TBR’s Business Insights

Human Capital Management in the Age of (Agentic) AI

10.07.25

Fundamentally HR management remains a back-office function that IT services companies and consultancies can use to drive managed services engagements. And TBR’s research shows that managed services can lead to additional consulting opportunities, particularly when managed services providers (whether a traditional IT services company or consultancy) partners smartly with technology companies, leveraging the data and insights generated through back-office platforms to uncover issues and opportunities.

Getty Images via Canva Pro

GenAI Outcomes or Autonomous AI Architecture: Where Should CIOs Focus?

10.01.25

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?

Bakhtiar Zein, via Canva Pro

Amdocs Is Well Positioned to Continue Absorbing Market Share in the Telecom Industry; AI Is a Key Growth Vector

09.24.25

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.

Getty Images Signature via Canva Pro

HCLTech’s Expanding KYC Journey: From Technology Provider to Trusted Compliance Partner

09.11.25

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

08.04.25

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.

Getty Images

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

07.17.25

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

07.16.25

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.

Getty Images

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

07.15.25

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.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: Maximus

06.11.25

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.

Previous Next

Our most-read analysis, free in your inbox each week!

Fill out the form to the right to subscribe to Insights Flight today

Genpact adapts its service delivery model to help customers succeed with their digital transformations

03.14.19/by Kevin Collupy, Senior Analyst

Internal shift positions Genpact to capture digital demand Genpact hosted approximately 50 analysts on March 13 in Boston’s Seaport district to provide an update on its business and transition to the digital age. Additionally, the company highlighted its service design capabilities and how it’s differentiating from peers. Genpact continually invests in its business and delivery […]

Three years later: PwC’s Miami Experience Center led the way

03.13.19/by Patrick Heffernan, Practice Manager and Principal Analyst

Three years ago, almost to the day, we went to Miami and saw something truly new, an “Experience Center” that PwC built to physically embody its emerging idea of coalescing consulting engagements around business, experience and technology. Saying we were impressed would be an understatement. Here’s what we said in our March 2016 special report […]

TBR Weekly Preview: March 11-15

03.11.19/by admin

We’re going all over the technology space this week, with reports spanning U.S. federal government IT services to long-established hardware and data center providers, plus a couple of European-centric companies. Wednesday: Talent continues to be the constraining factor on ManTech’s bright revenue growth outlook. Focus in defense and intelligence segments of the U.S. federal market […]

TBR Weekly Preview: March 4-8

03.04.19/by admin

As we start winding down beginning-of-the-year earnings calls, here’s what you can expect from the TBR team this week: Tuesday: In 3Q18 TBR noted Salesforce built on its industry-specific strategies by releasing Financial Services Cloud for retail banking and by expanding its target audience for Education Cloud. Salesforce’s ongoing innovation to address vertical use cases […]

Key findings from TBR’s 2H18 Hyperconverged Platforms Customer Research

02.19.19/by admin

TBR forecasts the HCI market will reach $15 billion by 2023, representing a significant growth opportunity for data center vendors. Survey incidence data indicate that the majority of potential customers have not yet begun their hyperconverged infrastructure (HCI) journey. Emerging solutions, such as Lenovo’s TruScale Infrastructure Services and AWS Outposts have the potential to shake […]

Lenovo unveils TruScale Infrastructure Services, consumption-based data center pricing

02.12.19/by admin

In February Lenovo’s Data Center Group (DCG) unveiled TruScale Infrastructure Services. A Hardware as a Service (HaaS) solution with subscription-based pricing, TruScale makes DCG’s entire ThinkSystem and ThinkAgile portfolio available to customers “as a Service” through both Lenovo sales associates and channel partners. For a monthly fee, customers will gain access to data center infrastructure, […]

Reconsidering TCS’ SWOT assessment: M&A comes alive

01.16.19/by Patrick Heffernan, Practice Manager and Principal Analyst

In November our detailed report on Tata Consultancy Services’ (TCS) performance and strategy included a SWOT slide with the following item in the Threat category: “Competitors are building assets and scale quickly through acquisitions; TCS retains a conservative M&A stance.” Just a couple of weeks into 2019, we’re seeing a change from the company: a […]

Services Weekly Preview: January 14-18

01.14.19/by Patrick Heffernan, Practice Manager and Principal Analyst

As the first quarter of the new year gets rolling, TBR’s Services team will be reporting on IT services vendors’ 4Q18 earnings, evaluating their performance and strategies, and pulling through trends across the entire IT services space. A recap of TBR’s 3Q18 findings can be found in the IT Services Vendor Benchmark, now available for […]

Deeper convergence of mobility, broadband and video services creates revenue opportunities and disruption for CSPs

12.27.18/by Steve Vachon, Senior Analyst

The digital era is bringing fundamental, disruptive changes to traditional business models for communication service providers (CSPs), including telecom operators and cable providers, as the mobility, broadband and video industries converge more deeply. These shifts are driven by the following trends, which will gain further traction over the next several years: The rise of cable […]

HCL Technologies’ reinforces technical and engineering roots with the addition of IBM Software products

12.18.18/by Kelly Lesiczka, Senior Analyst

HCLT’s acquisition provides entry into emerging areas Building off its long-standing partnership with IBM, on Dec. 6 HCL Technologies (HCLT) announced the acquisition of seven IBM Software products for $1.8 billion. The acquisition, which is expected to close in February 2019, includes IBM’s AppScan, BigFix, Notes/Domino, Connections, Digital Experience (DX), Unica and Commerce as well […]

Free Data & Analysis

Subscribe to Insights Flight today!