TBR’s Business Insights

DOGE Federal IT Vendor Impact Series: Maximus

06.11.25

Partnerships will be integral as vendors across the federal IT market look to quickly demonstrate their value to the new administration. While Maximus has historically been quiet regarding its alliance activity, this could change as the vendor aims to avoid falling behind. For example, Maximus recently announced a partnership with Salesforce to augment its CX as a Service efforts. The Maximus Total Experience Management solution is being augmented with the Agentforce platform to provide clients with AI agents tailored to their needs that use data to adapt to citizens’ needs and simplify interactions.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: ICF International

06.11.25

TBR anticipates ICF will also explore ways to make its IT modernization and digital transformation work more agile while increasingly booking these types of engagements as fixed-price, outcome-based contracts, given the Trump administration’s preference for this contracting method. At least 50% of ICF’s IT modernization and digital transformation engagements are already fixed-price, outcome-based contracts.

Canva Pro

Atos Is Starting to Regain Client Trust and Develop Commercial Opportunities That Will Generate Revenue in 2025

06.06.25

After years of instability and declining performance, Atos enters 2025 with new leadership, improved liquidity and early signs of commercial momentum, positioning the company for gradual recovery and long-term stabilization.

Aera Bella

Oracle Strategy: Large Backlog and New Government Contracts Boost Vendor’s Long-term Outlook

06.05.25

Oracle’s current business strategy centers on streamlining customer success efforts, enhancing partner collaboration, and expanding multicloud infrastructure. By consolidating its services under the Oracle Customer Success Services (CSS) umbrella, the company has improved life cycle support for clients, reduced overlap with systems integrators, and equipped partners with tools like the Cloud Success Navigator to enhance implementation and renewal outcomes.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: Booz Allen Hamilton

05.30.25

The disruption that has very suddenly overtaken BAH’s civil business has prompted the firm to craft what Rozanski called a “one-time reset” of its civilian operations, including a 7% reduction in global headcount (about 2,500 employees) in 2Q25 that will disproportionately impact BAH’s civilian operations. The decline in civilian award activity has been so abrupt that BAH has not been able to sufficiently redeploy civilian project staff to DOD, IC or commercial sector programs, despite the firm’s expectations that growth will continue in its DOD and IC units in FY26.

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GenAI Reshapes IT Services Talent Strategy as Vendors Balance Innovation, Ecosystem Alignment and Economic Headwinds

05.20.25

In the short-to-mid-term, TBR expects generative AI (GenAI)-specific training to become a standard part of an IT services or consulting professional’s basic tool kit, with specialized training around technology partners’ solutions or a company’s own IP and platforms reserved for those professionals dedicated to AI roles. While some may argue every role is an AI role, the near-term reality is that only a select few among the broader professional services talent base will need specialized training, and the associated budgets will decrease in the coming years.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: Leidos

05.20.25

In FY25 Leidos will tout its mission-critical solutions to enhance outcomes quickly, cost-effectively and at scale for federal agencies. Leidos will accelerate efforts to draw closer to its federal clients, emphasizing how they can more effectively utilize the company’s delivery scale and depth of mission expertise to comply with DOGE’s mandates, the overarching IT objectives of the Trump administration and the enduring need to modernize federal technology infrastructures.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: CGI Federal

05.19.25

CGI Federal is confident it can adapt to outcome-focused contracting in federal IT but is uncertain how quickly the transition can be completed. CGI Federal has been a perennial margin leader in TBR’s Federal IT Services Benchmark due to its traction with its ever-expanding suite of homespun intellectual property (IP)-based offerings like Sunflower and Momentum, and demand for these offerings will at least endure, but likely increase, under DOGE.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: General Dynamics Technologies

05.07.25

GDT is not going to give up on the federal health market or on consulting, but TBR anticipates the vendor will increasingly prioritize defense opportunities in the interim, such as a recently awarded contract worth up to $5.6 billion to manage the DOD’s Mission Partner Environment. The DOD has historically been GDT’s largest client and was responsible for more than 58% of its revenue in 1Q25. While the Trump administration is asking for a 23% reduction in nondefense discretionary funding in its FFY26 budget proposal, it wants to keep the DOD’s discretionary spending roughly on par with the $892.5 billion stopgap for FFY25. GDIT is well positioned to capitalize on the DOD becoming increasingly interested in emerging technologies, given its experience with fixed-price and outcome-based contracting.

