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This quarter, TBR Fourcast looks at four India-centric vendors — Infosys, Cognizant, Wipro IT Services (ITS) and Tata Consultancy Services (TCS) — and analyzes how investments in portfolios, training and innovation are positioning them for growth.
Learn ecosystem best practices of data cloud ISVs, C-Suite priorities regarding data management and GenAI, how hyperscalers are adjusting their partnering strategies to improve the flow of data and win new GenAI workloads, and more
What challenges will IT decision makers face in the current macroeconomic environment and amid the need to manage enterprise data, workload migration and ongoing services? In this episode, titled “Cloud Workflow Predictions for 2025,” TBR Principal Analyst Allan Krans shares his analysis of and predictions for cloud market share in 2025, including expectations for generative AI (GenAI) spend and the impact the technology will have on the market. Patrick and Allan also dig deeper into anticipated ROI for recent GenAI investments, compared to more common digital transformation engagements for cloud players such as Microsoft’s Azure, Amazon Web Services and Google Cloud Platforms.
Rolling pockets of chaos and an overall cloud of uncertainty may be the best way to describe the first two months of the new Trump administration. One upside to federal contracts is that they tend to be long-term in nature, which provides some stability for all types of vendors with existing contracts. However, the current transition has been rocky, to say the least, as contracts are getting canceled, agency staffing is reduced, and the existence of entire agencies is called into question.
TBR Spotlight Report: Devices Market Forecast, outlining the expected revenue performance of nine top devices vendors over the next five years, broken down by PC, PC Services, Smartphone, Tablet and Smart Device
TBR Spotlight Report: IT Services Vendor Benchmark, featuring in-depth analysis on 31 leading vendors in the IT services segment and their go-to-market strategies; investments, alliances and acquisitions; and resource management and financial performance
TBR Spotlight Report: Cloud Data Services Market Landscape, which breaks down key trends defining the market, the role of cutting-edge technologies, and strategies customers are taking to deploy comprehensive data architectures in the cloud
The full impact of the 10 canceled task orders on Accenture Federal Services (AFS) remains unclear, but TBR’s secondary research indicates the terminated work has a total contract value of nearly $93 million, including a $35 million order from DOE’s CIO office and a $2 million order for geospatial services. If we assume all $93 million worth of orders was booked by AFS as the prime awardee, that sum would represent just under 2% of AFS’ estimated FY24 revenue of $5.4 billion.
TBR was surprised by SAIC’s FY26 (CY25) outlook, which was consistent with CEO Toni Townes-Whitley’s comment during the company’s 4Q24 earnings call that SAIC’s “current revenue with agencies under particular scrutiny by DOGE is immaterial.” In fact, SAIC elevated several elements of its FY26 guidance in 4Q24.
