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11

New IT Services Vertical Revenue Data Shows TCS’ Public Sector Surge and Market Shifts

Learn about TBR’s new IT Services Vertical Revenue Data Excel file. This proprietary data stream, in conjunction with our qualitative analysis of these firms, including their partners and how they operate, offers unprecedented intelligence on which companies are growing or maintaining their revenue or experiencing declines within industry verticals and allows for partner adjustments and competitive maneuvering.

12

PwC Positions Trust and Cybersecurity as Pillars for Success in AI and Business Transformation

PwC’s fundamental value proposition around trust and client intimacy reflects the firm’s strong governance, risk and compliance (GRC), cybersecurity and technology capabilities. TBR views risk and cybersecurity offerings as natural enablers for client discussions around business model reinvention and — when complemented by credible customer zero use cases across multiple domains, including AI — an extension of trust throughout a client’s ecosystem.

13

2Q24 Telecom Infrastructure Services Benchmark

TBR Spotlight Report: Telecom Infrastructure Services Benchmark, featuring insights on external spend on services by communication service providers, including telcos, cablecos and hyperscalers, on or related to communications and IT infrastructure

14

Cloud Market 2025: How GenAI Will Shape the Future

Learn how GenAI will offset some of the slowdown in cloud revenue growth; how Microsoft will challenge Amazon Web Services’ leadership in IaaS and PaaS; and how SaaS vendors will monetize GenAI in 2025

15

Harnessing AI and Automation in Business Process Outsourcing to Drive Growth Amid Shifting Buyer Priorities

Vendors’ business process outsourcing (BPO) businesses continue to benefit from the ongoing shift in buyer priorities from innovation and growth toward business resiliency and optimization. Buyers are investing in automating business processes to free up costs, providing pathways to growth for vendors with AI-powered and platform-based offerings.

16

Federal IT Spending Will Remain Robust in FFY25 Amid AI Prioritization

Since coming into office, the Biden administration has fueled an unprecedented federal IT bull market. While the White House’s proposed federal civilian technology budget of $75.1 billion for federal fiscal year 2025 (FFY25) is the smallest increase in several years (up less than 1% compared to $74.5 billion in FFY24), it is still an increase of more than 14% from $65.8 billion in FFY23, and up 25% from $60.1 billion in FFY21, the last year of the prior administration. FFY25 has started with a continuing resolution (CR), as have most of the last several fiscal year. The impact of the latest CR on the largest federal systems integrators may be limited to shorter-cycle programs in their order books, but some disruptions to larger, longer-term engagements are not out of the question.

19

What to Expect: Cloud Provider Market Share Through 2027

TBR expects to see incremental strengthening of the professional services capabilities of hyperscalers as well as traditional software players; however, professional services companies, along with India-centric players, have demonstrated their ability to scale vast talent benches to serve clients and act as go-to partners for the biggest cloud vendors.

20

Digital Transformation Examples: How Vendors Are Adapting to GenAI and Market Shifts

As the most mature digital transformation component, customer experience (CX) has compelled buyers to embark on omnichannel projects to unify insights and processes across the customer life cycle for years now. Vendors have plenty of use cases to rely on, but slower discretionary spend is pressure-testing vendors’ value propositions rooted in trusted algorithms.