TBR’s Business Insights

New IT Services Vertical Revenue Data Shows TCS’ Public Sector Surge and Market Shifts

02.19.25

Learn about TBR's new IT Services Vertical Revenue Data Excel file. This proprietary data stream, in conjunction with our qualitative analysis of these firms, including their partners and how they operate, offers unprecedented intelligence on which companies are growing or maintaining their revenue or experiencing declines within industry verticals and allows for partner adjustments and competitive maneuvering.

Tony Studio, Getty Images Signature via Canva Pro

Fujitsu Expands Kozuchi AI Platform and Strengthens Partnerships to Drive Digital Transformation

02.06.25

Fujitsu’s investments in Fujitsu Kozuchi have equipped the company well to appeal to clients’ needs around the technology, providing opportunities to supply analytics with associated text, vision and trust in support of business operations. While AI technology evolves rapidly to include new capabilities, Fujitsu’s approach to developing the platform and leveraging partners and internal capabilities gives it an advantage in offering a wider set of services.

Simonkr, Getty Images Signature via Canva Pro

New Solutions Drive New Revenue Streams for Atos’ Manufacturing Clients

02.05.25

Atos has established expertise around delivering predictive maintenance solutions and is applying its skills across industries. The company is working with multiple clients in the theme park and attractions industry, utilizing data and AI as well as edge server technologies to reduce the downtime of rides and improve customer satisfaction.

Douglas Rissing, Getty Images via Canva Pro

Federal IT Spending Poised for Another Strong Year in Fiscal 2025

02.04.25

The new federal fiscal year began with a continuing resolution (CR) that extended government funding until Dec. 20, when a subsequent CR was enacted to fund federal operations until March 14, 2025. Further CR extensions in federal fiscal year 2025 (FFY2025) would cause budget delays that could impede the ability of federal IT contractors to convert backlog into revenue, but most vendors expect revenue growth to remain on a solidly upward growth trajectory in FFY25.

Svetazi, Getty Images via Canva Pro

Robots Protecting Themselves From Robots: The Future of AI Security and Vendor Differentiation

02.03.25

Demand for analytics services has reached an inflection point, with new opportunities around the development and implementation of secure, industry-aligned agentic AI solutions refueling growth.

Getty Images Signature

B2B Strategic Advantage: Ecosystem Intelligence

01.31.25

Vendor consolidation and enterprise optimization of existing digital stacks have compelled IT services companies and consultancies as well as their ecosystem partners to think strategically about who to partner with and how to secure and expand their position within the ecosystem. As a result, aligning business priorities with alliance partners will allow IT services companies and consultancies to develop a more empathetic approach to technology-fatigued buyers. Additionally, understanding pricing and commercial structures backed by common knowledge management programs will elevate the value of joint services and appeal to enterprise buyers’ appreciation of a separation of labor, supported by greater transparency and accountability.

Canva Pro

KPMG Shifts Focus to Legal Services and AI-driven Strategy Consulting

01.28.25

Earlier in January news reports surfaced that a subsidiary of KPMG, KPMG Law US, had applied to operate in Arizona under a state program allowing nonlawyers to operate law firms and provide legal services in the state. KPMG is leaning toward legal services and AI-infused strategy consulting offerings to bolster sales as the firm navigates choppy market conditions within core deal advisory.

PeterSchreiber.Media, Getty Images

Infosys’ Future: Scaling GenAI and SLM Innovation to Drive Growth and Stakeholder Trust

01.21.25

Developing a client-ready AI-first portfolio is not a strategy unique to Infosys, but keeping pace with the rapidly evolving generative AI (GenAI) market highlights the company’s appetite for innovation and helps it strengthen stakeholder trust. Over the past 24 months, a large portion of vendor-client discussions focused on experimenting with developing and running large language models (LLMs), often fed with either public or nonessential data. Growing adoption of the technology has introduced the need for developing SLMs that are either function or industry specific.

hh5800_getty-images-signature

What Spectrum Will 6G Use?

