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 in the infrastructure sector, including how AI is reshaping the business models of leading infrastructure vendors, including Dell, Hewlett Packard Enterprise, Lenovo and Supermicro. 
 
This episode also discusses TBR’s proprietary RAMP (Revenue-adjusted Margin Productivity) metric, part of the new AI Portfolio. Click here to learn more. 

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TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy

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 redefining workforce efficiency and operational decision-making. They pair highlight often-overlooked benefits of AI, including improved employee productivity, enhanced workplace safety, and greater work-life balance through automation and agentic technologies.  

This episode also previews TBR’s new AI Disruption Index reports. Click here to learn more about the full AI Portfolio. 

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TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy

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 Human Intensity Reduction Index, also known as HIRI, a direct measure of the impact of a company’s AI, human capital, automation, utilization, offshore leverage and delivery model evolution on their operating margin. Click here to learn more about HIRI.
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Learn more about TBR at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tbri.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy

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 and consulting-focused players.
This episode also highlights one of TBR’s newest research reports, the Consulting & Systems Integration Market Forecast. Click here to download a preview of the report.
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Submit your Key Intelligence Questions for Patrick and his guests ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Learn more about TBR at ⁠⁠⁠⁠⁠⁠⁠⁠https://tbri.com/⁠⁠⁠⁠⁠⁠⁠⁠

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TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy

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, supply chain and through automation; and the four levers companies can leverage to accelerate growth in the next two to three years.
This episode also highlights one of TBR’s newest research reports, the IT Services Market Forecast. Click here to download a preview of the report.
Listen and learn with TBR Talks!
Submit your Key Intelligence Questions for Patrick and his guests ⁠⁠⁠

Learn more about TBR at ⁠⁠⁠https://tbri.com/⁠⁠⁠

Connect with Patrick on LinkedIn ⁠⁠⁠
Connect with Elitsa on LinkedIn⁠
Connect with Jill on LinkedIn

TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy