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152

GenAI Revenue Reality for the IT Services Firms

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
GenAI Revenue Reality for the IT Services Firms
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Senior Analyst Elitsa Bakalova and Principal Analyst Patrick Heffernan discuss what will happen with Consulting & Systems Integration revenue among the globe’s leading IT Services companies. How GenAI services will impact this growth, and in particular what this may mean for Accenture, IBM and Infosys. Listen and learn with TBR Talks! Submit your Key Intelligence […]

153

When Will GenAI Impact the Devices Market?

Generative AI (GenAI) will make devices, especially PCs and smartphones, more powerful and easier to use, and that will drive business among device, platform, silicon and software vendors but will not change the structure of the ecosystem. New opportunities in software and services will present themselves, new companies will enter the market, and most new companies will ultimately be acquired.

154

The Coming Telco Reckoning: 5G ROI, AI/GenAI Telco Use Cases & Network APIs

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
The Coming Telco Reckoning: 5G ROI, AI/GenAI Telco Use Cases & Network APIs
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Principal Analyst Chris Antlitz shares key takeaways from TBR’s Telecom team’s meetings with industry leaders at Mobile World Congress 2024. Key topics include AI/generative AI (GenAI) use cases and early wins, network APIs and hyperscalers, as well as noticeably subdued discussions of 5G and 6G and the obvious shortfalls of the type of return on […]

159

The Telecom Industry Faces a Reckoning

TBR’s research indicates that the telecom industry has entered a period of rationalization and that the operator and vendor landscape, as well as the telecom business model, will fundamentally change over the next decade. The anti-pragmatic, restrictive and often hostile regulatory environment, coupled with macroeconomic headwinds (especially the relatively high cost of capital), and the inability for CSPs to truly transform into cloud-native digital service providers have brought the industry to this precipice.