TBR’s Business Insights

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?

The Time to Start Building Your Multiparty Alliance is Now

09.11.26

Every software and technology company should be building multiparty alliances through codeveloped solutions supported by joined-at-the-hip sales teams. Additionally, executives should be thinking about, planning for, acting on and beginning to deliver around outcome-based pricing.

Convergence Takes Center Stage as U.S. Telecom Operators Pursue the Next Phase of Growth

08.24.26

The U.S. telecom market is entering a new phase in which convergence, broadband scale, and higher-value connectivity services such as AI infrastructure connectivity are becoming increasingly important competitive differentiators.

A Winning Strategy in IT Services and Consulting

08.21.26

We have voluminous data at TBR, 30-plus years of data and analysis on the largest and leading companies across the technology stack, from McKinsey & Co. to Wipro, from Amazon Web Services to Verizon. Because we publish data and analysis quarterly, looking back one year and forward two to five years, we don’t often take the longitudinal view. Looking at our research since October 2021 (18 months after the start of the pandemic) to today, what can we say about the strategies, business models and investments that have separated leaders from laggards, particularly in the IT services and consulting space?

AI-wrapped IT Modernization Opportunities Will Serve as Both Marketing and Revenue-generating Engines as Infosys Builds Verticalized Use Cases Tied to Outcomes to Expand AI Revenue Share

08.20.26

Infosys’ opportunity is not simply to sell more AI tools but also to use AI as the reason clients modernize applications, clean data, rethink workflows and consolidate vendors. That positioning matters because buyers remain practical: They want productivity, measurable outcomes and lower operating complexity, not another layer of technology hype.

The Paradox of AI Infrastructure: Hyperscalers’ Ambition Collides With the Power Grid and What This Means for Telcos

08.17.26

The AI infrastructure supercycle is entering a new phase. The central question is no longer whether hyperscalers have the capital or appetite to build AI infrastructure but whether the power grid can support what they intend to build.

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Hidden Costs of AI Market Intelligence

07.28.26

The enterprises that succeed will not be those that provide unrestricted AI access to every employee. The winners will build trusted intelligence architectures enabled with proprietary, non-public data and analysis that prevent organizations from paying thousands of times for the same expensive thought. The future of enterprise AI is not simply broader access. It is governed intelligence aligned to enterprise strategy, with CFO approved efficiency. And increasingly, that efficiency may prove more valuable than the AI models themselves.

The Race for Digital Sovereignty: How 4 IT Services Leaders Are Positioned

07.21.26

TBR Fourcast is a quarterly blog series examining and comparing the performance, strategies and industry standing of four IT services companies. The series also highlights standouts and laggards according to TBR’s quarterly revenue projections as well as its geographic and segment estimates. With discussions about sovereignty in Europe only becoming louder, TBR thinks it is worthwhile to examine Atos Group, CGI, Fujitsu and Kyndryl. Our intent is to shine light on these similarly sized companies that have a strong presence in Europe and/or a strong presence in ITO and consulting and to discuss where each company’s opportunity lies.

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Telecom Infrastructure Services Market Expected to Become More Dependent on Hyperscalers and Fiber Technology Deployments

07.02.26

TBR research shows hyperscaler investment across multiple network domains will intensify through the forecast period, both to support cloud and AI as well as for general connectivity, driving TIS spend growth for this customer segment

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Cloud partnerships prove even more important than expected in 2022

10.17.22/by TBR

The current macroeconomic uncertainty makes cloud partnerships an even more important factor in cloud growth heading into 2023

Native PaaS services delivered via hybrid architectures shape the cloud market in 2022

10.14.22/by TBR

Throughout 2022 cloud service providers continue to recognize that PaaS services are only as effective as the architecture they run on

Technology Business Research, Inc.

Automation enables business continuity and offsets macroeconomic-pressured human-centered implications

10.13.22/by TBR

Macroeconomic pressures have compelled vendors to reconsider the true opportunity to scale the integration of automation in service delivery.

Technology Business Research, Inc.

5G and edge computing remain top focus areas for telecom industry in 2022

10.12.22/by TBR

Revenue growth from 5G and edge computing remains tepid thus far in 2022, but new use cases for these technologies are likely to emerge and scale as the digital ecosystem evolves

Technology Business Research, Inc.

2022 was a good year for federal IT, but will 2023 be as growth-friendly?

10.11.22/by TBR

Cloud-centered IT modernization, cybersecurity enhancement, and accelerating adoption of digital technologies feature heavily in federal IT outlays in 2022 and will again in 2023

Technology Business Research, Inc.

Will IT services revenue grow despite the competitive talent environment?

10.10.22/by TBR

For the rest of 2022, attracting and managing talent will remain vendors’ core challenge to successfully growing IT services revenue and managing costs

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

Technology Business Research, Inc.

Turmoil in IT services: Talent, org charts and acquisitions

10.06.22/by Patrick Heffernan, Practice Manager and Principal Analyst

Learn whether talent will remain a headache in the IT services space for the remainder of 2022 and into next year

Technology Business Research, Inc.

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TBR’s Business Insights

The Midmarket Opportunity: Which GSIs Can — and Should — Pursue It?

The Time to Start Building Your Multiparty Alliance is Now

Convergence Takes Center Stage as U.S. Telecom Operators Pursue the Next Phase of Growth

A Winning Strategy in IT Services and Consulting

AI-wrapped IT Modernization Opportunities Will Serve as Both Marketing and Revenue-generating Engines as Infosys Builds Verticalized Use Cases Tied to Outcomes to Expand AI Revenue Share

The Paradox of AI Infrastructure: Hyperscalers’ Ambition Collides With the Power Grid and What This Means for Telcos

Hidden Costs of AI Market Intelligence

The Race for Digital Sovereignty: How 4 IT Services Leaders Are Positioned

Telecom Infrastructure Services Market Expected to Become More Dependent on Hyperscalers and Fiber Technology Deployments

Our most-read analysis, free in your inbox each week!

Cloud partnerships prove even more important than expected in 2022

Native PaaS services delivered via hybrid architectures shape the cloud market in 2022

Automation enables business continuity and offsets macroeconomic-pressured human-centered implications

5G and edge computing remain top focus areas for telecom industry in 2022

2022 was a good year for federal IT, but will 2023 be as growth-friendly?

Will IT services revenue grow despite the competitive talent environment?

Turmoil in IT services: Talent, org charts and acquisitions

Why are Deloitte’s, Accenture’s and TCS’ revenues per hyperscaler practice much higher than the benchmarked average?

Demand pull and cost push: Two sides of the inflation coin

SAP use case reveals big things for PwC