TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms

In this episode of TBR Talks, we explore why AI infrastructure demand is creating both unprecedented opportunity and strategic divergence, and what these trends could mean for the future winners in the AI era. Principal Analyst Angela Lambert and Senior Analyst Ben Carbonneau, both of TBR’s IT Infrastructure team, join host Patrick Heffernan for a discussion on how TBR is approaching AI research i...

In this episode of TBR Talks, TBR Principal Analyst Allan Krans and TBR Senior Analyst Stephanie Long join host Patrick Heffernan for a discussion on how TBR is measuring AI impact in the cloud & software and telecom markets. The discussion examines real-world examples of AI adoption, from automating network infrastructure monitoring and improving software development productivity to redefinin...

In this episode of “TBR Talks,” TBR President Chris Foster joins host Patrick Heffernan and Principal Analyst Bozhidar Hristov to discuss how TBR is tackling defining and measuring AI investments in the ever-evolving market. The trio looks at AI maturity and its impact on the broader technology ecosystem and introduces the latest in qualitative and quantitative benchmarking and analysis, TBR’s Hum...

In this episode of “TBR Talks,” TBR Senior Analyst Kelly Lesiczka joins host Patrick Heffernan to discuss TBR’s latest research on the consulting and systems integration market forecast. Kelly shares insights into the shift being seen around outcome-driven engagements, how the personas and buyers of these consultancies will evolve over the next five years, and the divergence of SI-focused players...

In this episode of “TBR Talks,” Senior Analyst Elitsa Bakalova and Research Analyst Jill Cookinham, both part of TBR’s Professional Services team, join host Patrick Heffernan for an in-depth discussion on the IT services market through 2030. The conversation touches on the major push for sovereignty in Europe; the new AI-related opportunities being seen in IT services and manufacturing, automotive...

In this episode of “TBR Talks,” Patrick Corcoran, Vice President, Global Head of Marketing and External Relations at Hitachi Digital Services, joins host Patrick Heffernan and TBR Senior Analyst Stephanie Long for a discussion on partner marketing, including the benefits of a 360-degree relationship with partners and the biggest challenges in navigating partner relationships. Additionally, Patrick...

In this episode of “TBR Talks,” Rob Kopel, Partner, AI Leader at PwC Australia, joins host Patrick Heffernan as well as TBR Principal Analyst Bozhidar Hristov and TBR Senior Analyst Alex Demeule to discuss practical delivery of AI solutions to clients. Rob shares his insights into how clients with more mature AI strategies are managing risks associated with adoption as well as where augmentation,...

In this episode of “TBR Talks,” Milan Cooper, head of Product at TWG AI, joins host Patrick Heffernan for a discussion on business process reinvention and implementation of AI-enabled solutions. Milan also discusses the critical role of top-down leadership, particularly starting with the CEO, in successful AI adoption and explains what makes TWG AI’s approach to using AI different from those of pe...

In this episode of “TBR Talks,” host Patrick Heffernan is joined by TBR’s federal IT services experts, Senior Analyst John Caucis and Senior Analyst James Wichert, to discuss the current state of federal IT services and their projections for the next five years. The pair shares their thoughts on how the adoption and application of AI will impact federal IT companies overall and, subsequently, gove...

In this episode of "TBR Talks," Patrick Heffernan is joined by Alan Flower, Global Head, AI Labs at HCLTech, to explore why AI represents a true inflection point on par with the internet, cloud and smartphones. Alan shares frontline insights from hundreds of enterprise AI engagements, explaining how organizations are moving beyond experimentation to large-scale deployment focused on prod...

In this episode of "TBR Talks," Sid Nair, Cloud Growth Lead at Accenture Americas, joins host Patrick Heffernan and TBR Principal Analyst Boz Hristov for a discussion on why AI is fundamentally reshaping enterprise operations, shifting from a technology initiative to a business-led transformation. They unpack the critical enablers of successful AI adoption — including data readiness, gov...

In this episode of “TBR Talks,” TBR Principal Analyst Chris Antlitz joins the show to share his top takeaways from Mobile World Congress 2026, including the growing importance of AI, sovereignty and trust in the telecom ecosystem. Chris digs into how telcos are positioning themselves as trusted stewards of data, the early stage reality of agentic AI, and why sovereignty could emerge as a meaningfu...

