TBR’s Business Insights

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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AI Agents: What Are They, and How Will They Impact the AI PC Space in 2025?

01.09.25

Over the past several quarters, OEMs have focused on incorporating local AI-powered features into their new PC releases, with initial neural processing unit (NPU)-enabled use cases leveraging AI to further enhance collaboration experiences and extend battery life. However, AI agents take the NPU’s functionality a step further, combining the capabilities of large language models (LLMs) with other resources to partially or fully automate a wide range of tasks, including responding to emails, booking hotel stays, or opening and closing IT help desk tickets.

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AI Buzz Sparks IT Infrastructure Shifts, but Privacy and Strategic Challenges Are Impacting Adoption

12.20.24

The industry enthusiasm surrounding AI has quickly led to shifts in organizations’ strategic priorities and expected investments such as demand for servers. Despite the hype, few organizations have operationalized GenAI to date. Instead, most are focused on overcoming initial barriers to adoption, including understanding the business implications of this new technology frontier.

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GenAI, IT Modernization and Strategic M&A Drive Infrastructure as a Service and Platform as a Service Growth

12.19.24

Top hyperscalers Amazon Web Services (AWS) and Microsoft are capturing legacy Oracle and SAP workloads as customers continue to migrate to the cloud to not only outsource their IT operations but also drive lasting business value. Though the geopolitical outlook is increasingly uncertain, we expect customers will continue to prioritize more traditional “lift and shift” migrations, and steps vendors are taking to deliver more integrated solutions could help.

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Harnessing AI and Automation in Business Process Outsourcing to Drive Growth Amid Shifting Buyer Priorities

12.13.24

Vendors’ business process outsourcing (BPO) businesses continue to benefit from the ongoing shift in buyer priorities from innovation and growth toward business resiliency and optimization. Buyers are investing in automating business processes to free up costs, providing pathways to growth for vendors with AI-powered and platform-based offerings.

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Emerging Consultancy Trends: Talent Management and Innovation in the Spotlight

12.12.24

Technology continues to threaten the nature of consulting engagements, requiring consultancies to showcase value and deliver on outcomes. Greater investment in talent frameworks, structure and skill will equip staff to lead client discussions and effectively leverage technology to assist workflows. Partnerships remain a core piece of the technology integration, bringing in new expertise and go-to-market opportunities that enable consultancies to meet a wider variety of client needs. Client retention remains a priority across consultancies but will require the firms to effectively deliver value through services.

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Federal IT Spending Will Remain Robust in FFY25 Amid AI Prioritization

12.06.24

Since coming into office, the Biden administration has fueled an unprecedented federal IT bull market. While the White House’s proposed federal civilian technology budget of $75.1 billion for federal fiscal year 2025 (FFY25) is the smallest increase in several years (up less than 1% compared to $74.5 billion in FFY24), it is still an increase of more than 14% from $65.8 billion in FFY23, and up 25% from $60.1 billion in FFY21, the last year of the prior administration. FFY25 has started with a continuing resolution (CR), as have most of the last several fiscal year. The impact of the latest CR on the largest federal systems integrators may be limited to shorter-cycle programs in their order books, but some disruptions to larger, longer-term engagements are not out of the question.

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Meet MAMAA: The Top 5 Hyperscalers Shaping the Future of Digital Ecosystems

11.20.24

TBR research shows only the Tier 1 hyperscalers can transcend most, if not all, of the major lifestyle categories to provide a seamless end-to-end ecosystem experience, touching all aspects of people’s lives, primarily due to their scale and access to resources.

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Growing Infrastructure as a Service Commitments and Competitive Dynamics

11.19.24

Market leaders Amazon Web Services (AWS) and Microsoft have highlighted that customers are signing larger cloud contracts with longer terms. At least in the case of AWS, customers are increasingly applying their cloud credits toward one- or three-year subscription offerings like Savings Plans and Reserved Instances.

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TBR Weekly Preview: April 22-26

04.22.19/by admin

This week is one of the busiest weeks of the year for us, with plenty of earnings calls and scheduled benchmark publications. Tuesday TBR’s Cloud Professional Services Benchmark highlights the leading vendors — and strategies — in each cloud professional services market as well as how evolving customer demands are fundamentally disruptive to the market […]

Infosys must learn from missteps over the past 5 years to become a partner of choice for managed services

04.16.19/by Bozhidar Hristov, Principal Analyst

From time will tell to now is the time In late 2013 TBR published The next 5 years: A successful strategy for Infosys that examined what it would take for Infosys to catch up with multinational corporation rivals such as Accenture and IBM. We believed Infosys needed to build up nearshore Americas capacity and capabilities, […]

Thoughts from the blockchain intellectual junk drawer

04.12.19/by admin

“We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next 10. Don’t let yourself be lulled into inaction.” — Bill Gates I think about this statement from one of our industry titans often in the course of my work, and I am […]

TBR Weekly Preview: April 1-5

04.01.19/by admin

As we start into the second quarter, we will be examining companies’ 1Q19 earnings as they release. For this week, look for more benchmarks and special reports. Friday In our quarterly Healthcare IT Services Benchmark, we note that healthcare IT services vendors are finding it increasing difficult to scale revenues from existing provider clients […]

Channel partner ecosystems evolve to support digital disruption

03.28.19/by admin

Over the past several months, TBR has seen increased activity and interest around the topic of channel and alliance strategy across our 12 ICT industry coverage domains. While channel and alliance strategy is a pervasive topic, the intensity and tenor of the questions posed recently signal an increased focus around deploying industry-leading partnering strategies to […]

TBR Weekly Preview: March 25-29

03.27.19/by admin

We’re in a slower earnings period, which means fewer vendor-centric reports and more benchmarks and market landscapes. And at the end of the week, Accenture gets the early jump on 1Q19, as we analyze the company’s cloud-centric portfolio and overall performance. Thursday Accenture will kick off the 1Q19 earnings season for services companies. While we […]

Pivoting to industry offerings and managing disruption: Not everyone can keep pace

03.26.19/by Patrick Heffernan, Practice Manager and Principal Analyst

Over the last two weeks, TBR has spent time with three leading IT services and consulting vendors, discussing their strategies for evolving digital transformation and hearing from their clients about what has worked and where frustrations remain. Two common themes came out of these discussions: industry-specific offerings and market disruption. While we’ve frequently commented on […]

TBR Weekly Preview: March 18-22

03.19.19/by admin

In addition to this week’s vendor analysis, TBR Senior Analyst John Caucis will host a webinar Wednesday, March 20, sharing his insights on the state of the healthcare IT services market and the 2019 HIMSS mega-event. Furthermore, TBR analysts will be attending several events this week, so be on the lookout for special reports on […]

IBM makes major strides in quantum with Volume and AI

03.18.19/by admin

IBM Quantum Volume creates a new way to assess a quantum computer’s capabilities as a whole system, rather than just based on its number of qubits. IBM unveils research into the intersection between quantum computing and machine learning. IBM, ever present in the development of cutting-edge technology, is a leader in the quantum computing space […]

Genpact adapts its service delivery model to help customers succeed with their digital transformations

03.14.19/by Kevin Collupy, Senior Analyst

Internal shift positions Genpact to capture digital demand Genpact hosted approximately 50 analysts on March 13 in Boston’s Seaport district to provide an update on its business and transition to the digital age. Additionally, the company highlighted its service design capabilities and how it’s differentiating from peers. Genpact continually invests in its business and delivery […]

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