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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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Human at the Center: EY Combines Data and Corporate Social Responsibility to Solve World Hunger
/by Bozhidar Hristov, Principal AnalystIn June TBR attended an awards ceremony for the EY Open Science Data Challenge, which gave a glimpse into how well the firm mixes data and corporate social responsibility programs to solve society’s biggest problems, including world hunger.
How Are IT Infrastructure Vendors Helping Customers Navigate Uncertain Economic Conditions?
/by TBRAutomation of management tasks has risen in priority as IT organizations seek to shift the balance from tactical to strategic actions while adapting to post-pandemic ways of working.
Exploring the Industrial Metaverse: A Glimpse into the Future
/by Patrick Heffernan, Practice Manager and Principal AnalystOffering users an immersive, real-time experience, the industrial metaverse draws on existing cloud-to-edge technologies to simulate, optimize and simplify complex systems across industries, predominantly manufacturing.
Facilitating Simplicity: KnowledgeRiver’s Analytics Tool and Its Secret to IT Services
/by Patrick Heffernan, Practice Manager and Principal AnalystMore technical minds can argue about simplicity for simplicity’s sake; I’m interested in the various approaches IT services vendors have been deploying to meet that growing client demand, and I’m constantly contrasting what I hear and see to a firm we spoke to late in 2022, KnowledgeRiver.
Conducting Competitive Intelligence Research – A How To
/by Patrick Heffernan, Practice Manager and Principal AnalystPatrick M. Heffernan, Principal Analyst and Practice Manager, has strong opinions on what it takes to conduct useful competitive intelligence research, and in this blog, he dives into three steps for producing research that will support your business goals and help you win in your industry.
Conducting an Opportunity Analysis the TBR Way
/by TBROpportunity analysis is one of the most critical and complex forms of research. It frames the big bets that technology, telecommunications and professional services companies make.
When Will PC Demand Rebound?
/by Ben Carbonneau, Senior Data AnalystTBR strongly believes a material rebound in the PC market will only begin in conjunction with the next major refresh cycle. However, this is dictated by several factors.
The Big 10, the 200, and Accenture’s Ever Successful Alliance Strategy
/by Bozhidar Hristov, Principal AnalystDemonstrating value requires trust within the ecosystem, and Accenture’s success in recent years provides a robust framework for what it takes to earn and maintain that trust.
Layoffs, AI and Optimization: Exploring Top Trends of the Chaotic Digital Landscape
/by Patrick Heffernan, Practice Manager and Principal AnalystAn exploration of the top trends generating excessive confusion and fear in a macroeconomic climate that has already been befouled by inflation smog and a potential debt default: tech sector layoffs, generative AI and digital optimization.
PTC Liveworx Showcases Evolving Alliances and Trends in Partnering
/by Patrick Heffernan, Practice Manager and Principal AnalystA look at the three alliances trends noted during PTX Liveworx in Boston: Selling, trust and engineering DNA