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DOGE Federal IT Vendor Impact Series: Leidos
In FY25 Leidos will tout its mission-critical solutions to enhance outcomes quickly, cost-effectively and at scale for federal agencies. Leidos will accelerate efforts to draw closer to its federal clients, emphasizing how they can more effectively utilize the company’s delivery scale and depth of mission expertise to comply with DOGE’s mandates, the overarching IT objectives of the Trump administration and the enduring need to modernize federal technology infrastructures.

DOGE Federal IT Vendor Impact Series: CGI Federal
CGI Federal is confident it can adapt to outcome-focused contracting in federal IT but is uncertain how quickly the transition can be completed. CGI Federal has been a perennial margin leader in TBR’s Federal IT Services Benchmark due to its traction with its ever-expanding suite of homespun intellectual property (IP)-based offerings like Sunflower and Momentum, and demand for these offerings will at least endure, but likely increase, under DOGE.

DOGE Federal IT Vendor Impact Series: General Dynamics Technologies
GDT is not going to give up on the federal health market or on consulting, but TBR anticipates the vendor will increasingly prioritize defense opportunities in the interim, such as a recently awarded contract worth up to $5.6 billion to manage the DOD’s Mission Partner Environment. The DOD has historically been GDT’s largest client and was responsible for more than 58% of its revenue in 1Q25. While the Trump administration is asking for a 23% reduction in nondefense discretionary funding in its FFY26 budget proposal, it wants to keep the DOD’s discretionary spending roughly on par with the $892.5 billion stopgap for FFY25. GDIT is well positioned to capitalize on the DOD becoming increasingly interested in emerging technologies, given its experience with fixed-price and outcome-based contracting.

DOGE Federal IT Vendor Impact Series: IBM Federal
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.

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.
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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
IT Infrastructure Vendors Leverage Analytics and AI to Enhance Sustainability Services
/by TBRIT infrastructure consumption analytics underpinning ‘as a Service’ offerings will enable a new level of sustainability-oriented workload management
Infosys and TCS: Forecasting to 2027 and Anticipating Upcoming Earnings
/by Patrick Heffernan, Practice Manager and Principal AnalystAhead of quarterly earnings releases, we look at best-case scenarios for CAGR for India-centric vendors Tata Consultancy Services (TCS) and Infosys.
No Matter Your Strengths or Strategy, You Must Partner to Deliver on GenAI Opportunities
/by Patrick Heffernan, Practice Manager and Principal AnalystIT 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.
The Evolution of Acquisitions, GenAI and Digital Transformation in IT Services and Consulting in 2023
/by Patrick Heffernan, Practice Manager and Principal AnalystNear-term, expect GenAI opportunities around consulting and limited case uses around productivity
Enterprise Storage Remains a Highly Competitive Space in 2023
/by Angela Lambert, Principal Analyst and Practice ManagerDisruptive vendors are adding pressure to incumbents with targeted strategies to push into enterprise storage accounts
Telecom Industry Navigated Weakening Macro Backdrop Well in 1H23, but 2H23 and 2024 Will Likely be a More Challenging Situation
/by Chris Antlitz, Principal AnalystDespite holding up relatively well thus far in 2023, CSPs face significant challenges in managing their debt — the pressure is on to grow revenue and monetize their 5G investments