TBR’s Business Insights

GenAI Reshapes IT Services Talent Strategy as Vendors Balance Innovation, Ecosystem Alignment and Economic Headwinds

05.20.25

In the short-to-mid-term, TBR expects generative AI (GenAI)-specific training to become a standard part of an IT services or consulting professional’s basic tool kit, with specialized training around technology partners’ solutions or a company’s own IP and platforms reserved for those professionals dedicated to AI roles. While some may argue every role is an AI role, the near-term reality is that only a select few among the broader professional services talent base will need specialized training, and the associated budgets will decrease in the coming years.

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DOGE Federal IT Vendor Impact Series: Leidos

05.20.25

In FY25 Leidos will tout its mission-critical solutions to enhance outcomes quickly, cost-effectively and at scale for federal agencies. Leidos will accelerate efforts to draw closer to its federal clients, emphasizing how they can more effectively utilize the company’s delivery scale and depth of mission expertise to comply with DOGE’s mandates, the overarching IT objectives of the Trump administration and the enduring need to modernize federal technology infrastructures.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: CGI Federal

05.19.25

CGI Federal is confident it can adapt to outcome-focused contracting in federal IT but is uncertain how quickly the transition can be completed. CGI Federal has been a perennial margin leader in TBR’s Federal IT Services Benchmark due to its traction with its ever-expanding suite of homespun intellectual property (IP)-based offerings like Sunflower and Momentum, and demand for these offerings will at least endure, but likely increase, under DOGE.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: General Dynamics Technologies

05.07.25

GDT is not going to give up on the federal health market or on consulting, but TBR anticipates the vendor will increasingly prioritize defense opportunities in the interim, such as a recently awarded contract worth up to $5.6 billion to manage the DOD’s Mission Partner Environment. The DOD has historically been GDT’s largest client and was responsible for more than 58% of its revenue in 1Q25. While the Trump administration is asking for a 23% reduction in nondefense discretionary funding in its FFY26 budget proposal, it wants to keep the DOD’s discretionary spending roughly on par with the $892.5 billion stopgap for FFY25. GDIT is well positioned to capitalize on the DOD becoming increasingly interested in emerging technologies, given its experience with fixed-price and outcome-based contracting.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: IBM Federal

05.02.25

CACI believes demand will remain strong through the remainder of its FY25 and into its FY26 for technologies and capabilities at the core of the company’s portfolio. Uninterrupted sales growth and consistent margin performance indicate CACI’s offerings remain well aligned to the Trump administration’s IT investment priorities, particularly as the new administration prepares to expand investment in cybersecurity, national security and national defense, and advanced space-based communications systems for defense, intelligence and civil applications. CACI executives also noted that the federal budget environment is slowly becoming more constructive and more transparent, a positive harbinger for CACI and its fellow federal IT contractors.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: CACI

05.01.25

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Trade Wars and the Professional Services Fallout: Talent, Growth and Operational Models in Flux

04.22.25

Trade wars and tariff uncertainties conjure up visions of cargo ships, ports, factories and stacks of goods stranded by economic chaos, not consultants and IT services professionals. Fear, uncertainty and doubt are usually good for the consulting business, while the higher costs of running a business fuel demand for more outsourcing. This time, things might be different. This trade war, even if partially suspended for now, may significantly disrupt professional services, especially if tariffs continue creeping into new areas and the trust deficit continues to grow. Steel now, services later.

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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.

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Smart city solutions have to think outside the trash bin

07.10.18/by admin

The “Connecting Your Business to the Smart Cities We All Live In” panel during PTC’s LiveWorx event included ideas consistent with TBR’s previous views on smart cities. One of the most interesting speakers was Nigel Jacob, the co-founder of the Mayor’s Office of New Urban Mechanics, an R&D organization within Boston’s City Hall. Jacob gave […]

‘Popcorn market’ and ‘shrink-wrapped’ IoT: TBR gets creative with industry terms

07.09.18/by admin

Observers of emerging tech trends often seek the “hockey stick” moment, or that period when the market takes off following an explosion of activity. However, as TBR Principal Analyst Ezra Gottheil explains in his special report ‘Shrink-wrapped’ IoT will drive accelerating growth; an explosion of activity, or huge moment of growth, will likely never occur in the overall […]

Your digital transformation center needs leadership

06.28.18/by Patrick Heffernan, Practice Manager and Principal Analyst

Start with a new space, furnish it with funky chairs, nontraditional work spaces and all the latest technologies. Recruit creative talent, mixed with some data scientists and wonder-tech folks, plus seasoned strategists. Bring in current clients and consult on digital transformation. As companies implement this playbook, a couple of common themes and challenges are emerging, […]

Will digital transformation be the catalyst for adoption of new outcome-based pricing models?

06.27.18/by admin

Every day I find myself reading about the developments happening in business-to-consumer (B2C) pricing. Here’s a sample of those that jumped out recently: Uber announced a feature that would allow more price-sensitive customers to wait longer for rides in exchange for cheaper fares. Disney recently pursued a similar approach, creating a “sneak peek” package of […]

Pricing research is not always about price

06.27.18/by admin

I recently read an article summarizing an onstage interview with Amazon CEO Jeff Bezos at the George Bush President Center. During the interview, Bezos described Amazon’s data mindset: “We have tons of metrics. When you are shipping billions of packages a year, you need good data and metrics: Are you delivering on time? Delivering on […]

Is the IT hardware market ready for Hardware as a Service?

06.27.18/by Angela Lambert, Principal Analyst and Practice Manager

Hardware as a Service — or maybe you call it PCaaS, DaaS or XaaS — is basically referring to bundling some type of hardware (e.g., phones, PCs, servers) with life cycle services and charging a recurring fee over a multiyear contract. The customer never really owns the hardware, and the vendor takes it back at […]

Key findings from TBR’s upcoming HCI customer research

06.27.18/by admin

Hyperconverged infrastructure (HCI) is a growing market ripe with opportunity for vendors. TBR forecasts the market will reach $11.7 billion by 2022. Although TBR research indicates that incumbent vendors with a strong presence in the converged infrastructure (CI) market, such as Dell EMC and Cisco, have an advantage in the space, findings also indicate that […]

Democratization now: It’s good for business

06.27.18/by TBR

Data democratization is a hot topic now. Spokespeople from Google, SAP, Capgemini and other tech companies have spoken and written about how making data available to as many people as possible will both unleash the power of technology and prevent abuse of closely held data. Microsoft CEO Satya Nadella sprinkles his talks and interviews with […]

Critical success factors for successful pricing research

06.13.18/by admin

In my day-to-day life at TBR, I regularly interact with clients seeking to undertake pricing research. Their needs are varied. Some want to understand pricing for a new product or service or sustain their competitive position for an existing offering, while others seek to design an overarching commercial strategy or to increase the effectiveness of […]

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The next 5 years: A successful strategy for Infosys

10.13.13/by Patrick Heffernan, Practice Manager and Principal Analyst

Updated available: Click here to read about Infosys’ 2025 strategy in this new TBR blog, Infosys’ Future: Scaling GenAI and SLM Innovation to Drive Growth and Stakeholder Trust. In July, after resuming his role as executive chairman, N.R. Narayana Murthy said the following about Infosys’ future: “The strategy is to focus on opportunities from […]

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