TBR’s Business Insights

Hidden Costs of AI Market Intelligence

07.28.26

The enterprises that succeed will not be those that provide unrestricted AI access to every employee. The winners will build trusted intelligence architectures enabled with proprietary, non-public data and analysis that prevent organizations from paying thousands of times for the same expensive thought. The future of enterprise AI is not simply broader access. It is governed intelligence aligned to enterprise strategy, with CFO approved efficiency. And increasingly, that efficiency may prove more valuable than the AI models themselves.

The Race for Digital Sovereignty: How 4 IT Services Leaders Are Positioned

07.21.26

TBR Fourcast is a quarterly blog series examining and comparing the performance, strategies and industry standing of four IT services companies. The series also highlights standouts and laggards according to TBR’s quarterly revenue projections as well as its geographic and segment estimates. With discussions about sovereignty in Europe only becoming louder, TBR thinks it is worthwhile to examine Atos Group, CGI, Fujitsu and Kyndryl. Our intent is to shine light on these similarly sized companies that have a strong presence in Europe and/or a strong presence in ITO and consulting and to discuss where each company’s opportunity lies.

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Telecom Infrastructure Services Market Expected to Become More Dependent on Hyperscalers and Fiber Technology Deployments

07.02.26

TBR research shows hyperscaler investment across multiple network domains will intensify through the forecast period, both to support cloud and AI as well as for general connectivity, driving TIS spend growth for this customer segment

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In the Agentic Era, Teradata’s Hybrid Strategy Will Drive Its Success

05.28.26

As enterprises look to operationalize AI across distributed environments, scale becomes less about where the infrastructure sits and more about how effectively the underlying data can be governed, accessed and turned into value. Teradata’s ability to deliver AI to where customers’ data already lives — without the need to modernize their infrastructure — will become more relevant.

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Will C&SI Revenue Growth Accelerate Significantly Due to AI Adoption at Scale?

05.14.26

Nearly all IT services companies and consultancies have adopted a customer-zero approach to emerging technologies. With enough experience and scale, they should move into the latter half of the 2020s with compelling use cases for clients and opportunities to benefit from their internal AI adoption.

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AI Adoption Predictions: What Will Determine Vendor Success and Who Is Positioned to Win

05.13.26

The shift toward outcome- and platform-based delivery will accelerate vendor consolidation, concentrating market share among providers that can demonstrate measurable ROI and scalable IP-led offerings. These dynamics will be amplified by industry-specific demand, especially in the manufacturing, energy and public sector verticals, where transformation investment and regulatory pressures will outpace market growth and benefit vendors with deep domain expertise and digital engineering capabilities.

Can the Big 4 Leverage AI to Capture Midmarket Opportunity?

05.05.26

With AI more difficult to adopt than expected and change management the bugaboo that never fades, a third element still exists in keeping the Big Four from significantly expanding in the midmarket: the competition.

Who Will Win the AI Services Race in the Next Wave of AI?

04.21.26

This quarter, TBR FourCast looks at Accenture, Capgemini, HCLTech and IBM Consulting, comparing how their underlying data strategies, especially related to engineering and integration, prepares them for advanced AI adoption.

Anthropic, OpenAI and Palantir: Who Gains and Who Loses in the Federal Fallout

04.16.26

Insights into how important the recent developments between Anthropic, OpenAI and Palantir are considering the implications for the largest agency (DOD), within the single largest buyer of IT in the world (U.S. Federal Government), relating to the single largest technology priority (AI).

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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 […]

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 […]

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