TBR’s Business Insights

Convergence Takes Center Stage as U.S. Telecom Operators Pursue the Next Phase of Growth

08.24.26

The U.S. telecom market is entering a new phase in which convergence, broadband scale, and higher-value connectivity services such as AI infrastructure connectivity are becoming increasingly important competitive differentiators.

A Winning Strategy in IT Services and Consulting

08.21.26

We have voluminous data at TBR, 30-plus years of data and analysis on the largest and leading companies across the technology stack, from McKinsey & Co. to Wipro, from Amazon Web Services to Verizon. Because we publish data and analysis quarterly, looking back one year and forward two to five years, we don’t often take the longitudinal view. Looking at our research since October 2021 (18 months after the start of the pandemic) to today, what can we say about the strategies, business models and investments that have separated leaders from laggards, particularly in the IT services and consulting space?

AI-wrapped IT Modernization Opportunities Will Serve as Both Marketing and Revenue-generating Engines as Infosys Builds Verticalized Use Cases Tied to Outcomes to Expand AI Revenue Share

08.20.26

Infosys’ opportunity is not simply to sell more AI tools but also to use AI as the reason clients modernize applications, clean data, rethink workflows and consolidate vendors. That positioning matters because buyers remain practical: They want productivity, measurable outcomes and lower operating complexity, not another layer of technology hype.

The Paradox of AI Infrastructure: Hyperscalers’ Ambition Collides With the Power Grid and What This Means for Telcos

08.17.26

The AI infrastructure supercycle is entering a new phase. The central question is no longer whether hyperscalers have the capital or appetite to build AI infrastructure but whether the power grid can support what they intend to build.

Canva Pro

Hidden Costs of AI Market Intelligence

07.28.26

The enterprises that succeed will not be those that provide unrestricted AI access to every employee. The winners will build trusted intelligence architectures enabled with proprietary, non-public data and analysis that prevent organizations from paying thousands of times for the same expensive thought. The future of enterprise AI is not simply broader access. It is governed intelligence aligned to enterprise strategy, with CFO approved efficiency. And increasingly, that efficiency may prove more valuable than the AI models themselves.

The Race for Digital Sovereignty: How 4 IT Services Leaders Are Positioned

07.21.26

TBR Fourcast is a quarterly blog series examining and comparing the performance, strategies and industry standing of four IT services companies. The series also highlights standouts and laggards according to TBR’s quarterly revenue projections as well as its geographic and segment estimates. With discussions about sovereignty in Europe only becoming louder, TBR thinks it is worthwhile to examine Atos Group, CGI, Fujitsu and Kyndryl. Our intent is to shine light on these similarly sized companies that have a strong presence in Europe and/or a strong presence in ITO and consulting and to discuss where each company’s opportunity lies.

Getty Images via Canva Pro

Telecom Infrastructure Services Market Expected to Become More Dependent on Hyperscalers and Fiber Technology Deployments

07.02.26

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 Pro

In the Agentic Era, Teradata’s Hybrid Strategy Will Drive Its Success

05.28.26

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 Pro

Will C&SI Revenue Growth Accelerate Significantly Due to AI Adoption at Scale?

05.14.26

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.

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

Daniel Tadevosyan, Getty Images via Canva Pro

Accenture Partners: Niche Providers Add Depth to Drive Long-Term Opportunities

09.05.24/by Bozhidar Hristov, Principal Analyst

As Accenture’s revenue continues to grow, so does the share of revenue from its top 10 partners, reducing the share of sales from the rest of its alliance partners. With Accenture’s top 10 alliance partners helping to generate close to 50% of the company’s total sales, it remains to be seen whether Accenture will be able to retain its other partner relationships in the long term.

NVIDIA 2Q24 Earnings Recap: Capitalizing on AI Infrastructure Demand and Strategic Ecosystem Collaborations

09.03.24/by TBR

With the introduction of its OVX storage validation program, NVIDIA is able to verify the efficacy of storage solutions from partners, including Dell Technologies, NetApp and Pure Storage, in combination with OVX servers to ensure enterprise-grade performance, manageability, security and scalability for AI workloads. This helps enterprises pair the right storage solution with their NVIDIA-certified OVX servers, which are available from partners such as Hewlett Packard Enterprise, Lenovo and Supermicro.

