Telcos Risk Losing the AI Race Without Strategic Shift; $170B at Stake by 2030
Learn where the telecom industry currently stand in terms of generative AI (GenAI) adoption and who stands to benefit if telcos don’t change
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Learn where the telecom industry currently stand in terms of generative AI (GenAI) adoption and who stands to benefit if telcos don’t change
In 2025 no conversation is complete without recognizing the platform implications of agentic workflows. Behind the scenes, Sage is preparing for an agent-first architecture by integrating emerging frameworks, such as Model Context Protocol (MCP) or Agent 2 Agent (A2A), directly into its platforms. The long-term goal is to coordinate these through super agents and plug into the broader agent ecosystem (Salesforce, Microsoft, Google), but this is still only part of the long-term road map.
Sapphire 2025 marked a turning point, not because SAP introduced a radically new vision but because the company finally appears ready to execute on the one it has been quietly building for years. The narrative has matured, the tools are in place, and the platform is coherent. And the partners, customers and product ecosystem are starting to move together. Some heavy lifting remains, such as around migrations, data harmonization and partner fluency, but if SAP can stay focused on delivering scalable value through agentic AI, integrated data platforms and partner-enabled execution, the next chapter of the company’s growth story will look a lot less like catching up to the cloud and a lot more like leading in it.
TBR Spotlight Report: TBR’s IT Infrastructure Market Forecast analyzes key strategies of leading infrastructure OEMs and evolving trends impacting dynamics in the industry. The report provides forward-looking market and vendor expectations segmented by industry vertical and by major geographic region, including proprietary server, industry standard server, storage, networking, and related services, as well as Americas, EMEA, and APAC, respectively.
TBR Spotlight Report: TBR’s AI & GenAI Model Provider Market Landscape focuses on some of the more influential AI startups, including OpenAI, that are making GenAI a reality for many enterprises as well as their cloud delivery partners, which play a critical role in this new market. This research also includes analysis of alliance relationships, specifically how AI vendors (both large language model [LLM] providers and GenAI facilitators) are working with the major hyperscalers and SaaS vendors and where AI startups are investing; key trends, such as the emergence of multimodal models; and what we can expect from these vendors in the coming quarters.
TBR Spotlight Report: The ServiceNow Ecosystem Report is a comprehensive analysis of 10 of the leading consulting and services providers’ evolving relationships with cloud provider ServiceNow within the IT service management, customer service management, creator workflow, finance and supply chain workflow, and HR workflow segments. The report features Accenture, Capgemini, Cognizant, Deloitte, DXC Technology, EY, IBM, Infosys, KPMG and Tata Consultancy Services.
Partnerships will be integral as vendors across the federal IT market look to quickly demonstrate their value to the new administration. While Maximus has historically been quiet regarding its alliance activity, this could change as the vendor aims to avoid falling behind. For example, Maximus recently announced a partnership with Salesforce to augment its CX as a Service efforts. The Maximus Total Experience Management solution is being augmented with the Agentforce platform to provide clients with AI agents tailored to their needs that use data to adapt to citizens’ needs and simplify interactions.
TBR anticipates ICF will also explore ways to make its IT modernization and digital transformation work more agile while increasingly booking these types of engagements as fixed-price, outcome-based contracts, given the Trump administration’s preference for this contracting method. At least 50% of ICF’s IT modernization and digital transformation engagements are already fixed-price, outcome-based contracts.
Although smaller than the typical IT and professional services firms covered by TBR, Hitachi Digital Services warrants close attention in the coming years. Its distinctive business model, strategic direction and performance — particularly its combination of IT, OT, AI and domain expertise — position Hitachi Digital Services as a potential outlier in the IT services landscape.
After years of instability and declining performance, Atos enters 2025 with new leadership, improved liquidity and early signs of commercial momentum, positioning the company for gradual recovery and long-term stabilization.