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

Senior Analyst John Caucis and Analyst James Wichert, of TBR’s U.S. Public Sector Professional Services research team, share key challenges our clients in the space — including four of the top six federal systems integrators — and their partners face amid uncertainty in funding as the Trump Administration implements funding reviews and contract cancellations stemming from the work of Elon Musk’s D...

TBR Principal Analyst Chris Antlitz dives deep into the stark reality of 6G rollout and the implications of the technology for telecom operators and vendors as well as other over-the-top data and service providers. Additionally, Chris discusses the implications of these investments for consumers, enterprises, governments and IT vendors. Listen and learn with TBR Talks! Download TBR's 2025 6G P...

In this episode of "TBR Talks," TBR Principal Analyst Bozhidar Hristov and TBR Analyst Alex Demeule join Patrick for a discussion on partnership predictions for 2025. Boz and Alex share insights into the partnerships between cloud vendors and software vendors as well as with their systems integrator partners, including the increase in collaboration to deliver modernization, cloud migrati...

TBR Talks host Patrick Heffernan began his professional career in diplomacy, with Middle East postings as a foreign service officer with the State Department and counterterrorism assignments with the National Security Council and the U.S. Department of the Treasury. In this bonus episode of TBR Talks, Patrick gives his unique perspective on the impact of Saudi Arabia’s recent decision regarding Pw...

Astadia CEO Scott Silk joins Patrick for a discussion on cloud migration and the mainframe modernization needs of enterprises globally. A recent Amdocs acquisition, Astadia focuses on the mainframe modernization opportunity within the broader digital transformation services space. Scott also shares insights into Astadia’s core partner strategy and how a smaller firm partners with larger hyperscale...

In this episode of TBR Talks, SoftwareOne Global Head of Industry Analyst Relations Dr. Jochen Wolf joins TBR for a discussion on developing a successful career in analyst relations and building an effective analyst relations team. Jochen shares his perspective on how to support executives, sales, partners and the broader market for today’s AR professionals and provides realistic insights into an...

Securing recompetes and maximizing execution on existing bookings are driving leading federal systems integrators (FSIs) ManTech and Peraton to success. From the challenges of private equity involvement to bidding on key government technology investments, TBR Senior Analyst James Wichert joins Patrick to discusses key trends leading into 2025.   Listen and learn with TBR Talks! Submit your Key Int...

In this episode of TBR Talks, Principal Analyst Chris Antlitz details how 6G will be rolled out in light of 5G having not delivered commercialization successes to date. Chris also reviews takeaways from the recent 6G Summit hosted by Nokia and looks at energy and sustainability, funding and commercialization challenges as well as the still unmet expectations of 5G. Listen and learn with TBR Talks!...

In this episode of TBR Talks, Senior Analyst Ben Carbonneau and Principal Analyst Boz Hristov join Patrick to discuss generative AI (GenAI) use cases in retail. Specifically, Ben outlines applications such as Computer Vision for inventory management, automated check-out systems, customer behavior applications, purchase recommendations and virtual try-ons. Boz then segues into privacy concerns, pro...

In this episode of TBR Talks, Senior Analyst Catie Merrill shares her takeaways from Oracle CloudWorld 2024. Catie discusses the recent announcement of Oracle’s partnership with Amazon Web Services and how these announcements are reinforcing the vendor’s strategic goals. She also looks at what this strategy means for the future of Oracle and its ecosystem partners. Listen and learn with TBR Talks!...

In this episode of TBR Talks, TBR’s Bozhidar Hristov, Principal Analyst, and Kelly Lesiczka, Senior Analyst, discuss with Patrick the trio’s recent attendance at PwC’s Boston Analyst Summit. Risk and governance — long a strong suite of PwC’s — were extensively covered during the two-day event, and the TBR team shares their thoughts on what that means for the firm, their strategy and their partners...

In this episode of TBR Talks, TBR’s Principal Analyst Angela Lambert and Senior Analyst Ben Carbonneau recap Lenovo Tech World 2024. The pair share their perspective on strategy announcements made during the event and discuss the launch of Lenovo’s auto initiative and AI PC. Additionally, Patrick inquiries about Lenovo’s partnerships, within the context of recent ecosystem announcements, including...

