TBR’s Business Insights

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.

Leidos’ reorganization is delivering positive results, particularly down the company’s income statement, where profitability reached record levels in 1H24. Midsingle-digit top-line growth is being buoyed by strong bookings activity with the Department of Defense and civilian agencies.

Automation, analytics, AI and machine learning will prove critical to helping vendors improve margins. Examples include portions of Nokia’s AVA (Analytics, Virtualization and Automation) portfolio and Ericsson’s Operations Engine. However, with a significant portion of revenue coming from deployment services, RAN-centric vendors will be unable to expand overall telecom infrastructure services margins significantly.

Generative AI (GenAI) clients are looking for offerings that complement existing technologies and use cases built around customer zero and that deliver fast ROI. In this blog, we highlight some of the GenAI use cases currently seen in the professional and IT services, cloud, IT infrastructure, and telecom industries.

As the most mature digital transformation component, customer experience (CX) has compelled buyers to embark on omnichannel projects to unify insights and processes across the customer life cycle for years now. Vendors have plenty of use cases to rely on, but slower discretionary spend is pressure-testing vendors’ value propositions rooted in trusted algorithms.