TBR’s Business Insights

TCS vs. HCLTech: 2 Distinct Paths to AI Leadership

11.10.26

As AI reshapes the IT services market, Tata Consultancy Services (TCS) and HCLTech are positioning themselves for leadership — but from very different starting points. TCS brings immense scale, disciplined resource management and exceptional financial resilience, while HCLTech leans on ecosystem orchestration, infrastructure investment and its long-standing engineering capabilities.

Technology Business Research, Inc.

Salesforce vs. ServiceNow in AI Adoption Expectations for 2027

10.24.26

The defining question for ServiceNow and Salesforce in 2027 is no longer whether they can articulate compelling agentic use cases. It is whether those use cases begin driving meaningful consumption on their platforms. Both companies have been messaging that opportunity for months, but 2027 should show whether early momentum can translate to sustainable growth.

Technology Business Research, Inc.

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?

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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.

Abstract,close up of Mainboard Electronic computer background. (artificial intelligence, ai)

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2024: A Transitional Year for GenAI and PC Markets

04.16.24/by TBR

Explore how 2024 marks a pivotal year for GenAI and the PC market. Discover the latest AI applications, market trends, and the evolving role of AI PCs in driving industry conversations and addressing privacy concerns.

The Critical Role of Competitive Intelligence in Strategy Planning

04.11.24/by Kelly Lesiczka, Senior Analyst

Learn how competitive intelligence is essential for strategy planning. Discover the benefits, best practices and key considerations for integrating market knowledge and competitor analysis into your strategic framework.

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3 Ways AI Is Transforming the Cloud Industry in 2024

04.10.24/by Allan Krans, Practice Manager and Principal Analyst

Hyperscalers and SaaS providers are clearly on the front lines of GenAI monetization, but the availability of GenAI services through cloud delivery methods will also accelerate the development of the market.

How AI is Revolutionizing Telecom: Top Transformations for 2024

04.04.24/by Chris Antlitz, Principal Analyst

Discover how AI is revolutionizing the telecom industry in 2024. Learn about advancements in contact centers, customer lifecycle management, and corporate functions, driving efficiency and innovation.

When Will GenAI Impact the Devices Market?

04.02.24/by TBR

Generative AI (GenAI) will make devices, especially PCs and smartphones, more powerful and easier to use, and that will drive business among device, platform, silicon and software vendors but will not change the structure of the ecosystem. New opportunities in software and services will present themselves, new companies will enter the market, and most new companies will ultimately be acquired.

Cloud Components Market 2024: AI, Hybrid Solutions and Key Acquisitions

03.21.24/by Catie Merrill, Senior Analyst

Explore the latest trends in the cloud components market for 2024, focusing on acquisitions, AI advancements, and hybrid solutions. Discover how leading vendors like Dell, Cisco and HPE are shaping the landscape.

Unlocking Business Success: Competitive Intelligence

03.13.24/by Allan Krans, Practice Manager and Principal Analyst

Discover the power of competitive intelligence for business success. Learn how to leverage CI to gain insights on competitors, partners and customers.

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