IT Ecosystem Trust Paves the Way for GenAI-enabled Growth in 2024
A look at TBR’s top predictions for digital transformation in 2024, including expectations for GenAI’s impact, the rise of superpowers and the three things enabling new market growth
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GenAI: A Growth Catalyst for Cloud Evolution in 2024 and Beyond
A look at TBR’s 2024 predictions for the cloud market, including SaaS vendors adoption of GenAI, where vendors will invest for cloud growth and tailoring IaaS to workloads
IT Services and Consulting in 2024: Traversing GenAI Pressures, Talent Challenges, and Regulatory Waves
A look at TBR’s top predictions for the IT services industry in 2024, including which companies will see the most success, a pivot to outcomes-based pricing due to GenAI and the expected major pain point for all companies
Arm-based PC Chips and AI LLMs: Expected Implications for PCs in 2024
Join TBR for a 30-minute live discussion and Q&A on the latest developments in AI large language models (LLMs) for PCs, including a deep dive into Microsoft Copilot
Private 5G Market Expectations Through 2027
Join TBR for a 30-minute live discussion and Q&A on private 5G market expectations through 2027, including use case and vertical deep dives
Infosys and TCS: Forecasting to 2027 and Anticipating Upcoming Earnings
Ahead of quarterly earnings releases, we look at best-case scenarios for CAGR for India-centric vendors Tata Consultancy Services (TCS) and Infosys.
Cisco Plunks Down $28B for Splunk to Accelerate Its Business Model Transition
Cisco’s plan to acquire Splunk reflects the need for deep-pocketed traditional IT vendors to shift their own business models to incorporate more subscription revenue streams.
The Evolution of Acquisitions, GenAI and Digital Transformation in IT Services and Consulting in 2023
Near-term, expect GenAI opportunities around consulting and limited case uses around productivity
Enterprise Storage Remains a Highly Competitive Space in 2023
Disruptive vendors are adding pressure to incumbents with targeted strategies to push into enterprise storage accounts
Telecom Industry Navigated Weakening Macro Backdrop Well in 1H23, but 2H23 and 2024 Will Likely be a More Challenging Situation
Despite holding up relatively well thus far in 2023, CSPs face significant challenges in managing their debt — the pressure is on to grow revenue and monetize their 5G investments
