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What to Expect: Cloud Provider Market Share Through 2027
/in Blog /by Catie Merrill, Senior AnalystTBR expects to see incremental strengthening of the professional services capabilities of hyperscalers as well as traditional software players; however, professional services companies, along with India-centric players, have demonstrated their ability to scale vast talent benches to serve clients and act as go-to partners for the biggest cloud vendors.
Digital Transformation Examples: How Vendors Are Adapting to GenAI and Market Shifts
/in Blog /by Bozhidar Hristov, Principal AnalystAs the most mature digital transformation component, customer experience (CX) has compelled buyers to embark on omnichannel projects to unify insights and processes across the customer life cycle for years now. Vendors have plenty of use cases to rely on, but slower discretionary spend is pressure-testing vendors’ value propositions rooted in trusted algorithms.
IT Service Vendors Shift Focus to Operational Efficiency and GenAI Investments Amid Economic Uncertainty
/in Blog /by Jill CookinhamIn this quarter’s Fourcast we compare the performance, strategies and industry standing of Accenture, Deloitte, IBM Consulting and Infosys, including a look at Accenture’s extensive investment in GenAI and IBM Consulting’s and Infosys’ risk of falling into a downward trajectory
How India-centric IT Services Vendors Are Navigating Economic Pressures in 2024
/in Blog /by Kelly Lesiczka, Senior AnalystIn late 2023 and thus far in 2024, the companies within TBR’s IT Services coverage faced pressures within their respective financial services practices, experiencing industry declines from a revenue perspective as higher interest rates limited opportunities and hindered growth trajectories. The India-centric vendors TBR covers — Cognizant, HCLTech, Infosys, Tata Consultancy Services (TCS) and Wipro IT Services (ITS) — experienced these financial services revenue declines, despite their efforts to embed automation, AI and efficiency-driven services
Edge Computing’s Role in Tackling Latency, Privacy and Resiliency Challenges
/in Blog /by Catie Merrill, Senior AnalystCloud adoption is on the rise, but for many customers, particularly those deploying workloads across multiple clouds, latency, data flow, privacy and overall business resiliency remain core challenges. Edge computing is an emerging segment in IT, giving customers a way to supplement their cloud and IT core investments by processing data locally for minimum latency and backing it up to an adjacent environment for use cases like analytics and application development.
How Agility and Governance Are Key to Thriving in the Evolving Partner Ecosystem
/in Blog /by Bozhidar Hristov, Principal AnalystMature alliance partnerships have enabled vendors across the spectrum to collaborate as they realize the value of the ecosystem. Cultural, portfolio and leadership DNA have shaped vendors’ behavior when it comes to go-to-market efforts and partner strategies, which is not surprising given that vendors often lean on what they do best when pursuing opportunities.
Accenture Partners: Niche Providers Add Depth to Drive Long-Term Opportunities
/in Blog /by Bozhidar Hristov, Principal AnalystAs Accenture’s revenue continues to grow, so does the share of revenue from its top 10 partners, reducing the share of sales from the rest of its alliance partners. With Accenture’s top 10 alliance partners helping to generate close to 50% of the company’s total sales, it remains to be seen whether Accenture will be able to retain its other partner relationships in the long term.
NVIDIA 2Q24 Earnings Recap: Capitalizing on AI Infrastructure Demand and Strategic Ecosystem Collaborations
/in Blog /by TBRWith the introduction of its OVX storage validation program, NVIDIA is able to verify the efficacy of storage solutions from partners, including Dell Technologies, NetApp and Pure Storage, in combination with OVX servers to ensure enterprise-grade performance, manageability, security and scalability for AI workloads. This helps enterprises pair the right storage solution with their NVIDIA-certified OVX servers, which are available from partners such as Hewlett Packard Enterprise, Lenovo and Supermicro.
Peraton Revenue on Track for $8B Despite Shaky Start to 2024
/in Blog /by James Wichert, AnalystTBR anticipates that Peraton will continue to more efficiently convert its backlog (last reported at $24.4 billion in the middle of 2022) into revenue while the company also keeps capitalizing on federal budget priorities favoring civilian, defense and healthcare agencies. A government shutdown in 4Q24 could still disrupt Peraton’s expansion, but TBR believes Peraton will still reach between $8.0 billion and $8.1 billion in annual revenue during 2024, representing growth of between 2.6% to 5.2% over 2023.
Implementing a Comprehensive Strategy: Infosys Enhances Talent Development, Sales Efficiency and Profitability
/in Blog /by Bozhidar Hristov, Principal AnalystInfosys Cobalt, Infosys Topaz and now Infosys Aster will continue to act both as the backbone of IT services modernization and as access points to generative AI (GenAI)-related opportunities. With many of its peers are pursuing similar strategies and poaching key Infosys executives to emulate success, the company needs to remain vigilant and maintain transparent communication with stakeholders to avoid client and talent confusion and secure its long-term success.