TBR’s Business Insights

Who Will Win the AI Services Race in the Next Wave of AI?

04.21.26

This quarter, TBR FourCast looks at Accenture, Capgemini, HCLTech and IBM Consulting, comparing how their underlying data strategies, especially related to engineering and integration, prepares them for advanced AI adoption.

Anthropic, OpenAI and Palantir: Who Gains and Who Loses in the Federal Fallout

04.16.26

Insights into how important the recent developments between Anthropic, OpenAI and Palantir are considering the implications for the largest agency (DOD), within the single largest buyer of IT in the world (U.S. Federal Government), relating to the single largest technology priority (AI).

Technology Business Research, Inc.

Salesforce Highlights Strengths in Innovation and Relationships at Agentforce World Tour

04.14.26

With the recent hype around the “death of SaaS” and other pressures on the business models of technology companies, Salesforce’s growing presence, success, and apparent disruption of competitors and alliance partners alike underscore Salesforce’s strengths in creating stickier client relationships and continually innovating, two qualities essential in the agentic AI age.

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Federal IT Spending Trends: Why Growth Is Contracting and Where It Is Shifting

03.30.26

The Trump administration has proposed a double-digit increase in defense spending, which will flow through to IT budgets in the Department of Defense and Intelligence Community, particularly in areas of national security, which will receive top priority. Federal IT acquisition is also slowly pivoting to embrace outcome-based contracting, while the DOD looks to accelerate IT purchasing by adopting new and innovative IT procurement approaches.

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Governance Becomes a Prerequisite for Success with AI

03.30.26

Governance was a recurring theme across content sessions and executive meetings at Mobile World Congress 2026. As telecom operators move from experimentation to operational in AI, creating a corporatewide, centralized framework for data management, model oversight and regulatory compliance is becoming essential. Without clear governance, AI initiatives often remain fragmented across business units, leading to inconsistent outcomes, duplicated efforts and limited enterprise impact.

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New Growth in Consulting Is Emerging from an Unexpected Place: Managed Services

03.18.26

A scaled managed services practice trained in spotting consulting opportunities and armed with AI-enabled solutions will unquestionably win some management consulting market share. More significantly, from TBR’s objective view, is whether the Big Four firms can manage their staffing, brand promise and technology alliances to take advantage of the managed services practices they’ve already built and use those opportunities to return to robust management consulting growth. Maybe, but probably not all four. The next two years will be telling, and TBR expects the existing differences between the Big Four will become even more pronounced.

Skills Shortage Will Challenge the Scaling of Sovereign AI in 2026

02.20.26

AI-related skills will remain scarce across both buyers and ecosystem partners as the rapid pace of innovation and the technical complexity required to enable sovereign AI continue to hinder adoption. These challenges, combined with a lack of clearly defined and compliant use cases among sovereign customers, gaps in sovereign cloud infrastructure availability and steep AI learning curve faced by ecosystem partners, will constrain meaningful investment and implementation of sovereign AI throughout 2026.

PaaS Revenue Will Outpace SaaS Revenue for Cloud Software Vendors

02.17.26

Enterprise customers are prioritizing the modernization of their existing SaaS estates rather than adding new applications, driven by market saturation, accumulated technical debt, and a growing imperative to become AI-ready. As IT buyers shift their focus toward modern platforms, traditional SaaS leaders should expect their PaaS segments to continue significantly outperforming their core SaaS businesses in revenue growth.

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Alliances Will Extend Beyond Core Offerings as AI-driven Sales and Marketing Reshape Ecosystems

02.12.26

IT services companies have their limits, and clients have preferred technology vendors, leading IT services companies to look to alliances to drive new growth. We have seen this pattern before, but in 2026 we will see IT services companies extend those alliances into devices, connectivity and even silicon, requiring a multiparty alliance approach that will strain commercial models, sales strategies and alliance leaders across the ecosystem.

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PwC offers rosy outlook for Middle East economies in 2023

02.03.23/by Patrick Heffernan, Practice Manager and Principal Analyst

PwC recently expressed optimism in the Middle East regarding macroeconomic trends, the challenges local companies face and what is needed from the region to be more competitive globally.

Blog series: Gimme 3 Insight Interviews with TBR's Subject-matter Experts

Technology Business Research, Inc.

Landscape Shifts In Management Consulting Require Consulting Firms To Change Their Approach

01.30.23/by Patrick Heffernan, Practice Manager and Principal Analyst

Learn which ongoing landscape shifts within the management consulting space have pushed firms to re-evaluate business structures and portfolio offerings

Technology Business Research, Inc.

Industrial IoT (IIoT) – Challenges in the marketplace

12.07.22/by Patrick Heffernan, Practice Manager and Principal Analyst

Learn why IT services vendors and consultancies must make smart choices around IP and ecosystems in industrial IoT (IIoT)

What’s next for Lockheed Martin after being left out of ABMS consortium?

11.28.22/by James Wichert, Analyst

Notably, Lockheed Martin was left out of the ABMS Digital Infrastructure Consortium, despite ramping up its efforts to underpin the DOD’s JADC2 vision.

Special Report: TBR 2023 Digital Transformation Predictions

Technology Business Research, Inc.

Top 3 Predictions for Digital Transformation (DT) in 2023

11.21.22/by Patrick Heffernan, Practice Manager and Principal Analyst

TBR starts off 2023 with 3 predictions surrounding Digital Transformation. The report includes commentary revolving around Metaverse, AI and how hyperscalers will kill technology agnosticism.

Special Report: TBR 2023 Professional Services Predictions

Technology Business Research, Inc.

Top 3 Predictions for Professional Services (IT Services Vendors) in 2023

11.21.22/by Patrick Heffernan, Practice Manager and Principal Analyst

Many IT services vendors and consultancies are reconstituting in new forms, bringing some chaos to the digital transformation landscape and upending alliances in 2023. TBR discusses this and more in our Top 3 Predictions for Professional Services in 2023 report.

Special Report: TBR 2023 Telecom Predictions

Technology Business Research, Inc.

Top 3 Predictions for Telecom Going Into 2023 and Beyond

11.21.22/by Chris Antlitz, Principal Analyst

TBR’s top predictions for the upcoming year include the telecom industry facing an unprecedented level of uncertainty and risk in 2023

Special Report: TBR 2023 Cloud & Software Predictions

Technology Business Research, Inc.

Top 5 Predictions for Cloud & Software Vendors in 2023

11.21.22/by Allan Krans, Practice Manager and Principal Analyst

TBR’s 2023 Report featuring Predictions for Cloud and Software vendors is now live. With unprecedented times upon this, we discuss how cloud vendors will use predictable strategies going into 2023 and beyond.

Special Report: TBR 2023 IT Infrastructure Predictions

Technology Business Research, Inc.

IT Infrastructure Predictions and Trends for 2023 and Beyond

11.21.22/by Angela Lambert, Principal Analyst and Practice Manager

Competition among infrastructure vendors will be stiff as ever going into 2023, leaving vendors hungry to increase their relevance and value to customers outside the traditional data center.