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81

$130+ Billion Emerging India Opportunity – India-centric vs. Global IT Services Firms: Who Wins and Why

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Join Principal Analyst Patrick M. Heffernan, Senior Analyst Kelly Lesiczka and Research Analyst Jill Cookingham Thursday, Oct. 31, 2024, at 1 p.m. EDT/10 a.m. PDT for a live discussion and Q&A on expectations for the next era of India’s economic growth. The team will look at whether local IT services vendors can really capture those opportunities from the Big Four as well as which vendors our research shows will lead the market overall.

82

Ericsson Aims to Accelerate Network API Market Development via New Venture with Leading Global Telcos

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The composition of Ericsson’s new network API joint venture, which currently does not have a formal name and is expected to close in early 2025 pending regulatory approval, entails Ericsson holding 50% equity in the venture, with the following telecom operators holding the remaining 50% of equity: America Móvil, AT&T, Bharti Airtel, Deutsche Telekom, Orange, Reliance Jio, Singtel, Telefonica, Telstra, T-Mobile, Verizon and Vodafone.

85

Investing Big in GenAI Today: The Key to Unlocking Massive Long-term Returns

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The history around monetizing new technologies is what makes the rise of generative AI (GenAI) over the past 18 months so notable. In such a short period of time, we have tangible evidence from some of the largest IT vendors that billions of dollars in revenue have already been generated in the space, with the expectation that even more opportunity will develop in the coming years.

86

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

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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.

90

AI in Telecom: Are First Movers the Winners?

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TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms
TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms
AI in Telecom: Are First Movers the Winners?
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Beyond use cases, what is driving scale with AI among the leading telecom vendors? TBR Principal Analyst Chris Antlitz joins Patrick again, this time to share his perspective on AI and GenAI use cases, deployments and commercialization beyond proofs of concept within the telecom market. Chris details who has taken a leadership position in the […]