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91

Cloud Workload Predictions for 2025

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TBR Talks: Cloud Workload Predictions for 2025
TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms
Cloud Workload Predictions for 2025
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What challenges will IT decision makers face in the current macroeconomic environment and amid the need to manage enterprise data, workload migration and ongoing services? In this episode, titled “Cloud Workflow Predictions for 2025,” TBR Principal Analyst Allan Krans shares his analysis of and predictions for cloud market share in 2025, including expectations for generative AI (GenAI) spend and the impact the technology will have on the market. Patrick and Allan also dig deeper into anticipated ROI for recent GenAI investments, compared to more common digital transformation engagements for cloud players such as Microsoft’s Azure, Amazon Web Services and Google Cloud Platforms.

92

Cloud Opportunity Expected to Increase Once DOGE Disruption Subsides

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Rolling pockets of chaos and an overall cloud of uncertainty may be the best way to describe the first two months of the new Trump administration. One upside to federal contracts is that they tend to be long-term in nature, which provides some stability for all types of vendors with existing contracts. However, the current transition has been rocky, to say the least, as contracts are getting canceled, agency staffing is reduced, and the existence of entire agencies is called into question.

93

DOGE Federal IT Vendor Impact Series: Accenture Federal Services

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The full impact of the 10 canceled task orders on Accenture Federal Services (AFS) remains unclear, but TBR’s secondary research indicates the terminated work has a total contract value of nearly $93 million, including a $35 million order from DOE’s CIO office and a $2 million order for geospatial services. If we assume all $93 million worth of orders was booked by AFS as the prime awardee, that sum would represent just under 2% of AFS’ estimated FY24 revenue of $5.4 billion.

95

DOGE Federal IT Vendor Impact Series: SAIC

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TBR was surprised by SAIC’s FY26 (CY25) outlook, which was consistent with CEO Toni Townes-Whitley’s comment during the company’s 4Q24 earnings call that SAIC’s “current revenue with agencies under particular scrutiny by DOGE is immaterial.” In fact, SAIC elevated several elements of its FY26 guidance in 4Q24.

96

Infosys Readies to Deliver Outcomes at Scale Through Enterprise AI

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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.  

97

Google Recognizes Critical Role of Security, and Its Standing in the Cloud Market, in Acquisition of Wiz

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With the business environment changing and cybersecurity perhaps more relevant than ever, Google saw an opportunity to repursue the Wiz acquisition, and a $32 billion offer, marking a major uptick in valuation, was simply too good for Wiz to ignore. Should the deal close in 2026 as expected, Wiz — with roughly 1,800 employees and ties to half the Fortune 500 — will join the Google Cloud division, offering synergies with Mandiant, an added layer of protection for the Google Security Operations platform, and the potential to help Google Cloud formalize cybersecurity as an agentic AI use case.

98

India-centric IT Vendors Leverage Partnerships for Technology Expansion and Market Reach

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The India-centric vendors leverage partnerships to expand their technology capabilities and scale while also bringing in industry knowledge to strengthen the value of their portfolios. Although these partnerships do not vary significantly from those of other IT services vendors, the India-centric vendors each bring different benefits, such as price competitiveness and low cost of scale, that can enhance other vendors’ go-to-market strategies and ability to reach underpenetrated markets while also bringing in portfolio expertise. Understanding how similar companies bring different capabilities and strengths to their technology alliance partners highlights opportunities for other ecosystem players, such as smaller software companies, OEMs and niche consultancies, that are looking to expand with the India-centric vendors.

99

U.S. Wireless Market Outlook

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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

100

DOGE Disruption in U.S. Federal IT Services

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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).