TBR’s Business Insights

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.

A Winning Strategy in IT Services and Consulting

08.21.26

We have voluminous data at TBR, 30-plus years of data and analysis on the largest and leading companies across the technology stack, from McKinsey & Co. to Wipro, from Amazon Web Services to Verizon. Because we publish data and analysis quarterly, looking back one year and forward two to five years, we don’t often take the longitudinal view. Looking at our research since October 2021 (18 months after the start of the pandemic) to today, what can we say about the strategies, business models and investments that have separated leaders from laggards, particularly in the IT services and consulting space?

AI-wrapped IT Modernization Opportunities Will Serve as Both Marketing and Revenue-generating Engines as Infosys Builds Verticalized Use Cases Tied to Outcomes to Expand AI Revenue Share

08.20.26

Infosys’ opportunity is not simply to sell more AI tools but also to use AI as the reason clients modernize applications, clean data, rethink workflows and consolidate vendors. That positioning matters because buyers remain practical: They want productivity, measurable outcomes and lower operating complexity, not another layer of technology hype.

The Paradox of AI Infrastructure: Hyperscalers’ Ambition Collides With the Power Grid and What This Means for Telcos

08.17.26

The AI infrastructure supercycle is entering a new phase. The central question is no longer whether hyperscalers have the capital or appetite to build AI infrastructure but whether the power grid can support what they intend to build.

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Hidden Costs of AI Market Intelligence

07.28.26

The enterprises that succeed will not be those that provide unrestricted AI access to every employee. The winners will build trusted intelligence architectures enabled with proprietary, non-public data and analysis that prevent organizations from paying thousands of times for the same expensive thought. The future of enterprise AI is not simply broader access. It is governed intelligence aligned to enterprise strategy, with CFO approved efficiency. And increasingly, that efficiency may prove more valuable than the AI models themselves.

The Race for Digital Sovereignty: How 4 IT Services Leaders Are Positioned

07.21.26

TBR Fourcast is a quarterly blog series examining and comparing the performance, strategies and industry standing of four IT services companies. The series also highlights standouts and laggards according to TBR’s quarterly revenue projections as well as its geographic and segment estimates. With discussions about sovereignty in Europe only becoming louder, TBR thinks it is worthwhile to examine Atos Group, CGI, Fujitsu and Kyndryl. Our intent is to shine light on these similarly sized companies that have a strong presence in Europe and/or a strong presence in ITO and consulting and to discuss where each company’s opportunity lies.

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Telecom Infrastructure Services Market Expected to Become More Dependent on Hyperscalers and Fiber Technology Deployments

07.02.26

TBR research shows hyperscaler investment across multiple network domains will intensify through the forecast period, both to support cloud and AI as well as for general connectivity, driving TIS spend growth for this customer segment

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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.

How Are IT Infrastructure Vendors Helping Customers Navigate Uncertain Economic Conditions?

07.13.23/by TBR

Automation of management tasks has risen in priority as IT organizations seek to shift the balance from tactical to strategic actions while adapting to post-pandemic ways of working.

Exploring the Industrial Metaverse: A Glimpse into the Future

07.05.23/by Patrick Heffernan, Practice Manager and Principal Analyst

Offering users an immersive, real-time experience, the industrial metaverse draws on existing cloud-to-edge technologies to simulate, optimize and simplify complex systems across industries, predominantly manufacturing.

Facilitating Simplicity: KnowledgeRiver’s Analytics Tool and Its Secret to IT Services

06.30.23/by Patrick Heffernan, Practice Manager and Principal Analyst

More technical minds can argue about simplicity for simplicity’s sake; I’m interested in the various approaches IT services vendors have been deploying to meet that growing client demand, and I’m constantly contrasting what I hear and see to a firm we spoke to late in 2022, KnowledgeRiver.

Conducting Competitive Intelligence Research – A How To

06.26.23/by Patrick Heffernan, Practice Manager and Principal Analyst

Patrick M. Heffernan, Principal Analyst and Practice Manager, has strong opinions on what it takes to conduct useful competitive intelligence research, and in this blog, he dives into three steps for producing research that will support your business goals and help you win in your industry.

Conducting an Opportunity Analysis the TBR Way

06.26.23/by TBR

Opportunity analysis is one of the most critical and complex forms of research. It frames the big bets that technology, telecommunications and professional services companies make.

When Will PC Demand Rebound?

06.21.23/by Ben Carbonneau, Senior Analyst

TBR strongly believes a material rebound in the PC market will only begin in conjunction with the next major refresh cycle. However, this is dictated by several factors.

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