TBR’s Business Insights

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?

The Time to Start Building Your Multiparty Alliance is Now

09.11.26

Every software and technology company should be building multiparty alliances through codeveloped solutions supported by joined-at-the-hip sales teams. Additionally, executives should be thinking about, planning for, acting on and beginning to deliver around outcome-based pricing.

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.

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Product Innovation – How IT Service Vendors are Leveraging Competitive Intelligence

12.08.23/by Kelly Lesiczka, Senior Analyst

IT services vendors are ramping up innovation efforts and bringing in new expertise and resources experience to address emerging needs as client demand reflects a stronger emphasis on software and efficiency solutions.

Strategic Synergy: Maximizing Technology Alliances in the Ever-Changing IT Landscape

11.06.23/by Patrick Heffernan, Practice Manager and Principal Analyst

As everyone expands their offerings and capabilities, knowing the full scope of what your partners do matters now more than ever for success in alliances.

Innovative Ecosystem Expansion: Leveraging Tech Startups for Sustainable Growth in IT Services

10.31.23/by Kelly Lesiczka, Senior Analyst

Expanding ecosystems to include tech startups and research academia will be key to vendors successfully collaborating with partners and clients, remaining ahead of trends and evolving portfolio offerings

IT Infrastructure Vendors Leverage Analytics and AI to Enhance Sustainability Services

10.13.23/by TBR

IT infrastructure consumption analytics underpinning ‘as a Service’ offerings will enable a new level of sustainability-oriented workload management

Jirsak/GettyImages/CanvaPro

Infosys and TCS: Forecasting to 2027 and Anticipating Upcoming Earnings

10.09.23/by Patrick Heffernan, Practice Manager and Principal Analyst

Ahead of quarterly earnings releases, we look at best-case scenarios for CAGR for India-centric vendors Tata Consultancy Services (TCS) and Infosys.

Peshkov/GettyImages/CanvaPro

No Matter Your Strengths or Strategy, You Must Partner to Deliver on GenAI Opportunities

10.06.23/by Patrick Heffernan, Practice Manager and Principal Analyst

IT services firms possess not only the trust of buyers but also the knowledge of buyers’ businesses to educate clients, and then help tailor GenAI tools to their business needs. In this blog, we look at the strategies and activities of three key players: Accenture, IBM Consulting and Dell Technologies.

The Evolution of Acquisitions, GenAI and Digital Transformation in IT Services and Consulting in 2023

09.20.23/by Patrick Heffernan, Practice Manager and Principal Analyst

Near-term, expect GenAI opportunities around consulting and limited case uses around productivity

Enterprise Storage Remains a Highly Competitive Space in 2023

09.08.23/by Angela Lambert, Principal Analyst and Practice Manager

Disruptive vendors are adding pressure to incumbents with targeted strategies to push into enterprise storage accounts

Telecom Industry Navigated Weakening Macro Backdrop Well in 1H23, but 2H23 and 2024 Will Likely be a More Challenging Situation

09.07.23/by Chris Antlitz, Principal Analyst

Despite holding up relatively well thus far in 2023, CSPs face significant challenges in managing their debt — the pressure is on to grow revenue and monetize their 5G investments

Human at the Center: EY Combines Data and Corporate Social Responsibility to Solve World Hunger

07.14.23/by Bozhidar Hristov, Principal Analyst

In June TBR attended an awards ceremony for the EY Open Science Data Challenge, which gave a glimpse into how well the firm mixes data and corporate social responsibility programs to solve society’s biggest problems, including world hunger.

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