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Catie Merrill, Senior Analyst
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Catie Merrill, Senior Analyst2026-05-28 13:15:462026-06-01 15:39:13In the Agentic Era, Teradata’s Hybrid Strategy Will Drive Its SuccessYou are here: Home1 / Competitive Insights – Analyst Perspectives – TBR2 / Competitive Insights and Analyses Blog
Aflo Images via Canva Pro
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Catie Merrill, Senior Analyst
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Catie Merrill, Senior Analyst2026-05-28 13:15:462026-06-01 15:39:13In the Agentic Era, Teradata’s Hybrid Strategy Will Drive Its Success
Getty Images, via Canva ProWill C&SI Revenue Growth Accelerate Significantly Due to AI Adoption at Scale?
Nearly all IT services companies and consultancies have adopted a customer-zero approach to emerging technologies. With enough experience and scale, they should move into the latter half of the 2020s with compelling use cases for clients and opportunities to benefit from their internal AI adoption.
Getty Images, via Canva ProAI Adoption Predictions: What Will Determine Vendor Success and Who Is Positioned to Win
The shift toward outcome- and platform-based delivery will accelerate vendor consolidation, concentrating market share among providers that can demonstrate measurable ROI and scalable IP-led offerings. These dynamics will be amplified by industry-specific demand, especially in the manufacturing, energy and public sector verticals, where transformation investment and regulatory pressures will outpace market growth and benefit vendors with deep domain expertise and digital engineering capabilities.

Can the Big 4 Leverage AI to Capture Midmarket Opportunity?
With AI more difficult to adopt than expected and change management the bugaboo that never fades, a third element still exists in keeping the Big Four from significantly expanding in the midmarket: the competition.

Who Will Win the AI Services Race in the Next Wave of AI?
This quarter, TBR FourCast looks at Accenture, Capgemini, HCLTech and IBM Consulting, comparing how their underlying data strategies, especially related to engineering and integration, prepares them for advanced AI adoption.

Anthropic, OpenAI and Palantir: Who Gains and Who Loses in the Federal Fallout
Insights into how important the recent developments between Anthropic, OpenAI and Palantir are considering the implications for the largest agency (DOD), within the single largest buyer of IT in the world (U.S. Federal Government), relating to the single largest technology priority (AI).
Technology Business Research, Inc.Salesforce Highlights Strengths in Innovation and Relationships at Agentforce World Tour
With the recent hype around the “death of SaaS” and other pressures on the business models of technology companies, Salesforce’s growing presence, success, and apparent disruption of competitors and alliance partners alike underscore Salesforce’s strengths in creating stickier client relationships and continually innovating, two qualities essential in the agentic AI age.
Pexels, Canva ProFederal IT Spending Trends: Why Growth Is Contracting and Where It Is Shifting
The Trump administration has proposed a double-digit increase in defense spending, which will flow through to IT budgets in the Department of Defense and Intelligence Community, particularly in areas of national security, which will receive top priority. Federal IT acquisition is also slowly pivoting to embrace outcome-based contracting, while the DOD looks to accelerate IT purchasing by adopting new and innovative IT procurement approaches.
Katherinasim, Canva ProGovernance Becomes a Prerequisite for Success with AI
Governance was a recurring theme across content sessions and executive meetings at Mobile World Congress 2026. As telecom operators move from experimentation to operational in AI, creating a corporatewide, centralized framework for data management, model oversight and regulatory compliance is becoming essential. Without clear governance, AI initiatives often remain fragmented across business units, leading to inconsistent outcomes, duplicated efforts and limited enterprise impact.
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SAP use case reveals big things for PwC
/by Patrick Heffernan, Practice Manager and Principal AnalystIn early 2022 a PwC use case drew TBR’s attention, particularly its assertion that “PwC and SAP co-developed a process to allow clients to migrate to SAP’s Group Reporting module at any point in the year.”
Global IT talent: Accelerated hiring for IT services counters persistent attrition
/by Bozhidar Hristov, Principal AnalystIn TBR’s latest Global Delivery Benchmark, one particular number leapt out as both surprising and indicative of the sustained battle for technology talent.
IBM Quantum offers incremental improvements to commercializing exponential technology
/by adminTwo of IBM’s core quantum offerings are of particular interest, as each is indicative of the growing market interest in becoming quantum ready and in trialing different prototypes ahead of the development of commercial-grade quantum computing capabilities.
Russia-Ukraine war: Talking talent and leadership
/by Patrick Heffernan, Practice Manager and Principal AnalystIf the conflict in Ukraine remains hot, labor unions may kick into higher gear, extracting additional concessions and making it more costly for companies to exit any European market.
Russia-Ukraine war: Is Saudi Arabia’s consideration of the yuan the camel’s nose under the tent of U.S. economic sanctions policy?
/by adminAs Russia continues its invasion of Ukraine, analysts monitoring the war’s global repercussions have also noted Saudi Arabia intriguingly stating the kingdom would consider accepting yuan payments for oil sold to China.
Russia-Ukraine war: 3 factors critical to IT services vendors and consultancies
/by Patrick Heffernan, Practice Manager and Principal AnalystExpecting little change but some opportunities in the near term In the near term, ceased or slowed operations in Russia and Belarus will not significantly affect the revenues or strategic directions of most IT services vendors and management consultancies. Firms will stay clear of Russia, understanding any lost revenues will be well worth forgoing to […]
Atos: Digital twin enables decarbonization
/by Patrick Heffernan, Practice Manager and Principal AnalystAt scale, digital twin is a sustainability play “Digital twin is a decarbonization enabler” and in the next five years “people will generate carbon credits out of digital twin.” Sandeep Bhan, Atos’ global senior expert on digital twin made those assertions at the end of a LinkedIn webinar today in response to TBR’s question about […]
Inflation, cybersecurity and taxes: PwC’s update from Dubai
/by Patrick Heffernan, Practice Manager and Principal AnalystWhat happens in Dubai … well, happens everywhere On March 1, PwC Dubai hosted a LinkedIn webcast, “Transforming Our Region,” featuring commentary by Stephen Anderson, PwC Middle East markets leader; Richard Boxshall, PwC chief economist for the region; and Hanan Abboud, a partner in PwC’s International Tax & M&A practice. This latest episode of the […]
Capgemini aims for growth in digital marketing services
/by Elitsa Bakalova, Senior AnalystBuilding regional capabilities through acquisitions to disrupt the APAC market In TBR’s most recent Digital Transformation: Digital Marketing Services Benchmark, my colleague Boz Hristov examined trends across different regions and wrote, “While regional nuances … compel vendors to build local resources to ensure they can tailor culturally aligned campaigns, the evolving nature of the DMS […]
Inflation’s Effect on SaaS & ITO Operating Models – An Update
/by Kevin Collupy, Senior AnalystWho today has experienced a long-term economic inflationary period? Inflation is very much in the U.S. news as it reaches 40-year highs. This means a person has to be near the end of their professional careers to have experienced the previous inflationary period. One of the authors dimly recalls his economics professors trying to parse […]