With TBR’s Cloud & Software market and competitive intelligence research, gain a true understanding of how technology and business strategies are being used by leading vendors to address the growing desire for cloud-enabled solutions. Our unique research in this space includes financial data that goes beyond just reported data, revenue and growth benchmarks, go-to-market analysis, ecosystem and partnership teardowns, and market sizing and forecasting.
Receive in-depth financial and business model analysis of the leading vendors in the cloud, rounded out with marketwide perspectives and direct insight from end-customer primary research. This combination of perspectives allows TBR to quantify the financial returns being generated from leading vendor strategies and identify where the market is headed based on feedback from customers making cloud investment decisions.
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Trends we’re watching in 2026:
- How vendors fare in the pivot from traditional SaaS to AI strategies
- Partial displacement of large language models
- From which vendors we’ll see strong PaaS portfolios and credible SLM roadmaps
- Partnership impact for Microsoft, Salesforce and SAP
Explore TBR Cloud & Software Vendor Coverage
Market & Competitor Benchmarks
Market and competitor benchmarks provide a comparison of vendor performance in a market, including analysis on vendor strategies, financial performance, go-to-market and resource management. The research graphically portrays comparisons of vendors by myriad metrics, calling out leaders, laggards and business models. Defensible, data-informed views of market opportunity and operational best practices are highlighted in each publication. TBR also provides benchmark data in Excel pivot tables.
Current Market & Competitor Benchmarks:
- Cloud and Software Applications Benchmark
- Cloud Components Benchmark
- Cloud Go-to-market Benchmark
- Cloud Infrastructure & Platforms Benchmark
- Colocation Benchmark
Customer Research
Ecosystem Reports
Market Forecasts
Market Landscapes
TBR’s vendor reports, snapshots and profiles provide deep-dive analysis of a single vendor across corporate strategies, tactics, SWOT analysis, financials, go-to-market strategies and resource strategies. Vendor performance is put in the context of market opportunity and competitive environment and our assessment shows where a vendor will success and its future market position.
TBR Insights Live: Business Intelligence for Tech Insiders
2026 Predictions: Death of SaaS
February 12 | 1:00 PM ET
Join TBR Senior Analyst Alex Demeule for an in-depth review of our 2026 Cloud & Software Predictions special report, Will AI be the Death of SaaS?
In this FREE webinar you’ll learn:
- How PaaS revenue will outpace SaaS revenue for cloud software vendors
- Why SaaS incumbents will position SLMs as a foundational part of their AI strategies
- Whether the question “Will AI be the death of SaaS?” will remain relevant
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2026 Predictions: AI Momentum Drives Deeper Ecosystem Alliances
/by TBR2026 will be a transitional year defined by technology ecosystem expansions — multiparty alliances spanning IT, OT, devices, edge and silicon; industrial/physical AI acceleration, especially at the edge and in manufacturing; and strategic bottlenecks as skill shortages and infrastructure gaps slow sovereign AI adoption. TBR expects significant changes in how technology vendors collaborate and compete, which lays the groundwork for broader, more integrated AI ecosystems. This is an optimistic prediction. Multiparty alliances require exceptional leadership, shared understanding of commercial models and transparency among partners, and AI aids only the last of these. The human component remains the most significant roadblock. IT-OT convergence and a surge in connected everything have been a TBR (and broader market) prediction for years, and while “signs point to yes,” as the Magic 8 Ball says, 2026 could be another year of disappointing progress, as hype around physical AI could far outpace reality.
2026 Predictions: Managed Services Shifts from Delivery Model to Growth Engine
/by TBRThe smartest IT services companies and consultancies will act on managed services as an entrée to consulting, a complete reversal of the traditional consulting to implementation to managed services model. Everyone should benefit from the increased demand for consulting in 2026. Still, most of the top IT services companies and consultancies will leverage their managed services relationships to capture new opportunities and further cement their stickiness with clients.