TBR’s Business Insights

TCS vs. HCLTech: 2 Distinct Paths to AI Leadership

11.10.26

As AI reshapes the IT services market, Tata Consultancy Services (TCS) and HCLTech are positioning themselves for leadership — but from very different starting points. TCS brings immense scale, disciplined resource management and exceptional financial resilience, while HCLTech leans on ecosystem orchestration, infrastructure investment and its long-standing engineering capabilities.

Technology Business Research, Inc.

Salesforce vs. ServiceNow in AI Adoption Expectations for 2027

10.24.26

The defining question for ServiceNow and Salesforce in 2027 is no longer whether they can articulate compelling agentic use cases. It is whether those use cases begin driving meaningful consumption on their platforms. Both companies have been messaging that opportunity for months, but 2027 should show whether early momentum can translate to sustainable growth.

Technology Business Research, Inc.

Should Accenture Enter Assurance?

10.16.26

The opportunity is not for Accenture to become the fifth member of the Big Four but rather to challenge their position as trusted enterprise advisers by making independent AI assurance a critical component of enterprise transformation. The strategic risk is that, without credible independence, Accenture Assurance would become another consulting offering wrapped in the language of trust.

Technology Business Research, Inc.

5G’s Next Act Is About Monetization, While 6G Builds on the 5G Foundation

10.09.26

TBR believes the path to 6G runs directly through unfinished 5G work. Operators that expand 5G SA, improve spectrum efficiency, commercialize differentiated connectivity and build programmable, AI-ready networks will be better positioned for an economical 6G migration. FWA will remain the near-term revenue anchor, but longer-term value will increasingly depend on whether CSPs can turn AI, sensing and network capabilities into standardized services that enterprises and governments can easily buy. The transition to 6G is about proving that operators can finally monetize the capabilities 5G was designed to enable.

Technology Business Research, Inc.

Exploring KPMG’s Role in Quantum

10.08.26

KPMG has positioned itself as ready to help clients prepare for when quantum shifts from an expensive idea to an immediate opportunity and threat. Can the firm create near-term revenue as PQC meets its Y2K moment, provide reliable and useful services through hybrid computing, and manage the ecosystem and orchestration layer in quantum? Maybe. At scale with clients? Likely. Are KPMG’s clients really ready for that? Are all of KPMG’s partners, principals and directors?

Technology Business Research, Inc.

Holiday Shopping Is Becoming an AI Story: How Value-conscious Consumers, Rising Memory Costs and Connectivity Are Reshaping Retail

10.07.26

As retailers invest more heavily in AI to capture increasingly value-conscious holiday shoppers, the effectiveness of those investments will depend on the infrastructure supporting them. AI recommendations, computer vision, mobile point-of-sale, real-time inventory and in-store personalization only create value when data can move reliably between devices, stores, edge systems and cloud platforms.

Technology Business Research, Inc.

AI Is Changing Enterprise Networking, but Not All Disruption Looks the Same

10.06.26

Our initial results show an industry in transition. HIRI and operating margins are improving across the peer group, but AI is only one part of the story. Restructuring efforts, revenue growth, subscription adoption and portfolio consolidation continue to strongly influence workforce productivity. Additionally, customer demand for AI-based solutions to support their own AI transformations boosts financial performance independent of the vendors’ internal AI investments.

Technology Business Research, Inc.

Exploring KPMG’s Role in AI

10.03.26

What struck TBR most about KPMG’s frequent evocations of trust was the humility that went with it. Knowing trust has to be earned, maintained and renewed seemed to inform how KPMG leaders spoke about the firm’s capabilities and relationships. And in casual discussions with KPMG clients at the Utah event, trust came up repeatedly as a key reason they were there.

The Midmarket Opportunity: Which GSIs Can — and Should — Pursue It?

09.25.26

Expanding into the midmarket has been a recurring theme for GSIs for many years, and some are dusting off that strategy yet again. This time, platform-led operating models that are less linked to FTE-based pricing may change the game. When looking at Accenture, Atos Group, Capgemini and Deloitte, which company could reasonably enter or expand into the midmarket? More importantly, which should?

Previous Next

Our most-read analysis, free in your inbox each week!

