TBR’s Business Insights

TCS vs. HCLTech: 2 Distinct Paths to AI Leadership

11.10.26

As AI reshapes the IT services market, Tata Consultancy Services (TCS) and HCLTech are positioning themselves for leadership — but from very different starting points. TCS brings immense scale, disciplined resource management and exceptional financial resilience, while HCLTech leans on ecosystem orchestration, infrastructure investment and its long-standing engineering capabilities.

Technology Business Research, Inc.

Salesforce vs. ServiceNow in AI Adoption Expectations for 2027

10.24.26

The defining question for ServiceNow and Salesforce in 2027 is no longer whether they can articulate compelling agentic use cases. It is whether those use cases begin driving meaningful consumption on their platforms. Both companies have been messaging that opportunity for months, but 2027 should show whether early momentum can translate to sustainable growth.

Technology Business Research, Inc.

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?

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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.

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TBR’s Business Insights

TCS vs. HCLTech: 2 Distinct Paths to AI Leadership

Salesforce vs. ServiceNow in AI Adoption Expectations for 2027

Should Accenture Enter Assurance?

5G’s Next Act Is About Monetization, While 6G Builds on the 5G Foundation

Exploring KPMG’s Role in Quantum

Holiday Shopping Is Becoming an AI Story: How Value-conscious Consumers, Rising Memory Costs and Connectivity Are Reshaping Retail

AI Is Changing Enterprise Networking, but Not All Disruption Looks the Same

Exploring KPMG’s Role in AI

The Midmarket Opportunity: Which GSIs Can — and Should — Pursue It?

Our most-read analysis, free in your inbox each week!

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

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

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

Exploring the Industrial Metaverse: A Glimpse into the Future

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

Conducting Competitive Intelligence Research – A How To

Conducting an Opportunity Analysis the TBR Way

When Will PC Demand Rebound?

The Big 10, the 200, and Accenture’s Ever Successful Alliance Strategy

Layoffs, AI and Optimization: Exploring Top Trends of the Chaotic Digital Landscape