Technology Business Research, Inc.
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Catie Merrill, Senior Analyst
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Catie Merrill, Senior Analyst2026-11-10 14:08:502026-11-10 14:08:50TCS vs. HCLTech: 2 Distinct Paths to AI LeadershipYou are here: Home1 / Competitive Insights – Analyst Perspectives – TBR2 / Competitive Insights and Analyses Blog
Technology Business Research, Inc.
https://tbri.com/wp-content/uploads/2026/11/Vendor-Showdown-Series-blogs.png
1080
1080
Catie Merrill, Senior Analyst
https://tbri.com/wp-content/uploads/2021/09/TBR-Insight-Center-Logo.png
Catie Merrill, Senior Analyst2026-11-10 14:08:502026-11-10 14:08:50TCS vs. HCLTech: 2 Distinct Paths to AI Leadership
Technology Business Research, Inc.Salesforce vs. ServiceNow in AI Adoption Expectations for 2027
The defining question for ServiceNow and Salesforce in 2027 is no longer whether they can articulate compelling agentic use cases. It is whether those use cases begin driving meaningful consumption on their platforms. Both companies have been messaging that opportunity for months, but 2027 should show whether early momentum can translate to sustainable growth.
Technology Business Research, Inc.Should Accenture Enter Assurance?
The opportunity is not for Accenture to become the fifth member of the Big Four but rather to challenge their position as trusted enterprise advisers by making independent AI assurance a critical component of enterprise transformation. The strategic risk is that, without credible independence, Accenture Assurance would become another consulting offering wrapped in the language of trust.
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?
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