With TBR’s IT Infrastructure market and competitive intelligence research, gain insights into financial performance, product and partner strategies of the world’s leading infrastructure vendors across server, storage, networking, hyperconverged and quantum computing markets.
TBR evaluates the intersection of infrastructure strategy and how vendors are adapting to broader industry trends, from evolving consumption models to expansion into edge and multicloud markets. Our IT infrastructure vendor analysis is complemented by customer research which details the strategies, priorities and challenges faced by infrastructure decision makers.
A free trial of TBR’s Insights Center platform gives you access to our entire IT Infrastructure research portfolio and the ability to customize and curate reports detailing our analysis based on your company’s specific needs. Start your free trial today!
Trends we’re watching in 2026:
- AI adoption at the edge
- Platform and network innovations advancing hybrid cloud and multicloud
- Supply chain impact on pricing and profitability
Explore TBR IT Infrastructure Coverage
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:
- IT Infrastructure Benchmark

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.
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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
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The Race for Digital Sovereignty: How 4 IT Services Leaders Are Positioned
/by Jill Cookinham, Research AnalystTBR Fourcast is a quarterly blog series examining and comparing the performance, strategies and industry standing of four IT services companies. The series also highlights standouts and laggards according to TBR’s quarterly revenue projections as well as its geographic and segment estimates. With discussions about sovereignty in Europe only becoming louder, TBR thinks it is worthwhile to examine Atos Group, CGI, Fujitsu and Kyndryl. Our intent is to shine light on these similarly sized companies that have a strong presence in Europe and/or a strong presence in ITO and consulting and to discuss where each company’s opportunity lies.
Are Hyperscalers Really Competing for Services Revenue?
/by Jill Cookinham, Research AnalystTBR has consistently highlighted hyperscalers’ professional services units, despite their relatively small revenue streams, as potentially credible threats to IT services companies. Hyperscalers do not intend to displace global system integrators (GSIs) in consulting or managed services, but their growing services capabilities create more margin pressure for (and anxiety among) the GSIs each quarter. This report examines where hyperscalers’ professional services units overlap with GSIs’ and how their roles continue to evolve, beginning with comparison of the companies’ services operating models.