s Message to Global Firms: Deliver Real Value or Step Aside

03.05.25

Bottom line upfront: Understand that this is a Saudi story, not a PwC story, although undoubtedly it doesn’t feel that way in PwC’s corridors right now. Saudi Arabia has an opportunity to send some critical messages to players in the country, in the region and globally, and the kingdom is taking advantage.

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SaaS Vendors Bet on AI Agents to Unlock New Revenue Streams

03.04.25

For SaaS vendors, the long-term opportunity lies in the ability to upsell GenAI solutions integrated directly into their existing workflows. While all major SaaS providers have made such solutions generally available, revenue from GenAI tools has not been enough to offset the slowing top-line growth many vendors are experiencing. Issues like cost, reliability, data governance and use-case validation remain obstacles to broader adoption, preventing the technology from becoming the growth driver vendors had hoped. Nevertheless, enterprise SaaS vendors continue to hold an optimistic long-term outlook, with many believing the technology will become a strategic necessary.

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Who Is the Market Leader in IT Services?

03.03.25

Increased managed services activities around cost optimization and streamlined business processes and the recovering banking, financial services and insurance segment will help vendors alleviate revenue growth pressures in 2025.

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PwC offers rosy outlook for Middle East economies in 2023

02.03.23/by Patrick Heffernan, Practice Manager and Principal Analyst

PwC 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.

Blog series: Gimme 3 Insight Interviews with TBR's Subject-matter Experts

Technology Business Research, Inc.

Landscape Shifts In Management Consulting Require Consulting Firms To Change Their Approach

01.30.23/by Patrick Heffernan, Practice Manager and Principal Analyst

Learn which ongoing landscape shifts within the management consulting space have pushed firms to re-evaluate business structures and portfolio offerings

Technology Business Research, Inc.

Industrial IoT (IIoT) – Challenges in the marketplace

12.07.22/by Patrick Heffernan, Practice Manager and Principal Analyst

Learn 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?

11.28.22/by James Wichert, Analyst

Notably, Lockheed Martin was left out of the ABMS Digital Infrastructure Consortium, despite ramping up its efforts to underpin the DOD’s JADC2 vision.

Special Report: TBR 2023 Digital Transformation Predictions

Technology Business Research, Inc.

Top 3 Predictions for Digital Transformation (DT) in 2023

11.21.22/by Patrick Heffernan, Practice Manager and Principal Analyst

TBR starts off 2023 with 3 predictions surrounding Digital Transformation. The report includes commentary revolving around Metaverse, AI and how hyperscalers will kill technology agnosticism.

Special Report: TBR 2023 Professional Services Predictions

Technology Business Research, Inc.

Top 3 Predictions for Professional Services (IT Services Vendors) in 2023

11.21.22/by Patrick Heffernan, Practice Manager and Principal Analyst

Many 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.

Special Report: TBR 2023 Telecom Predictions

Technology Business Research, Inc.

Top 3 Predictions for Telecom Going Into 2023 and Beyond

11.21.22/by Chris Antlitz, Principal Analyst

TBR’s top predictions for the upcoming year include the telecom industry facing an unprecedented level of uncertainty and risk in 2023

Special Report: TBR 2023 Cloud & Software Predictions

Technology Business Research, Inc.

Top 5 Predictions for Cloud & Software Vendors in 2023

11.21.22/by Allan Krans, Practice Manager and Principal Analyst

TBR’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.

Special Report: TBR 2023 IT Infrastructure Predictions

Technology Business Research, Inc.

IT Infrastructure Predictions and Trends for 2023 and Beyond

11.21.22/by Angela Lambert, Principal Analyst and Practice Manager

Competition 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.