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KPMG’s leaders described their priorities as transforming the firm’s go-to-market approach, unlocking the power of the firm’s people, reimagining ways of working, and innovating capabilities and service enhancements. Success against these priorities, in TBR’s view, will come as KPMG shifts from building a foundation to scaling alongside the growing needs of its clients.
AI (especially generative AI) is of particular interest to service providers f late following technological breakthroughs from OpenAI’s ChatGPT platform, which has demonstrated that generative AI has developed to a point that it is able to bring useful outcomes to businesses and consumers alike.
Novis Euforia positions SoftwareOne to better address growing client demand for modernization with minimal disruption and transformation through the journey to SAP S/4HANA.
By acquiring Juniper Networks, HPE’s networking capabilities, especially around AI-enabled networking, will be immediately bolstered. And naturally, the acquisition would also support HPE’s edge-to-cloud vision.
PwC’s recognition that a standardized, scaled business model combined with high-touch consulting could actually assuage fears around job disruption may prove critical as GenAI permeates IT services. Paired with the focus on measurable business outcomes, PwC’s factory approach could help separate the firm from peers.
IT 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.
Long-term, profitability will be king. If Broadcom is to achieve its stated profitability goals, VMware will need to scale this offering rapidly. If it does not, TBR expects there will be a limit to Broadcom’s patience and a spinoff may be in the cards over the long term.
Microsoft Fabric, a new end-to-end SaaS-like data platform, will help Microsoft change the PaaS landscape and could help Microsoft reach new audiences and spur Azure growth in the continued race for cloud and AI dominance.
Lenovo is undergoing a transformation to become a more cohesive technology solutions company — both an internal process and philosophy shift as well as an external interface shift to unify and simplify the company’s go-to-market approach for its customers and partners.
Ahead of quarterly earnings releases, we look at best-case scenarios for CAGR for India-centric vendors Tata Consultancy Services (TCS) and Infosys.
