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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Acquiring to expand in IoT: Capgemini, Altran and Engineering/Industry 4.0

08.29.19/by Elitsa Bakalova, Senior Analyst

The Altran acquisition will develop Capgemini’s OT capabilities and improve its ability to compete in segments such as IoT and edge computing The acquisition of Altran, announced on June 24, will expand Capgemini’s engineering and R&D services capabilities and complement the company’s established consulting and IT capabilities. Capgemini is positioning as an “intelligent industry” vendor […]

IoT is not a technology or a market, but it certainly drives revenue

08.27.19/by admin

TBR estimates the contribution of commercial IoT to the overall IT market will increase from $456.1 billion in 2019 to $1.7 trillion in 2025, a CAGR of 24.9%. IoT is not a technology or a market, but a technique for applying IT components, made more relevant by the increased ease of connecting sensors and collecting […]

HCLT sets strategy; makes smart move to software

08.26.19/by Kelly Lesiczka, Senior Analyst

HCLT’s recent acquisitions will develop software services and consulting capabilities, enabling the firm to evolve its strategy to better compete in the dynamic IT services market At the end of June, HCLT finalized its acquisition of IBM Software products (analysis and details of which can be found in our most recent full report on the […]

Embedding multicloud and software-driven services in portfolios helps vendors execute on strategy, expand addressable markets

08.20.19/by admin

Google Cloud revenue surpassed the $2 billion mark in 2Q19, doubling in size in six quarters. Under the guidance of CEO Thomas Kurian, Google Cloud is improving its enterprise appeal by launching its multicloud management tool set, Anthos; leveraging acquisitions to build out its migration, storage and analytics capabilities; and expanding its global sales and […]

Why license when you can buy? Salesforce to acquire ClickSoftware

08.13.19/by Allan Krans, Practice Manager and Principal Analyst

After 3-plus years of licensing, Salesforce intends to acquire ClickSoftware to augment Field Service Lightning One week after Salesforce completed its acquisition of Tableau, the vendor announced its intent to acquire ClickSoftware, a field service management solutions provider, for $1.35 billion. ClickSoftware is a practical acquisition target for Salesforce; the vendors have been partners since […]

Acquisitions help European-heritage vendors Atos and Capgemini continue expanding in North America and globally

08.12.19/by admin

Atos is preparing to accommodate the explosion of data across enterprises by effectively managing, storing, securing and analyzing data. Revenue and cost synergies from the Syntel acquisition will enable Atos to achieve its financial goals in 2019. Newly established relationships with technology partners, the release of new product offerings that support edge and quantum computing, […]

Blockchain in the context of digital transformation: A slow-moving, inevitable revolution

08.05.19/by admin

In fast-approaching fourth industrial revolution, bureaucratic labor will become as nonessential as manual labor became to the agrarian economy with the advent of the combustion engine. Blockchain technology will enable smart contracts throughout our economy and will be the red thread stitching together multi-enterprise business networks for frictionless commerce that will greatly reduce demand for […]

Investments in acquisitions and startups enrich Capgemini’s next-generation solutions portfolio and improve its competitive position

08.01.19/by admin

“Capgemini has taken multiple steps to enhance its portfolio to drive transformations through next-generation technologies and create business value for clients. The acquisition of Altran to deliver digital transformation in the industrial sector, enhanced relationships with Microsoft around Microsoft Azure solutions and with SAP around certification of industry innovation accelerators in manufacturing and retail, and […]

Understanding an acquisition: Capgemini snaps up Germany’s energy-centric KONEXUS

07.30.19/by Patrick Heffernan, Practice Manager and Principal Analyst

Capgemini’s acquisition of KONEXUS, a 30-person Germany-based energy strategy and management consultancy, triggered a reaction at TBR, as earlier this year we had looked at consulting for the energy sector and had been surprised at the relatively small number of acquisitions across the firms we track. Thirty management consultants will be a fractional addition to […]

While competitors stumble and struggle, Raytheon continues to outperform in IT services for the U.S. federal government

07.24.19/by admin

The U.S. federal earnings season kicks off the week of July 22, with legacy defense contractors General Dynamics, Northrop Grumman and Raytheon releasing their fiscal results for the second calendar quarter of 2019. General Dynamics IT (GDIT) passed the one-year anniversary of its $9.7 billion acquisition of CSRA in 2Q19. Absent the inorganic impact of […]

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