TBR’s Business Insights

Infosys, Cognizant, TCS and Wipro ITS Double Down on Competitive Pricing Strategy While Trying to Enhance Client Engagement

04.07.25

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.

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5 Key Questions on Big Four Evolution and Strategy

04.07.25

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.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: Accenture Federal Services

04.03.25

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.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: SAIC

03.31.25

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.

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Google Recognizes Critical Role of Security, and Its Standing in the Cloud Market, in Acquisition of Wiz

03.27.25

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.

Husein Signart

Hardware-centric Vendors Continue to Make Their Move Into Software

03.25.25

Though revenue mixes are increasingly shifting in favor of software, driven in part by acquisitions (e.g., Cisco’s purchase of Splunk), hardware continues to dominate the market, accounting for 80% of benchmarked vendor revenue in 3Q24. Industry-standard servers being sold to cloud and GPU “as a Service” providers are overwhelmingly fueling market growth, more than offsetting unfavorable cyclical demand weakness in the storage and networking markets.

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PwC Middle East Experts Weigh In on Economic Trends and Transaction Activity

03.21.25

PwC Middle East’s webcast provides excellent monthly insights into the region’s economies, but it is not the only active Big Four firm. As TBR reported in our Fall 2024 Management Consulting Benchmark, KPMG “announced the opening of Risk Hub in the United Arab Emirates (UAE) in collaboration with Microsoft and IBM, paving the way for more in-person, tech-enabled GRC [governance, risk and compliance] discussions with regional clients embarking on their digital transformation programs.” TBR also learned in February that KPMG intends to open a new Ignition Center in Riyadh, Saudi Arabia, in 2025, building on the firm’s global network of innovation and transformation centers.

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Deployment Services in Telecom Face Post-5G Slowdown, Shifting Market Dynamics and Growth in Fiber Expansion

03.21.25

The deployment services market faces growing headwinds, including communication service provider (CSP) consolidation, open vRAN’s lower installation costs, and reduced demand for site location and construction (SL&C), offset somewhat by hyperscaler spend and 5G rollouts in select developing markets. Hyperscaler investments provide incremental volume to the market, and TBR notes these companies are increasing their investments in access technologies (e.g., Google Fiber).

TBR Case Study: Price Benchmarking

03.12.25

Explore this competitive pricing example from TBR's Tailored Services team, which helped this global Top 3 hardware OEM capitalize on their investment in pricing research.

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IBM and the Raptors: Building an NBA champion and looking for a repeat

10.23.19/by Patrick Heffernan, Practice Manager and Principal Analyst

While watching the NBA’s defending champion Toronto Raptors begin their season, I thought back to a trip to IBM’s Toronto office in late summer 2018, where we got to play with the technology IBM built for the Raptors’ draft and trade war room. We created teams, selecting college players, current NBA players and even European […]

Mixed results expected in the U.S. federal sector for IT services vendors

10.21.19/by admin

Earnings season for federally focused IT vendors begins the week of Oct. 21. Senior Analyst John Caucis has been tracking Northrop Grumman Technology Services (TS), General Dynamics Information Technology (GDIT) and Raytheon Intelligence, Information and Services (IIS) ahead of their 3Q19 fiscal earnings release. Raytheon IIS is expected to be the top performer among the […]

Growing traditional revenues in IT services remains a challenge

10.16.19/by admin

TBR’s quarterly IT Services Vendor Benchmark published last week, with the following comment from lead Senior Analyst Elitsa Bakalova: “Vendors are scaling transformational portfolios; however, lingering growth challenges in traditional service areas challenge revenue performance. Trailing 12-month IT services revenue growth, at 1.9% year-to-year in U.S. dollars, was down 140 basis points sequentially in 2Q19 […]

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, […]

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