TBR’s Business Insights

Capgemini to Acquire WNS for $3.3B, Tripling BPO Revenue and Accelerating AI Ambitions

07.15.25

The acquisition undoubtedly serves as an important stepping stone to transform Capgemini’s BPO offerings, which are housed in its Operations & Engineering segment, yet Capgemini must be strategic with its approach, balancing new clients’ expectations with the introduction of incremental GenAI and agentic AI capabilities. Capgemini’s recent investments in partner-enabled portfolio offerings position the company well for a large change in the segment, such as its new agentic AI offerings announced with Google Cloud in April and its NVIDIA NIM-powered industry-specific agentic AI solutions and agentic gallery.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: Maximus

06.11.25

Partnerships will be integral as vendors across the federal IT market look to quickly demonstrate their value to the new administration. While Maximus has historically been quiet regarding its alliance activity, this could change as the vendor aims to avoid falling behind. For example, Maximus recently announced a partnership with Salesforce to augment its CX as a Service efforts. The Maximus Total Experience Management solution is being augmented with the Agentforce platform to provide clients with AI agents tailored to their needs that use data to adapt to citizens’ needs and simplify interactions.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: ICF International

06.11.25

TBR anticipates ICF will also explore ways to make its IT modernization and digital transformation work more agile while increasingly booking these types of engagements as fixed-price, outcome-based contracts, given the Trump administration’s preference for this contracting method. At least 50% of ICF’s IT modernization and digital transformation engagements are already fixed-price, outcome-based contracts.

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Atos Is Starting to Regain Client Trust and Develop Commercial Opportunities That Will Generate Revenue in 2025

06.06.25

After years of instability and declining performance, Atos enters 2025 with new leadership, improved liquidity and early signs of commercial momentum, positioning the company for gradual recovery and long-term stabilization.

Aera Bella

Oracle Strategy: Large Backlog and New Government Contracts Boost Vendor’s Long-term Outlook

06.05.25

Oracle’s current business strategy centers on streamlining customer success efforts, enhancing partner collaboration, and expanding multicloud infrastructure. By consolidating its services under the Oracle Customer Success Services (CSS) umbrella, the company has improved life cycle support for clients, reduced overlap with systems integrators, and equipped partners with tools like the Cloud Success Navigator to enhance implementation and renewal outcomes.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: Booz Allen Hamilton

05.30.25

The disruption that has very suddenly overtaken BAH’s civil business has prompted the firm to craft what Rozanski called a “one-time reset” of its civilian operations, including a 7% reduction in global headcount (about 2,500 employees) in 2Q25 that will disproportionately impact BAH’s civilian operations. The decline in civilian award activity has been so abrupt that BAH has not been able to sufficiently redeploy civilian project staff to DOD, IC or commercial sector programs, despite the firm’s expectations that growth will continue in its DOD and IC units in FY26.

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GenAI Reshapes IT Services Talent Strategy as Vendors Balance Innovation, Ecosystem Alignment and Economic Headwinds

05.20.25

In the short-to-mid-term, TBR expects generative AI (GenAI)-specific training to become a standard part of an IT services or consulting professional’s basic tool kit, with specialized training around technology partners’ solutions or a company’s own IP and platforms reserved for those professionals dedicated to AI roles. While some may argue every role is an AI role, the near-term reality is that only a select few among the broader professional services talent base will need specialized training, and the associated budgets will decrease in the coming years.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: Leidos

05.20.25

In FY25 Leidos will tout its mission-critical solutions to enhance outcomes quickly, cost-effectively and at scale for federal agencies. Leidos will accelerate efforts to draw closer to its federal clients, emphasizing how they can more effectively utilize the company’s delivery scale and depth of mission expertise to comply with DOGE’s mandates, the overarching IT objectives of the Trump administration and the enduring need to modernize federal technology infrastructures.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: CGI Federal

05.19.25

CGI Federal is confident it can adapt to outcome-focused contracting in federal IT but is uncertain how quickly the transition can be completed. CGI Federal has been a perennial margin leader in TBR’s Federal IT Services Benchmark due to its traction with its ever-expanding suite of homespun intellectual property (IP)-based offerings like Sunflower and Momentum, and demand for these offerings will at least endure, but likely increase, under DOGE.

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

Technology Business Research, Inc.

Analytics, AI and digital transformation reach tipping point in acceleration

03.10.23/by TBR

Discover the two main forces shaping TBR’s outlook for the digital transformation market and how they can help you capture analytics and insights opportunities while reducing and managing expenses

Ensuring Competitive & Market Intelligence Models Suit Your Needs

02.24.23/by admin

There’s no one playbook or set of “hacks” that can help you build models that are actionable for addressing your business challenges. For that, only collaboration and iteration (read: hard work) will do. However, there are a number of key success factors that we believe can help ensure that a CI/MI.

The Top Metrics You Should Be Modeling In Competitive/Market Intelligence (CI/MI)

02.23.23/by admin

TBR dives into the top categories of metrics and specific metrics that we typically see as part of a foundational CI/MI modeling program

How To Build Trust In Financial Model(ing)

02.22.23/by Allan Krans, Practice Manager and Principal Analyst

A model is only as valuable as the validation, sourcing and trust that underly the numbers. In other parts of this series, we’ve talked about what a financial model is and how it can be used, but none of those things matter without trust in the data. At TBR, this fact plays into every step of working with clients on financial modeling engagements: upfront, during the modeling process, and in the final delivery of the models and our recommendations based on them. Here are some of the techniques we recommend for building trust in your financial models.

Technology Business Research, Inc.

IBM makes smart IT services play in the U.S. federal sector IT services space

02.17.23/by Patrick Heffernan, Practice Manager and Principal Analyst

This month Patrick chats with Senior Analyst John Caucis, lead author of TBR’s Federal IT Services Benchmark, and Senior Analyst Elitsa Bakalova, who leads TBR’s coverage of IBM, about IBM’s investments in serving the U.S. federal IT market.

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.

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.

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