In this episode of “TBR Talks,” Principal Analyst Boz Hristov joins Patrick to break down key insights from recent analyst events with Fujitsu, Infosys and PwC. They explore what companies are getting right — and wrong — in presenting client use cases, as well as why in-person engagement remains critical for understanding strategy, culture and execution. The conversation also looks ahead to how an...

In this episode of "TBR Talks," host Patrick Heffernan sits down with Rich Hermann, Vice President of Sales, Accounting & Consulting Vertical at Intapp, to discuss how enterprises are moving from AI experimentation to scaled deployment. Hermann explains how organizations are approaching AI infrastructure, data strategy and partnerships and explores the evolving role of the ecosystem...

In this episode of "TBR Talks," Principal Analyst Angela Lambert and Senior Analyst Ben Carbonneau discuss how supply chain dynamics are shaping the emerging AI PC market. They explore the reasons behind slower-than-expected AI PC adoption and the shift in memory production capacity. Additionally, the pair looks at how specific companies, including Dell, HP Inc. and Lenovo, are adjusting...

In this episode of "TBR Talks," Patrick Heffernan speaks with Asif Poonja, Fujitsu’s Americas Region CEO, about how Fujitsu is evolving its consulting-led growth strategy, pursuing differentiated M&A, and navigating geopolitical and AI-driven disruption. Poonja explains how initiatives like Wayfinders and Uvance are expanding customer engagement beyond IT into business value creation...

Senior Analyst John Caucis and Analyst James Wichert explore how a turbulent 2025 — marked by budget uncertainty, a prolonged government shutdown and shifting federal priorities — is setting the stage for a more stable, but structurally different, federal IT market.  Learn why 2026 is likely to bring stabilization rather than a full rebound, with defense, intelligence and national security-related...

TBR Senior Analyst Ben Carbonneau breaks down why he believes AI PCs will evolve from early-stage adoption to full-market dominance within the next decade and discusses the role Microsoft and Windows on ARM will play, how collaboration across the ecosystem could reshape competition, and why “prioritization for premiumization” may become the defining strategy for vendors heading into 2026.   If you...

Digital Transformation Principal Analyst Bozhidar Hristov unpacks TBR’s predictions for the next three to five years of change in the IT services market.  The conversation explores a fundamental shift underway in managed services: from a cost-optimization and labor-arbitrage model to a growth-oriented, insight-driven entry point for consulting, integration and modernization services. Boz explains...

Join "TBR Talks" Host and Principal Analyst Patrick Heffernan, Principal Analyst Allan Krans and Principal Analyst Angela Lambert as they break down 2026 predictions for alliances and partnerships across cloud, software, infrastructure and the rapidly evolving edge ecosystem. The team dives into the resurgence of enterprise edge, why AI is accelerating demand for edge deployments, and ho...

Are we approaching the end of traditional SaaS as AI-native architectures and agentic platforms take center stage?  TBR Cloud & Software Senior Analyst Alex Demeule discusses which SaaS incumbents are best positioned to execute a true hard pivot toward AI, highlighting how workforce restructuring, sales realignment and platform modernization at vendors like Salesforce, SAP and Microsoft reveal...

From the widening K-shaped economy to shifting customer affordability and changing price-for-value expectations, Principal Analyst Chris Antlitz outlines why telcos must rethink their pricing, bundling and financing models to stay competitive in 2026. This conversation explores the big agenda items shaping the 2026 telecom landscape: the integration of 6G into market forecasts, edge computing’s re...

“TBR Talks” is on break this week for the Christmas holiday. Join us Friday, Jan. 2 for the first of our 2026 Predictions Series episodes, which will highlight our expectations for industry markets in the new year. Our first episode will feature TBR’s Principal Analyst & Practice Manager Allan Krans and Principal Analyst Angela Lambert discussing predictions for alliances, partnerships and the...

As we close out 2025, “TBR Talks” host Patrick Heffernan and producer and TBR Marketing Coordinator & Account Executive Haley Demers sit down for a candid, end-of-year retrospective and a sneak peek at what listeners can expect in the new year.   Additionally, the pair unpacks the podcast’s growth, with nearly half of this season’s conversations featuring voices from outside TBR, and shares a...

TBR Digital Transformation Principal Analyst Boz Hristov joins host Patrick Heffernan to detail Infosys’ key points from Infosys Americas Confluence 2025. Boz shares his insights into Infosys’ strategy changes and why clients choose Infosys, and looks at whether Infosys has figured out the staffing model of the future. Listen and learn with TBR Talks! Submit your Key Intelligence Questions for Pat...