If you are not happy with the results below please do another search
Learn ecosystem best practices of data cloud ISVs, C-Suite priorities regarding data management and GenAI, how hyperscalers are adjusting their partnering strategies to improve the flow of data and win new GenAI workloads, and more
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.
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.
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.
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.
From post-proof of concept use cases of generative AI and adoption rates of fixed wireless access to missed ROI opportunities of 5G and the vision of 6G, in this episode of “TBR Talks” Telecom Principal Analyst Chris Antlitz joins Patrick to highlight his top takeaways from Mobile World Congress 2025. Chris considers the implications for the global telecom market and how the market must change. Additionally, he discusses the foundational challenges of global telecom operators and traditional telecom vendors, where governments must interview, and what role hyperscalers will play.
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.
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.
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.
