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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.
GenAI Disruption: Rewriting the Business Models of Tech Titans and Consultancies
/in Blog /by Patrick Heffernan, Practice Manager and Principal AnalystAs the efficiencies of automation, analytics and AI begin benefiting technology companies themselves, not just their enterprise clients, TBR sees the latter half of 2024 as fundamentally business model disruptive for pretty much every technology company we cover, from McKinsey & Co. to Infosys to Dell Technologies to Amazon Web Services to IBM to Ericsson to NVIDIA.
Adapting to Market Needs: How Consultancies are Investing in Talent and Partner Ecosystems
/in Blog /by Kelly Lesiczka, Senior AnalystWhile macroeconomic uncertainty remains across markets, the consultancies look to develop core services such as around AI, partnerships and networks of physical centers to strengthen client engagements and continue advisory discussions. Increasing technology complexity, operational cost-driven optimizations and data strategies will draw on consultancies’ core experience to successfully drive digital transformation programs.
How AI Is Revolutionizing Cost Efficiency and Customer Experience in Telecom
/in Blog /by Chris Antlitz, Principal AnalystTBR’s latest telecom research indicates customer care, which includes contact centers, will be profoundly transformed by AI. Though traditional AI has been utilized in customer care for many years (e.g., chatbots and interactive voice response), GenAI will take customer care to an advanced state. TBR estimates that GenAI could reduce the costs of running contact centers by up to 80%, and this is an area telecom operators are keenly interested in as they remain focused on cutting expenses across their businesses.
Competitive Benchmarking: A Strategic Guide
/in Blog /by Elitsa Bakalova, Senior AnalystDiscover the power of competitive benchmarking in the IT services market. Learn how it can help IT services vendors outperform their peers and drive business growth strategies.
Is India the Right Growth Market for Global Consultancies?
/in Blog /by Patrick Heffernan, Practice Manager and Principal AnalystTBR looks at the question: If India is on track to become the third largest economy, will it also be the third largest revenue source for the Big Four, Accenture, IBM and Capgemini, or only for the firms that act first and implement the optimal strategies?
GenAI in Telecom: Transforming Operations from Front to Back Office
/in Blog /by Chris Antlitz, Principal AnalystExplore the wide range of use cases for generative AI (GenAI) in the telecom industry and discover how CSPs can benefit from this emerging technology.