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59

IT Consulting & Strategy Consulting Drive KPMG’s Growth: KPMG Global Analyst Day Debrief with TBR Senior Analyst Kelly Lesiczka

TBR Talks: IT Consulting & Strategy Consulting Drive KPMG's Growth
TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms
IT Consulting & Strategy Consulting Drive KPMG’s Growth: KPMG Global Analyst Day Debrief with TBR Senior Analyst Kelly Lesiczka
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Senior Analyst Kelly Lesiczka shares top takeaways from the KPMG Global Analyst Day 2025 event and reviews KPMG’s strategy and its position as client zero in implementing and adoption AI across its global operation.

60

DOGE Federal IT Vendor Impact Series: IBM Federal

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.