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.
https://tbri.com/wp-content/uploads/2025/05/DOGE-Impact-Blog-Series_GDT.png10801080John Caucis, Senior Analysthttps://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.pngJohn Caucis, Senior Analyst2025-05-07 10:01:012025-05-07 10:01:01DOGE Federal IT Vendor Impact Series: General Dynamics Technologies
Technology Business Research, Inc.
CACI believes demand will remain strong through the remainder of its FY25 and into its FY26 for technologies and capabilities at the core of the company’s portfolio. Uninterrupted sales growth and consistent margin performance indicate CACI’s offerings remain well aligned to the Trump administration’s IT investment priorities, particularly as the new administration prepares to expand investment in cybersecurity, national security and national defense, and advanced space-based communications systems for defense, intelligence and civil applications. CACI executives also noted that the federal budget environment is slowly becoming more constructive and more transparent, a positive harbinger for CACI and its fellow federal IT contractors.
https://tbri.com/wp-content/uploads/2025/04/DOGE-Impact-Blog-Series_IBM-Federal.png10801080John Caucis, Senior Analysthttps://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.pngJohn Caucis, Senior Analyst2025-05-02 13:06:342025-05-02 13:06:34DOGE Federal IT Vendor Impact Series: IBM Federal
CACI believes demand will remain strong through the remainder of its FY25 and into its FY26 for technologies and capabilities at the core of the company’s portfolio. Uninterrupted sales growth and consistent margin performance indicate CACI’s offerings remain well aligned to the Trump administration’s IT investment priorities, particularly as the new administration prepares to expand investment in cybersecurity, national security and national defense, and advanced space-based communications systems for defense, intelligence and civil applications. CACI executives also noted that the federal budget environment is slowly becoming more constructive and more transparent, a positive harbinger for CACI and its fellow federal IT contractors.
Trade wars and tariff uncertainties conjure up visions of cargo ships, ports, factories and stacks of goods stranded by economic chaos, not consultants and IT services professionals. Fear, uncertainty and doubt are usually good for the consulting business, while the higher costs of running a business fuel demand for more outsourcing. This time, things might be different. This trade war, even if partially suspended for now, may significantly disrupt professional services, especially if tariffs continue creeping into new areas and the trust deficit continues to grow. Steel now, services later.
https://tbri.com/wp-content/uploads/2025/04/wooden-tariffs-stamp_microstockhub_getty-images-signature.png10801080Patrick Heffernan, Practice Manager and Principal Analysthttps://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.pngPatrick Heffernan, Practice Manager and Principal Analyst2025-04-22 09:26:062025-04-22 09:31:03Trade Wars and the Professional Services Fallout: Talent, Growth and Operational Models in Flux
This quarter, TBR Fourcast looks at four India-centric vendors — Infosys, Cognizant, Wipro IT Services (ITS) and Tata Consultancy Services (TCS) — and analyzes how investments in portfolios, training and innovation are positioning them for growth.
https://tbri.com/wp-content/uploads/2025/04/aydinynr_getty-images-signature.png10801080Jill Cookinhamhttps://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.pngJill Cookinham2025-04-07 12:00:162025-04-07 12:00:16Infosys, Cognizant, TCS and Wipro ITS Double Down on Competitive Pricing Strategy While Trying to Enhance Client Engagement Your Photo, Getty Images Signature
The Big Four professional services firms — Deloitte, EY, KPMG and PwC — have all been undergoing organizational changes in the last couple years. TBR regularly hears five questions about how these firms manage themselves, grow and change. Taking a longitudinal view allows TBR to see that recent restructurings, layoffs and offerings all reflect how these firms are trying to address the following: who gets the best talent, who decides what’s next, who sells, how everyone in a firm knows what everyone else does, and what role will managed services play.
https://tbri.com/wp-content/uploads/2025/04/your_photo_getty-images-pro.png10801080Patrick Heffernan, Practice Manager and Principal Analysthttps://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.pngPatrick Heffernan, Practice Manager and Principal Analyst2025-04-07 11:48:172025-04-09 12:58:325 Key Questions on Big Four Evolution and Strategy
The full impact of the 10 canceled task orders on Accenture Federal Services (AFS) remains unclear, but TBR’s secondary research indicates the terminated work has a total contract value of nearly $93 million, including a $35 million order from DOE’s CIO office and a $2 million order for geospatial services. If we assume all $93 million worth of orders was booked by AFS as the prime awardee, that sum would represent just under 2% of AFS’ estimated FY24 revenue of $5.4 billion.
https://tbri.com/wp-content/uploads/2025/03/DOGE-Impact-Accenture-Federal-Services.png10801080John Caucis, Senior Analysthttps://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.pngJohn Caucis, Senior Analyst2025-04-03 08:43:112025-04-03 08:43:11DOGE Federal IT Vendor Impact Series: Accenture Federal ServicesTechnology Business Research, Inc.
