TBR’s Business Insights

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.

A Winning Strategy in IT Services and Consulting

08.21.26

We have voluminous data at TBR, 30-plus years of data and analysis on the largest and leading companies across the technology stack, from McKinsey & Co. to Wipro, from Amazon Web Services to Verizon. Because we publish data and analysis quarterly, looking back one year and forward two to five years, we don’t often take the longitudinal view. Looking at our research since October 2021 (18 months after the start of the pandemic) to today, what can we say about the strategies, business models and investments that have separated leaders from laggards, particularly in the IT services and consulting space?

AI-wrapped IT Modernization Opportunities Will Serve as Both Marketing and Revenue-generating Engines as Infosys Builds Verticalized Use Cases Tied to Outcomes to Expand AI Revenue Share

08.20.26

Infosys’ opportunity is not simply to sell more AI tools but also to use AI as the reason clients modernize applications, clean data, rethink workflows and consolidate vendors. That positioning matters because buyers remain practical: They want productivity, measurable outcomes and lower operating complexity, not another layer of technology hype.

The Paradox of AI Infrastructure: Hyperscalers’ Ambition Collides With the Power Grid and What This Means for Telcos

08.17.26

The AI infrastructure supercycle is entering a new phase. The central question is no longer whether hyperscalers have the capital or appetite to build AI infrastructure but whether the power grid can support what they intend to build.

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Hidden Costs of AI Market Intelligence

07.28.26

The enterprises that succeed will not be those that provide unrestricted AI access to every employee. The winners will build trusted intelligence architectures enabled with proprietary, non-public data and analysis that prevent organizations from paying thousands of times for the same expensive thought. The future of enterprise AI is not simply broader access. It is governed intelligence aligned to enterprise strategy, with CFO approved efficiency. And increasingly, that efficiency may prove more valuable than the AI models themselves.

The Race for Digital Sovereignty: How 4 IT Services Leaders Are Positioned

07.21.26

TBR Fourcast is a quarterly blog series examining and comparing the performance, strategies and industry standing of four IT services companies. The series also highlights standouts and laggards according to TBR’s quarterly revenue projections as well as its geographic and segment estimates. With discussions about sovereignty in Europe only becoming louder, TBR thinks it is worthwhile to examine Atos Group, CGI, Fujitsu and Kyndryl. Our intent is to shine light on these similarly sized companies that have a strong presence in Europe and/or a strong presence in ITO and consulting and to discuss where each company’s opportunity lies.

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Telecom Infrastructure Services Market Expected to Become More Dependent on Hyperscalers and Fiber Technology Deployments

07.02.26

TBR research shows hyperscaler investment across multiple network domains will intensify through the forecast period, both to support cloud and AI as well as for general connectivity, driving TIS spend growth for this customer segment

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In the Agentic Era, Teradata’s Hybrid Strategy Will Drive Its Success

05.28.26

As enterprises look to operationalize AI across distributed environments, scale becomes less about where the infrastructure sits and more about how effectively the underlying data can be governed, accessed and turned into value. Teradata’s ability to deliver AI to where customers’ data already lives — without the need to modernize their infrastructure — will become more relevant.

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Will C&SI Revenue Growth Accelerate Significantly Due to AI Adoption at Scale?

05.14.26

Nearly all IT services companies and consultancies have adopted a customer-zero approach to emerging technologies. With enough experience and scale, they should move into the latter half of the 2020s with compelling use cases for clients and opportunities to benefit from their internal AI adoption.

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Expectations for GenAI Deployment in IT Services in 2024

02.28.24/by Patrick Heffernan, Practice Manager and Principal Analyst

Delve into the current landscape of GenAI deployment in 2024. Despite initial hype, concerns around cost, technology challenges, and ethics persist. Explore how IT services vendors are pivoting towards business-backed use cases to sustain client interest. Anticipate shifts towards outcome-based pricing and increased focus on data orchestration. Download TBR’s predictions for IT services and consulting markets in 2024 for insights into GenAI pressures and talent challenges.

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.

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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 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.

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