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31

DOGE Federal IT Vendor Impact Series: CACI

CACI believes demand will remain strong through the remainder of its FY25 and into its FY26 for technologies and capabilities at the core of the company’s portfolio. Uninterrupted sales growth and consistent margin performance indicate CACI’s offerings remain well aligned to the Trump administration’s IT investment priorities, particularly as the new administration prepares to expand investment in cybersecurity, national security and national defense, and advanced space-based communications systems for defense, intelligence and civil applications. CACI executives also noted that the federal budget environment is slowly becoming more constructive and more transparent, a positive harbinger for CACI and its fellow federal IT contractors.

32

Fujitsu Expands AI Strategy in Europe, Emphasizing Collaboration, Compliance and Customization

TBR has reported extensively on Fujitsu’s evolving AI capabilities and offerings, noting in a special report in May 2024: “TBR appreciates that Fujitsu’s combination of compute power and proven AI expertise makes the company a significant competitor and/or alliance partner for nearly every player fighting to turn GenAI [generative AI] hype into revenue. Second, Fujitsu’s vision of ‘converging technologies’ aligns exceptionally well with the more tectonic trends TBR has been observing in the technology space, indicating that Fujitsu’s market positioning is more strategic than transactional or opportunistic.” Add in Fujitsu’s deepening experience in delivering AI solutions to AI clients, and TBR continues to see tremendous near-term opportunity and growth for Fujitsu and its ecosystem partners.

34

KPMG Global Analyst Day 2025: Evolving Complex Ecosystems to Solve Enterprise Transformation

TBR Talks: Evolving Complex Ecosystems to Solve Enterprise Transformation
TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms
KPMG Global Analyst Day 2025: Evolving Complex Ecosystems to Solve Enterprise Transformation
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Principal Analyst Bozhidar Hristov, Senior Analyst Catie Merrill and Analyst Alex Demeule discuss strategies of KPMG as well as multipartner ecosystem management and co-investment across declared and committed partners, generative AI and data government as a key differentiator

35

Google Cloud Cements Values of Enterprise Readiness, Full-stack AI and Hybrid Cloud at Next 2025

When discussing Google Cloud’s three key attributes, Kurian first highlighted how Google Cloud Platform (GCP) is optimized for AI. Based on our own conversations with IT decision makers, this claim is valid: many customers enlist GCP services purely for functional purposes, as they believe they cannot obtain the same performance with another vendor. This is particularly true of BigQuery, for large-scale data processing and analytics, and increasingly Vertex AI, which now supports over 200 curated foundation models for developers.

36

The Big 5: Key Intelligence Questions from the Big Four

TBR Talks: The Big 5: Key Intelligence Questions from the Big Four
TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms
The Big 5: Key Intelligence Questions from the Big Four
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TBR is still hearing these five questions from the Big Four — KPMG, EY, PwC and Deloitte — and in this episode of “TBR Talks,” we leverage our recent publications on the firms to address these questions on internal operational challenges of the Big Four consulting firms

37

AI PC Hype vs. Reality: What 2025 Holds in Store for the PC Market

TBR Talks: AI PC Hype vs. Reality: What 2025 Holds in Store for the PC Market
TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms
AI PC Hype vs. Reality: What 2025 Holds in Store for the PC Market
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Research Analyst Alek Maxfield and Senior Analyst Ben Carbonneau share insights into the performance forecasts and emerging solutions of leading semiconductor providers and OEMs.

38

Here Comes KPMG: Client Trust, Alliance Focus and Tech-enabled Strategy Emphasized at 2025 Global Analyst Summit

One could argue that many of KPMG’s steps, including launching partner-enabled industry IP, reinforcing trust, developing regionally organized operations, outlining a select few strategic partners, and investing in platform-enabled service delivery capabilities, resonate with the moves taken by many of its Big Four and large IT services peers. We see two differences: KPMG is laser-focused on exactly which of the strategies above to amplify, rather than taking a trial-and-error approach, and KPMG has an opportunity to ride the wave of a once-in-a-century professional services market transformation.

39

TBR Announces On-demand Availability of 1Q25 TBR Insights Live Webinars

Technology Business Research, Inc. (TBR) is pleased to announce on-demand availability of all TBR Insights Live webinars that aired during 1Q25. Each session features TBR’s top experts discussing key trends, recent analysis and market dynamics across covered industries. 1Q25 webinars can be viewed on our YouTube channel, and presentation decks can be downloaded via the linked titles below.

40

Comcast Business Nears $10B in Annual Revenue and Accelerates Enterprise Growth but Faces Headwinds from Competitive and Macroeconomic Pressures

2025 Comcast Business Analyst Conference, Philadelphia, April 2-3, 2025 — A select group of industry analysts gathered at the Comcast Center in Philadelphia to hear from Comcast Business leaders about the unit’s progress and success with its sales and go-to-market strategies. The central theme of the event was “Everything, Everywhere, All at Once,” which reflects […]