TBR was surprised by SAIC’s FY26 (CY25) outlook, which was consistent with CEO Toni Townes-Whitley’s comment during the company’s 4Q24 earnings call that SAIC’s “current revenue with agencies under particular scrutiny by DOGE is immaterial.” In fact, SAIC elevated several elements of its FY26 guidance in 4Q24.
With the business environment changing and cybersecurity perhaps more relevant than ever, Google saw an opportunity to repursue the Wiz acquisition, and a $32 billion offer, marking a major uptick in valuation, was simply too good for Wiz to ignore. Should the deal close in 2026 as expected, Wiz — with roughly 1,800 employees and ties to half the Fortune 500 — will join the Google Cloud division, offering synergies with Mandiant, an added layer of protection for the Google Security Operations platform, and the potential to help Google Cloud formalize cybersecurity as an agentic AI use case.
https://tbri.com/wp-content/uploads/2025/03/cyber-security_anyaberkut_getty-images-pro.png10801080Catie Merrill, Senior Analysthttps://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.pngCatie Merrill, Senior Analyst2025-03-27 10:33:212025-03-27 10:33:21Google Recognizes Critical Role of Security, and Its Standing in the Cloud Market, in Acquisition of Wiz
This week TBR wraps up its 2019 digital transformation insights research with our Voice of the Customer report, in which Senior Analyst Boz Hristov notes, “More buyers are beginning to embark on full transformations as new technologies promising faster, scalable outcomes push buyers to ramp investments and AI and analytics gain mindshare. Vendors can take […]
https://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.png00adminhttps://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.pngadmin2019-12-18 08:50:182022-11-03 18:52:13As digital transformation matures, customers voice their concerns about data and scale
This week TBR publishes its semiannual Management Consulting Benchmark, and Senior Analyst Elitsa Bakalova notes the following: “Vendors compete for holistic transformation opportunities and expand the breadth of their portfolios and resources to provide clients with offerings that augment consulting value propositions by integrating consulting with IP-based solutions and managed services. As consulting teams continue […]
00adminhttps://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.pngadmin2019-12-09 15:49:112019-12-09 15:49:11Traditional business models continue shifting for management consultancies
The quantum market changes rapidly, and the hype can often distract from the realities of the technological developments. In our new monthly newsletter, Quick Quantum Quips (Q3), TBR will brief readers on the latest market announcements, stripping that hype to dig deeper into how recent events will impact the market as a whole. Contact Stephanie […]
00adminhttps://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.pngadmin2019-12-04 09:52:432019-12-04 09:52:43Quick Quantum Quips: Hardware entrants gain VC funds while established innovators partner across architectures to secure a place in the broader quantum ecosystem
Principal Analysts Geoff Woollacott and Patrick Heffernan are each publishing a piece this week that touches on the business of digital transformation. Geoff focuses on the massive change expected from quantum computing as the business applications begin to catch up to the science. In his opinion, “Quantum is on the cusp of delivering economic advantage. […]
00adminhttps://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.pngadmin2019-12-03 13:12:332019-12-03 13:12:33Traditional ports and quantum computing: The now and the future
At a recent event in Oulu, Finland, I heard about the local port’s efforts to undergo a full-scale digital transformation, to include everything from 5G connectivity to analytics to drones to enhanced customer experience, sparking a kind of epiphany, for me, on the potential for a relatively small port to serve as a test bed […]
00Patrick Heffernan, Practice Manager and Principal Analysthttps://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.pngPatrick Heffernan, Practice Manager and Principal Analyst2019-12-02 09:33:442019-12-02 09:33:44Test bed for smart cities: One port’s potential
This week TBR will publish recent insights on two of the management consultancies we cover: The Boston Consulting Group (BCG) and McKinsey & Co. Regarding BCG, Analyst Kelly Lesiczkanotes, “Earning consistent rankings as a top employer and avoiding negative publicity enable BCG to attract and retain employees and to support innovation efforts and delivery of […]
Vendors are strengthening offshore and low-cost talent, particularly in India, to offset investment costs related to infusing digital into their portfolios as well as to supplement delivery and innovation efforts. For example, Atos opened a delivery center in the city of Tirunelveli in Tamil Nadu, India, that is expected to house 2,300 software engineers, and […]
00Kelly Lesiczka, Senior Analysthttps://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.pngKelly Lesiczka, Senior Analyst2019-11-20 10:36:192022-10-06 13:40:39HCL Technologies’ onshore centers provide entry points for larger-scale upselling opportunities tied to cloud, AI and cybersecurity
Senior Analyst John Caucis reports on three federal IT services providers this week, each delivering robust, double-digit revenue growth amid the strongest federal technology market witnessed in many years. “The strongest performance was tendered by CACI, whose revenue rose 16.9% year-to-year to $1.36 billion in 3Q19, showing the tight alignment of its differentiated solutions with […]
00adminhttps://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.pngadmin2019-11-19 11:07:072019-11-19 11:07:07Federal IT vendors capitalizing on a growth-friendly spending environment expected to see healthy top-line expansion
