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TBR Spotlight Report: The U.S. Mobile Operator Benchmark details and compares the initiatives of the largest U.S.-based operators, including financial performance, go-to-market initiatives and resource management strategies. Operator coverage includes AT&T, Verizon, T-Mobile, UScellular, Xfinity Mobile, Spectrum Mobile, DISH and Optimum Mobile.
TBR Spotlight Report: The Enterprise Edge Compute Market Landscape focuses on where edge clusters and gateways converge with the data center core and cloud. We examine how cloud service providers are extending their core offerings into different environments, including the edge.
TBR Spotlight Report: The Cloud Components Benchmark looks at revenue, growth, and M&A and alliance activity for the cloud components market as a whole, as well as revenue, growth and vendor spotlights for both cloud software components and cloud hardware components, each broken down into several subsegments.
TBR Spotlight Report: AI PC and AI Server Market Landscape follows market trends in AI-enabled PCs and servers. This includes tracking the performance of leading AI PC and AI server OEMs. Additionally, the report tracks progress of key semiconductor manufacturers responsible for developing AI PC systems on a chip (SoCs) and AI server accelerators and supplying them to PC OEMs and AI server OEMs, respectively.
TBR Principal Analyst Bozhidar Hristov and TBR Analyst Alex Demeule share insights into the partnerships between cloud vendors and software vendors as well as with their systems integrator partners, including the increase in collaboration to deliver modernization, cloud migration and GenAI solutions to the world’s leading enterprises. Alliance highlights in this episode include Microsoft Azure, Salesforce, Amazon Web Services and Accenture
GDT is not going to give up on the federal health market or on consulting, but TBR anticipates the vendor will increasingly prioritize defense opportunities in the interim, such as a recently awarded contract worth up to $5.6 billion to manage the DOD’s Mission Partner Environment. The DOD has historically been GDT’s largest client and was responsible for more than 58% of its revenue in 1Q25. While the Trump administration is asking for a 23% reduction in nondefense discretionary funding in its FFY26 budget proposal, it wants to keep the DOD’s discretionary spending roughly on par with the $892.5 billion stopgap for FFY25. GDIT is well positioned to capitalize on the DOD becoming increasingly interested in emerging technologies, given its experience with fixed-price and outcome-based contracting.
Senior Analyst Kelly Lesiczka shares top takeaways from the KPMG Global Analyst Day 2025 event and reviews KPMG’s strategy and its position as client zero in implementing and adoption AI across its global operation.
CACI believes demand will remain strong through the remainder of its FY25 and into its FY26 for technologies and capabilities at the core of the company’s portfolio. Uninterrupted sales growth and consistent margin performance indicate CACI’s offerings remain well aligned to the Trump administration’s IT investment priorities, particularly as the new administration prepares to expand investment in cybersecurity, national security and national defense, and advanced space-based communications systems for defense, intelligence and civil applications. CACI executives also noted that the federal budget environment is slowly becoming more constructive and more transparent, a positive harbinger for CACI and its fellow federal IT contractors.
CACI believes demand will remain strong through the remainder of its FY25 and into its FY26 for technologies and capabilities at the core of the company’s portfolio. Uninterrupted sales growth and consistent margin performance indicate CACI’s offerings remain well aligned to the Trump administration’s IT investment priorities, particularly as the new administration prepares to expand investment in cybersecurity, national security and national defense, and advanced space-based communications systems for defense, intelligence and civil applications. CACI executives also noted that the federal budget environment is slowly becoming more constructive and more transparent, a positive harbinger for CACI and its fellow federal IT contractors.
TBR has reported extensively on Fujitsu’s evolving AI capabilities and offerings, noting in a special report in May 2024: “TBR appreciates that Fujitsu’s combination of compute power and proven AI expertise makes the company a significant competitor and/or alliance partner for nearly every player fighting to turn GenAI [generative AI] hype into revenue. Second, Fujitsu’s vision of ‘converging technologies’ aligns exceptionally well with the more tectonic trends TBR has been observing in the technology space, indicating that Fujitsu’s market positioning is more strategic than transactional or opportunistic.” Add in Fujitsu’s deepening experience in delivering AI solutions to AI clients, and TBR continues to see tremendous near-term opportunity and growth for Fujitsu and its ecosystem partners.
