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GenAI Outcomes or Autonomous AI Architecture: Where Should CIOs Focus?
What good are AI-enabled solutions if an enterprise’s IT environment and architecture can’t handle the data orchestration demands and IT becomes a roadblock to faster, better, clearer insights from AI, rather than the business accelerator expected of IT departments in the AI era? After more than a decade of consultancies and IT services companies helping IT departments become business drivers, will inadequate architecture slow down AI adoption and AI agents at scale?

Amdocs Is Well Positioned to Continue Absorbing Market Share in the Telecom Industry; AI Is a Key Growth Vector
Although TBR believes it is very early days for agentic AI branding, Amdocs’ early foray into this emerging area and thought leadership underscore how the company is seeking to move into new and adjacent areas as it expands its offerings, especially around consulting, design and transformation enablement.

HCLTech’s Expanding KYC Journey: From Technology Provider to Trusted Compliance Partner
By evolving its KYC offerings across platforms and clients, HCLTech has shifted from tech implementer to outcomes-driven partner.

DOGE drives civil sector slowdown; defense contractors gear up as Trump’s budget shifts billions to military priorities
The Trump administration’s recent “skinny” budget proposal for FFY26 suggests that nondefense spending will fall from around $720 billion in FFY25 to approximately $557 billion in FFY26, representing a 23% decline. Contractors with any level of exposure to the civilian sector can expect agency reorganizations, layoffs, budget reductions and in-depth contract reviews within civil agencies for the remainder of FFY25 and likely into at least the first half of FFY26. The pace of new awards has already slowed significantly at some civilian agencies, as has the rate of new bookings on existing civilian engagements.

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

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

DOGE Federal IT Vendor Impact Series: Maximus
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.
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Investments in acquisitions and startups enrich Capgemini’s next-generation solutions portfolio and improve its competitive position
/by admin“Capgemini has taken multiple steps to enhance its portfolio to drive transformations through next-generation technologies and create business value for clients. The acquisition of Altran to deliver digital transformation in the industrial sector, enhanced relationships with Microsoft around Microsoft Azure solutions and with SAP around certification of industry innovation accelerators in manufacturing and retail, and […]
Understanding an acquisition: Capgemini snaps up Germany’s energy-centric KONEXUS
/by Patrick Heffernan, Practice Manager and Principal AnalystCapgemini’s acquisition of KONEXUS, a 30-person Germany-based energy strategy and management consultancy, triggered a reaction at TBR, as earlier this year we had looked at consulting for the energy sector and had been surprised at the relatively small number of acquisitions across the firms we track. Thirty management consultants will be a fractional addition to […]
While competitors stumble and struggle, Raytheon continues to outperform in IT services for the U.S. federal government
/by adminThe U.S. federal earnings season kicks off the week of July 22, with legacy defense contractors General Dynamics, Northrop Grumman and Raytheon releasing their fiscal results for the second calendar quarter of 2019. General Dynamics IT (GDIT) passed the one-year anniversary of its $9.7 billion acquisition of CSRA in 2Q19. Absent the inorganic impact of […]
TBR upcoming research dives into quantum computing market
/by adminIf you are a skeptic of or bullish on the quantum computing market, or somewhere in between, TBR has insights to share with you! Over the next few months, TBR will dissect the developments occurring in the quantum computing market and share a lot of interesting findings. The week of July 15 TBR’s blog […]
Executive change at Accenture portends changes for the market leader
/by adminWith Julie Sweet appointed the next CEO of Accenture and David Rowland named the executive chairman of the board, the company doubles down on its proven go-to-market strategy and delivery frameworks. However, as Accenture strengthens its core as a technology organization and Accenture Technology plays a pivotal role in North America’s performance (Sweet was previously […]
IBM and Red Hat close the deal — will it be red washing or blue washing?
/by adminOn July 9 IBM held a 30-minute Q&A with industry analysts, led by Red Hat EVP of Engineering Paul Cormier and IBM SVP of Cloud and Cognitive Software Arvind Krishna. The discussion confirmed the overarching strategic benefits both parties see in the union while stressing the intentions to keep Red Hat vendor agnostic. Around three-quarters […]
IoT and quantum emerge as new growth frontiers in IT services
/by Elitsa Bakalova, Senior AnalystData is exploding, and vendors are preparing to accommodate this trend by effectively managing, storing, securing and analyzing data and by driving business results through next-generation solutions. During Atos’ Technology Days, held May 16-17 in Paris, Atos CEO Thierry Breton stated that while 80% of data is currently stored in data centers and in the […]
Enterprises leverage disruptive emerging technologies within their operations to improve processes and accelerate digital transformation
/by adminExtension remains the most natural jumping-off point for digital transformation (DT) initiatives, as enterprises can experiment with disruptive technologies within familiar business operations, see their value in generating new business insights, and then use those insights to re-imagine processes. TBR’s Digital Transformation Insights Report: Voice of the Customer shows that vendors need to orient toward […]
Deloitte’s willingness to go into unorthodox markets supports growth
/by admin“Broad-based investments including low-cost resources and platform-based solutions are among the recent examples of Deloitte’s efforts to expand its addressable market, resulting in improving non-management consulting revenue performance,” says Senior Analyst Boz Hristov. “While Deloitte is far from reaching revenue diversification compared to the likes of Accenture, the firm is making inroads in unorthodox markets […]
Salesforce to acquire Tableau as the market moves to no-code and low-code environments
/by Allan Krans, Practice Manager and Principal AnalystSalesforce’s acquisition of Tableau Software would make additional data visualization and analytics capabilities available to business users Salesforce announced its intent to buy Tableau Software in an all-stock deal valued at $15.7 billion, in which Salesforce will exchange 1.103 shares of its common stock for each of Tableau’s Class A and Class B common stock. […]