TBR’s Business Insights

In the Agentic Era, Teradata’s Hybrid Strategy Will Drive Its Success

05.28.26

As enterprises look to operationalize AI across distributed environments, scale becomes less about where the infrastructure sits and more about how effectively the underlying data can be governed, accessed and turned into value. Teradata’s ability to deliver AI to where customers’ data already lives — without the need to modernize their infrastructure — will become more relevant.

Getty Images, via Canva Pro

Will C&SI Revenue Growth Accelerate Significantly Due to AI Adoption at Scale?

05.14.26

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 Pro

AI Adoption Predictions: What Will Determine Vendor Success and Who Is Positioned to Win

05.13.26

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?

05.05.26

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?

04.21.26

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

04.16.26

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

04.14.26

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 Pro

Federal IT Spending Trends: Why Growth Is Contracting and Where It Is Shifting

03.30.26

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 Pro

Governance Becomes a Prerequisite for Success with AI

03.30.26

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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TELUS International: Purpose built to be digital first responders

05.18.21/by Bozhidar Hristov, Principal Analyst

Accelerating success through successful acquisitions integration TBR recently had the opportunity to catch up with TELUS International President and CEO Jeff Puritt, two years after the company’s inaugural analyst summit in Las Vegas and two $1 billion acquisitions later. Right from the start it was clear that the company has been able to preserve its […]

Will Boomi’s strategy succeed with new management?

05.12.21/by admin

It is always hit or miss whether a blog post will solicit dialogue from readers. TBR’s recent blog post Who is going to want Boomi? certainly struck a chord. The blog focused on the actions of the private equity firms intending to acquire Boomi, which ultimately led Boomi to provide TBR with deeper insight into […]

U.S. federal IT stalwart Leidos fortifies its foothold in Australia

05.12.21/by John Caucis, Senior Analyst

Leidos expands in Australia with a defense IT modernization award and the launch of a new software development facility Leidos will join APAC-based partner Fujitsu and U.S.-based partner KBRWyle on a three-year, AU$175 million program to upgrade and modernize IT and communications systems for the Australian Department of Defence (DOD). The enhancement will include service […]

Maritime ports serve as a natural test bed for blockchain ecosystems

05.07.21/by Patrick Heffernan, Practice Manager and Principal Analyst

Testing smart city concepts, technologies and operations in a semi-confined setting As detailed in TBR’s most recent Digital Transformation: Blockchain Market Landscape, maritime ports present an intriguing test bed for blockchain technology, given three intertwined elements essential to successful blockchain adoption. First, ports rest at the center of a diverse ecosystem, with players engaging directly […]

Infosys and manufacturing: Technology prowess, low-cost presence and innovative offerings

05.06.21/by Bozhidar Hristov, Principal Analyst

Deal wins and investments in manufacturing suggest Infosys is anticipating a rebound in the vertical With COVID-19 disrupting global supply chains and forcing participants to seek alternative channels to either reduce transaction costs by leveraging blockchain or transform IT infrastructure by migrating applications to cloud to offset technical debt and diminish financials pressure, some vendors […]

Who is going to want Boomi?

05.04.21/by admin

In TBR’s newest blog series, What Do You Think?, we’re sharing questions our subject-matter experts have been asking each other lately, as well as posing the question to our readers. If you’d like to discuss this edition’s topic further, contact Geoff Woollacott at [email protected]. What Happened Boomi will be sold to Francisco Partners and TPG […]

Quick Quantum Quips: Public investment continues to drive quantum computing development

05.03.21/by TBR

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 keeps the community up to date on recent announcements while stripping away the hype around developments. For more details, reach out […]

Is it time for the Big Four referees to educate the public sector on the benefits of rules changes?

04.16.21/by admin

In TBR’s newest blog series, What Do You Think?, we’re sharing questions our subject-matter experts have been asking each other lately, as well as posing the question to our readers. If you’d like to discuss this edition’s topic further, contact Geoff Woollacott at [email protected]. Adoption accelerated as innovation stalled Last year’s pandemic-induced changes across the […]

Quick Quantum Quips: The quantum industry introduces its first public company

04.02.21/by TBR

A Roaring ’20s for the Middle East?

03.25.21/by Patrick Heffernan, Practice Manager and Principal Analyst

PwC on post-pandemic digital transformation in the Middle East On their March 23 webcast, “Transitioning to the New Normal,” PwC’s Middle East leaders discussed the results of their 24th annual CEO survey, focusing on findings specific to their region. Guided by Middle East Clients and Market Leader Stephen Anderson, the conversation highlighted four themes: growth, […]

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