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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Global IT talent: Accelerated hiring for IT services counters persistent attrition

04.25.22/by Bozhidar Hristov, Principal Analyst

In 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

04.13.22/by admin

Two 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

04.07.22/by Patrick Heffernan, Practice Manager and Principal Analyst

If 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?

03.31.22/by admin

As 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

03.28.22/by Patrick Heffernan, Practice Manager and Principal Analyst

Expecting 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

03.24.22/by Patrick Heffernan, Practice Manager and Principal Analyst

At 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

03.10.22/by Patrick Heffernan, Practice Manager and Principal Analyst

What 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

03.10.22/by Elitsa Bakalova, Senior Analyst

Building 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

02.28.22/by Kevin Collupy, Senior Analyst

Who 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 […]

2H21 Hyperscaler Digital Ecosystem Market Landscape infographic

Technology Business Research, Inc.

Hyperscalers’ cloud-based modern network architecture provides strategic advantage over legacy network technologies

02.14.22/by Chris Antlitz, Principal Analyst

Hyperscaler-built networks will look very different from traditional networks Hyperscalers are building end-to-end networks that embody all the attributes and characteristics coveted by communication service providers (CSPs) as part of their digital transformations. The most significant differences are in the software stack and the access layer, where new technologies enable hyperscalers to build dense mesh […]

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