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Jill Cookinham, Research Analyst2026-07-21 10:50:342026-07-21 10:50:34The Race for Digital Sovereignty: How 4 IT Services Leaders Are PositionedYou are here: Home1 / Competitive Insights – Analyst Perspectives – TBR2 / Competitive Insights and Analyses Blog
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Jill Cookinham, Research Analyst2026-07-21 10:50:342026-07-21 10:50:34The Race for Digital Sovereignty: How 4 IT Services Leaders Are Positioned
Getty Images via Canva ProTelecom Infrastructure Services Market Expected to Become More Dependent on Hyperscalers and Fiber Technology Deployments
TBR research shows hyperscaler investment across multiple network domains will intensify through the forecast period, both to support cloud and AI as well as for general connectivity, driving TIS spend growth for this customer segment
Aflo Images via Canva ProIn the Agentic Era, Teradata’s Hybrid Strategy Will Drive Its Success
As enterprises look to operationalize AI across distributed environments, scale becomes less about where the infrastructure sits and more about how effectively the underlying data can be governed, accessed and turned into value. Teradata’s ability to deliver AI to where customers’ data already lives — without the need to modernize their infrastructure — will become more relevant.
Getty Images, via Canva ProWill C&SI Revenue Growth Accelerate Significantly Due to AI Adoption at Scale?
Nearly all IT services companies and consultancies have adopted a customer-zero approach to emerging technologies. With enough experience and scale, they should move into the latter half of the 2020s with compelling use cases for clients and opportunities to benefit from their internal AI adoption.
Getty Images, via Canva ProAI Adoption Predictions: What Will Determine Vendor Success and Who Is Positioned to Win
The shift toward outcome- and platform-based delivery will accelerate vendor consolidation, concentrating market share among providers that can demonstrate measurable ROI and scalable IP-led offerings. These dynamics will be amplified by industry-specific demand, especially in the manufacturing, energy and public sector verticals, where transformation investment and regulatory pressures will outpace market growth and benefit vendors with deep domain expertise and digital engineering capabilities.

Can the Big 4 Leverage AI to Capture Midmarket Opportunity?
With AI more difficult to adopt than expected and change management the bugaboo that never fades, a third element still exists in keeping the Big Four from significantly expanding in the midmarket: the competition.

Who Will Win the AI Services Race in the Next Wave of AI?
This quarter, TBR FourCast looks at Accenture, Capgemini, HCLTech and IBM Consulting, comparing how their underlying data strategies, especially related to engineering and integration, prepares them for advanced AI adoption.

Anthropic, OpenAI and Palantir: Who Gains and Who Loses in the Federal Fallout
Insights into how important the recent developments between Anthropic, OpenAI and Palantir are considering the implications for the largest agency (DOD), within the single largest buyer of IT in the world (U.S. Federal Government), relating to the single largest technology priority (AI).
Technology Business Research, Inc.Salesforce Highlights Strengths in Innovation and Relationships at Agentforce World Tour
With the recent hype around the “death of SaaS” and other pressures on the business models of technology companies, Salesforce’s growing presence, success, and apparent disruption of competitors and alliance partners alike underscore Salesforce’s strengths in creating stickier client relationships and continually innovating, two qualities essential in the agentic AI age.
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Emerging Consultancy Trends: Talent Management and Innovation in the Spotlight
/by Patrick Heffernan, Practice Manager and Principal AnalystTechnology 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.
Federal IT Spending Will Remain Robust in FFY25 Amid AI Prioritization
/by John Caucis, Senior AnalystSince 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.
Meet MAMAA: The Top 5 Hyperscalers Shaping the Future of Digital Ecosystems
/by Chris Antlitz, Principal AnalystTBR 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.
Growing Infrastructure as a Service Commitments and Competitive Dynamics
/by Catie Merrill, Senior AnalystMarket 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.
Leidos Sees Strong Bookings and Sustained Growth Across National Security, Health and International Sectors
/by John Caucis, Senior AnalystLeidos’ 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.
Dell Grows Its AI Factory Portfolio with the Integration of New NVIDIA AI Solutions
/by Ben Carbonneau, Senior AnalystMuch like its OEM peers, Dell Technologies (Dell) has increasingly made partnering a cornerstone of its strategy, particularly as it relates to the company’s AI business. Dell leverages its AI partner ecosystem to drive the codevelopment of AI solutions like those included in the company’s Dell AI Factory with NVIDIA portfolio.
Telecom Infrastructure Services Operating Margin Climbs as Shift to Maintenance Services Offsets U.S. Market Decline
/by Michael Soper, Senior AnalystAutomation, 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.
How IT Services Companies Are Preparing to Capture Surge of Local Opportunities in India
/by Jill Cookinham, Research AnalystA look at how global companies in the IT and communications sectors are shifting focus from outsourcing to tapping into India’s domestic market due to its rapid growth
GenAI Use Cases: Where Enterprises Are Investing Now and What’s Next for Multimodal AI
/by Patrick Heffernan, Practice Manager and Principal AnalystGenerative 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.
What to Expect: Cloud Provider Market Share Through 2027
/by Catie Merrill, Senior AnalystTBR expects to see incremental strengthening of the professional services capabilities of hyperscalers as well as traditional software players; however, professional services companies, along with India-centric players, have demonstrated their ability to scale vast talent benches to serve clients and act as go-to partners for the biggest cloud vendors.