TBR’s Business Insights

AWS shakes up the private cloud infrastructure market with Outposts

Outposts enable AWS to meet clients’ demand for private cloud Amazon Web Services (AWS) unveiled at re:Invent in Las Vegas its new Outposts on-premises cloud infrastructure, which will enable AWS to become the sole cloud infrastructure provider for its clients. The underlying Outposts infrastructure closely resembles AWS’ public cloud data center infrastructure. Since the infrastructure […]

Digital and Compaq: A cautionary tale for IBM and Red Hat

Big mergers bring big risks: Compaq and Digital Equipment Corporation, a tragicomedy Compaq proved in the early 1980s you could buy non-IBM hardware and not get fired in the process by creating a portable PC that could be lugged around by weightlifters. Ultimately, Compaq struggled trying to move up the stack into the peer-to-peer networking […]

Cognizant’s 3 new acquisitions enhance digital and global reach

Cognizant has made seven acquisitions since the beginning of 2017, adding between 2,200 and 2,300 employees and over $500 million in acquired revenue (by TBR estimates). The company’s acquisition spree continued in recent months with three additional purchases. In August Cognizant bought SaaSfocus, a Salesforce consultancy based in Noida, India, with operations in Delhi and […]

Services Weekly Preview: November 26-30, 2018

In this magical time between Thanksgiving and Christmas, despite racing to get as much analysis and as many predictions published before the new year, we’re able to enjoy a slight pause in the usual news cycle and company activity to reflect on 2018 and predict what will be coming in 2019. In two upcoming webinars, […]

Services Weekly Preview: November 19-21

Before we celebrate Thanksgiving on Thursday and recover from all that food on Friday, we will publish some of our periodic analysis of IT services vendors, management consulting profiles, and special reports. Here’s what’s coming: Monday: TBR’s 3Q18 Booz Allen Hamilton full report will provide analysis on one of the federal market’s most forward-thinking and risk-taking […]

Services Weekly Preview: Nov. 11-16, 2018

As we build toward the middle of the quarter, we’re wrapping up our periodic assessments of IT services vendors. Like last week, we also have some semiannual analysis on vendors in the management consulting space. Monday:  KPMG’s risk-averse culture pressured its performance, causing the firm to drop a spot in terms of revenue size among […]

Cloud repatriation follow-up: Do you really know the value proposition of cloud?

A few weeks ago, I blogged my thoughts about cloud repatriation and how it feels like an over-emphasized trend. In my professional analysis amid researching various reports and interacting with data center vendors, one of the key pieces of the cloud repatriation narrative is that customers will move to cloud without a full picture of […]

Atos expands reach in North America through the acquisition of Syntel

On Oct. 9, Atos completed the acquisition of Syntel, adding close to $1 billion in revenues, 89% of which were generated in North America in 2017, as well as over 23,000 employees. This month, TBR analysts will travel to Dallas to hear further details on Atos’ plans with Syntel and further assess what this will […]

Services weekly preview: Nov. 5-9, 2018

Well into the third quarter of industry earnings and our periodic assessments of IT services vendors, TBR’s analysts this week will also share their semiannual analysis on vendors in the management consulting space Monday: In 3Q18 Infosys signed 12 large deals with a total contract value over $2 billion, but the company’s delivery framework remains fragile as Infosys […]

Voice assistant volume is increasing

A survey conducted by Adobe Analytics found that 32% of U.S. consumers owned a smart speaker in September 2018, compared to 28% in December 2017. The report also projected that near half of the U.S. consumer base could own one by the end of December 2018, supported by Adobe Analytics’ finding that nearly 80% of […]

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