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COVID-19 causes analytics services market to pause, allowing vendors to prove the true value of analytics and better train their AI models

08.13.20/by admin

All vendors tracked in TBR’s Digital Transformation: Analytics Professional Services Benchmark except Oracle expanded their analytics services revenue in 1Q20, albeit at a slower pace from the previous year, highlighting that optimizing IT operations — through the use of analytics — is becoming table stakes for buyers. Accenture took over the No. 1 spot from […]

Quick Quantum Quips: Vendors roll out software applications to increase customer connections through partnerships and internal innovation

07.30.20/by admin

Welcome to TBR’s monthly newsletter on the quantum computing market: Quick Quantum Quips (Q3). This market changes rapidly, and the hype can often distract from the realities of the actual technological developments. This newsletter will keep the community up to date on recent announcements while stripping away the hype around developments. For more details, reach […]

Mipsology’s Zebra looks like a winner

07.22.20/by TBR

Mipsology is a 5-year-old company, based in France and California, with a differentiated product that solves a real problem for some customers. The company’s product, Zebra, is a deep learning compute engine for neural network inference. While these engines are not uncommon, Zebra unlocks a potentially important platform for inference using the field programmable gate […]

Informatica acquires Compact Solutions to improve metadata management across the enterprise

07.20.20/by Allan Krans, Practice Manager and Principal Analyst

Enterprises are developing hybrid IT environments at an increasing rate, leveraging cloud-based technologies to achieve flexibility and scalability while keeping workloads on premises that contain sensitive information or require low latency. This creates complex IT environments that need to be integrated, governed and made compliant with local regulations. Informatica has positioned itself as a leading […]

Logicalis’ local scale and investments in services transformation offerings position it well to withstand the COVID-19 headwinds in LATAM

07.17.20/by Bozhidar Hristov, Principal Analyst

Following one of the last in-person analyst events held in in Sao Paolo, Brazil, just before COVID-19 took over our personal and business lives, TBR had a chance to reconnect virtually with Logicalis LATAM CEO Rodrigo Parreira and Logicalis LATAM Director of Strategy Eduardo Harada. Expanding on our discussion at the analyst event in February, […]

TCS poised for strategic purchases in 2020 as peers’ M&A activity slows

07.06.20/by John Croll, Analyst

Despite COVID-19 pressures, Tata Consultancy Services (TCS) has not shied away from enacting bold initiatives, evidenced by the announcement of Vision 25×25 during the company’s CY1Q20 earnings call. Even in the face of decelerating revenue growth in the first quarter, executives remained optimistic, suggesting that — unlike the broader trend in the IT services industry […]

Quick Quantum Quips: Vendors lay the groundwork for regional and technological differentiation as commercialization of quantum computers looms

06.30.20/by admin

Welcome to TBR’s monthly newsletter on the quantum computing market: Quick Quantum Quips (Q3). This market changes rapidly, and the hype can often distract from the realities of the actual technological developments. This newsletter will keep the community up to date on recent announcements, while stripping away the hype around developments. For more details, reach […]

Even with slower growth, management consultancies should come through 2020 positioned to help clients weather disrupted digital transformations

06.23.20/by admin

Management consulting market summary Outlook Regardless of whether the pandemic lingers, re-emerges in the second half of 2020 or significantly subsides, TBR expects consultancies will benefit from opportunities created by the chaos of COVID-19, such as uneven responses from government authorities around economic fallout, pandemic protocols and continued uncertainty throughout 2020. Vendors with greater scale, […]

Cloud professional services and hosted private cloud markets will grow over the next 5 years as COVID-19 drives cloud adoption

06.16.20/by Catie Merrill, Senior Analyst

COVID-19 has undoubtedly created financial pain for businesses across all verticals. Business operations have been disrupted and revenue streams have declined in many industries across the globe. At the same time, the pandemic has required additional investment to support remote work and adjust business processes to align with public health guidance from the Centers for […]

IBM expands hybrid cloud activities by partnering with India-based IT services peers

05.13.20/by Elitsa Bakalova, Senior Analyst

Partnering with IT services peers and integrating Global Business Services and Global Technology Services capabilities will help IBM improve client engagement and increase cloud signings Hybrid cloud remains an area of investment for IBM as the company pursues transformational opportunities with clients. IBM’s recent investments in improving its hybrid cloud capabilities, most notably with IBM […]

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