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71

Digital Transformation in 2025: From Optimization Fatigue to Business Model Reinvention

Of the three major focus areas for TBR’s 2025 predictions — strategy consulting, generative AI (GenAI) and ecosystem intelligence — the first may seem a long shot, the second too obvious to be new, and the third too well established to be changing much. All three will upend expectations in 2025 with wildly varying results for the IT services companies and consultancies that TBR tracks and for their technology partners.

73

Emerging Consultancy Trends: Talent Management and Innovation in the Spotlight

Technology continues to threaten the nature of consulting engagements, requiring consultancies to showcase value and deliver on outcomes. Greater investment in talent frameworks, structure and skill will equip staff to lead client discussions and effectively leverage technology to assist workflows. Partnerships remain a core piece of the technology integration, bringing in new expertise and go-to-market opportunities that enable consultancies to meet a wider variety of client needs. Client retention remains a priority across consultancies but will require the firms to effectively deliver value through services.

74

AI PCs: Progress, Potential and Hurdles in Redefining the Market in 2025

When OEMs first started releasing AI PCs, they shared expectations that the advent of this new product category would help drive the next major PC refresh cycle. However, even as vendors continue to roll out new generations of AI PCs containing increasingly powerful NPUs, adoption remains relatively slow. To build out the market and drive greater adoption of AI PCs over the next few years, silicon providers, PC OEMs and ISVs will need to collaborate around and invest in developing applications that increase the functionality of these devices beyond what can be achieved by a traditional, non-AI PC.

76

6G’s Fate Depends on the Level of Government Intervention

6G will ultimately happen, and commercial deployment of 6G-branded networks will likely begin in the late 2020s (following the ratification of 3rd Generation Partnership Project [3GPP] Release 21 standards, which is tentatively slated to be complete in 2028). However, it remains to be seen whether 6G will be a brand only or a legitimate set of truly differentiated features and capabilities that bring broad and significant value to CSPs and the global economy.

77

Federal IT Spending Will Remain Robust in FFY25 Amid AI Prioritization

Since coming into office, the Biden administration has fueled an unprecedented federal IT bull market. While the White House’s proposed federal civilian technology budget of $75.1 billion for federal fiscal year 2025 (FFY25) is the smallest increase in several years (up less than 1% compared to $74.5 billion in FFY24), it is still an increase of more than 14% from $65.8 billion in FFY23, and up 25% from $60.1 billion in FFY21, the last year of the prior administration. FFY25 has started with a continuing resolution (CR), as have most of the last several fiscal year. The impact of the latest CR on the largest federal systems integrators may be limited to shorter-cycle programs in their order books, but some disruptions to larger, longer-term engagements are not out of the question.

78

HCLTech AI Force: Scalable, Modular and Backed by Proven AI Expertise

In TBR’s view, HCLT AI Force’s advantages play well for different buying and decision-making personas. Procurement, IT operations and even the CFO can appreciate a single solution with simplified management. Business unit leaders can find and deploy uses cases suitable to their specific needs. And the inherent stickiness of AI Force can appeal to executives looking to gain advantages from deploying AI-enhanced solutions and not simply paying for another round of new technologies.

79

Black Friday: Retail Technology and GenAI

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
Black Friday: Retail Technology and GenAI
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In this episode of TBR Talks, Senior Analyst Ben Carbonneau and Principal Analyst Boz Hristov join Patrick to discuss generative AI (GenAI) use cases in retail. Specifically, Ben outlines applications such as Computer Vision for inventory management, automated check-out systems, customer behavior applications, purchase recommendations and virtual try-ons. Boz then segues into privacy concerns, providing […]

80

Oracle Analysis: How the Vendor Has Pivoted and Where It Is Headed

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
Oracle Analysis: How the Vendor Has Pivoted and Where It Is Headed
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In this episode of TBR Talks, Senior Analyst Catie Merrill shares her takeaways from Oracle CloudWorld 2024. Catie discusses the recent announcement of Oracle’s partnership with Amazon Web Services and how these announcements are reinforcing the vendor’s strategic goals. She also looks at what this strategy means for the future of Oracle and its ecosystem […]