Canva Pro

Peraton Revenue on Track for $8B Despite Shaky Start to 2024

08.09.24/by James Wichert, Analyst

TBR anticipates that Peraton will continue to more efficiently convert its backlog (last reported at $24.4 billion in the middle of 2022) into revenue while the company also keeps capitalizing on federal budget priorities favoring civilian, defense and healthcare agencies. A government shutdown in 4Q24 could still disrupt Peraton’s expansion, but TBR believes Peraton will still reach between $8.0 billion and $8.1 billion in annual revenue during 2024, representing growth of between 2.6% to 5.2% over 2023.

Christianchan, Getty Images via Canva Pro

Implementing a Comprehensive Strategy: Infosys Enhances Talent Development, Sales Efficiency and Profitability

08.08.24/by Bozhidar Hristov, Principal Analyst

Infosys Cobalt, Infosys Topaz and now Infosys Aster will continue to act both as the backbone of IT services modernization and as access points to generative AI (GenAI)-related opportunities. With many of its peers are pursuing similar strategies and poaching key Infosys executives to emulate success, the company needs to remain vigilant and maintain transparent communication with stakeholders to avoid client and talent confusion and secure its long-term success.

GenAI Disruption: Rewriting the Business Models of Tech Titans and Consultancies

08.08.24/by Patrick Heffernan, Practice Manager and Principal Analyst

As the efficiencies of automation, analytics and AI begin benefiting technology companies themselves, not just their enterprise clients, TBR sees the latter half of 2024 as fundamentally business model disruptive for pretty much every technology company we cover, from McKinsey & Co. to Infosys to Dell Technologies to Amazon Web Services to IBM to Ericsson to NVIDIA.

Rawpixel LTD, Getty Images via Canva Pro

Adapting to Market Needs: How Consultancies are Investing in Talent and Partner Ecosystems

08.06.24/by Kelly Lesiczka, Senior Analyst

While macroeconomic uncertainty remains across markets, the consultancies look to develop core services such as around AI, partnerships and networks of physical centers to strengthen client engagements and continue advisory discussions. Increasing technology complexity, operational cost-driven optimizations and data strategies will draw on consultancies’ core experience to successfully drive digital transformation programs.

Canva Pro

How AI Is Revolutionizing Cost Efficiency and Customer Experience in Telecom

08.05.24/by Chris Antlitz, Principal Analyst

TBR’s latest telecom research indicates customer care, which includes contact centers, will be profoundly transformed by AI. Though traditional AI has been utilized in customer care for many years (e.g., chatbots and interactive voice response), GenAI will take customer care to an advanced state. TBR estimates that GenAI could reduce the costs of running contact centers by up to 80%, and this is an area telecom operators are keenly interested in as they remain focused on cutting expenses across their businesses.

Competitive Benchmarking: A Strategic Guide

06.28.24/by Elitsa Bakalova, Senior Analyst

Discover the power of competitive benchmarking in the IT services market. Learn how it can help IT services vendors outperform their peers and drive business growth strategies.

Puneetyadav, Pixabay via Canva Pro

Is India the Right Growth Market for Global Consultancies?

06.21.24/by Patrick Heffernan, Practice Manager and Principal Analyst

TBR looks at the question: If India is on track to become the third largest economy, will it also be the third largest revenue source for the Big Four, Accenture, IBM and Capgemini, or only for the firms that act first and implement the optimal strategies?

GenAI in Telecom: Transforming Operations from Front to Back Office

06.14.24/by Chris Antlitz, Principal Analyst

Explore the wide range of use cases for generative AI (GenAI) in the telecom industry and discover how CSPs can benefit from this emerging technology.

Free Data & Analysis

Subscribe to Insights Flight today!