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81

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).

82

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.

83

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.

84

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.

85

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 […]

86

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). 

87

Fujitsu’s Policy Twin: Revolutionizing Public Policy with Digital Twins

Leveraging lessons learned from previous engagements and seeing the applicability of digital twins beyond the confines of the physical world, Fujitsu conceived the Policy Twin. Using its Policy Twin, Fujitsu helps public sector clients recreate new policies from policies generated from the clients’ existing policy documents, and, critically, according to Inomata, allows for a “Digital Rehearsal” that can be used to verify the effectiveness and impact of policies in advance, based on real-world data. He added that the policy twin approach helped Fujitsu “solve social challenges … by understanding human behavior and social movements through Social Digital Twin.” Policymakers at any level could, with Fujitsu’s help, test variations of policies and evaluate the outcomes using Policy Twin, calibrating the scenarios based on desired outcomes, all before actually implementing any changes.

88

Trump Could be the Worst (or Best) Thing Ever for the Telecom Industry

The Russia-Ukraine and Israel-Hamas wars have demonstrated how warfighting has evolved with technology, prompting a reassessment of military strategy, assets and the production of military-related equipment, especially by the U.S. Department of Defense and NATO members in Europe. Additionally, with the U.S. now retreating from Ukraine, Europe is forced to revitalize its own military industrial complex. All of this incurs more spend on military and defense, with mobile technology set to be a prominent feature of new systems and solutions.

89

TBR Case Study: Price Benchmarking

Explore this competitive pricing example from TBR’s Tailored Services team, which helped this global Top 3 hardware OEM capitalize on their investment in pricing research.

90

Delivering Digital Transformation & GenAI Solutions via Partners, Alliances & Ecosystems: Predictions for 2025 and Beyond

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
Delivering Digital Transformation & GenAI Solutions via Partners, Alliances & Ecosystems: Predictions for 2025 and Beyond
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TBR Principal Analyst Bozhidar Hristov and TBR Analyst Alex Demeule share insights into the partnerships between cloud vendors and software vendors as well as with their systems integrator partners, including the increase in collaboration to deliver modernization, cloud migration and GenAI solutions to the world’s leading enterprises. Alliance highlights in this episode include Microsoft Azure, Salesforce, Amazon Web Services and Accenture