TBR Insights Live session, TBR Telecom Principal Analyst Chris Antlitz shares an in-depth review of our 2026 Telecom Predictions special report, Telecom Industry Will Adapt to K-shaped Economy in 2026. This session examines what the K-shaped economy means for communication service provider (CSP) balance sheets, customer behavior and competitive strategy, and how scaled providers can adjust to protect growth and margins.
TBR market analysis shows that over 83% of enterprise technology spend is captured by multivendor partnerships and strategic alliances. Central to these super-group alliances are global systems integrators (GSIs), and key to GSIs’ execution are their practices dedicated to enabling alliance partners’ technologies.
In the below TBR Insights Live session, TBR’s Principal Analyst Patrick Heffernan and Senior Vice President of Sales & Marketing Dan Demers share how TBR’s proprietary data is supporting executives’ go-to-market alliances and ecosystem partnerships. TBR tracks the Amazon Web Services, Google Cloud Platform, Microsoft Azure, SAP, Oracle, ServiceNow, Workday, Salesforce and Adobe practices of the top 20-plus GSIs globally. Our proprietary data includes trailing 12-month revenue, headcount and credentialing details. Tier 1 companies are using this information for competitive intelligence, while savvy Tier 2 firms are using it to gain mindshare and capture revenue.
TBR’s Foundational Research: From Competitive Intelligence to Ecosystem Intelligence (Source: TBR)
Use Cases for TBR Analysis and Data in Alliances (Source: TBR)
This TBR Insights Live session is available on demand on our YouTube channel. Visit this link to download the presentation’s slide deck.
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TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.
Once dominated by global systems integrators (GSIs) and traditional outsourcers, the managed services market has seen rising competition over the past few years as cloud providers, infrastructure OEMs, VARs and specialized pure play managed services providers (MSPs) vie to deepen their engagements with customers and grow their recurring revenue bases.
In this TBR Insights Live session, TBR’s Principal Analyst Patrick Heffernan and Senior Analyst Ben Carbonneau deep dive into how a widening variety of industry groups are leveraging their unique strengths, expanding partnerships, and providing new offerings and pricing models to differentiate their value propositions and cement their share in the ever-growing managed services market. From traditional IT outsourcing to cybersecurity offerings and managed AI solutions, TBR market analysts discuss how these enterprise and SMB services continue to evolve.
Excerpt from TBR Insights Live “The Future of Managed Services: Partner-led Growth and the Ongoing Market Disruption”
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TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.
In the current cloud and IT market, the success of both hyperscalers and their partners has never been so intertwined. Partners, most critically consultants, systems integrators, managed services providers and ISVs, are the most important route to market for hyperscalers to achieve growth. And for those partners, their business models depend on large-scale cloud environments that incorporate AI, generative AI (GenAI) and other emerging technologies that their customers desire.
In this TBR Insights Live session, Principal Analyst Allan Krans, Senior Analyst Catie Merrill and Senior Analyst Alex Demeule preview TBR’s latest partner research for hyperscalers, IT services providers and ISVs. The team also shares exclusive feedback from all parties within these ecosystems, taken from TBR’s new Voice of the Partner, Hyperscaler report, which identifies areas that are still working and still challenging for these partnerships as well as the direction these relationships will go moving forward.
1.SIs
2.GenAI ISVs
3.MSPs
Excerpt from TBR Insights Live session “The Good, the Bad and the GenAI Opportunity in Cloud Ecosystems”
Visit this link to download the presentation’s slide deck.
TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.
Commercial Model Alignment Begins to Trump Technology Integration
In this TBR Insights Live session Principal Analyst Boz Hristov and Senior Analyst Catie Merrill discuss AI and data sovereignty in technology partnerships and alliances. Additionally, TBR’s team examines how the intersection of regional regulations and emerging AI capabilities is reshaping partner ecosystems.
As governments and enterprises demand greater control over data, global systems integrators (GSIs) are increasingly relying on locally based employees to meet sovereignty requirements, ensure compliance and build trust. Boz and Catie explore how this shift is influencing partner strategies, resourcing models and AI deployment approaches across regions. They also dive into the commercial implications for technology vendors and GSIs, as aligning commercial models is becoming just as critical as technical integration.
“The complexity of the ecosystem … forced you then to think about a different model, which was called triparty … No one’s going to turn away revenue … However, the end of the day, the KPI that drove success was making sure that we were driving 3x to 4x services revenue.” — Global Alliance Leader, Cloud
Visit this link to download this session’s presentation deck here.
TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.
Realizing the AI opportunity
AI presents a once-in-a-generation opportunity for the telecom industry to achieve two key objectives: generate new revenue and reduce costs. However, there is a real risk that most communication service providers (CSPs) globally will miss out on the full benefits of AI. Although leading CSPs have been investing in AI, most of these investments appear to be myopically focused on quick-hit wins. This strategy is acceptable in the short term, but true opportunity capture will be contingent on broader-scope initiatives, coupled with upfront investment.
In this TBR Insights Live session Principal Analyst Chris Antlitz discusses how CSPs are integrating AI into their internal operations and their products and services. Chris also shares insights from the latest edition of TBR’s Telecom AI Market Landscape, which focuses on the opportunity sizing of key new revenue and cost-efficiency use cases.
