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PwC’s recognition that a standardized, scaled business model combined with high-touch consulting could actually assuage fears around job disruption may prove critical as GenAI permeates IT services. Paired with the focus on measurable business outcomes, PwC’s factory approach could help separate the firm from peers.
IT services vendors are ramping up innovation efforts and bringing in new expertise and resources experience to address emerging needs as client demand reflects a stronger emphasis on software and efficiency solutions.
Long-term, profitability will be king. If Broadcom is to achieve its stated profitability goals, VMware will need to scale this offering rapidly. If it does not, TBR expects there will be a limit to Broadcom’s patience and a spinoff may be in the cards over the long term.
Microsoft Fabric, a new end-to-end SaaS-like data platform, will help Microsoft change the PaaS landscape and could help Microsoft reach new audiences and spur Azure growth in the continued race for cloud and AI dominance.
Lenovo is undergoing a transformation to become a more cohesive technology solutions company — both an internal process and philosophy shift as well as an external interface shift to unify and simplify the company’s go-to-market approach for its customers and partners.
Ahead of quarterly earnings releases, we look at best-case scenarios for CAGR for India-centric vendors Tata Consultancy Services (TCS) and Infosys.
As the needs emerging out of financial technology continue to evolve, HCLTech’s strategy positions the company to enable business transformation for clients underpinned by automation and AI tools that generate cost savings that are applied to the overall transformation, setting the foundation for digital and cloud adoption.
GenAI has the potential to disrupt clients’ and PwC’s business models, and PwC is ready to capture the wave of opportunities
Vertex AI and Duet AI will define Google Cloud’s AI portfolio going forward and potentially help the company attract both digitally native and traditional enterprise customers
IBM Consulting is on a profitable growth trajectory, utilizing data and AI to address business challenges and building hybrid and multicloud solutions