TBR’s Business Insights

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.

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AI Agents: What Are They, and How Will They Impact the AI PC Space in 2025?

01.09.25

Over the past several quarters, OEMs have focused on incorporating local AI-powered features into their new PC releases, with initial neural processing unit (NPU)-enabled use cases leveraging AI to further enhance collaboration experiences and extend battery life. However, AI agents take the NPU’s functionality a step further, combining the capabilities of large language models (LLMs) with other resources to partially or fully automate a wide range of tasks, including responding to emails, booking hotel stays, or opening and closing IT help desk tickets.

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AI Buzz Sparks IT Infrastructure Shifts, but Privacy and Strategic Challenges Are Impacting Adoption

12.20.24

The industry enthusiasm surrounding AI has quickly led to shifts in organizations’ strategic priorities and expected investments such as demand for servers. Despite the hype, few organizations have operationalized GenAI to date. Instead, most are focused on overcoming initial barriers to adoption, including understanding the business implications of this new technology frontier.

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GenAI, IT Modernization and Strategic M&A Drive Infrastructure as a Service and Platform as a Service Growth

12.19.24

Top hyperscalers Amazon Web Services (AWS) and Microsoft are capturing legacy Oracle and SAP workloads as customers continue to migrate to the cloud to not only outsource their IT operations but also drive lasting business value. Though the geopolitical outlook is increasingly uncertain, we expect customers will continue to prioritize more traditional “lift and shift” migrations, and steps vendors are taking to deliver more integrated solutions could help.

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Harnessing AI and Automation in Business Process Outsourcing to Drive Growth Amid Shifting Buyer Priorities

12.13.24

Vendors’ business process outsourcing (BPO) businesses continue to benefit from the ongoing shift in buyer priorities from innovation and growth toward business resiliency and optimization. Buyers are investing in automating business processes to free up costs, providing pathways to growth for vendors with AI-powered and platform-based offerings.

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Emerging Consultancy Trends: Talent Management and Innovation in the Spotlight

12.12.24

Technology continues to threaten the nature of consulting engagements, requiring consultancies to showcase value and deliver on outcomes. Greater investment in talent frameworks, structure and skill will equip staff to lead client discussions and effectively leverage technology to assist workflows. Partnerships remain a core piece of the technology integration, bringing in new expertise and go-to-market opportunities that enable consultancies to meet a wider variety of client needs. Client retention remains a priority across consultancies but will require the firms to effectively deliver value through services.

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Federal IT Spending Will Remain Robust in FFY25 Amid AI Prioritization

12.06.24

Since coming into office, the Biden administration has fueled an unprecedented federal IT bull market. While the White House’s proposed federal civilian technology budget of $75.1 billion for federal fiscal year 2025 (FFY25) is the smallest increase in several years (up less than 1% compared to $74.5 billion in FFY24), it is still an increase of more than 14% from $65.8 billion in FFY23, and up 25% from $60.1 billion in FFY21, the last year of the prior administration. FFY25 has started with a continuing resolution (CR), as have most of the last several fiscal year. The impact of the latest CR on the largest federal systems integrators may be limited to shorter-cycle programs in their order books, but some disruptions to larger, longer-term engagements are not out of the question.

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Meet MAMAA: The Top 5 Hyperscalers Shaping the Future of Digital Ecosystems

11.20.24

TBR research shows only the Tier 1 hyperscalers can transcend most, if not all, of the major lifestyle categories to provide a seamless end-to-end ecosystem experience, touching all aspects of people’s lives, primarily due to their scale and access to resources.

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Growing Infrastructure as a Service Commitments and Competitive Dynamics

11.19.24

Market leaders Amazon Web Services (AWS) and Microsoft have highlighted that customers are signing larger cloud contracts with longer terms. At least in the case of AWS, customers are increasingly applying their cloud credits toward one- or three-year subscription offerings like Savings Plans and Reserved Instances.

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Will the quantum computing investment summer of 2021 continue?

