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Join TBR’s Cloud team — Principal Analyst & Practice Manager Allan Krans, Senior Analyst Catie Merrill, Analyst Alex Demeule and Research Analyst Gunnar Tache Thursday, Nov. 7, 2024, at 1 p.m. EST/10 a.m. PST for a free 30-minute discussion and Q&A about AI’s impact on the cloud industry.
TBR expects to see incremental strengthening of the professional services capabilities of hyperscalers as well as traditional software players; however, professional services companies, along with India-centric players, have demonstrated their ability to scale vast talent benches to serve clients and act as go-to partners for the biggest cloud vendors.
In late 2023 and thus far in 2024, the companies within TBR’s IT Services coverage faced pressures within their respective financial services practices, experiencing industry declines from a revenue perspective as higher interest rates limited opportunities and hindered growth trajectories. The India-centric vendors TBR covers — Cognizant, HCLTech, Infosys, Tata Consultancy Services (TCS) and Wipro IT Services (ITS) — experienced these financial services revenue declines, despite their efforts to embed automation, AI and efficiency-driven services
Join TBR Telecom Senior Analyst Steve Vachon Oct. 17, 2024, for an in-depth update on the U.S. telecom B2B market, including TBR’s latest data on financial and go-to-market performance of leading U.S. operators that sell to enterprises as well as recent key developments that are impacting the U.S. B2B market
Atos has a well-established position and history of operating in the sports and entertainment industry. Expanding its client roster with organizations such as UEFA will help the company maintain its reputation as a reliable IT services provider and innovation partner for major events. Enabling the running of complex events such as the Summer and Winter Olympic Games and the UEFA EURO 2024 championship provides global visibility of Atos’ capabilities and brand and enables the company to augment its client base in the industry.
With the introduction of its OVX storage validation program, NVIDIA is able to verify the efficacy of storage solutions from partners, including Dell Technologies, NetApp and Pure Storage, in combination with OVX servers to ensure enterprise-grade performance, manageability, security and scalability for AI workloads. This helps enterprises pair the right storage solution with their NVIDIA-certified OVX servers, which are available from partners such as Hewlett Packard Enterprise, Lenovo and Supermicro.
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.
Discover the impact of AI on IT infrastructure purchaser trends, and learn how AI-optimized servers are driving growth and prompting a mindset shift in tech investments
Explore the future of M&A activity in federal IT in 2025. Learn how contractors are adapting to changes in market conditions and emerging technologies.
The 2024 EY Global Analyst Summit included at least 50 analysts, multiple main stages sessions and breakouts. This special report highlights conversations between TBR and EY leaders during the event.
