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121

$130+ Billion Emerging India Opportunity – India-centric vs. Global IT Services Firms: Who Wins and Why

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Join Principal Analyst Patrick M. Heffernan, Senior Analyst Kelly Lesiczka and Research Analyst Jill Cookingham Thursday, Oct. 31, 2024, at 1 p.m. EDT/10 a.m. PDT for a live discussion and Q&A on expectations for the next era of India’s economic growth. The team will look at whether local IT services vendors can really capture those opportunities from the Big Four as well as which vendors our research shows will lead the market overall.

122

Oracle’s Path to $100B+: Unlocking Growth with Multicloud Strategy

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With multitenant OCI, Dedicated Regions, Cloud@Customer and Oracle Alloy, Oracle has quickly emerged as one of the most flexible, delivery-agnostic IaaS vendors on the market. The other big component of Oracle’s “infrastructure anywhere” vision is multicloud, in which customers can run Oracle databases as native services hosted in the data centers of Oracle’s biggest hyperscaler competitors.

123

Diversification Into Other Verticals Is Critical to Amdocs Sustaining Long-term Growth

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Amdocs has made substantial progress on its reinvention, diversifying its customer base, portfolio and business mix while shifting the market perception of the company from a traditional OSS/BSS provider to more of an ICT software transformation specialist. However, most of Amdocs’ transformation thus far pertains to the telecom industry; Amdocs still needs to transition from being a telecom-centric vendor to a multifaceted provider that supports a diversified mix of verticals. The pressure to move in this direction will intensify as the telecom industry’s challenges persist and Amdocs’ organic growth from the industry continues to slow.

125

Inside NVIDIA’s Strategy: Core Elements to Recent Success

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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
Inside NVIDIA’s Strategy: Core Elements to Recent Success
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From the CUDA platform to its global reach through partners, NVIDIA has a commanding and growing lead in the vital GPU market. In this episode of “TBR Talks,” TBR IT Infrastructure Senior Analyst Ben Carbonneau sits with host Patrick Heffernan to discuss the core elements of NVIDIA’s strategy that have led to such dramatic growth. […]

126

How India-centric IT Services Vendors Are Navigating Economic Pressures in 2024

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In late 2023 and thus far in 2024, the companies within TBR’s IT Services coverage faced pressures within their respective financial services practices, experiencing industry declines from a revenue perspective as higher interest rates limited opportunities and hindered growth trajectories. The India-centric vendors TBR covers — Cognizant, HCLTech, Infosys, Tata Consultancy Services (TCS) and Wipro IT Services (ITS) — experienced these financial services revenue declines, despite their efforts to embed automation, AI and efficiency-driven services

127

Ericsson Aims to Accelerate Network API Market Development via New Venture with Leading Global Telcos

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The composition of Ericsson’s new network API joint venture, which currently does not have a formal name and is expected to close in early 2025 pending regulatory approval, entails Ericsson holding 50% equity in the venture, with the following telecom operators holding the remaining 50% of equity: America Móvil, AT&T, Bharti Airtel, Deutsche Telekom, Orange, Reliance Jio, Singtel, Telefonica, Telstra, T-Mobile, Verizon and Vodafone.

128

Nokia’s Fixed Networks Unit Poised for Long-term Growth Despite Market Challenges

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Nokia’s outsized and unique position in the broadband infrastructure ecosystem enables the company to play a key role in orchestrating partners and customers to achieve their objectives in the most optimal way possible. Fiber will remain the coveted access medium for high-speed broadband, but the world will also employ other broadband access mediums to a large extent.

129

How KPMG Is Leading the Way in GenAI, Featuring Kevin Bolen, Principal and Head of Strategy and Investments for KPMG Advisory

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TBR Talks: How KPMG Is Leading the Way in GenAI, Featuring KPMG's Kevin Bolen
TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms
How KPMG Is Leading the Way in GenAI, Featuring Kevin Bolen, Principal and Head of Strategy and Investments for KPMG Advisory
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In this episode of “TBR Talks,” Kevin Bolen, KPMG Principal and Head of Strategy and Investments, dives into how KPMG Advisory is addressing the growing complexity of GenAI ecosystems to dynamically partner with hyperscalers, infrastructure OEMs, independent software vendors and ultimately enterprise stakeholders, with the goal to deliver digital transformations at scale. Host Patrick Heffernan […]