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41

Infosys Readies to Deliver Outcomes at Scale Through Enterprise AI

Analyst Event Recap: Infosys hosted industry analysts and advisors for U.S. Analyst and Advisor Meet 2025 in March. Using client stories amplified through technology partner support to reinforce Infosys’ role in the IT services, cloud and AI market, company executives consistently returned to a few main themes, including delivering business outcomes, maintaining trusted relationships, and focusing on speed, agility and simplification.  

42

U.S. Wireless Market Outlook

Learn the impact convergence is having on the market via initiatives around M&A and fiber expansion as well as increased competition among cable MVNOs, how FWA services are disrupting the U.S. broadband market, how U.S. operators are expanding the scope of their FWA strategies to maximize opportunity capture, and insights into wireless capex trends in the U.S. and the next phase of 5G investments

43

DOGE Disruption in U.S. Federal IT Services

TBR Talks: DOGE Disruption in U.S. Federal IT Services
TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms
DOGE Disruption in U.S. Federal IT Services
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Senior Analyst John Caucis and Analyst James Wichert, of TBR’s U.S. Public Sector Professional Services research team, share key challenges our clients in the space — including four of the top six federal systems integrators — and their partners face amid uncertainty in funding as the Trump Administration implements funding reviews and contract cancellations stemming from the work of Elon Musk’s Department of Government Efficiency (DOGE).

44

6G Reality and the Future of the Telecom Ecosystem

TBR Talks: 6G Reality and the Future of the Telecom Ecosystem
TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms
6G Reality and the Future of the Telecom Ecosystem
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TBR Principal Analyst Chris Antlitz dives deep into the stark reality of 6G rollout and the implications of the technology for telecom operators and vendors as well as other over-the-top data and service providers. Additionally, Chris discusses the implications of these investments for consumers, enterprises, governments and IT vendors.

45

Informatica’s Alliance Strategy: Powering GSIs, Scaling AI and Strengthening the Data Ecosystem

An increasing amount of research and analysis time at TBR is focused on ecosystem intelligence, which applies a set of questions and frameworks to extend traditional market intelligence and competitive intelligence approaches in an effort to better understand a market. Recently, TBR analysts spoke with Informatica’s Richard Ganley, Senior Vice President, Global Partners, and his insights into the actions the company is taking to enhance its alliance relationships with nine key partners stood out to the team.

46

Deployment Services in Telecom Face Post-5G Slowdown, Shifting Market Dynamics and Growth in Fiber Expansion

The deployment services market faces growing headwinds, including communication service provider (CSP) consolidation, open vRAN’s lower installation costs, and reduced demand for site location and construction (SL&C), offset somewhat by hyperscaler spend and 5G rollouts in select developing markets. Hyperscaler investments provide incremental volume to the market, and TBR notes these companies are increasing their investments in access technologies (e.g., Google Fiber). 

47

Trump Could be the Worst (or Best) Thing Ever for the Telecom Industry

The Russia-Ukraine and Israel-Hamas wars have demonstrated how warfighting has evolved with technology, prompting a reassessment of military strategy, assets and the production of military-related equipment, especially by the U.S. Department of Defense and NATO members in Europe. Additionally, with the U.S. now retreating from Ukraine, Europe is forced to revitalize its own military industrial complex. All of this incurs more spend on military and defense, with mobile technology set to be a prominent feature of new systems and solutions.

48

Mainframe Migration and Modernization, Featuring Scott Silk, CEO of Astadia

TBR Talks: Mainframe Migration and Modernization
TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms
Mainframe Migration and Modernization, Featuring Scott Silk, CEO of Astadia
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Astadia CEO Scott Silk joins Patrick for a discussion on cloud migration and the mainframe modernization needs of enterprises globally.

50

1H25 5G & 6G Telecom Market Landscape

TBR Spotlight Report: 5G & 6G Telecom Market Landscape, featuring analysis on market size, the evolution from 5G to 6G, technology trends, 5G use cases, insights into disruptive vendors and 5G spectrum developments