TBR’s Business Insights

DOGE Federal IT Vendor Impact Series: General Dynamics Technologies

05.07.25

GDT is not going to give up on the federal health market or on consulting, but TBR anticipates the vendor will increasingly prioritize defense opportunities in the interim, such as a recently awarded contract worth up to $5.6 billion to manage the DOD’s Mission Partner Environment. The DOD has historically been GDT’s largest client and was responsible for more than 58% of its revenue in 1Q25. While the Trump administration is asking for a 23% reduction in nondefense discretionary funding in its FFY26 budget proposal, it wants to keep the DOD’s discretionary spending roughly on par with the $892.5 billion stopgap for FFY25. GDIT is well positioned to capitalize on the DOD becoming increasingly interested in emerging technologies, given its experience with fixed-price and outcome-based contracting.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: IBM Federal

05.02.25

CACI believes demand will remain strong through the remainder of its FY25 and into its FY26 for technologies and capabilities at the core of the company’s portfolio. Uninterrupted sales growth and consistent margin performance indicate CACI’s offerings remain well aligned to the Trump administration’s IT investment priorities, particularly as the new administration prepares to expand investment in cybersecurity, national security and national defense, and advanced space-based communications systems for defense, intelligence and civil applications. CACI executives also noted that the federal budget environment is slowly becoming more constructive and more transparent, a positive harbinger for CACI and its fellow federal IT contractors.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: CACI

05.01.25

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Trade Wars and the Professional Services Fallout: Talent, Growth and Operational Models in Flux

04.22.25

Trade wars and tariff uncertainties conjure up visions of cargo ships, ports, factories and stacks of goods stranded by economic chaos, not consultants and IT services professionals. Fear, uncertainty and doubt are usually good for the consulting business, while the higher costs of running a business fuel demand for more outsourcing. This time, things might be different. This trade war, even if partially suspended for now, may significantly disrupt professional services, especially if tariffs continue creeping into new areas and the trust deficit continues to grow. Steel now, services later.

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Infosys, Cognizant, TCS and Wipro ITS Double Down on Competitive Pricing Strategy While Trying to Enhance Client Engagement

04.07.25

This quarter, TBR Fourcast looks at four India-centric vendors — Infosys, Cognizant, Wipro IT Services (ITS) and Tata Consultancy Services (TCS) — and analyzes how investments in portfolios, training and innovation are positioning them for growth.

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5 Key Questions on Big Four Evolution and Strategy

04.07.25

The Big Four professional services firms — Deloitte, EY, KPMG and PwC — have all been undergoing organizational changes in the last couple years. TBR regularly hears five questions about how these firms manage themselves, grow and change. Taking a longitudinal view allows TBR to see that recent restructurings, layoffs and offerings all reflect how these firms are trying to address the following: who gets the best talent, who decides what’s next, who sells, how everyone in a firm knows what everyone else does, and what role will managed services play.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: Accenture Federal Services

04.03.25

The full impact of the 10 canceled task orders on Accenture Federal Services (AFS) remains unclear, but TBR’s secondary research indicates the terminated work has a total contract value of nearly $93 million, including a $35 million order from DOE’s CIO office and a $2 million order for geospatial services. If we assume all $93 million worth of orders was booked by AFS as the prime awardee, that sum would represent just under 2% of AFS’ estimated FY24 revenue of $5.4 billion.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: SAIC

03.31.25

TBR was surprised by SAIC’s FY26 (CY25) outlook, which was consistent with CEO Toni Townes-Whitley’s comment during the company’s 4Q24 earnings call that SAIC’s “current revenue with agencies under particular scrutiny by DOGE is immaterial.” In fact, SAIC elevated several elements of its FY26 guidance in 4Q24.

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Google Recognizes Critical Role of Security, and Its Standing in the Cloud Market, in Acquisition of Wiz

03.27.25

With the business environment changing and cybersecurity perhaps more relevant than ever, Google saw an opportunity to repursue the Wiz acquisition, and a $32 billion offer, marking a major uptick in valuation, was simply too good for Wiz to ignore. Should the deal close in 2026 as expected, Wiz — with roughly 1,800 employees and ties to half the Fortune 500 — will join the Google Cloud division, offering synergies with Mandiant, an added layer of protection for the Google Security Operations platform, and the potential to help Google Cloud formalize cybersecurity as an agentic AI use case.

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Opportunities for IT services abounding in a resurgent APAC market

10.08.21/by Elitsa Bakalova, Senior Analyst

In the most recent edition of the quarterly IT Services Vendor Benchmark, which published Oct. 7, TBR analysts took a deep dive into services vendors’ performance in APAC over the last few quarters, noting trends and anticipating how the market would react to easing pandemic restrictions and new investments in people and capabilities. The following […]

CSP demand for 5G infrastructure is expected to remain robust for at least the next few years

10.07.21/by Steve Vachon, Senior Analyst

Key Insights Traditional RAN will remain the predominant architecture through 2025. Open vRAN will take time to mature and go mainstream. Mobile broadband (MBB) and fixed wireless access (FWA) will remain primary use cases for 5G; government and enterprise pursuit of digital transformation wil drive other use cases. APAC will lead the world in 5G […]

TBR projects CSP spend on edge compute infrastructure will grow at a 46.1% CAGR from 2020 to 2025 and reach $100B

10.05.21/by Michael Soper, Senior Analyst

Key Insights The Big Nine hyperscalers will collectively outspend the combined outlays of telcos and cablecos on edge compute infrastructure before the middle of this decade. All Big Nine hyperscalers are investing in the edge in some way. Amazon, Microsoft and Google have global ambitions for edge, though and the hyperscalers intend to partner […]

What happened to smart cities?

09.16.21/by Patrick Heffernan, Practice Manager and Principal Analyst

COVID-19 and cloud have overrun smart cities, for now A question from a client spurred an internal discussion among TBR’s Professional Services, IT Services and Digital Transformation Services Team around smart cities and what the vendors we cover had been doing lately to advance what had been one of the hottest topics in 2017, 2018, […]

Quick Quantum Quips: August quantum developments advance multiple rival architectures, with education and standards rising in importance

08.30.21/by admin

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 […]

Deconstructing COVID-19’s impact on IT services and manufacturing

08.11.21/by Patrick Heffernan, Practice Manager and Principal Analyst

For IT services vendors working with manufacturers, resiliency, business continuity, security and digitalization spark new revenue growth During 2020 the COVID-19 pandemic negatively affected IT services vendors’ revenue growth in industrial solutions, manufacturing and automotive due to country lockdowns across the globe that caused major supply chain and production disruptions. Enterprises in the sector weathered […]

Quick Quantum Quips: July quantum developments encompass the entirety of the ecosystem

08.02.21/by admin

Digital transformation for market, competitive and strategy intelligence

07.15.21/by admin

TBR is the first place we look for a foundational, normalized view to benchmark against core competitors in markets that are important to our firm. — Senior Manager, Strategy, Big Four TBR dedicates a significant portion of our research to the technologies and company actions around digital transformation. We have found that the most impactful […]

CompuCom and the 4 dimensions of employee experience

07.12.21/by Patrick Heffernan, Practice Manager and Principal Analyst

The future of hybrid when your home printer runs out of ink We recently met with CompuCom, an 8,000-person technology vendor providing hardware, software and services across the digital workplace, and discussed the company’s evolving role as the nature of how and where people work changes, especially for professionals inextricably linked to and dependent upon […]

Quick Quantum Quips: Public investment, national rivalries, business restructurings and process innovation heat up

07.01.21/by admin

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