TBR’s Business Insights

Google Recognizes Critical Role of Security, and Its Standing in the Cloud Market, in Acquisition of Wiz

03.27.25

With the business environment changing and cybersecurity perhaps more relevant than ever, Google saw an opportunity to repursue the Wiz acquisition, and a $32 billion offer, marking a major uptick in valuation, was simply too good for Wiz to ignore. Should the deal close in 2026 as expected, Wiz — with roughly 1,800 employees and ties to half the Fortune 500 — will join the Google Cloud division, offering synergies with Mandiant, an added layer of protection for the Google Security Operations platform, and the potential to help Google Cloud formalize cybersecurity as an agentic AI use case.

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Hardware-centric Vendors Continue to Make Their Move Into Software

03.25.25

Though revenue mixes are increasingly shifting in favor of software, driven in part by acquisitions (e.g., Cisco’s purchase of Splunk), hardware continues to dominate the market, accounting for 80% of benchmarked vendor revenue in 3Q24. Industry-standard servers being sold to cloud and GPU “as a Service” providers are overwhelmingly fueling market growth, more than offsetting unfavorable cyclical demand weakness in the storage and networking markets.

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PwC Middle East Experts Weigh In on Economic Trends and Transaction Activity

03.21.25

PwC Middle East’s webcast provides excellent monthly insights into the region’s economies, but it is not the only active Big Four firm. As TBR reported in our Fall 2024 Management Consulting Benchmark, KPMG “announced the opening of Risk Hub in the United Arab Emirates (UAE) in collaboration with Microsoft and IBM, paving the way for more in-person, tech-enabled GRC [governance, risk and compliance] discussions with regional clients embarking on their digital transformation programs.” TBR also learned in February that KPMG intends to open a new Ignition Center in Riyadh, Saudi Arabia, in 2025, building on the firm’s global network of innovation and transformation centers.

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Deployment Services in Telecom Face Post-5G Slowdown, Shifting Market Dynamics and Growth in Fiber Expansion

03.21.25

The deployment services market faces growing headwinds, including communication service provider (CSP) consolidation, open vRAN’s lower installation costs, and reduced demand for site location and construction (SL&C), offset somewhat by hyperscaler spend and 5G rollouts in select developing markets. Hyperscaler investments provide incremental volume to the market, and TBR notes these companies are increasing their investments in access technologies (e.g., Google Fiber).

TBR Case Study: Price Benchmarking

03.12.25

Explore this competitive pricing example from TBR's Tailored Services team, which helped this global Top 3 hardware OEM capitalize on their investment in pricing research.

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Saudi Arabia’s Message to Global Firms: Deliver Real Value or Step Aside

03.05.25

Bottom line upfront: Understand that this is a Saudi story, not a PwC story, although undoubtedly it doesn’t feel that way in PwC’s corridors right now. Saudi Arabia has an opportunity to send some critical messages to players in the country, in the region and globally, and the kingdom is taking advantage.

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SaaS Vendors Bet on AI Agents to Unlock New Revenue Streams

03.04.25

For SaaS vendors, the long-term opportunity lies in the ability to upsell GenAI solutions integrated directly into their existing workflows. While all major SaaS providers have made such solutions generally available, revenue from GenAI tools has not been enough to offset the slowing top-line growth many vendors are experiencing. Issues like cost, reliability, data governance and use-case validation remain obstacles to broader adoption, preventing the technology from becoming the growth driver vendors had hoped. Nevertheless, enterprise SaaS vendors continue to hold an optimistic long-term outlook, with many believing the technology will become a strategic necessary.

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Who Is the Market Leader in IT Services?

03.03.25

Increased managed services activities around cost optimization and streamlined business processes and the recovering banking, financial services and insurance segment will help vendors alleviate revenue growth pressures in 2025.

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The Middle East’s Economic Transformation: A Real Decoupling or Persistent Uncertainty?

02.25.25

The long-sought-after growth of strong non-oil economies, the eventual weaning of these pivotal Middle East countries from subservience to the price of oil is happening now and happening quickly. And should a trade war break out between the U.S. and the European Union (EU) or the U.S. and China, Saudi Arabia and the UAE — and the rest of the Middle East economies — will suffer. A production surge by the world’s largest oil producer — the U.S. — would further dampen oil prices, constraining Middle East governments’ budgets. Not everything is perfect, but certainly the big picture looks promising: Non-oil economies in oil-led countries have shown persistent, seemingly lasting growth.

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2024: A Transitional Year for GenAI and PC Markets

04.16.24/by TBR

Explore how 2024 marks a pivotal year for GenAI and the PC market. Discover the latest AI applications, market trends, and the evolving role of AI PCs in driving industry conversations and addressing privacy concerns.

The Critical Role of Competitive Intelligence in Strategy Planning

04.11.24/by Kelly Lesiczka, Senior Analyst

Learn how competitive intelligence is essential for strategy planning. Discover the benefits, best practices and key considerations for integrating market knowledge and competitor analysis into your strategic framework.

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3 Ways AI Is Transforming the Cloud Industry in 2024

04.10.24/by Allan Krans, Practice Manager and Principal Analyst

Hyperscalers and SaaS providers are clearly on the front lines of GenAI monetization, but the availability of GenAI services through cloud delivery methods will also accelerate the development of the market.

How AI is Revolutionizing Telecom: Top Transformations for 2024

04.04.24/by Chris Antlitz, Principal Analyst

Discover how AI is revolutionizing the telecom industry in 2024. Learn about advancements in contact centers, customer lifecycle management, and corporate functions, driving efficiency and innovation.

When Will GenAI Impact the Devices Market?

04.02.24/by TBR

Generative AI (GenAI) will make devices, especially PCs and smartphones, more powerful and easier to use, and that will drive business among device, platform, silicon and software vendors but will not change the structure of the ecosystem. New opportunities in software and services will present themselves, new companies will enter the market, and most new companies will ultimately be acquired.

Cloud Components Market 2024: AI, Hybrid Solutions and Key Acquisitions

03.21.24/by Catie Merrill, Senior Analyst

Explore the latest trends in the cloud components market for 2024, focusing on acquisitions, AI advancements, and hybrid solutions. Discover how leading vendors like Dell, Cisco and HPE are shaping the landscape.

Unlocking Business Success: Competitive Intelligence

03.13.24/by Allan Krans, Practice Manager and Principal Analyst

Discover the power of competitive intelligence for business success. Learn how to leverage CI to gain insights on competitors, partners and customers.

Expectations for GenAI Deployment in IT Services in 2024

02.28.24/by Patrick Heffernan, Practice Manager and Principal Analyst

Delve into the current landscape of GenAI deployment in 2024. Despite initial hype, concerns around cost, technology challenges, and ethics persist. Explore how IT services vendors are pivoting towards business-backed use cases to sustain client interest. Anticipate shifts towards outcome-based pricing and increased focus on data orchestration. Download TBR’s predictions for IT services and consulting markets in 2024 for insights into GenAI pressures and talent challenges.

6G Transition: Preparing for Next-Gen Networks

02.26.24/by Steve Vachon, Senior Analyst

Discover the impending transition to 6G networks and the preparations being made by the telecom industry and global government entities. Stay ahead of the curve with this insightful blog post.

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