TBR’s Business Insights

Geopolitics with Purpose: EY-Parthenon Drives Strategy, Not Just Awareness

07.17.25

TBR has long maintained that the Big Four firms have an inherent advantage against all competitors when it comes to understanding and advising on geopolitical risk. Perhaps only the U.S. government has the same global spread of talent, with professionals in nearly every country, most intimately aware of local business, economic and even political trends. When EY-Parthenon showed off its Geopolitical Advisory team recently, TBR wanted to know: Is this something special?

Manufacturing Growth Slows, But EMEA IT Services Vendors Find Lifeline in Public Sector Wins

07.16.25

This quarter, we look at Accenture, Atos, Capgemini and IBM Consulting in the Europe, Middle East and Africa (EMEA) market, and compare how their industry diversification, portfolios and localization strategies position them for revenue growth. Atos and Capgemini, the two IT services companies whose EMEA revenue makes up over half of total revenue, experienced a steady decline in trailing 12-month (TTM) year-to-year revenue growth in recent quarters. Yet, Accenture and IBM were better able to maintain growth as macroeconomic conditions deteriorated in recent quarters.

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Capgemini to Acquire WNS for $3.3B, Tripling BPO Revenue and Accelerating AI Ambitions

07.15.25

The acquisition undoubtedly serves as an important stepping stone to transform Capgemini’s BPO offerings, which are housed in its Operations & Engineering segment, yet Capgemini must be strategic with its approach, balancing new clients’ expectations with the introduction of incremental GenAI and agentic AI capabilities. Capgemini’s recent investments in partner-enabled portfolio offerings position the company well for a large change in the segment, such as its new agentic AI offerings announced with Google Cloud in April and its NVIDIA NIM-powered industry-specific agentic AI solutions and agentic gallery.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: Maximus

06.11.25

Partnerships will be integral as vendors across the federal IT market look to quickly demonstrate their value to the new administration. While Maximus has historically been quiet regarding its alliance activity, this could change as the vendor aims to avoid falling behind. For example, Maximus recently announced a partnership with Salesforce to augment its CX as a Service efforts. The Maximus Total Experience Management solution is being augmented with the Agentforce platform to provide clients with AI agents tailored to their needs that use data to adapt to citizens’ needs and simplify interactions.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: ICF International

06.11.25

TBR anticipates ICF will also explore ways to make its IT modernization and digital transformation work more agile while increasingly booking these types of engagements as fixed-price, outcome-based contracts, given the Trump administration’s preference for this contracting method. At least 50% of ICF’s IT modernization and digital transformation engagements are already fixed-price, outcome-based contracts.

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Atos Is Starting to Regain Client Trust and Develop Commercial Opportunities That Will Generate Revenue in 2025

06.06.25

After years of instability and declining performance, Atos enters 2025 with new leadership, improved liquidity and early signs of commercial momentum, positioning the company for gradual recovery and long-term stabilization.

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Oracle Strategy: Large Backlog and New Government Contracts Boost Vendor’s Long-term Outlook

06.05.25

Oracle’s current business strategy centers on streamlining customer success efforts, enhancing partner collaboration, and expanding multicloud infrastructure. By consolidating its services under the Oracle Customer Success Services (CSS) umbrella, the company has improved life cycle support for clients, reduced overlap with systems integrators, and equipped partners with tools like the Cloud Success Navigator to enhance implementation and renewal outcomes.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: Booz Allen Hamilton

05.30.25

The disruption that has very suddenly overtaken BAH’s civil business has prompted the firm to craft what Rozanski called a “one-time reset” of its civilian operations, including a 7% reduction in global headcount (about 2,500 employees) in 2Q25 that will disproportionately impact BAH’s civilian operations. The decline in civilian award activity has been so abrupt that BAH has not been able to sufficiently redeploy civilian project staff to DOD, IC or commercial sector programs, despite the firm’s expectations that growth will continue in its DOD and IC units in FY26.

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GenAI Reshapes IT Services Talent Strategy as Vendors Balance Innovation, Ecosystem Alignment and Economic Headwinds

05.20.25

In the short-to-mid-term, TBR expects generative AI (GenAI)-specific training to become a standard part of an IT services or consulting professional’s basic tool kit, with specialized training around technology partners’ solutions or a company’s own IP and platforms reserved for those professionals dedicated to AI roles. While some may argue every role is an AI role, the near-term reality is that only a select few among the broader professional services talent base will need specialized training, and the associated budgets will decrease in the coming years.

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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 […]

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 […]

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