TBR’s Business Insights

TCS vs. HCLTech: 2 Distinct Paths to AI Leadership

11.10.26

As AI reshapes the IT services market, Tata Consultancy Services (TCS) and HCLTech are positioning themselves for leadership — but from very different starting points. TCS brings immense scale, disciplined resource management and exceptional financial resilience, while HCLTech leans on ecosystem orchestration, infrastructure investment and its long-standing engineering capabilities.

Technology Business Research, Inc.

Salesforce vs. ServiceNow in AI Adoption Expectations for 2027

10.24.26

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?

10.16.26

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

10.09.26

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

10.08.26

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

10.07.26

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

10.06.26

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

10.03.26

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?

09.25.26

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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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 […]

AWS shakes up the private cloud infrastructure market with Outposts

12.01.18/by admin

Outposts enable AWS to meet clients’ demand for private cloud Amazon Web Services (AWS) unveiled at re:Invent in Las Vegas its new Outposts on-premises cloud infrastructure, which will enable AWS to become the sole cloud infrastructure provider for its clients. The underlying Outposts infrastructure closely resembles AWS’ public cloud data center infrastructure. Since the infrastructure […]

Digital and Compaq: A cautionary tale for IBM and Red Hat

11.30.18/by admin

Big mergers bring big risks: Compaq and Digital Equipment Corporation, a tragicomedy Compaq proved in the early 1980s you could buy non-IBM hardware and not get fired in the process by creating a portable PC that could be lugged around by weightlifters. Ultimately, Compaq struggled trying to move up the stack into the peer-to-peer networking […]

Cognizant’s 3 new acquisitions enhance digital and global reach

11.28.18/by Patrick Heffernan, Practice Manager and Principal Analyst

Cognizant has made seven acquisitions since the beginning of 2017, adding between 2,200 and 2,300 employees and over $500 million in acquired revenue (by TBR estimates). The company’s acquisition spree continued in recent months with three additional purchases. In August Cognizant bought SaaSfocus, a Salesforce consultancy based in Noida, India, with operations in Delhi and […]

Services Weekly Preview: November 26-30, 2018

11.26.18/by Patrick Heffernan, Practice Manager and Principal Analyst

In this magical time between Thanksgiving and Christmas, despite racing to get as much analysis and as many predictions published before the new year, we’re able to enjoy a slight pause in the usual news cycle and company activity to reflect on 2018 and predict what will be coming in 2019. In two upcoming webinars, […]

Services Weekly Preview: November 19-21

11.19.18/by Patrick Heffernan, Practice Manager and Principal Analyst

Before we celebrate Thanksgiving on Thursday and recover from all that food on Friday, we will publish some of our periodic analysis of IT services vendors, management consulting profiles, and special reports. Here’s what’s coming: Monday: TBR’s 3Q18 Booz Allen Hamilton full report will provide analysis on one of the federal market’s most forward-thinking and risk-taking […]

Services Weekly Preview: Nov. 11-16, 2018

11.12.18/by Patrick Heffernan, Practice Manager and Principal Analyst

As we build toward the middle of the quarter, we’re wrapping up our periodic assessments of IT services vendors. Like last week, we also have some semiannual analysis on vendors in the management consulting space. Monday: KPMG’s risk-averse culture pressured its performance, causing the firm to drop a spot in terms of revenue size among […]

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