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

Revisiting TBR’s 2025 Predictions: What We Got Right (and Wrong) About IT Infrastructure and Digital Transformation


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TBR IT Infrastructure Principal Analyst Angela Lambert and TBR Digital Transformation Principal Analyst Boz Hristov share how they and their teams look at the future of their respective IT market segments.
A mix of retrospective and forward-looking thoughts about 2026 and beyond, this episode offers insights into what the team got right in their predictions for 2025 and what they anticipate will come next. AI servers, unified data, AI services, strategy consulting and how AI is impacting the services business model are all topics on the table.
Last year Principal Analyst Chris Antlitz predicted major communication service providers (CSPs) would not realize ROI from 5G investments, which they did not, while Principal Analyst Allan Krans predicted Microsoft Azure would close the gap with Amazon Web Services in the IaaS market, which it did. Patrick walks listeners through each leading analyst’s process for making predictions and discusses with them how AI has and has not changed the way they go about making their market predictions.
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TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech FirmsBy Technology Business Research, Inc.