TBR’s Business Insights

New IT Services Vertical Revenue Data Shows TCS’ Public Sector Surge and Market Shifts

02.19.25

Learn about TBR's new IT Services Vertical Revenue Data Excel file. This proprietary data stream, in conjunction with our qualitative analysis of these firms, including their partners and how they operate, offers unprecedented intelligence on which companies are growing or maintaining their revenue or experiencing declines within industry verticals and allows for partner adjustments and competitive maneuvering.

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Fujitsu Expands Kozuchi AI Platform and Strengthens Partnerships to Drive Digital Transformation

02.06.25

Fujitsu’s investments in Fujitsu Kozuchi have equipped the company well to appeal to clients’ needs around the technology, providing opportunities to supply analytics with associated text, vision and trust in support of business operations. While AI technology evolves rapidly to include new capabilities, Fujitsu’s approach to developing the platform and leveraging partners and internal capabilities gives it an advantage in offering a wider set of services.

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New Solutions Drive New Revenue Streams for Atos’ Manufacturing Clients

02.05.25

Atos has established expertise around delivering predictive maintenance solutions and is applying its skills across industries. The company is working with multiple clients in the theme park and attractions industry, utilizing data and AI as well as edge server technologies to reduce the downtime of rides and improve customer satisfaction.

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Federal IT Spending Poised for Another Strong Year in Fiscal 2025

02.04.25

The new federal fiscal year began with a continuing resolution (CR) that extended government funding until Dec. 20, when a subsequent CR was enacted to fund federal operations until March 14, 2025. Further CR extensions in federal fiscal year 2025 (FFY2025) would cause budget delays that could impede the ability of federal IT contractors to convert backlog into revenue, but most vendors expect revenue growth to remain on a solidly upward growth trajectory in FFY25.

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Robots Protecting Themselves From Robots: The Future of AI Security and Vendor Differentiation

02.03.25

Demand for analytics services has reached an inflection point, with new opportunities around the development and implementation of secure, industry-aligned agentic AI solutions refueling growth.

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B2B Strategic Advantage: Ecosystem Intelligence

01.31.25

Vendor consolidation and enterprise optimization of existing digital stacks have compelled IT services companies and consultancies as well as their ecosystem partners to think strategically about who to partner with and how to secure and expand their position within the ecosystem. As a result, aligning business priorities with alliance partners will allow IT services companies and consultancies to develop a more empathetic approach to technology-fatigued buyers. Additionally, understanding pricing and commercial structures backed by common knowledge management programs will elevate the value of joint services and appeal to enterprise buyers’ appreciation of a separation of labor, supported by greater transparency and accountability.

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KPMG Shifts Focus to Legal Services and AI-driven Strategy Consulting

01.28.25

Earlier in January news reports surfaced that a subsidiary of KPMG, KPMG Law US, had applied to operate in Arizona under a state program allowing nonlawyers to operate law firms and provide legal services in the state. KPMG is leaning toward legal services and AI-infused strategy consulting offerings to bolster sales as the firm navigates choppy market conditions within core deal advisory.

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Infosys’ Future: Scaling GenAI and SLM Innovation to Drive Growth and Stakeholder Trust

01.21.25

Developing a client-ready AI-first portfolio is not a strategy unique to Infosys, but keeping pace with the rapidly evolving generative AI (GenAI) market highlights the company’s appetite for innovation and helps it strengthen stakeholder trust. Over the past 24 months, a large portion of vendor-client discussions focused on experimenting with developing and running large language models (LLMs), often fed with either public or nonessential data. Growing adoption of the technology has introduced the need for developing SLMs that are either function or industry specific.

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What Spectrum Will 6G Use?

01.13.25

The telecom industry continues to struggle with realizing new revenue and deriving ROI from 5G, even after five years of market development. TBR continues to see no solution to this persistent challenge, and with no catalyst on the horizon to change the situation, CSPs’ appetite for and scope of investment in 6G will likely be limited.