In this episode of TBR Talks, TBR Principal Analysts Bozhidar Hristov and Patrick Heffernan recap Fujitsu’s Executive Analyst Day, where the pair engaged with Fujitsu leaders such as the company’s chief strategy officer, CEO of Fujitsu Americas and SVP and head of Technology. Boz and Patrick examine Fujitsu’s North America strategy in comparison to its APJ strategy and give their candid analysis o...

With nearly 30 years of experience delivering competitive and market intelligence to the globe’s top 400 technology companies, TBR is now merging data and analysis across multiple areas of MI to produce ecosystem intelligence research. Our experts are looking at how much top GSIs are partnering with cloud and software vendors to drive enterprise solutions, the headcount and credentialing details o...

In this episode of TBR Talks, TBR Analyst Alex Demeule shares key insights from TBR’s Adobe & Salesforce Ecosystem Report, including the evolving role of leading front-office solutions providers Adobe and Salesforce in the era of AI-first use cases. Alex also details the emerging coopetition between the two firms and how they are taking advantage of each firm’s strengths and portfolios. Listen...

How well are Amazon Web Services, SAP and Dell partnering in their strategic alliances? In this episode of TBR Talks, TBR Principal Analyst Boz Hristov shares top insights on the relationships between global systems integrators, cloud service providers and enterprise software providers, and infrastructure OEMs, including key takeaways on partnerships’ strengths and weaknesses. Boz also discusses T...

Curious what it’s like to work in market & competitive intelligence and how to get started? In this episode of TBR Talks, Patrick introduces listeners to TBR’s three newest research analysts. From recent graduates to new career starts, Snehal Khaire, Jill Cookinham and Max Bombardieri talk about the classes, internships and prior work experience that have set them up to dive deep into the hund...

From the CUDA platform to its global reach through partners, NVIDIA has a commanding and growing lead in the vital GPU market. In this episode of TBR Talks, TBR IT Infrastructure Senior Analyst Ben Carbonneau sits with host Patrick Heffernan to discuss the core elements of NVIDIA’s strategy that have led to such dramatic growth. Ben and Patrick detail the types of partnerships and the quality of N...

In this episode of TBR Talks, Kevin Bolen, KPMG Principal and Head of Strategy and Investments, divesinto how KPMG Advisory is addressing the growing complexity of GenAI ecosystems to dynamically partner with hyperscalers, infrastructure OEMs, independent software vendors and ultimately enterprise stakeholders, with the goal to deliver digital transformations at scale. Host Patrick Heffernan and T...

What makes a good analyst from the analyst relations standpoint? How do analyst relations professionals leverage the insights and expertise of analyst firms? In TBR Talks’ first season finale, Rob Donnelly, Managing Director, Global Lead: Analyst Relations for PwC, shares his insights into the evolving role of analyst firms and analyst relations. Rob also gives his viewpoint on how both can help e...

How does TBR answer headcount, revenue and accreditation questions for the globe’s top systems integrators and cloud, software and hardware vendors (which are responsible for over 55% of total spend!)? In this episode of TBR Talks, TBR Principal Analysts Allan Krans and Boz Hristov answer just that as they dive into TBR’s expanding and deepening ecosystem intelligence, including a look at the expa...

Beyond use cases, what is driving scale with AI among the leading telecom vendors? TBR Principal Analyst Chris Antlitz joins Patrick again, this time to share his perspective on AI and GenAI use cases, deployments and commercialization beyond proofs of concept within the telecom market. Chris details who has taken a leadership position in the current market and who will win in the coming years as...

Alex Demeule, an analyst with TBR’s Cloud & Software Practice, shares insights from his recent research examining the firms building the foundation models powering the generative AI boom. Additionally, discusses what he’s learned of these companies’ monetization paths and go-to market strategies and what you can expect in TBR’s newest research report, the AI & GenAI Technology Market Lands...

TBR Principal Analyst Boz Hristov joins TBR Talks host Patrick Heffernan to share key takeaways from the 2024 EY Global Analyst Summit in San Francisco. With a focus on global strategy, EY positioned its technology partners front and center in the space where analysts, partners and clients mingled. Emphasis was placed on EY’s partner ecosystem and its software portfolio over the two days, and a ma...

TBR Senior Analyst Ben Carbonneau and Principal Analyst Boz Hristov discuss how SoftwareOne has taken the lead in becoming a truly services-led channel partner globally, with more than 50% of the company’s revenue being generated by services. Additionally, TBR Principal Analyst Patrick Heffernan gives a debrief of the recent SoftwareOne Analyst Summit, hosted by CEO Brian Duffy, where leaders of t...