With TBR’s Devices market and competitive intelligence research, gain insights into interrelated ecosystems, including those of device vendors, platform providers, suppliers and technology partners across consumer and commercial spaces.
A free trial of TBR’s Insights Center platform gives you access to our entire Devices research portfolio and the ability to customize and curate reports detailing our analysis based on your company’s specific needs.
Trends we’re watching in 2026:
- Supply chain impact on pricing and profitability (relevant to both infra & devices)
- The rebrand of AI PC
- Windows PC refresh cycle and market share wars
- Digital workplace solutions
Explore TBR Devices Coverage
Market & Competitor Benchmarks
Market and competitor benchmarks provide a comparison of vendor performance in a market, including analysis on vendor strategies, financial performance, go-to-market and resource management. The research graphically portrays comparisons of vendors by myriad metrics, calling out leaders, laggards and business models. Defensible, data-informed views of market opportunity and operational best practices are highlighted in each publication. TBR also provides benchmark data in Excel pivot tables.
Current Market & Competitor Benchmarks:
- Devices Benchmark
Market Forecast
Market Landscapes
TBR’s vendor reports, snapshots and profiles provide deep-dive analysis of a single vendor across corporate strategies, tactics, SWOT analysis, financials, go-to-market strategies and resource strategies. Vendor performance is put in the context of market opportunity and competitive environment and our assessment shows where a vendor will success and its future market position.
Ready to Level Up Your Insights?
TBR’s digital-first competitive intelligence platform, TBR Insight Center™, allows for configured & customized views into IT markets, vendors, alliances and ecosystems.
Benefits delivered through TBR Insight Center™ include:
- Dynamic, configurable platform for TBR’s objective, independent and validated data and analysis
- Customizable views of millions of data points to match your specific needs
- Simple download functionality for customized views of analysis and feeds of data, saving staff dozens of hours per month
- Updates for market disruptions and emerging trends
- All data found in Insight Center can be leveraged to power your company’s AI tool via an API feed
Already a TBR Classic client but don’t have access to TBR Insight Center yet? Request access today.
The Fragmentation of AI Infrastructure: 3 Forces Reshaping the Market
/by Ben Carbonneau, Senior Data AnalystAs divides deepen, the AI infrastructure market is effectively splitting into distinct segments with different buyers, economics and competitive dynamics. Vendors and customers that continue to treat AI infrastructure as a single, homogeneous market risk misallocating capital, overestimating growth opportunities and underestimating emerging competitive threats.
Next 2026: Lakehouse and Agentic PaaS Push Google Cloud Closer to the Center of AI Value Creation
/by Catie Merrill, Senior AnalystAll hyperscalers tout themselves as “full-stack” to a degree, but Google Cloud’s distinct advantage is that it owns a leading frontier model, Gemini. Having Gemini deeply embedded throughout the portfolio creates a powerful flywheel effect that lets Google Cloud monetize AI in ways others cannot. At the same time, the value is shifting from the AI models themselves to how those models work with a growing set of tools and data to create value. From a repackaged PaaS layer to a revamped data stack, announcements at Google Cloud Next 2026 reinforce that this will be the company’s next chapter.