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.

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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.

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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.

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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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Growing Infrastructure as a Service Commitments and Competitive Dynamics

11.19.24/by Catie Merrill, Senior Analyst

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.

Leidos Sees Strong Bookings and Sustained Growth Across National Security, Health and International Sectors

11.18.24/by John Caucis, Senior Analyst

Leidos’ reorganization is delivering positive results, particularly down the company’s income statement, where profitability reached record levels in 1H24. Midsingle-digit top-line growth is being buoyed by strong bookings activity with the Department of Defense and civilian agencies.

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Dell Grows Its AI Factory Portfolio with the Integration of New NVIDIA AI Solutions

11.15.24/by Ben Carbonneau, Senior Data Analyst

Much like its OEM peers, Dell Technologies (Dell) has increasingly made partnering a cornerstone of its strategy, particularly as it relates to the company’s AI business. Dell leverages its AI partner ecosystem to drive the codevelopment of AI solutions like those included in the company’s Dell AI Factory with NVIDIA portfolio.

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Telecom Infrastructure Services Operating Margin Climbs as Shift to Maintenance Services Offsets U.S. Market Decline

10.16.24/by Michael Soper, Senior Analyst

Automation, analytics, AI and machine learning will prove critical to helping vendors improve margins. Examples include portions of Nokia’s AVA (Analytics, Virtualization and Automation) portfolio and Ericsson’s Operations Engine. However, with a significant portion of revenue coming from deployment services, RAN-centric vendors will be unable to expand overall telecom infrastructure services margins significantly.

How IT Services Companies Are Preparing to Capture Surge of Local Opportunities in India

10.11.24/by Jill Cookinham

A look at how global companies in the IT and communications sectors are shifting focus from outsourcing to tapping into India’s domestic market due to its rapid growth

GenAI Use Cases: Where Enterprises Are Investing Now and What’s Next for Multimodal AI

10.07.24/by Patrick Heffernan, Practice Manager and Principal Analyst

Generative AI (GenAI) clients are looking for offerings that complement existing technologies and use cases built around customer zero and that deliver fast ROI. In this blog, we highlight some of the GenAI use cases currently seen in the professional and IT services, cloud, IT infrastructure, and telecom industries.

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What to Expect: Cloud Provider Market Share Through 2027

10.04.24/by Catie Merrill, Senior Analyst

TBR expects to see incremental strengthening of the professional services capabilities of hyperscalers as well as traditional software players; however, professional services companies, along with India-centric players, have demonstrated their ability to scale vast talent benches to serve clients and act as go-to partners for the biggest cloud vendors.

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Digital Transformation Examples: How Vendors Are Adapting to GenAI and Market Shifts

10.02.24/by Bozhidar Hristov, Principal Analyst

As the most mature digital transformation component, customer experience (CX) has compelled buyers to embark on omnichannel projects to unify insights and processes across the customer life cycle for years now. Vendors have plenty of use cases to rely on, but slower discretionary spend is pressure-testing vendors’ value propositions rooted in trusted algorithms.

TBR Fourcast - IT services vendor strategies and performance comparison

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IT Service Vendors Shift Focus to Operational Efficiency and GenAI Investments Amid Economic Uncertainty

09.30.24/by Jill Cookinham

In this quarter’s Fourcast we compare the performance, strategies and industry standing of Accenture, Deloitte, IBM Consulting and Infosys, including a look at Accenture’s extensive investment in GenAI and IBM Consulting’s and Infosys’ risk of falling into a downward trajectory

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How India-centric IT Services Vendors Are Navigating Economic Pressures in 2024

09.25.24/by Kelly Lesiczka, Senior Analyst

In late 2023 and thus far in 2024, the companies within TBR’s IT Services coverage faced pressures within their respective financial services practices, experiencing industry declines from a revenue perspective as higher interest rates limited opportunities and hindered growth trajectories. The India-centric vendors TBR covers — Cognizant, HCLTech, Infosys, Tata Consultancy Services (TCS) and Wipro IT Services (ITS) — experienced these financial services revenue declines, despite their efforts to embed automation, AI and efficiency-driven services

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