TBR’s Business Insights

The Race for Digital Sovereignty: How 4 IT Services Leaders Are Positioned

07.21.26

TBR Fourcast is a quarterly blog series examining and comparing the performance, strategies and industry standing of four IT services companies. The series also highlights standouts and laggards according to TBR’s quarterly revenue projections as well as its geographic and segment estimates. With discussions about sovereignty in Europe only becoming louder, TBR thinks it is worthwhile to examine Atos Group, CGI, Fujitsu and Kyndryl. Our intent is to shine light on these similarly sized companies that have a strong presence in Europe and/or a strong presence in ITO and consulting and to discuss where each company’s opportunity lies.

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Telecom Infrastructure Services Market Expected to Become More Dependent on Hyperscalers and Fiber Technology Deployments

07.02.26

TBR research shows hyperscaler investment across multiple network domains will intensify through the forecast period, both to support cloud and AI as well as for general connectivity, driving TIS spend growth for this customer segment

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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.

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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.

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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).

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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.

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Accenture and COVID-19: Challenges ahead

04.06.20/by Patrick Heffernan, Practice Manager and Principal Analyst

COVID-19 will pressure Accenture’s short-term performance but could accelerate adoption of automation as the company maintains pricing agility While a global health pandemic is not something vendors typically prepare for as part of their business continuity plans, for many, including Accenture, the COVID-19 outbreak will certainly test the resiliency of their business models. As a […]

Aligning assets with partners’ complementary solutions: 2019 strategy may be critical for Wipro in 2020

03.27.20/by Patrick Heffernan, Practice Manager and Principal Analyst

As we look at significant changes coming to the IT services landscape and focus on agile shifts toward a post-COVID-19 world, strategies launched in the last 12 months may prove to be critical for some vendors’ long-term success. Understanding Wipro’s February 2019 moves can point to how the company might perform throughout 2020. Wipro has […]

COVID-19: Impact on IT organizations

03.26.20/by Angela Lambert, Principal Analyst and Practice Manager

We asked 205 IT leaders who are decision makers for cloud purchasing about the current impact of COVID-19 on their companies and their expectations for the future. These responses were collected between March 17 and March 24. Initial findings show disruption to ongoing projects and increased importance of cloud capabilities in the future. The impact […]

Two Back, Three Forward: How will this pandemic change digital transformations? A few early signs

03.24.20/by admin

In our new weekly blog series Two Back, Three Forward, we look at two numbers in TBR reports from the prior week as well as three numbers from our upcoming reports, highlighting the analysis TBR provides and the vast amount of data — the numbers — we’re working with every day. It’s all about the […]

COVID-19 and IT: Pains, changes, pockets of opportunity

03.20.20/by admin

COVID-19 creates pain, change and even pockets of opportunity for the IT industry There is still a fog of uncertainty around COVID-19’s impact. What is clear, however, is this outbreak is unlike any event in living history. The long-term health crisis, economic disruption and social disruption are occurring at levels that were unfathomable just months […]

Two Back, Three Forward: Go-to-market strategies matter now more than ever

03.17.20/by admin

Establishing realistic expectations for AI potential requires vendors to address economies of change management first, technology second

03.13.20/by admin

AI is one of the technologies that will help standardize the digital transformation (DT) market and turn the wildly loose use of the term digital into tangible business results. Though the technology sparks urgency for many buyers to accelerate the execution of their DT programs, they need to carefully balance messaging with external and internal […]

Two Back, Three Forward: Growth in the Western Hemisphere

03.11.20/by admin

TBR predicts total enterprise spend on edge infrastructure will grow at a 41% CAGR through 2024 to almost $120B

03.10.20/by Allan Krans, Practice Manager and Principal Analyst

Webscale drives projected forecast for enterprise edge On Feb. 26, TBR senior analysts Nicki Catchpole and Stephanie Long were joined by hundreds of professionals across multiple vendors and verticals for TBR’s first webinar on the enterprise edge. The session, The emerging and evolving landscape of enterprise edge computing, focused on the components of the enterprise […]

Insights from TBR’s inaugural Enterprise Edge Compute Market Landscape

03.09.20/by Allan Krans, Practice Manager and Principal Analyst

The edge computing market spans a spectrum of use cases that meet various customer needs, including sensitivity for latency and analytics. According to TBR’s 1Q20 Enterprise Edge Compute Market Landscape, while the edge is not new, its use for low-latency-dependent applications and close-to-the-data computing has increased and will continue to do so to support connected […]

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