TBR’s Business Insights

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.

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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.

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AI Adoption Predictions: What Will Determine Vendor Success and Who Is Positioned to Win

05.13.26

The shift toward outcome- and platform-based delivery will accelerate vendor consolidation, concentrating market share among providers that can demonstrate measurable ROI and scalable IP-led offerings. These dynamics will be amplified by industry-specific demand, especially in the manufacturing, energy and public sector verticals, where transformation investment and regulatory pressures will outpace market growth and benefit vendors with deep domain expertise and digital engineering capabilities.

Can the Big 4 Leverage AI to Capture Midmarket Opportunity?

05.05.26

With AI more difficult to adopt than expected and change management the bugaboo that never fades, a third element still exists in keeping the Big Four from significantly expanding in the midmarket: the competition.

Who Will Win the AI Services Race in the Next Wave of AI?

04.21.26

This quarter, TBR FourCast looks at Accenture, Capgemini, HCLTech and IBM Consulting, comparing how their underlying data strategies, especially related to engineering and integration, prepares them for advanced AI adoption.

Anthropic, OpenAI and Palantir: Who Gains and Who Loses in the Federal Fallout

04.16.26

Insights into how important the recent developments between Anthropic, OpenAI and Palantir are considering the implications for the largest agency (DOD), within the single largest buyer of IT in the world (U.S. Federal Government), relating to the single largest technology priority (AI).

Technology Business Research, Inc.

Salesforce Highlights Strengths in Innovation and Relationships at Agentforce World Tour

04.14.26

With the recent hype around the “death of SaaS” and other pressures on the business models of technology companies, Salesforce’s growing presence, success, and apparent disruption of competitors and alliance partners alike underscore Salesforce’s strengths in creating stickier client relationships and continually innovating, two qualities essential in the agentic AI age.

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Federal IT Spending Trends: Why Growth Is Contracting and Where It Is Shifting

03.30.26

The Trump administration has proposed a double-digit increase in defense spending, which will flow through to IT budgets in the Department of Defense and Intelligence Community, particularly in areas of national security, which will receive top priority. Federal IT acquisition is also slowly pivoting to embrace outcome-based contracting, while the DOD looks to accelerate IT purchasing by adopting new and innovative IT procurement approaches.

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Governance Becomes a Prerequisite for Success with AI

03.30.26

Governance was a recurring theme across content sessions and executive meetings at Mobile World Congress 2026. As telecom operators move from experimentation to operational in AI, creating a corporatewide, centralized framework for data management, model oversight and regulatory compliance is becoming essential. Without clear governance, AI initiatives often remain fragmented across business units, leading to inconsistent outcomes, duplicated efforts and limited enterprise impact.

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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.

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.

U.S. Telecom Market Outlook: Public Sector Revenue Growth for 2024 [Infographic]

05.14.24/by Steve Vachon, Senior Analyst

TBR estimates public sector revenue from U.S.-based service providers grew 6.1% year-to-year in 4Q23 to $5.4 billion. Total public sector revenue growth was driven by wireless revenue, which increased 9% year-to-year to an estimated $2.8 billion. First responder initiatives such as AT&T FirstNet and Verizon Frontline are the main drivers of public sector wireless revenue growth as these units are attracting public safety agencies seeking enhanced reliability to support mission-critical workloads and use cases.

IT Services Market in 2024: Key Success Factors for Vendors

04.22.24/by Elitsa Bakalova, Senior Analyst

While macroeconomic uncertainty challenges year-to-year revenue growth in the IT services sector, the trajectory beyond 2024 appears promising, largely due to the resilience of managed services bookings. Despite macroeconomic uncertainty the revenue growth trajectory beyond 2024 is promising, driven by the resilience of managed services bookings.

Abstract,close up of Mainboard Electronic computer background. (artificial intelligence, ai)

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2024: A Transitional Year for GenAI and PC Markets

04.16.24/by TBR

Explore how 2024 marks a pivotal year for GenAI and the PC market. Discover the latest AI applications, market trends, and the evolving role of AI PCs in driving industry conversations and addressing privacy concerns.

The Critical Role of Competitive Intelligence in Strategy Planning

04.11.24/by Kelly Lesiczka, Senior Analyst

Learn how competitive intelligence is essential for strategy planning. Discover the benefits, best practices and key considerations for integrating market knowledge and competitor analysis into your strategic framework.

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3 Ways AI Is Transforming the Cloud Industry in 2024

04.10.24/by Allan Krans, Practice Manager and Principal Analyst

Hyperscalers and SaaS providers are clearly on the front lines of GenAI monetization, but the availability of GenAI services through cloud delivery methods will also accelerate the development of the market.

How AI is Revolutionizing Telecom: Top Transformations for 2024

04.04.24/by Chris Antlitz, Principal Analyst

Discover how AI is revolutionizing the telecom industry in 2024. Learn about advancements in contact centers, customer lifecycle management, and corporate functions, driving efficiency and innovation.

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