TBR’s Business Insights

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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AI Agents: What Are They, and How Will They Impact the AI PC Space in 2025?

01.09.25

Over the past several quarters, OEMs have focused on incorporating local AI-powered features into their new PC releases, with initial neural processing unit (NPU)-enabled use cases leveraging AI to further enhance collaboration experiences and extend battery life. However, AI agents take the NPU’s functionality a step further, combining the capabilities of large language models (LLMs) with other resources to partially or fully automate a wide range of tasks, including responding to emails, booking hotel stays, or opening and closing IT help desk tickets.

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AI Buzz Sparks IT Infrastructure Shifts, but Privacy and Strategic Challenges Are Impacting Adoption

12.20.24

The industry enthusiasm surrounding AI has quickly led to shifts in organizations’ strategic priorities and expected investments such as demand for servers. Despite the hype, few organizations have operationalized GenAI to date. Instead, most are focused on overcoming initial barriers to adoption, including understanding the business implications of this new technology frontier.

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GenAI, IT Modernization and Strategic M&A Drive Infrastructure as a Service and Platform as a Service Growth

12.19.24

Top hyperscalers Amazon Web Services (AWS) and Microsoft are capturing legacy Oracle and SAP workloads as customers continue to migrate to the cloud to not only outsource their IT operations but also drive lasting business value. Though the geopolitical outlook is increasingly uncertain, we expect customers will continue to prioritize more traditional “lift and shift” migrations, and steps vendors are taking to deliver more integrated solutions could help.

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Harnessing AI and Automation in Business Process Outsourcing to Drive Growth Amid Shifting Buyer Priorities

12.13.24

Vendors’ business process outsourcing (BPO) businesses continue to benefit from the ongoing shift in buyer priorities from innovation and growth toward business resiliency and optimization. Buyers are investing in automating business processes to free up costs, providing pathways to growth for vendors with AI-powered and platform-based offerings.

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Emerging Consultancy Trends: Talent Management and Innovation in the Spotlight

12.12.24

Technology continues to threaten the nature of consulting engagements, requiring consultancies to showcase value and deliver on outcomes. Greater investment in talent frameworks, structure and skill will equip staff to lead client discussions and effectively leverage technology to assist workflows. Partnerships remain a core piece of the technology integration, bringing in new expertise and go-to-market opportunities that enable consultancies to meet a wider variety of client needs. Client retention remains a priority across consultancies but will require the firms to effectively deliver value through services.

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Federal IT Spending Will Remain Robust in FFY25 Amid AI Prioritization

12.06.24

Since coming into office, the Biden administration has fueled an unprecedented federal IT bull market. While the White House’s proposed federal civilian technology budget of $75.1 billion for federal fiscal year 2025 (FFY25) is the smallest increase in several years (up less than 1% compared to $74.5 billion in FFY24), it is still an increase of more than 14% from $65.8 billion in FFY23, and up 25% from $60.1 billion in FFY21, the last year of the prior administration. FFY25 has started with a continuing resolution (CR), as have most of the last several fiscal year. The impact of the latest CR on the largest federal systems integrators may be limited to shorter-cycle programs in their order books, but some disruptions to larger, longer-term engagements are not out of the question.

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Meet MAMAA: The Top 5 Hyperscalers Shaping the Future of Digital Ecosystems

11.20.24

TBR research shows only the Tier 1 hyperscalers can transcend most, if not all, of the major lifestyle categories to provide a seamless end-to-end ecosystem experience, touching all aspects of people’s lives, primarily due to their scale and access to resources.

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Growing Infrastructure as a Service Commitments and Competitive Dynamics

11.19.24

Market leaders Amazon Web Services (AWS) and Microsoft have highlighted that customers are signing larger cloud contracts with longer terms. At least in the case of AWS, customers are increasingly applying their cloud credits toward one- or three-year subscription offerings like Savings Plans and Reserved Instances.