01.13.25

The telecom industry continues to struggle with realizing new revenue and deriving ROI from 5G, even after five years of market development. TBR continues to see no solution to this persistent challenge, and with no catalyst on the horizon to change the situation, CSPs’ appetite for and scope of investment in 6G will likely be limited.

Our most-read analysis, free in your inbox each week!

Fill out the form to the right to subscribe to Insights Flight today

Returning to a co-CEO structure completes the executive refresh to support SAP in the ongoing cloud war

10.11.19/by Allan Krans, Practice Manager and Principal Analyst

Bill McDermott chose not to renew his contract as SAP CEO, making room for SAP to return to its co-CEO structure with Jennifer Morgan and Christian Klein. This changing of the guard is the capstone on SAP’s management realignment, and the announcement comes with some glaring similarities to key ERP challenger Oracle’s announcement a month […]

Tear down those paywalls: A better solution is possible

10.07.19/by TBR

Paywalls are going up all over the internet, hurting both publishers and readers. A better solution is possible, but no one is offering it. TBR can describe the solution but cannot explain why the market is not working to produce it. The internet is smothering publishing Online reading is harming both print and online newspapers […]

Digital Transformation Insights: What do we mean by ‘cross vendor’?

10.03.19/by admin

As part of our Digital Transformation Insights portfolio, twice this year we’ve published cross vendor reports, narrowing our analysis down to a few select vendors while staying within the context of digital transformation. In the first report, we put Accenture and IBM side by side — looking at the two companies’ past, present and future […]

Top growing consultancies lean into emerging technologies

10.02.19/by admin

Twice a year TBR publishes its Management Consulting Benchmark, which provides key service line, regional, vertical and operational data and analysis for 13 leading management consulting vendors. The benchmark also includes deep dives into 11 of the 13 vendors. This week, TBR will publish insights into two of those vendors: IBM and EY. “IBM is […]

Blockchain makes more noise in 2H19: Hearing from services vendors and consultancies

09.30.19/by Patrick Heffernan, Practice Manager and Principal Analyst

Last month, my colleagues Geoff Woollacott and Boz Hristov published a report on the business of blockchain, and next month, Geoff and I will be attending a KPMG event on the same topic. We are looking forward to learning how that Big Four firm approaches both the technology and the business model impacts, on itself […]

Is the term data protection anachronistic?

09.26.19/by admin

The only real constant in the technology industry is change, and that change has been accelerating rapidly and is now poised to explode. During the many transformations that have occurred in the industry, legacy terms well known for one thing lose favor or actually wind up adding confusion rather than clarity to the discussions. Business […]

Relaunched Security Benchmark highlights emerging security trends

09.25.19/by admin

TBR’s Security Benchmark makes its return to the data center portfolio this week, covering many of the current trends impacting the enterprise security market. With a new look and feel, the Security Benchmark now covers insights into emerging security trends, in addition to the traditional eight TBR segments of the enterprise security market. For example, […]

Acquisitions and internal changes strengthen Capgemini in consulting

09.18.19/by admin

Every spring and fall, TBR releases a Management Consulting Benchmark with details on 13 leading vendors, including strategies, performance, positioning, and expectations for the next few years. For most of those consultancies, TBR also publishes individual profiles, providing additional details and analysis. The first of those profiles, on Capgemini, will be released this week, with […]

BPO 2.0 is alive at TELUS International in Bulgaria

09.10.19/by Bozhidar Hristov, Principal Analyst

On a recent trip to my native Bulgaria, my colleague Elitsa Bakalova and I visited one of TELUS International’s local sites. Country Managing Director Kristina Ivanova and Director of Operations Gergana Ralchovska hosted us in the recently opened TELUS Tower in downtown Sofia. With over 3,000 staff members in Bulgaria split between three offices, TELUS […]

Technology products enable Atos to get closer to IT buyers

09.03.19/by Elitsa Bakalova, Senior Analyst

Atos takes a pragmatic approach to executing digital transformation initiatives through the BullSequana Edge server Consumerization of business applications, demand for data quality and governance, and the adoption of connected technologies compel vendors such as Atos to explore opportunities around managing customer data and to invest in solutions that can help clients protect their competitive […]

Free Data & Analysis

Subscribe to Insights Flight today!