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51

TBR Announces On-demand Availability of 1Q25 TBR Insights Live Webinars

Technology Business Research, Inc. (TBR) is pleased to announce on-demand availability of all TBR Insights Live webinars that aired during 1Q25. Each session features TBR’s top experts discussing key trends, recent analysis and market dynamics across covered industries. 1Q25 webinars can be viewed on our YouTube channel, and presentation decks can be downloaded via the linked titles below.

52

Comcast Business Nears $10B in Annual Revenue and Accelerates Enterprise Growth but Faces Headwinds from Competitive and Macroeconomic Pressures

2025 Comcast Business Analyst Conference, Philadelphia, April 2-3, 2025 — A select group of industry analysts gathered at the Comcast Center in Philadelphia to hear from Comcast Business leaders about the unit’s progress and success with its sales and go-to-market strategies. The central theme of the event was “Everything, Everywhere, All at Once,” which reflects […]

54

DOGE Disruption in Federal IT Services: Zero Financial Impact, Despite Uncertainty and Low Expectations

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
DOGE Disruption in Federal IT Services: Zero Financial Impact, Despite Uncertainty and Low Expectations
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TBR’s Public Sector team joins the podcast to share how the very real concerns have led to net-zero impact on federal systems integrators’ financial performance in the last fiscal quarter, with some leading services firms revising guidance upward. Are the fears going to be substantiated into the next fiscal quarter, or will demand for IT modernization within the U.S. federal government remain?

57

Cloud Workload Predictions for 2025

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.

58

Cloud Opportunity Expected to Increase Once DOGE Disruption Subsides

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.

59

DOGE Federal IT Vendor Impact Series: Accenture Federal Services

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.