TBR’s Business Insights

New IT Services Vertical Revenue Data Shows TCS’ Public Sector Surge and Market Shifts

02.19.25

Learn about TBR's new IT Services Vertical Revenue Data Excel file. This proprietary data stream, in conjunction with our qualitative analysis of these firms, including their partners and how they operate, offers unprecedented intelligence on which companies are growing or maintaining their revenue or experiencing declines within industry verticals and allows for partner adjustments and competitive maneuvering.

Tony Studio, Getty Images Signature via Canva Pro

Fujitsu Expands Kozuchi AI Platform and Strengthens Partnerships to Drive Digital Transformation

02.06.25

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.

Simonkr, Getty Images Signature via Canva Pro

New Solutions Drive New Revenue Streams for Atos’ Manufacturing Clients

02.05.25

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.

Douglas Rissing, Getty Images via Canva Pro

Federal IT Spending Poised for Another Strong Year in Fiscal 2025

02.04.25

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.

Svetazi, Getty Images via Canva Pro

Robots Protecting Themselves From Robots: The Future of AI Security and Vendor Differentiation

02.03.25

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.

Getty Images Signature

B2B Strategic Advantage: Ecosystem Intelligence

01.31.25

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.

Canva Pro

KPMG Shifts Focus to Legal Services and AI-driven Strategy Consulting

01.28.25

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.

PeterSchreiber.Media, Getty Images

Infosys’ Future: Scaling GenAI and SLM Innovation to Drive Growth and Stakeholder Trust

01.21.25

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.

hh5800_getty-images-signature

What Spectrum Will 6G Use?

01.13.25

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.

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

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

Special Report: TBR 2023 Federal IT Services Predictions

Technology Business Research, Inc.

Top 3 Predictions for Government IT Services in 2023

11.21.22/by John Caucis, Senior Analyst

TBR predicts federal government IT spend is poised to surge to new highs on the back of digital modernization and cybersecurity investment. Read more about this prediction and others in our 2023 report.

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

Technology Business Research, Inc.

How to illuminate operational insights and increase value from your business model and estimates

11.07.22/by Patrick Heffernan, Practice Manager and Principal Analyst

Learn about TBR’s approach to modeling financial performance and other business metrics, including what value comes from modeling and advice on doing modeling correctly

Technology Business Research, Inc.

Digital transformation cannot escape tech despite vendors’ evolving value propositions

10.21.22/by TBR

Complexities in developing and managing digital transformation (DT) have fueled tremendous opportunity for vendors across IT and services over the past five to seven years.

Technology Business Research, Inc.

Changing the norm: Consultancies reimagine portfolios and talent composition

10.20.22/by TBR

Consultancies must balance talent composition around technology and consulting to support the shift in business models to better retain clients and deliver on emerging needs brought out from digital adoption

Technology Business Research, Inc.

IT infrastructure vendors balance demand hurdles and portfolio strategy in 2022

10.19.22/by TBR

Despite demand hurdles, IT infrastructure vendors continue to invest in expanding their portfolios to capture greater wallet share from customers and create more diversified revenue streams

Technology Business Research, Inc.

How has economic uncertainty impacted the cloud applications market in 2022?

10.18.22/by TBR

Cloud applications vendors are pursing growth amid mounting economic uncertainty ranging from inflation challenges to geopolitical concerns — headwinds that are set to linger well into 2023