Technology Business Research, Inc.
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Bozhidar Hristov, Principal Analyst
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Bozhidar Hristov, Principal Analyst2026-10-16 12:34:552026-10-16 12:34:55Should Accenture Enter Assurance?You are here: Home1 / Competitive Insights – Analyst Perspectives – TBR2 / Competitive Insights and Analyses Blog
Technology Business Research, Inc.
https://tbri.com/wp-content/uploads/2026/10/Accenture-Assurance_Blog.png
1350
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Bozhidar Hristov, Principal Analyst
https://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.png
Bozhidar Hristov, Principal Analyst2026-10-16 12:34:552026-10-16 12:34:55Should Accenture Enter Assurance?
Technology Business Research, Inc.5G’s Next Act Is About Monetization, While 6G Builds on the 5G Foundation
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
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
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
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
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?
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?

The Time to Start Building Your Multiparty Alliance is Now
Every software and technology company should be building multiparty alliances through codeveloped solutions supported by joined-at-the-hip sales teams. Additionally, executives should be thinking about, planning for, acting on and beginning to deliver around outcome-based pricing.

Convergence Takes Center Stage as U.S. Telecom Operators Pursue the Next Phase of Growth
The U.S. telecom market is entering a new phase in which convergence, broadband scale, and higher-value connectivity services such as AI infrastructure connectivity are becoming increasingly important competitive differentiators.
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Revving the engine in Stuttgart: Accenture in the heart of the German auto zone
/by Patrick Heffernan, Practice Manager and Principal AnalystIn July, Accenture announced a new Customer Experience Center in Stuttgart, Germany, focused on working with automobile manufacturers and their partners to accelerate the future of connected cars. With seemingly every IT services vendor and consultancy rolling out initiatives around automobiles, TBR spoke last week with Accenture’s Axel Schmidt, senior managing director and industry managing […]
IBM continues to separate itself from the pack
/by adminSenior Analyst Nicki Catchpole reports this week on IBM’s cloud and software practice, noting: “While IBM’s 3Q19 overall results continued to experience a downward slide, its Cloud & Cognitive Software sector experienced immediate positive effects from the much-anticipated $34 billion acquisition of Red Hat. Red Hat’s OpenShift technology and channel-driven approach have boosted IBM’s cloud […]
Betting on business model transformation through appointment of new leaders
/by Patrick Heffernan, Practice Manager and Principal AnalystAs companies must manage multidisciplinary andmultigenerational workforces, maintaining properlytrained leaders, with visions closely aligned to theorganization’s DNA rather than investor expectations,will provide a strong foothold in a largely disrupted ITservices market. The impact on employee culture,morale, purpose and other organizational behaviorlargely depends on the CEO of the company, particularlyif a new one needs to be […]
Quick Quantum Quips: A call for quantum supremacy sends ripples through the market
/by adminThe quantum market changes rapidly, and the hype can often distract from the realities of the technological developments. In our new monthly newsletter, Quick Quantum Quips (Q3), TBR will brief readers on the latest market announcements, stripping that hype to dig deeper into how recent events will impact the market as a whole. To schedule […]
UiPath’s enhanced and expanded technology stack provides a solid foundation to reach scale
/by adminIn mid-October Senior Analyst Boz Hristov attended the annual UiPath Forward conference in Las Vegas, and recently, he published his thoughts on the event and UiPath’s role in the robotic process automation market. He wrote, “UiPath’s position as one of the leading vendors defining the robotic process automation (RPA) market comes with responsibilities for managing […]
Microsoft beats out Amazon after contentious competition for DOD’s JEDI award
/by adminLast Friday’s announcement of the massive U.S. federal government cloud contract led Senior Analyst John Caucis to publish a special report explaining how Microsoft won, why Amazon lost, and what it all means for the IT services vendors in the U.S. public sector space. “Regardless of why the DOD [Department of Defense] chose to announce […]
IBM and the Raptors: Building an NBA champion and looking for a repeat
/by Patrick Heffernan, Practice Manager and Principal AnalystWhile watching the NBA’s defending champion Toronto Raptors begin their season, I thought back to a trip to IBM’s Toronto office in late summer 2018, where we got to play with the technology IBM built for the Raptors’ draft and trade war room. We created teams, selecting college players, current NBA players and even European […]
Mixed results expected in the U.S. federal sector for IT services vendors
/by adminEarnings season for federally focused IT vendors begins the week of Oct. 21. Senior Analyst John Caucis has been tracking Northrop Grumman Technology Services (TS), General Dynamics Information Technology (GDIT) and Raytheon Intelligence, Information and Services (IIS) ahead of their 3Q19 fiscal earnings release. Raytheon IIS is expected to be the top performer among the […]
Growing traditional revenues in IT services remains a challenge
/by adminTBR’s quarterly IT Services Vendor Benchmark published last week, with the following comment from lead Senior Analyst Elitsa Bakalova: “Vendors are scaling transformational portfolios; however, lingering growth challenges in traditional service areas challenge revenue performance. Trailing 12-month IT services revenue growth, at 1.9% year-to-year in U.S. dollars, was down 140 basis points sequentially in 2Q19 […]
Returning to a co-CEO structure completes the executive refresh to support SAP in the ongoing cloud war
/by Allan Krans, Practice Manager and Principal AnalystBill McDermott chose not to renew his contract as SAP CEO, making room for SAP to return to its co-CEO structure with Jennifer Morgan and Christian Klein. This changing of the guard is the capstone on SAP’s management realignment, and the announcement comes with some glaring similarities to key ERP challenger Oracle’s announcement a month […]