TBR’s Business Insights

DOGE Federal IT Vendor Impact Series: Accenture Federal Services

04.03.25

The full impact of the 10 canceled task orders on Accenture Federal Services (AFS) remains unclear, but TBR’s secondary research indicates the terminated work has a total contract value of nearly $93 million, including a $35 million order from DOE’s CIO office and a $2 million order for geospatial services. If we assume all $93 million worth of orders was booked by AFS as the prime awardee, that sum would represent just under 2% of AFS’ estimated FY24 revenue of $5.4 billion.

Technology Business Research, Inc.

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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Special Report: TBR 2023 Devices Predictions

Technology Business Research, Inc.

Top 3 Predictions for Devices (PCs) in 2023

11.21.22/by TBR

Following the pandemic-related surge in PC sales and AUR, TBR predicts vendor revenue and margins will be lower in 2023.

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