TBR’s Business Insights

Human Capital Management in the Age of (Agentic) AI

10.07.25

Fundamentally HR management remains a back-office function that IT services companies and consultancies can use to drive managed services engagements. And TBR’s research shows that managed services can lead to additional consulting opportunities, particularly when managed services providers (whether a traditional IT services company or consultancy) partners smartly with technology companies, leveraging the data and insights generated through back-office platforms to uncover issues and opportunities.

Getty Images via Canva Pro

GenAI Outcomes or Autonomous AI Architecture: Where Should CIOs Focus?

10.01.25

What good are AI-enabled solutions if an enterprise’s IT environment and architecture can’t handle the data orchestration demands and IT becomes a roadblock to faster, better, clearer insights from AI, rather than the business accelerator expected of IT departments in the AI era? After more than a decade of consultancies and IT services companies helping IT departments become business drivers, will inadequate architecture slow down AI adoption and AI agents at scale?

Bakhtiar Zein, via Canva Pro

Amdocs Is Well Positioned to Continue Absorbing Market Share in the Telecom Industry; AI Is a Key Growth Vector

09.24.25

Although TBR believes it is very early days for agentic AI branding, Amdocs’ early foray into this emerging area and thought leadership underscore how the company is seeking to move into new and adjacent areas as it expands its offerings, especially around consulting, design and transformation enablement.

Getty Images Signature via Canva Pro

HCLTech’s Expanding KYC Journey: From Technology Provider to Trusted Compliance Partner

09.11.25

By evolving its KYC offerings across platforms and clients, HCLTech has shifted from tech implementer to outcomes-driven partner.

DOGE drives civil sector slowdown; defense contractors gear up as Trump’s budget shifts billions to military priorities

08.04.25

The Trump administration’s recent “skinny” budget proposal for FFY26 suggests that nondefense spending will fall from around $720 billion in FFY25 to approximately $557 billion in FFY26, representing a 23% decline. Contractors with any level of exposure to the civilian sector can expect agency reorganizations, layoffs, budget reductions and in-depth contract reviews within civil agencies for the remainder of FFY25 and likely into at least the first half of FFY26. The pace of new awards has already slowed significantly at some civilian agencies, as has the rate of new bookings on existing civilian engagements.

Getty Images

Geopolitics with Purpose: EY-Parthenon Drives Strategy, Not Just Awareness

07.17.25

TBR has long maintained that the Big Four firms have an inherent advantage against all competitors when it comes to understanding and advising on geopolitical risk. Perhaps only the U.S. government has the same global spread of talent, with professionals in nearly every country, most intimately aware of local business, economic and even political trends. When EY-Parthenon showed off its Geopolitical Advisory team recently, TBR wanted to know: Is this something special?

Manufacturing Growth Slows, But EMEA IT Services Vendors Find Lifeline in Public Sector Wins

07.16.25

This quarter, we look at Accenture, Atos, Capgemini and IBM Consulting in the Europe, Middle East and Africa (EMEA) market, and compare how their industry diversification, portfolios and localization strategies position them for revenue growth. Atos and Capgemini, the two IT services companies whose EMEA revenue makes up over half of total revenue, experienced a steady decline in trailing 12-month (TTM) year-to-year revenue growth in recent quarters. Yet, Accenture and IBM were better able to maintain growth as macroeconomic conditions deteriorated in recent quarters.

Getty Images

Capgemini to Acquire WNS for $3.3B, Tripling BPO Revenue and Accelerating AI Ambitions

07.15.25

The acquisition undoubtedly serves as an important stepping stone to transform Capgemini’s BPO offerings, which are housed in its Operations & Engineering segment, yet Capgemini must be strategic with its approach, balancing new clients’ expectations with the introduction of incremental GenAI and agentic AI capabilities. Capgemini’s recent investments in partner-enabled portfolio offerings position the company well for a large change in the segment, such as its new agentic AI offerings announced with Google Cloud in April and its NVIDIA NIM-powered industry-specific agentic AI solutions and agentic gallery.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: Maximus

06.11.25

Partnerships will be integral as vendors across the federal IT market look to quickly demonstrate their value to the new administration. While Maximus has historically been quiet regarding its alliance activity, this could change as the vendor aims to avoid falling behind. For example, Maximus recently announced a partnership with Salesforce to augment its CX as a Service efforts. The Maximus Total Experience Management solution is being augmented with the Agentforce platform to provide clients with AI agents tailored to their needs that use data to adapt to citizens’ needs and simplify interactions.

Previous Next

Our most-read analysis, free in your inbox each week!

Fill out the form to the right to subscribe to Insights Flight today

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.

AI’s Impact on IT Infrastructure in 2024: Key Predictions and Trends

02.23.24/by Angela Lambert, Principal Analyst and Practice Manager

Explore TBR’s insights on how AI will impact IT infrastructure in 2024. Learn about market recovery, AI-enabled infrastructure, cost optimization, and the rise of multicloud environments.

Staying Competitive in the Fast-changing IT Services Market

02.22.24/by Kelly Lesiczka, Senior Analyst

Discover how competitive intelligence for IT services impacts IT vendors, budgeting, labor costs and more.

Technology Business Research, Inc.

Unlocking Competitive Insights: Beginner’s Guide

02.21.24/by Allan Krans, Practice Manager and Principal Analyst

Discover the unique facets of competitive intelligence – competitors, customers, partnerships. Read this guide today to learn more!

How to Gain Cloud Market Share in 2024

02.20.24/by Allan Krans, Practice Manager and Principal Analyst

Explore 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

02.20.24/by Chris Antlitz, Principal Analyst

Explore 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

02.15.24/by Ben Carbonneau, Senior Data Analyst

Discover 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.

Free Data & Analysis

Subscribe to Insights Flight today!