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Infosys and manufacturing: Technology prowess, low-cost presence and innovative offerings

05.06.21/by Bozhidar Hristov, Principal Analyst

Deal wins and investments in manufacturing suggest Infosys is anticipating a rebound in the vertical With COVID-19 disrupting global supply chains and forcing participants to seek alternative channels to either reduce transaction costs by leveraging blockchain or transform IT infrastructure by migrating applications to cloud to offset technical debt and diminish financials pressure, some vendors […]

Who is going to want Boomi?

05.04.21/by admin

In TBR’s newest blog series, What Do You Think?, we’re sharing questions our subject-matter experts have been asking each other lately, as well as posing the question to our readers. If you’d like to discuss this edition’s topic further, contact Geoff Woollacott at [email protected]. What Happened Boomi will be sold to Francisco Partners and TPG […]

Quick Quantum Quips: Public investment continues to drive quantum computing development

05.03.21/by TBR

Welcome to TBR’s monthly newsletter on the quantum computing market: Quick Quantum Quips (Q3). This market changes rapidly, and the hype can often distract from the realities of the actual technological developments. This newsletter keeps the community up to date on recent announcements while stripping away the hype around developments. For more details, reach out […]

Is it time for the Big Four referees to educate the public sector on the benefits of rules changes?

04.16.21/by admin

In TBR’s newest blog series, What Do You Think?, we’re sharing questions our subject-matter experts have been asking each other lately, as well as posing the question to our readers. If you’d like to discuss this edition’s topic further, contact Geoff Woollacott at [email protected]. Adoption accelerated as innovation stalled Last year’s pandemic-induced changes across the […]

Quick Quantum Quips: The quantum industry introduces its first public company

04.02.21/by TBR

A Roaring ’20s for the Middle East?

03.25.21/by Patrick Heffernan, Practice Manager and Principal Analyst

PwC on post-pandemic digital transformation in the Middle East On their March 23 webcast, “Transitioning to the New Normal,” PwC’s Middle East leaders discussed the results of their 24th annual CEO survey, focusing on findings specific to their region. Guided by Middle East Clients and Market Leader Stephen Anderson, the conversation highlighted four themes: growth, […]

Women in STEM: You can be anything and do everything

03.24.21/by admin

The STEM field is growing, creating tremendous opportunity for well-trained applicants. While STEM has traditionally been a male-dominated field, cultivating interest at the undergraduate level can help draw in more women who may have the necessary skills but have never considered STEM as a career path. In TBR’s monthly series Women in STEM, we discuss […]

Women in STEM: Atos’ Isabelle Warnier on overcoming the biggest roadblock

03.15.21/by admin

STEM fields are growing, creating tremendous opportunity for well-trained applicants. While these areas of study have traditionally been male-dominated, cultivating interest at the undergraduate level can help draw in more women who may have the necessary skills but have never considered STEM as a career path. In TBR’s monthly series Women in STEM, we discuss […]

Capgemini’s CornerShop: Redefining physical retail shopping in the post-pandemic environment

03.09.21/by Elitsa Bakalova, Senior Analyst

Evolving the customer experience In February Capgemini, in partnership with connected experience platform SharpEnd and global media platform The Drum announced the CornerShop. Physically located in London, the CornerShop is a retail innovation store designed to transform shopping and customer engagement post-pandemic. CornerShop works as a live testing environment for brands, retailers and shoppers to […]

New NTT Global Data Centers facilities in Chicago and Oregon solidify infrastructure footprint and position the vendor for continued growth

03.05.21/by Catie Merrill, Senior Analyst

As part of parent company NTT’s July 2019 restructuring effort, a separate company called NTT Ltd. was formed, which unified 31 global brands to create a 40,000-person, $11 billion company dedicated to offering IT, cloud and colocation services to large enterprises. At the center of NTT Ltd.’s strategy is NTT Global Data Centers, a separate […]

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