https://tbri.com/wp-content/uploads/2026/08/priscilla-du-preez-BjhUu6BpUZA-unsplash-scaled.jpg
1707
2560
Steve Vachon, Senior Analyst
https://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.png
Steve Vachon, Senior Analyst2026-08-24 13:17:542026-08-26 08:01:20Convergence Takes Center Stage as U.S. Telecom Operators Pursue the Next Phase of GrowthYou are here: Home1 / Competitive Insights – Analyst Perspectives – TBR2 / Competitive Insights and Analyses Blog
https://tbri.com/wp-content/uploads/2026/08/priscilla-du-preez-BjhUu6BpUZA-unsplash-scaled.jpg
1707
2560
Steve Vachon, Senior Analyst
https://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.png
Steve Vachon, Senior Analyst2026-08-24 13:17:542026-08-26 08:01:20Convergence Takes Center Stage as U.S. Telecom Operators Pursue the Next Phase of Growth
A Winning Strategy in IT Services and Consulting
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
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
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.
Canva ProHidden Costs of AI Market Intelligence
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
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.
Getty Images via Canva ProTelecom Infrastructure Services Market Expected to Become More Dependent on Hyperscalers and Fiber Technology Deployments
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
Aflo Images via Canva ProIn the Agentic Era, Teradata’s Hybrid Strategy Will Drive Its Success
As enterprises look to operationalize AI across distributed environments, scale becomes less about where the infrastructure sits and more about how effectively the underlying data can be governed, accessed and turned into value. Teradata’s ability to deliver AI to where customers’ data already lives — without the need to modernize their infrastructure — will become more relevant.
Getty Images, via Canva ProWill C&SI Revenue Growth Accelerate Significantly Due to AI Adoption at Scale?
Nearly all IT services companies and consultancies have adopted a customer-zero approach to emerging technologies. With enough experience and scale, they should move into the latter half of the 2020s with compelling use cases for clients and opportunities to benefit from their internal AI adoption.
Our most-read analysis, free in your inbox each week!
Fill out the form to the right to subscribe to Insights Flight today

PTC Liveworx Showcases Evolving Alliances and Trends in Partnering
/by Patrick Heffernan, Practice Manager and Principal AnalystA look at the three alliances trends noted during PTX Liveworx in Boston: Selling, trust and engineering DNA
SoftwareOne Acquires Beniva in ServiceNow Expansion Play
/by Bozhidar Hristov, Principal AnalystIn a discussion with TBR, SoftwareOne’s regional vice president & transformation leader, explained that the acquisition of Beniva would help SoftwareOne move more expansively into the ServiceNow space, but in a manner that plays to two of SoftwareOne’s strengths: value-added software reselling and ITAM services.
What Is Driving Wireless Revenue Growth for U.S. Operators?
/by Steve Vachon, Senior AnalystDespite the relatively mature smartphone market, the majority of U.S. telecom operators were able to sustain year-to-year wireless revenue growth in 4Q22. Though inflation is limiting discretionary spending, operators are withstanding these pressures as wireless connectivity remains essential to most consumer and business customers. However, operators are being impacted by certain customers seeking lower-priced service plans to accommodate their tighter budgets, which is spurring operators to introduce new entry-level service plans, such as Verizon’s Welcome Unlimited plan.
Why Federal IT Contractors and Commercial Tech Firms Need to Align
/by TBRIn this month’s Gimme 3, Patrick chats with TBR Federal IT Services lead and Senior Analyst John Caucis on the U.S. federal IT operations and alliance activity of market newcomers Accenture, CGI and IBM
How Important Are Vendor Ecosystems in Network Services Deployment, and How Are They Evolving?
/by TBRFor prime contractors, managing an ecosystem of subcontractors is a constant challenge. These challenges are prompting vendors to reevaluate their subcontractor ecosystem strategies, driving change in the makeup of subcontractor ecosystems as well as the approaches used to manage partners
Changes in MI/CI Observed by TBR
/by TBRThe biggest change for CI/MI (competitive intelligence/market intelligence) in 2023 is the intensification of the “do more for less” mandate. Doing more for less has always been part and parcel of the CI/MI experience, but it’s particularly true in 2023.
Comcast Business Showcases Significant Progression Toward Becoming a Leading Global Provider of Secure Networking Solutions at 2023 Analyst Conference
/by Steve Vachon, Senior AnalystThe 2023 Comcast Business Analyst Conference highlighted Comcast’s evolution from primarily serving local small businesses with traditional connectivity solutions during its infancy to its current ambition of competing as a leading global provider of secure networking solutions, supported by the Masergy acquisition and Comcast Business’ burgeoning enterprise business.
What’s Next for Innovation and Transformation Centers?
/by TBRLearn how vendors are handling investments in innovation and transformation centers amid macroeconomic volatility and buyers reassessing their budget priorities
Top 10 Impacts for CI & MI Teams in 2023
/by adminIn February of 2023 TBR surveyed its clean service teams on the state of competitive and market intelligence in 2023. One megatrend stood out in those results — change. In this blog post, we address the megatrend of change and dive into 10 subtopics that standout.
Challenges Facing Telecom Infrastructure Services Vendors
/by adminWhile the specific challenges differ by vendor, geography and/or TIS service line, TBR consistently hears about four major pain points that are broadly impacting most providers of telecom infrastructure services: wage and benefits inflation, worker and subcontractor shortages, navigating government incentives and stimulus, and ability to differentiate.