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

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.

Principal Analyst and Host Patrick Heffernan reviews TBR’s 2025 telecom and cloud predictions against the year’s actual market developments as well as what these developments mean for our 2026 predictions in an age of AI-enabled research and analysis.

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.

TBR Senior Vice President, Sales & Marketing, Dan Demers interviews show host Patrick Heffernan on how the globe’s top global systems integrators, ISVs, hyperscalers and OEMs use TBR’s proprietary data and analysis to make validated and data-backed decisions. From strategy planning based on partners’ annualized revenue or headcount growth to allocation of training budgets and schedules to align engineering resources, TBR’s unique data and analysis within the ecosystem give leaders a meaningful and independent set of data to make partnership investment decisions.

Eric Müller of Work & Co meets with “TBR Talks” host Patrick Heffernan to discuss security in the AI age, the importance of curiosity and creativity, and advice for the upcoming generation of talent from his perspective as a seasoned industry professional. Eric Müller is an Associate Director of Product Engineering at Work & Co, part of Accenture Song. With over 20 years of experience spanning banking, social media, B2B, retail, fashion, and online gaming, he brings deep expertise in both engineering and digital security.

Kelly See, knowledge analyst for BI/CI at Ericsson, discusses the state of AI tools for knowledge management inside one of the world’s leading telecom vendors. See also shares how the demands of global knowledge management are being served with artificial intelligence tools across a diverse global workforce.

TBR Principal Analyst Boz Hristov joins “TBR Talks” to share his insights into how global systems integrators and management consultancies are partnering with ISVs, hyperscalers, model makers and OEMs to deliver solutions to enterprise.

Senior Director David Martinez joins "TBR Talks" to share his point of view on key topics covered by his BCG Henderson Institute team, particularly regarding geopolitics and artificial intelligence.

Elizabeth Roberts, global head of Information Management at Ericsson, joins “TBR Talks” host Patrick Heffernan to share insights into what Ericsson is doing to leverage AI tools for internal knowledge management at the world’s leading telecom vendor.

A technology leader and veteran of many disruptions, including “as a Service” to cloud and AI, Darlene Wilson joins the podcast to talk Amazon Web Services’ entrepreneurial start, the evolution of multivendor alliances and the ever-present consistency of change.

A technology leader and veteran of many disruptions, including “as a Service” to cloud and AI, Darlene Wilson joins the podcast to talk Amazon Web Services’ entrepreneurial start, the evolution of multivendor alliances and the ever-present consistency of change.