TBR’s Business Insights

We are still cranking through our initial analysis of vendors’ earnings for the first quarter, with more detailed analysis available two weeks after the announcements.   Monday Growth of Wipro IT Services’ (ITS) emerging business lines, such as Digital Ops and Platforms, shows recent investments are paying dividends; however, steep declines in its legacy outsourcing […]

Two weeks in a row cranking out tons of analysis around technology companies, their strategies and performances, and how we see the market changing constantly. As always, connect directly with the analysts if you have questions. Monday In TBR’s 1Q19 Fujitsu Cloud Initial Response, we discuss Fujitsu’s strategy and next moves after its decision last […]

From time will tell to now is the time In late 2013 TBR published The next 5 years: A successful strategy for Infosys that examined what it would take for Infosys to catch up with multinational corporation rivals such as Accenture and IBM. We believed Infosys needed to build up nearshore Americas capacity and capabilities, […]

As we start into the second quarter, we will be examining companies’ 1Q19 earnings as they release. For this week, look for more benchmarks and special reports.   Friday In our quarterly Healthcare IT Services Benchmark, we note that healthcare IT services vendors are finding it increasing difficult to scale revenues from existing provider clients […]

We’re in a slower earnings period, which means fewer vendor-centric reports and more benchmarks and market landscapes. And at the end of the week, Accenture gets the early jump on 1Q19, as we analyze the company’s cloud-centric portfolio and overall performance. Thursday Accenture will kick off the 1Q19 earnings season for services companies. While we […]