TBR’s Business Insights

DOGE Federal IT Vendor Impact Series: General Dynamics Technologies

05.07.25

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.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: IBM Federal

05.02.25

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.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: CACI

05.01.25

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

04.22.25

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.

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

04.07.25

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.

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5 Key Questions on Big Four Evolution and Strategy

04.07.25

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.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: Accenture Federal Services

04.03.25

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.

Technology Business Research, Inc.

DOGE Federal IT Vendor Impact Series: SAIC

03.31.25

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.

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

03.27.25

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.

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Innovative Ecosystem Expansion: Leveraging Tech Startups for Sustainable Growth in IT Services

10.31.23/by Kelly Lesiczka, Senior Analyst

Expanding 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

10.13.23/by TBR

IT infrastructure consumption analytics underpinning ‘as a Service’ offerings will enable a new level of sustainability-oriented workload management

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Infosys and TCS: Forecasting to 2027 and Anticipating Upcoming Earnings

10.09.23/by Patrick Heffernan, Practice Manager and Principal Analyst

Ahead of quarterly earnings releases, we look at best-case scenarios for CAGR for India-centric vendors Tata Consultancy Services (TCS) and Infosys.

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No Matter Your Strengths or Strategy, You Must Partner to Deliver on GenAI Opportunities

10.06.23/by Patrick Heffernan, Practice Manager and Principal Analyst

IT 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

09.20.23/by Patrick Heffernan, Practice Manager and Principal Analyst

Near-term, expect GenAI opportunities around consulting and limited case uses around productivity

Enterprise Storage Remains a Highly Competitive Space in 2023

09.08.23/by Angela Lambert, Principal Analyst and Practice Manager

Disruptive 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

09.07.23/by Chris Antlitz, Principal Analyst

Despite 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

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TBR’s Business Insights

DOGE Federal IT Vendor Impact Series: General Dynamics Technologies

DOGE Federal IT Vendor Impact Series: IBM Federal

DOGE Federal IT Vendor Impact Series: CACI

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

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

5 Key Questions on Big Four Evolution and Strategy

DOGE Federal IT Vendor Impact Series: Accenture Federal Services

DOGE Federal IT Vendor Impact Series: SAIC

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

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

Innovative Ecosystem Expansion: Leveraging Tech Startups for Sustainable Growth in IT Services

IT Infrastructure Vendors Leverage Analytics and AI to Enhance Sustainability Services

Infosys and TCS: Forecasting to 2027 and Anticipating Upcoming Earnings

No Matter Your Strengths or Strategy, You Must Partner to Deliver on GenAI Opportunities

The Evolution of Acquisitions, GenAI and Digital Transformation in IT Services and Consulting in 2023

Enterprise Storage Remains a Highly Competitive Space in 2023

Telecom Industry Navigated Weakening Macro Backdrop Well in 1H23, but 2H23 and 2024 Will Likely be a More Challenging Situation

Human at the Center: EY Combines Data and Corporate Social Responsibility to Solve World Hunger

How Are IT Infrastructure Vendors Helping Customers Navigate Uncertain Economic Conditions?

Exploring the Industrial Metaverse: A Glimpse into the Future