TBR’s Business Insights

Technology Business Research, Inc.

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

Technology Business Research, Inc.

IBM makes smart IT services play in the U.S. federal sector IT services space

02.17.23/by Patrick Heffernan, Practice Manager and Principal Analyst

This month Patrick chats with Senior Analyst John Caucis, lead author of TBR’s Federal IT Services Benchmark, and Senior Analyst Elitsa Bakalova, who leads TBR’s coverage of IBM, about IBM’s investments in serving the U.S. federal IT market.

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

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

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.

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