Visit this link to download this session’s presentation deck here.
TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.
A combustible and pressured consulting market is leading management consultancies to make more significant changes to their strategies than experienced over the past few years. Technology partners, including hyperscalers and software vendors, may not be impacted by direct changes in the near term, but the fallout from choosing the right or wrong strategy will affect how well each management consultancy delivers alongside their ecosystem partners.
The primary focus on the Big Four firms will be shared with strategy-led consultancies, including McKinsey & Co. and Boston Consulting Group (BCG) as they navigate the diverging market and face the influence of AI on the traditional consulting model.
Join TBR’s Management Consulting team on Thursday, June 26, 2025, for exclusive insights from our upcoming Spring 2025 Management Consulting Benchmark. This semiannual report provides key service line, regional, vertical, and operational data and analysis for 13 learning management consulting firms: Deloitte, EY, KPMG, PwC, Kearney, Bain & Co., BCG, BearingPoint, McKinsey & Co., Oliver Wyman, Accenture, Capgemini and IBM.
IT services spending will continue as clients switch from innovation to run-the-business managed services opportunities that enable them to operate in challenging market conditions.
Visit this link to download this session’s presentation deck here.
TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.
After an unprecedented four-year bull market in federal IT spending, the Trump administration and its Department of Government Efficiency (DOGE) have sparked widespread fear, uncertainty and doubt about the near-term future of the federal IT and professional services sector.
Shortly after the presidential inauguration, the General Services Administration began reviewing ongoing programs, and DOGE canceled thousands of IT and professional services contracts it deemed “non-mission critical.” This move sent shockwaves through the entire ecosystem of federal IT contractors and their partners. Since that time, federal technology vendors — particularly advisory-led firms — have been waiting anxiously for greater clarity and transparency around the Trump administration’s IT budget priorities.
In this TBR Insights Live session Senior Analyst John Caucis and Analyst James Wichert discuss current disruptions to federal IT and professional services vendors’ order books and business development. Additionally, the team will look at how the administration’s plan to aggressively leverage digital technologies to make the federal government smarter and more efficient could have a long-term upside for the federal IT community and its commercially centric AI, analytics, cloud and telecom partners.
Visit this link to download this session’s presentation deck here.
TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.
While OEMs are responsible for developing and delivering AI-driven and AI-enabling hardware offerings to market, silicon vendors’ innovations are at the heart of the AI hardware revolution.
The first wave of AI hardware demand has centered on high-performance AI infrastructure purpose-built to support large-scale AI model training workloads. But the rise of AI inferencing is giving way to a second wave of AI hardware demand as clients increasingly transition from the prototyping phase to the deployment phase with custom AI solutions. On the infrastructure side of the AI hardware market, OEMs such as Dell Technologies, Hewlett Packard Enterprise and Supermicro are integrating accelerated computing platforms from companies like NVIDIA. On the client devices side of the market, OEMs such as HP Inc. and Lenovo are developing new AI PC offerings based on system on a chip (SoC) platforms developed by AMD, Intel, Qualcomm and the like.
In this TBR Insights Live session Senior Analyst Ben Carbonneau and Principal Analyst Angela Lambert share an update on developments within the rapidly expanding AI PC and AI server markets as well as key findings from TBR’s AI PC and AI Server Market Landscape. This new research explores the nuances and interconnectedness of the semiconductor and OEM hardware industries, comparing market shares across various industry views and highlighting competitive analysis and forward-looking insights.
Market drivers:
Market inhibitors:
Visit this link to download this session’s presentation deck here.
TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.
Realizing the long-promised ROI of generative AI (GenAI) will require customers look for ways to better access, integrate, manage and govern large amounts of unstructured data. Data-native ISVs, hyperscalers and global systems integrators (GSIs) are evolving their critical ecosystems of solutions to deliver on the commitments of GenAI for enterprise. As such, roles within the cloud ecosystem are shifting, and the increase in open APIs and architectures will have lasting impacts on many data cloud ISVs and GSIs, including how they partner with one another as they race to gain AI workloads.
In this TBR Insights Live session, TBR Principal Analyst Boz Hristov and Senior Analyst Catie Merrill share their insights into data cloud ISVs’ and hyperscalers’ strategies and their professional services partners, as well as how forming a triparty alliance structure at the data layer will help partners pursue higher-value GenAI opportunities.
Additionally, the pair share an exclusive look at TBR’s revamped Cloud Data & Analytics Market Landscape, which provides insight into enterprises’ data strategies, vendor analysis by workload, and where the market is headed through 2025 and beyond. TBR’s Cloud Data & Analytics research stream tracks all hyperscalers; SaaS vendors such as SAP and Salesforce; and data cloud ISVs including Boomi, Confluent, Cloudera, Databricks, Informatica, MongoDB and Snowflake. The research also looks at the overarching layers of the data cloud stack, from storage and querying to business intelligence.
Compared to services and OEM vendors, cloud vendors ranked data strategy and data management as the top growth areas for partners, ahead of generative AI (GenAI). This sends a strong signal to partners about the importance of putting the right data foundations in place, breaking down silos and applying governance before GenAI can scale and ROI can be realized.
Visit this link to download this session’s presentation deck here.
TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.