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

Senior Analyst Kelly Lesiczka shares top takeaways from the KPMG Global Analyst Day 2025 event and reviews KPMG’s strategy and its position as client zero in implementing and adoption AI across its global operation.

Principal Analyst Bozhidar Hristov, Senior Analyst Catie Merrill and Analyst Alex Demeule discuss strategies of KPMG as well as multipartner ecosystem management and co-investment across declared and committed partners, generative AI and data government as a key differentiator

TBR is still hearing these five questions from the Big Four — KPMG, EY, PwC and Deloitte — and in this episode of “TBR Talks,” we leverage our recent publications on the firms to address these questions on internal operational challenges of the Big Four consulting firms

Research Analyst Alek Maxfield and Senior Analyst Ben Carbonneau share insights into the performance forecasts and emerging solutions of leading semiconductor providers and OEMs.

TBR Senior Vice President Dan Demers joins Patrick to discuss how global systems integrators, telecom vendors, hyperscalers and others are deploying GenAI internally to improve operations as well as how they are delivering GenAI solutions to enterprises across the global ecosystem.

TBR’s Public Sector team joins the podcast to share how the very real concerns have led to net-zero impact on federal systems integrators’ financial performance in the last fiscal quarter, with some leading services firms revising guidance upward. Are the fears going to be substantiated into the next fiscal quarter, or will demand for IT modernization within the U.S. federal government remain?

What challenges will IT decision makers face in the current macroeconomic environment and amid the need to manage enterprise data, workload migration and ongoing services? In this episode, titled “Cloud Workflow Predictions for 2025,” TBR Principal Analyst Allan Krans shares his analysis of and predictions for cloud market share in 2025, including expectations for generative AI (GenAI) spend and the impact the technology will have on the market. Patrick and Allan also dig deeper into anticipated ROI for recent GenAI investments, compared to more common digital transformation engagements for cloud players such as Microsoft’s Azure, Amazon Web Services and Google Cloud Platforms.

From post-proof of concept use cases of generative AI and adoption rates of fixed wireless access to missed ROI opportunities of 5G and the vision of 6G, in this episode of “TBR Talks” Telecom Principal Analyst Chris Antlitz joins Patrick to highlight his top takeaways from Mobile World Congress 2025. Chris considers the implications for the global telecom market and how the market must change. Additionally, he discusses the foundational challenges of global telecom operators and traditional telecom vendors, where governments must interview, and what role hyperscalers will play.

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 Department of Government Efficiency (DOGE).

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.