Fill out the form to the right to subscribe to Insights Flight today

Growing partnerships with key cloud vendors help sustain Capgemini’s success

02.11.20/by admin

As Senior Analyst Elitsa Bakalova notes this week, “Partners are key contributors to Capgemini’s technology-enabled transformations around next-generation technologies, such as digital and cloud. The expanded partnership with Amazon Web Services enhances Capgemini’s AWS business in North America and improves its ability to advance cloud adoption in a strategic region for Capgemini’s global expansion. Additionally, […]

Iowa caucuses: Digital transformation run amok

02.04.20/by admin

Iowa’s first-in-the-nation, high-value, high-visibility caucus misfired last night, potentially costing the state its special status in coming years, which could trigger a massive economic impact due to the loss of revenue associated with early campaign activities (e.g., hotel stays, dining, gas, ads). The strategic value of rapid visibility bouncing into New Hampshire, first capitalized on […]

Big changes for Big Blue

02.04.20/by admin

Lots of news coming from IBM these past few weeks, and we have plenty of analysis on it from Geoff Woollacott, Stephanie Long, Elitsa Bakalova, Catie Merrill and Nicole Catchpole. IBM unveiled a new Power System and announced Ginni Rometty will be stepping down, making way for cloud champion Arvind Krishna to emerge as the […]

Big Blue turns purple

01.31.20/by Catie Merrill, Senior Analyst

Rometty steps down, making way for cloud champion Krishna as IBM’s new CEO At close of business on Jan. 30, IBM unveiled Virginia Rometty was stepping down as CEO. Arvind Krishna, current SVP of Cloud and Cognitive Software at IBM, will take over effective April 6. It was also announced that James Whitehurst, IBM senior […]

Quick Quantum Quips: Talent acquisition becomes a larger challenge as vendors achieve additional proof points

01.30.20/by admin

Welcome to TBR’s monthly newsletter on the quantum computing market: Quick Quantum Quips (Q3). This market changes rapidly, and the hype can often distract from the realities of the actual technological developments. This newsletter will keep the community up to date on recent announcements, while stripping away the hype around developments. For more details, reach […]

Analytics within digital transformation engagements depend on high-quality people and data

01.29.20/by admin

This week, TBR publishes the first Digital Transformation Insights report for 2020, building on the 2019 series, which included analysis around blockchain, digital marketing, IoT and quantum. The first report centers on IT services vendors’ strategies and performances within their analytics practices. Senior Analyst Boz Hristov notes that, “The maturing A&I services market continues to […]

Fear of the death of ‘digital’

01.24.20/by Patrick Heffernan, Practice Manager and Principal Analyst

When we published our professional and IT services predictions for 2020, we anticipated feedback would center on the seemingly most controversial forecast: the end of “digital” as an industry catch-all term, nearly always followed by “transformation.” Initial comments from clients suggested we touched a bit of a nerve. We do not believe a possible economic […]

Economic advantage: Preparing for lift off

01.23.20/by admin

Talent poaching within industry first warning of things to come JPMorgan Chase announced on Jan. 22, 2020, the hiring of Marco Pistoia from IBM. A 24-year IBM employee with numerous patents to his credit, Pistoia most recently led an IBM team responsible for quantum computing algorithms. Algorithm development will be key to developing soundly engineered […]

Can IBM pivot fast enough?

01.22.20/by admin

This week, TBR publishes its initial thoughts on IBM’s 4Q19 performance, featuring insights from our data center and professional services analysts. “Another quarter, another IBM Initial Response from TBR. And while our initial report on IBM’s earnings release remains constant, IBM’s strategy and investment focuses continue to pivot,” says Analyst Stephanie Long. “This quarter we’re […]

HP Inc. reaffirms its rejection of Xerox offer

01.15.20/by TBR

As of this writing, Xerox is attempting a hostile takeover of HP Inc., after HP Inc.’s board reiterated its rejection of Xerox’s offer on Jan. 9, 2020, and has obtained a commitment for the necessary $24 million loan to complete the deal should HP Inc. accept a Xerox offer. HP Inc. continues to contend Xerox’s […]

Free Data & Analysis

Subscribe to Insights Flight today!