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.

Technology Business Research, Inc.

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.

Technology Business Research, Inc.

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.

Husein Signart

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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DXC Technology lands award in the Middle East, highlighting long-standing core strengths of its solution suite for the health payer sector

12.13.18/by John Caucis, Senior Analyst

In 2016 United Arab Emirates (UAE)-based insurer United Insurance Co. (UIC) hired a new CIO and tasked him with digitally transforming the company’s IT infrastructure and operations to a cloud-based infrastructure (see below for a snapshot of UIC). Within the CIO’s first five months, UIC migrated its core IT applications (e.g., Office 365) to the […]

Cyber-sweet Carolina: Capgemini’s new SOC

12.10.18/by Patrick Heffernan, Practice Manager and Principal Analyst

Last month my colleagues Bozhidar Hristov and Elitsa Bakalova joined me for a chat with the Capgemini executives who are leading the company’s new security operations center (SOC) in Columbia, S.C. Drew Morefield and Ninad Purohit explained that the new SOC will become part of a global network of 10 SOCs and close to 4,500 […]

Telecom IoT and edge computing: Developing focus areas in the telecom industry

12.05.18/by admin

As we look to 2019, TBR’s Telecom team has completed some insightful brainstorming sessions where we discussed industry trends and topics. We identified two nascent areas about which we are receiving increased questions and will spend more time researching as we move into the new year: telecom IoT and telecom edge compute. We welcome input, […]

When your car becomes your smartphone, who handles your cybersecurity risk?

12.04.18/by Patrick Heffernan, Practice Manager and Principal Analyst

In discussing EY’s recently released Global Information Security Survey with the firm’s Americas Cybersecurity leaders, TBR heard a compelling case for an industry-led approach to anticipating the future of cybersecurity and overall risk. The EY leaders noted the firm echoes its overall industry-led go-to-market approach in cybersecurity, adding that understanding security gaps to be addressed […]

What’s going on in Texas with Atos?

12.04.18/by Patrick Heffernan, Practice Manager and Principal Analyst

TBR’s Patrick Heffernan and Boz Hristov share highlights from a November 2018 visit to Texas to hear directly from Atos and Syntel executives on their strategies and expectations for 2019. Boz brings up Atos’ competitors and how the acquisition of Syntel could change the competitive landscape. Patrick discusses what scale will mean for Atos and […]

Services Weekly Preview: December 3-7

12.03.18/by Patrick Heffernan, Practice Manager and Principal Analyst

As we wrap up the quarter, just a few key items are left including the four reports listed below, the Management Consulting Benchmark and predictions for 2019. Here’s what’s coming this week: Thursday: Our semiannual deep dive on DXC Technology’s healthcare IT services (HITS) practice includes our assessment that DXC’s long-awaited return to HITS growth […]

AWS shakes up the private cloud infrastructure market with Outposts

12.01.18/by admin

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

11.30.18/by admin

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

11.28.18/by Patrick Heffernan, Practice Manager and Principal Analyst

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

11.26.18/by Patrick Heffernan, Practice Manager and Principal Analyst

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, […]

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