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Informatica acquires Compact Solutions to improve metadata management across the enterprise

07.20.20/by Allan Krans, Practice Manager and Principal Analyst

Enterprises are developing hybrid IT environments at an increasing rate, leveraging cloud-based technologies to achieve flexibility and scalability while keeping workloads on premises that contain sensitive information or require low latency. This creates complex IT environments that need to be integrated, governed and made compliant with local regulations. Informatica has positioned itself as a leading […]

Logicalis’ local scale and investments in services transformation offerings position it well to withstand the COVID-19 headwinds in LATAM

07.17.20/by Bozhidar Hristov, Principal Analyst

Following one of the last in-person analyst events held in in Sao Paolo, Brazil, just before COVID-19 took over our personal and business lives, TBR had a chance to reconnect virtually with Logicalis LATAM CEO Rodrigo Parreira and Logicalis LATAM Director of Strategy Eduardo Harada. Expanding on our discussion at the analyst event in February, […]

TCS poised for strategic purchases in 2020 as peers’ M&A activity slows

07.06.20/by John Croll, Analyst

Despite COVID-19 pressures, Tata Consultancy Services (TCS) has not shied away from enacting bold initiatives, evidenced by the announcement of Vision 25×25 during the company’s CY1Q20 earnings call. Even in the face of decelerating revenue growth in the first quarter, executives remained optimistic, suggesting that — unlike the broader trend in the IT services industry […]

Quick Quantum Quips: Vendors lay the groundwork for regional and technological differentiation as commercialization of quantum computers looms

06.30.20/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 will keep the community up to date on recent announcements, while stripping away the hype around developments. For more details, reach […]

Even with slower growth, management consultancies should come through 2020 positioned to help clients weather disrupted digital transformations

06.23.20/by admin

Management consulting market summary Outlook Regardless of whether the pandemic lingers, re-emerges in the second half of 2020 or significantly subsides, TBR expects consultancies will benefit from opportunities created by the chaos of COVID-19, such as uneven responses from government authorities around economic fallout, pandemic protocols and continued uncertainty throughout 2020. Vendors with greater scale, […]

Cloud professional services and hosted private cloud markets will grow over the next 5 years as COVID-19 drives cloud adoption

06.16.20/by Catie Merrill, Senior Analyst

COVID-19 has undoubtedly created financial pain for businesses across all verticals. Business operations have been disrupted and revenue streams have declined in many industries across the globe. At the same time, the pandemic has required additional investment to support remote work and adjust business processes to align with public health guidance from the Centers for […]

IBM expands hybrid cloud activities by partnering with India-based IT services peers

05.13.20/by Elitsa Bakalova, Senior Analyst

Partnering with IT services peers and integrating Global Business Services and Global Technology Services capabilities will help IBM improve client engagement and increase cloud signings Hybrid cloud remains an area of investment for IBM as the company pursues transformational opportunities with clients. IBM’s recent investments in improving its hybrid cloud capabilities, most notably with IBM […]

BearingPoint’s bold triple bet on cars

04.30.20/by Patrick Heffernan, Practice Manager and Principal Analyst

Can the Europe-centric consultancy lead the race to remake the automotive industry? In recent years, as nearly every IT services vendor and consultancy has attached itself to an automotive sector client and touted their industry expertise, TBR has followed the routes those vendors have taken and which aspects of the car industry they have focused […]

Quick Quantum Quips: Economic advantage nears as software development advances

04.30.20/by admin

Welcome to TBR’s monthly newsletter on the quantum computing market: Quick Quantum Quips (Q3). Market activity remains strong despite the impact of COVID-19 on daily lives, as researchers spider out through many different elements of the quantum ecosystem in pursuit of scientific discoveries that will bring the quantum era into clearer view and closer proximity. […]

IBM, Atos and SAP report cloud growth in 1Q20 despite COVID-19 pandemic

04.24.20/by admin

As companies begin releasing 1Q20 earnings, TBR is analyzing the impact of the COVID-19 pandemic on the latter half of the quarter. Our findings from earnings this week show: IBM’s cloud business prospered despite the negative impact of COVID-19 on overall revenue as synergies with Red Hat drove subscription sales, which is a testament to […]

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