01.24.22/by TBR

Volume of information being released around quantum initiatives leads TBR to believe the so-called quantum winter has passed Last year the demand for agile solutions to persistent global challenges helped raise awareness of quantum computing’s potential. Investors took notice, as the quantum computing industry saw unprecedented backing from investors and progress in alliances around innovation, […]

Business ecosystems must invest in massive supply chain pivots

01.05.22/by admin

COVID-19 supply chain impact COVID-19 laid bare the underinvestment in contingency capabilities during the decades-long pursuit of cost optimization. In short, business leaders assumed a certain status quo in business continuity and did not leave sufficient capital tied up in unfinished inventory to provide necessary buffers in supply chain efficiency. Firms had over-rotated on optimization […]

Informatica returns to the public market with an emphasis on data democratization and hyperscale partnerships

11.29.21/by Catie Merrill, Senior Analyst

Informatica’s fall 2021 launch, which consisted of a new cloud-native marketplace, automated data quality features and new data scanners, comes alongside the company’s return to the market in an $840 million IPO. The announces offerings, from new services to partner integrations, largely complement the Intelligent Data Management Cloud (IDMC) platform — the key announcement at […]

Big Blue and big government: Enhancing security and co-innovation operations improves IBM’s chances in the U.S. public sector

11.15.21/by Elitsa Bakalova, Senior Analyst

IBM is strengthening public sector resources in the U.S. to capture modernization opportunities While the public sector accounts for less than 10% of IBM’s revenue, in TBR’s estimates, IBM is expanding resources in the U.S. to ramp up activities. IBM developed its delivery capabilities for the U.S. federal sector by establishing the IBM Center for […]

Lenovo Turnkey Solutions: How Lenovo’s art of the practical enables clients to practice the art of the possible

10.19.21/by Patrick Heffernan, Practice Manager and Principal Analyst

New offerings built on a smart long-term strategy In advance of Lenovo’s Oct. 18 announcement of Lenovo Turnkey Solutions, executives with the company’s Industry Solutions group briefed TBR on elements of the new offering. In building the turnkey solutions, executives emphasized Lenovo’s continued focus in three critical areas: simplicity, core competencies and smart partnering. Keeping […]

Opportunities for IT services abounding in a resurgent APAC market

10.08.21/by Elitsa Bakalova, Senior Analyst

In the most recent edition of the quarterly IT Services Vendor Benchmark, which published Oct. 7, TBR analysts took a deep dive into services vendors’ performance in APAC over the last few quarters, noting trends and anticipating how the market would react to easing pandemic restrictions and new investments in people and capabilities. The following […]

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CSP demand for 5G infrastructure is expected to remain robust for at least the next few years

10.07.21/by Steve Vachon, Senior Analyst

Key Insights Traditional RAN will remain the predominant architecture through 2025. Open vRAN will take time to mature and go mainstream. Mobile broadband (MBB) and fixed wireless access (FWA) will remain primary use cases for 5G; government and enterprise pursuit of digital transformation wil drive other use cases. APAC will lead the world in 5G […]

TBR projects CSP spend on edge compute infrastructure will grow at a 46.1% CAGR from 2020 to 2025 and reach $100B

10.05.21/by Michael Soper, Senior Analyst

Key Insights The Big Nine hyperscalers will collectively outspend the combined outlays of telcos and cablecos on edge compute infrastructure before the middle of this decade. All Big Nine hyperscalers are investing in the edge in some way. Amazon, Microsoft and Google have global ambitions for edge, though and the hyperscalers intend to partner […]

What happened to smart cities?

09.16.21/by Patrick Heffernan, Practice Manager and Principal Analyst

COVID-19 and cloud have overrun smart cities, for now A question from a client spurred an internal discussion among TBR’s Professional Services, IT Services and Digital Transformation Services Team around smart cities and what the vendors we cover had been doing lately to advance what had been one of the hottest topics in 2017, 2018, […]

Quick Quantum Quips: August quantum developments advance multiple rival architectures, with education and standards rising in importance

08.30.21/by admin

Welcome to TBR’s monthly newsletter on the quantum computing market: Quick Quantum Quips (Q3). This market changes rapidly, and the hype can often distract from the realities of the actual technological developments. This newsletter keeps the community up to date on recent announcements while stripping away the hype around developments. For more details, reach out […]

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