
You are here: Home1 / Competitive Insights – Analyst Perspectives – TBR2 / Competitive Insights and Analyses Blog


DOGE Federal IT Vendor Impact Series: CACI
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.

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

Infosys, Cognizant, TCS and Wipro ITS Double Down on Competitive Pricing Strategy While Trying to Enhance Client Engagement
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.

5 Key Questions on Big Four Evolution and Strategy
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.

DOGE Federal IT Vendor Impact Series: Accenture Federal Services
The full impact of the 10 canceled task orders on Accenture Federal Services (AFS) remains unclear, but TBR’s secondary research indicates the terminated work has a total contract value of nearly $93 million, including a $35 million order from DOE’s CIO office and a $2 million order for geospatial services. If we assume all $93 million worth of orders was booked by AFS as the prime awardee, that sum would represent just under 2% of AFS’ estimated FY24 revenue of $5.4 billion.

DOGE Federal IT Vendor Impact Series: SAIC
TBR was surprised by SAIC’s FY26 (CY25) outlook, which was consistent with CEO Toni Townes-Whitley’s comment during the company’s 4Q24 earnings call that SAIC’s “current revenue with agencies under particular scrutiny by DOGE is immaterial.” In fact, SAIC elevated several elements of its FY26 guidance in 4Q24.

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

Hardware-centric Vendors Continue to Make Their Move Into Software
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.
Our most-read analysis, free in your inbox each week!
Fill out the form to the right to subscribe to Insights Flight today
How to Gain Cloud Market Share in 2024
/by Allan Krans, Practice Manager and Principal AnalystExplore the evolving cloud market landscape in 2024. Vendors must adopt strategic approaches to gain market share, leveraging AI-led growth, expanding addressable markets, and orchestrating multivendor partnerships. Discover TBR’s predictions for the evolving cloud market in 2024.
Open RAN Adoption in 2024
/by Chris Antlitz, Principal AnalystExplore the slow development of the open RAN market in 2024. Despite vendor marketing and CSP interest, technological complexity and cost hinder mainstream adoption. Open RAN deployments remain limited to greenfield networks, while vRAN gains traction for its agility and cost efficiencies. Download TBR’s predictions for the telecom market in 2024 for insights into industry responses to challenges.
Expectations for AI PCs in 2024
/by Ben Carbonneau, Senior Data AnalystDiscover the buzz around AI PCs reshaping the device industry. As hardware advances, software development lags, delaying potential commercial PC refreshes. Dive into predictions for 2024 with TBR Senior Analyst Ben Carbonneau.
GenAI Expectations for Enterprise Buyers in 2024
/by Bozhidar Hristov, Principal AnalystDiscover how GenAI is reshaping enterprise landscapes in 2024. With heightened expectations, vendors must showcase tangible use cases and outcomes. Explore how GenAI intersects with digital transformation predictions and the imperative for preparedness in data architecture. Unlock insights into navigating the GenAI journey for sustainable growth. Download TBR’s Top Predictions for Digital Transformation in 2024 for a comprehensive outlook.
GenAI and the Power of the Use Case
/by Patrick Heffernan, Practice Manager and Principal AnalystIn 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 …
/by Chris Antlitz, Principal AnalystAI (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.
Top 2023 Takeaways for the Federal IT Services Market [Infographic]
/by John Caucis, Senior AnalystThis 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
/by Kelly Lesiczka, Senior AnalystIT 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
/by Patrick Heffernan, Practice Manager and Principal AnalystAs 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
/by Kelly Lesiczka, Senior AnalystExpanding 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