Strategy returns, pyramids crumble and everyone plays together nicer in the sandbox

TBR expects monumental changes to the digital transformation landscape in 2025, from the resurgence of strategy consulting to generative AI (GenAI) adoption impacting everyone in the IT services and consulting ecosystem. Underpinning these changes will be leaders’ sharpened focus on how partners across the ecosystem go to market together, align sales teams and enhance knowledge sharing.
 
Join TBR’s Professional Services analyst team, Patrick M. Heffernan, Boz Hristov and Kelly Lesiczka, Thursday, Feb. 27, 2025, for an exclusive review of TBR’s 2025 Digital Transformation Predictions special report, Digital Transformation in 2025: From Optimization Fatigue to Business Model Reinvention. Don’t miss this opportunity to learn how the latest industry challenges will impact your company’s strategy in the coming year!

In this FREE session on the digital transformation outlook for 2025 you’ll learn:

• Why strategy consulting will rebound in 2025, and which consultancies will benefit
• How GenAI-enabled solutions will upend organizational structures and business models for IT services and consultancies, even as enterprise adoption of GenAI slows
• How the emergence of ecosystem intelligence as a strategic priority will impact IT services companies, consultancies and technology alliance partners

GenAI boom times ahead for companies embracing their own business model disruption

The waning generative AI (GenAI) hype has exposed underlying issues such as expensive cloud commitments and fragmented data strategies, creating opportunities for companies that emphasize ROI, complementary technologies and cost management. Adding to the complexity, rising energy costs and heightened awareness of GenAI-related security risks are further shaping this uncertain yet opportunity-filled environment.
 
Join Principal Analyst Patrick Heffernan, Principal Analyst Boz Hristov and Senior Analyst Kelly Lesiczka Thursday, Jan. 30, 2025, at 1 p.m. EST/10 a.m. PST for an exclusive review of TBR’s AI and GenAI Market Landscape, which highlights expectations for both individual leading vendors and the GenAI space overall. The trio will discuss buyers’ GenAI maturity and review specific examples of services and technology companies’ activities in 2024 as well as what to expect across the GenAI landscape in 2025. Don’t miss this opportunity to learn how GenAI will impact your strategy in the coming year!

In this FREE session on navigating GenAI in 2025 you’ll learn:

• How GenAI is impacting buyer-vendor relationships and what is next in the evolution of their business models
• How tech and services companies are using alliances to extend their reach within enterprises and across the larger GenAI — and emerging tech — ecosystem
• Which consultancies, IT services vendors, cloud and software companies, and infrastructure players are best positioned for the next wave of GenAI adoption

AI PCs Must Define a New Era of Personal Computing

The introduction of the neural processing unit (NPU), a dedicated processor for AI-related tasks, has created an opportunity for AI PCs to shift from a niche use case to a product that can be consumed by the masses in both consumer and commercial users.
 
Despite this new potential, hurdles exist in AI PCs, spurring a new wave of PC purchasing. First, buyers need significant education on what an AI PC is, what it can be used for and how they stand to benefit from purchasing one. Second, the ISV ecosystem needs to catch up to the pace of hardware innovation and create more compelling use cases that leverage the NPU.
 
In this TBR Insights Live session Senior Analyst Ben Carbonneau and Research Analyst Alek Maxfield give an exclusive review of TBR’s 2025 Devices Predictions special report, AI PCs: Progress, Potential and Hurdles in Redefining the Market in 2025. Don’t miss this opportunity to learn how the latest industry challenges will impact your strategy in the coming year!
 

In the above session on AI PCs you’ll learn:

• The potential impact of AI PCs on PC refresh cycles in 2025
• How PC makers will set themselves apart
• Expectations for the PC market overall in 2025 based on TBR’s latest research and analysis

Discussion points from AI PCs in 2025

2025 PC market expectations

Expectations exiting 2024:

• PC market revenue will increase by single digits during 2025
• Demand is expected to accelerate in the second half of the year, with commercial demand continuing to outpace consumer

PC market refresh drivers for 2025:

• Large, aging install base
• End of life for Windows 10
• AI PCs – ongoing advancements and new use cases

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.

What Will Hyperscaler-owned and -operated Networks Mean for the Telecom Industry?

Though AI dominates hyperscalers’ mindshare and investments currently, network connectivity remains a critical need and investment area for hyperscalers’ longer-term growth ambitions, and they continue to discreetly build out their global networks. These hyperscaler-owned networks portend significant disruption for the telecom industry.

In this TBR Insights Live session, Principal Analyst Chris Antlitz shares an exclusive review of TBR’s Hyperscaler Digital Ecosystem Market Landscape, which tracks how and why the world’s largest hyperscalers are disrupting industries to unlock economic value in the digital era, with specific focus on the disruption of the telecom industry. The report focuses on Alphabet (Google), Amazon, Apple, Meta Platforms (Facebook), and Microsoft.
 

In The Above TBR Insights Live Session on Hyperscalers’ Activities You’ll Learn:

• How hyperscalers are building out their own networks
• Why hyperscalers are building out their own networks
• What hyperscaler-owned and -operated networks could mean for the telecom industry

Excerpt From Hyperscalers Continue to Discreetly Build Out Their Global Networks: What This Means for Telecom

ICT convergence — trillions of dollars in new value is up for grabs

• Hyperscalers view distributed computing and intelligent connectivity as tightly integrated concepts, and they want to control the entire stack.
• Hyperscalers aim to exploit the value created from the nexus of distributed computing and intelligent connectivity enhanced by AI.
• To enable this end-to-end digital ecosystem and thereby maximize monetization, MAMAA needs to own and/or control most or all of the underlying enabling infrastructure, including physical infrastructure, digital infrastructure platforms and endpoint devices.

 
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.

How Will Cloud Vendors Navigate GenAI Investment and Monetization Challenges?

Cloud vendors are on the front lines of the generative AI (GenAI) business opportunity. These vendors have been rushed to invest ahead of competitors, and as a result, they are forced to figure out the right model(s) to monetize the new capabilities.

After more than a year of GenAI hype, TBR is beginning to see clear investment trajectories and various formulas among vendors on how best to price GenAI solutions across infrastructure and applications spaces.

In this TBR Insights Live session, TBR’s Cloud team — Principal Analyst & Practice Manager Allan Krans, Senior Analyst Catie Merrill, Analyst Alex Demeule and Research Analyst Gunnar Tache — gives a deep dive on AI’s impact on the cloud industry. The team also highlights key findings from TBR’s newest cloud research report, AI & GenAI Model Provider Market Landscape, including examples of technology companies’ activities in 2024 as well as what to expect across the GenAI landscape in 2025.
 

In The Above TBR Insights Live Session on AI’s Impact on Cloud You’ll Learn:

• The investments cloud vendors are making in their infrastructure, partnerships and portfolios
• The business models that enable vendors to best monetize GenAI technologies
• TBR’s early projections for industry changes in 2025

Customers are prioritizing data strategy, and cloud providers see big opportunities for partners to engage

Cloud vendors believe data strategy & management present the biggest growth opportunities from partners.
 
“The biggest [transformation] underway is our, basically, data services. And so we have been looking at traditional data services where we have a large amount of data, which is in a data warehouse on prem, and then processing of the data. Now a large amount of this transformation is going to go to data lakes, which again, we are working with Amazon and Azure. So, these are both Amazon as well as Azure, and basically creating, using Kafka, Spark and Hadoop, creating data services, which will be then [be] consumed throughout the company.” — Global Technology Director, Financial Services

 
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.