In July, Accenture announced a new Customer Experience Center in Stuttgart, Germany, focused on working with automobile manufacturers and their partners to accelerate the future of connected cars. With seemingly every IT services vendor and consultancy rolling out initiatives around automobiles, TBR spoke last week with Accenture’s Axel Schmidt, senior managing director and industry managing […]
00Patrick Heffernan, Practice Manager and Principal Analysthttps://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.pngPatrick Heffernan, Practice Manager and Principal Analyst2019-11-13 12:46:062019-11-13 12:46:06Revving the engine in Stuttgart: Accenture in the heart of the German auto zone
Senior Analyst Nicki Catchpole reports this week on IBM’s cloud and software practice, noting: “While IBM’s 3Q19 overall results continued to experience a downward slide, its Cloud & Cognitive Software sector experienced immediate positive effects from the much-anticipated $34 billion acquisition of Red Hat. Red Hat’s OpenShift technology and channel-driven approach have boosted IBM’s cloud […]
00adminhttps://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.pngadmin2019-11-12 09:00:382019-11-12 09:00:38IBM continues to separate itself from the pack
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As digital transformation matures, customers voice their concerns about data and scale
/by adminThis week TBR wraps up its 2019 digital transformation insights research with our Voice of the Customer report, in which Senior Analyst Boz Hristov notes, “More buyers are beginning to embark on full transformations as new technologies promising faster, scalable outcomes push buyers to ramp investments and AI and analytics gain mindshare. Vendors can take […]
Traditional business models continue shifting for management consultancies
/by adminThis week TBR publishes its semiannual Management Consulting Benchmark, and Senior Analyst Elitsa Bakalova notes the following: “Vendors compete for holistic transformation opportunities and expand the breadth of their portfolios and resources to provide clients with offerings that augment consulting value propositions by integrating consulting with IP-based solutions and managed services. As consulting teams continue […]
Quick Quantum Quips: Hardware entrants gain VC funds while established innovators partner across architectures to secure a place in the broader quantum ecosystem
/by adminThe quantum market changes rapidly, and the hype can often distract from the realities of the technological developments. In our new monthly newsletter, Quick Quantum Quips (Q3), TBR will brief readers on the latest market announcements, stripping that hype to dig deeper into how recent events will impact the market as a whole. Contact Stephanie […]
Traditional ports and quantum computing: The now and the future
/by adminPrincipal Analysts Geoff Woollacott and Patrick Heffernan are each publishing a piece this week that touches on the business of digital transformation. Geoff focuses on the massive change expected from quantum computing as the business applications begin to catch up to the science. In his opinion, “Quantum is on the cusp of delivering economic advantage. […]
Test bed for smart cities: One port’s potential
/by Patrick Heffernan, Practice Manager and Principal AnalystAt a recent event in Oulu, Finland, I heard about the local port’s efforts to undergo a full-scale digital transformation, to include everything from 5G connectivity to analytics to drones to enhanced customer experience, sparking a kind of epiphany, for me, on the potential for a relatively small port to serve as a test bed […]
Traditional management consultancies continue evolving toward the digital transformation future
/by adminThis week TBR will publish recent insights on two of the management consultancies we cover: The Boston Consulting Group (BCG) and McKinsey & Co. Regarding BCG, Analyst Kelly Lesiczkanotes, “Earning consistent rankings as a top employer and avoiding negative publicity enable BCG to attract and retain employees and to support innovation efforts and delivery of […]
HCL Technologies’ onshore centers provide entry points for larger-scale upselling opportunities tied to cloud, AI and cybersecurity
/by Kelly Lesiczka, Senior AnalystVendors are strengthening offshore and low-cost talent, particularly in India, to offset investment costs related to infusing digital into their portfolios as well as to supplement delivery and innovation efforts. For example, Atos opened a delivery center in the city of Tirunelveli in Tamil Nadu, India, that is expected to house 2,300 software engineers, and […]
Federal IT vendors capitalizing on a growth-friendly spending environment expected to see healthy top-line expansion
/by adminSenior Analyst John Caucis reports on three federal IT services providers this week, each delivering robust, double-digit revenue growth amid the strongest federal technology market witnessed in many years. “The strongest performance was tendered by CACI, whose revenue rose 16.9% year-to-year to $1.36 billion in 3Q19, showing the tight alignment of its differentiated solutions with […]
Revving the engine in Stuttgart: Accenture in the heart of the German auto zone
/by Patrick Heffernan, Practice Manager and Principal AnalystIn July, Accenture announced a new Customer Experience Center in Stuttgart, Germany, focused on working with automobile manufacturers and their partners to accelerate the future of connected cars. With seemingly every IT services vendor and consultancy rolling out initiatives around automobiles, TBR spoke last week with Accenture’s Axel Schmidt, senior managing director and industry managing […]
IBM continues to separate itself from the pack
/by adminSenior Analyst Nicki Catchpole reports this week on IBM’s cloud and software practice, noting: “While IBM’s 3Q19 overall results continued to experience a downward slide, its Cloud & Cognitive Software sector experienced immediate positive effects from the much-anticipated $34 billion acquisition of Red Hat. Red Hat’s OpenShift technology and channel-driven approach have boosted IBM’s cloud […]