TBR’s Business Insights

What Spectrum Will 6G Use?

01.13.25

The telecom industry continues to struggle with realizing new revenue and deriving ROI from 5G, even after five years of market development. TBR continues to see no solution to this persistent challenge, and with no catalyst on the horizon to change the situation, CSPs’ appetite for and scope of investment in 6G will likely be limited.

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AI Agents: What Are They, and How Will They Impact the AI PC Space in 2025?

01.09.25

Over the past several quarters, OEMs have focused on incorporating local AI-powered features into their new PC releases, with initial neural processing unit (NPU)-enabled use cases leveraging AI to further enhance collaboration experiences and extend battery life. However, AI agents take the NPU’s functionality a step further, combining the capabilities of large language models (LLMs) with other resources to partially or fully automate a wide range of tasks, including responding to emails, booking hotel stays, or opening and closing IT help desk tickets.

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AI Buzz Sparks IT Infrastructure Shifts, but Privacy and Strategic Challenges Are Impacting Adoption

12.20.24

The industry enthusiasm surrounding AI has quickly led to shifts in organizations’ strategic priorities and expected investments such as demand for servers. Despite the hype, few organizations have operationalized GenAI to date. Instead, most are focused on overcoming initial barriers to adoption, including understanding the business implications of this new technology frontier.

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GenAI, IT Modernization and Strategic M&A Drive Infrastructure as a Service and Platform as a Service Growth

12.19.24

Top hyperscalers Amazon Web Services (AWS) and Microsoft are capturing legacy Oracle and SAP workloads as customers continue to migrate to the cloud to not only outsource their IT operations but also drive lasting business value. Though the geopolitical outlook is increasingly uncertain, we expect customers will continue to prioritize more traditional “lift and shift” migrations, and steps vendors are taking to deliver more integrated solutions could help.

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Harnessing AI and Automation in Business Process Outsourcing to Drive Growth Amid Shifting Buyer Priorities

12.13.24

Vendors’ business process outsourcing (BPO) businesses continue to benefit from the ongoing shift in buyer priorities from innovation and growth toward business resiliency and optimization. Buyers are investing in automating business processes to free up costs, providing pathways to growth for vendors with AI-powered and platform-based offerings.

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Emerging Consultancy Trends: Talent Management and Innovation in the Spotlight

12.12.24

Technology continues to threaten the nature of consulting engagements, requiring consultancies to showcase value and deliver on outcomes. Greater investment in talent frameworks, structure and skill will equip staff to lead client discussions and effectively leverage technology to assist workflows. Partnerships remain a core piece of the technology integration, bringing in new expertise and go-to-market opportunities that enable consultancies to meet a wider variety of client needs. Client retention remains a priority across consultancies but will require the firms to effectively deliver value through services.

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Federal IT Spending Will Remain Robust in FFY25 Amid AI Prioritization

12.06.24

Since coming into office, the Biden administration has fueled an unprecedented federal IT bull market. While the White House’s proposed federal civilian technology budget of $75.1 billion for federal fiscal year 2025 (FFY25) is the smallest increase in several years (up less than 1% compared to $74.5 billion in FFY24), it is still an increase of more than 14% from $65.8 billion in FFY23, and up 25% from $60.1 billion in FFY21, the last year of the prior administration. FFY25 has started with a continuing resolution (CR), as have most of the last several fiscal year. The impact of the latest CR on the largest federal systems integrators may be limited to shorter-cycle programs in their order books, but some disruptions to larger, longer-term engagements are not out of the question.

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Meet MAMAA: The Top 5 Hyperscalers Shaping the Future of Digital Ecosystems

11.20.24

TBR research shows only the Tier 1 hyperscalers can transcend most, if not all, of the major lifestyle categories to provide a seamless end-to-end ecosystem experience, touching all aspects of people’s lives, primarily due to their scale and access to resources.

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Growing Infrastructure as a Service Commitments and Competitive Dynamics

11.19.24

Market leaders Amazon Web Services (AWS) and Microsoft have highlighted that customers are signing larger cloud contracts with longer terms. At least in the case of AWS, customers are increasingly applying their cloud credits toward one- or three-year subscription offerings like Savings Plans and Reserved Instances.

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GenAI and the Power of the Use Case

01.26.24/by Patrick Heffernan, Practice Manager and Principal Analyst

In 2024, vendors adept at collaboration in the GenAI space and substantiating their promises with actual client outcomes will lead the pack. Those lacking in either area may still ride the GenAI wave, but they risk lagging behind with subpar results and waning market relevance.

Service Providers: IT Modernization Isn’t Flashy, but It Leads to Tangible Savings. Here’s How …

01.19.24/by Chris Antlitz, Principal Analyst

AI (especially generative AI) is of particular interest to service providers f late following technological breakthroughs from OpenAI’s ChatGPT platform, which has demonstrated that generative AI has developed to a point that it is able to bring useful outcomes to businesses and consumers alike.

Infographic: Top 2023 Takeaways for the Federal IT Services Market

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Top 2023 Takeaways for the Federal IT Services Market [Infographic]

01.18.24/by John Caucis, Senior Analyst

This infographic contains the three key takeaways from TBR’s latest research on the U.S. federal IT services market and what these events mean for you. Infographic includes takeaways for stakeholders, including M&A prospects, resilient spending trends, and the rise of advisory practices, amidst unprecedented growth in federal IT services.

Product Innovation – How IT Service Vendors are Leveraging Competitive Intelligence

12.08.23/by Kelly Lesiczka, Senior Analyst

IT services vendors are ramping up innovation efforts and bringing in new expertise and resources experience to address emerging needs as client demand reflects a stronger emphasis on software and efficiency solutions.

Strategic Synergy: Maximizing Technology Alliances in the Ever-Changing IT Landscape

11.06.23/by Patrick Heffernan, Practice Manager and Principal Analyst

As everyone expands their offerings and capabilities, knowing the full scope of what your partners do matters now more than ever for success in alliances.

Innovative Ecosystem Expansion: Leveraging Tech Startups for Sustainable Growth in IT Services

10.31.23/by Kelly Lesiczka, Senior Analyst

Expanding ecosystems to include tech startups and research academia will be key to vendors successfully collaborating with partners and clients, remaining ahead of trends and evolving portfolio offerings

IT Infrastructure Vendors Leverage Analytics and AI to Enhance Sustainability Services

10.13.23/by TBR

IT infrastructure consumption analytics underpinning ‘as a Service’ offerings will enable a new level of sustainability-oriented workload management

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Infosys and TCS: Forecasting to 2027 and Anticipating Upcoming Earnings

10.09.23/by Patrick Heffernan, Practice Manager and Principal Analyst

Ahead of quarterly earnings releases, we look at best-case scenarios for CAGR for India-centric vendors Tata Consultancy Services (TCS) and Infosys.

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No Matter Your Strengths or Strategy, You Must Partner to Deliver on GenAI Opportunities

10.06.23/by Patrick Heffernan, Practice Manager and Principal Analyst

IT services firms possess not only the trust of buyers but also the knowledge of buyers’ businesses to educate clients, and then help tailor GenAI tools to their business needs. In this blog, we look at the strategies and activities of three key players: Accenture, IBM Consulting and Dell Technologies.