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41

The Telecom Market Must Change: Mobile World Congress 2025 Recap, Featuring Telecom Principal Analyst Chris Antlitz

TBR Talks: Mobile World Congress 2025 Recap, Featuring Telecom Principal Analyst Chris Antlitz
TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms
The Telecom Market Must Change: Mobile World Congress 2025 Recap, Featuring Telecom Principal Analyst Chris Antlitz
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From post-proof of concept use cases of generative AI and adoption rates of fixed wireless access to missed ROI opportunities of 5G and the vision of 6G, in this episode of “TBR Talks” Telecom Principal Analyst Chris Antlitz joins Patrick to highlight his top takeaways from Mobile World Congress 2025. Chris considers the implications for the global telecom market and how the market must change. Additionally, he discusses the foundational challenges of global telecom operators and traditional telecom vendors, where governments must interview, and what role hyperscalers will play.

42

Infosys Readies to Deliver Outcomes at Scale Through Enterprise AI

Analyst Event Recap: Infosys hosted industry analysts and advisors for U.S. Analyst and Advisor Meet 2025 in March. Using client stories amplified through technology partner support to reinforce Infosys’ role in the IT services, cloud and AI market, company executives consistently returned to a few main themes, including delivering business outcomes, maintaining trusted relationships, and focusing on speed, agility and simplification.  

43

India-centric IT Vendors Leverage Partnerships for Technology Expansion and Market Reach

The India-centric vendors leverage partnerships to expand their technology capabilities and scale while also bringing in industry knowledge to strengthen the value of their portfolios. Although these partnerships do not vary significantly from those of other IT services vendors, the India-centric vendors each bring different benefits, such as price competitiveness and low cost of scale, that can enhance other vendors’ go-to-market strategies and ability to reach underpenetrated markets while also bringing in portfolio expertise. Understanding how similar companies bring different capabilities and strengths to their technology alliance partners highlights opportunities for other ecosystem players, such as smaller software companies, OEMs and niche consultancies, that are looking to expand with the India-centric vendors.

44

U.S. Wireless Market Outlook

Learn the impact convergence is having on the market via initiatives around M&A and fiber expansion as well as increased competition among cable MVNOs, how FWA services are disrupting the U.S. broadband market, how U.S. operators are expanding the scope of their FWA strategies to maximize opportunity capture, and insights into wireless capex trends in the U.S. and the next phase of 5G investments

45

DOGE Disruption in U.S. Federal IT Services

TBR Talks: DOGE Disruption in U.S. Federal IT Services
TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms
DOGE Disruption in U.S. Federal IT Services
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Senior Analyst John Caucis and Analyst James Wichert, of TBR’s U.S. Public Sector Professional Services research team, share key challenges our clients in the space — including four of the top six federal systems integrators — and their partners face amid uncertainty in funding as the Trump Administration implements funding reviews and contract cancellations stemming from the work of Elon Musk’s Department of Government Efficiency (DOGE).

46

6G Reality and the Future of the Telecom Ecosystem

TBR Talks: 6G Reality and the Future of the Telecom Ecosystem
TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms
6G Reality and the Future of the Telecom Ecosystem
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TBR Principal Analyst Chris Antlitz dives deep into the stark reality of 6G rollout and the implications of the technology for telecom operators and vendors as well as other over-the-top data and service providers. Additionally, Chris discusses the implications of these investments for consumers, enterprises, governments and IT vendors.

47

Informatica’s Alliance Strategy: Powering GSIs, Scaling AI and Strengthening the Data Ecosystem

An increasing amount of research and analysis time at TBR is focused on ecosystem intelligence, which applies a set of questions and frameworks to extend traditional market intelligence and competitive intelligence approaches in an effort to better understand a market. Recently, TBR analysts spoke with Informatica’s Richard Ganley, Senior Vice President, Global Partners, and his insights into the actions the company is taking to enhance its alliance relationships with nine key partners stood out to the team.

48

Hardware-centric Vendors Continue to Make Their Move Into Software

Though revenue mixes are increasingly shifting in favor of software, driven in part by acquisitions (e.g., Cisco’s purchase of Splunk), hardware continues to dominate the market, accounting for 80% of benchmarked vendor revenue in 3Q24. Industry-standard servers being sold to cloud and GPU “as a Service” providers are overwhelmingly fueling market growth, more than offsetting unfavorable cyclical demand weakness in the storage and networking markets.

49

Leading Federal Systems Integrators React to U.S. Department of Government Efficiency 

After a four-year bull market featuring unprecedented spending growth in federal IT, DOGE is creating near-term challenges for FSIs The newly inaugurated Trump administration and its Department of Government Efficiency (DOGE) have generated massive upheaval across the board in federal operations, including the federal IT segment. As of March 2025, thousands of contracts described by […]

50

Deployment Services in Telecom Face Post-5G Slowdown, Shifting Market Dynamics and Growth in Fiber Expansion

The deployment services market faces growing headwinds, including communication service provider (CSP) consolidation, open vRAN’s lower installation costs, and reduced demand for site location and construction (SL&C), offset somewhat by hyperscaler spend and 5G rollouts in select developing markets. Hyperscaler investments provide incremental volume to the market, and TBR notes these companies are increasing their investments in access technologies (e.g., Google Fiber).