Welcome to “TBR Talks: Decoding Strategies & Ecosystems of the Globe’s Top Tech Firms.” Each week TBR Principal Analyst Patrick Heffernan chats with special guests on disruptions in the broad technology ecosystem. Patrick also answers key intelligence questions TBR analysts hear from executives and business unit leaders among top IT professional services firms, IT vendors, and telecom vendors and operators.
TBR is an independent market, competitive and ecosystem intelligence firm that provides timely and actionable business and financial analyses in formats tailored to clients’ needs.
Why AI Is Fundamentally Reshaping Enterprise Operations
Mon, 13 Apr 2026
Sid Nair, Cloud Growth lead at Accenture Americas, joins host Patrick Heffernan and TBR Principal Analyst Boz Hristov to discuss why AI is fundamentally reshaping enterprise operations, shifting from a technology initiative to a business-led transformation. They unpack the critical enablers of successful AI adoption — including data readiness, governance, talent and change management — and explore how buyers are navigating complex purchasing decisions across ecosystems of partners and platforms.
Mobile World Congress 2026: AI, Trust and Sovereignty Reshape the Telecom Landscape
Mon, 06 Apr 2026
TBR Principal Analyst Chris Antlitz shares his top takeaways from Mobile World Congress 2026, including the growing importance of AI, sovereignty and trust in the telecom ecosystem. Chris digs into how telcos are positioning themselves as trusted stewards of data, the early-stage reality of agentic AI, and why sovereignty could emerge as a meaningful revenue opportunity.
AI Client Use Cases Done Right: Avoiding the Two Biggest Mistakes
Mon, 30 Mar 2026
Principal Analyst Boz Hristov joins Patrick to break down key insights from recent analyst events with Fujitsu, Infosys and PwC. They explore what companies are getting right — and wrong — in presenting client use cases, as well as why in-person engagement remains critical for understanding strategy, culture and execution.
Enterprise Insights: Turning AI Investments into Measurable Outcomes
Mon, 23 Mar 2026
Rich Hermann, vice president of Sales, Accounting & Consulting Vertical at Intapp, explains how organizations are approaching AI infrastructure, data strategy and partnerships and discusses the evolving role of the ecosystem and what it takes for enterprises to turn AI investments into measurable outcomes.
Memory Supply Worries Amid PC Market Refresh Initiatives
Mon, 16 Mar 2026
Principal Analyst Angela Lambert and Senior Analyst Ben Carbonneau discuss how supply chain dynamics are shaping the emerging AI PC market. They explore the reasons behind slower-than-expected AI PC adoption and the shift in memory production capacity.
Fujitsu Americas’ AI Transformation: CEO Asif Poonja Details Fujitsu’s AI Implementation and Transformation
Mon, 09 Mar 2026
Patrick Heffernan speaks with Asif Poonja, Fujitsu’s Americas Region CEO, about how Fujitsu is evolving its consulting-led growth strategy, pursuing differentiated M&A, and navigating geopolitical and AI-driven disruption. Poonja explains how initiatives like Wayfinders and Uvance are expanding customer engagement beyond IT into business value creation, while AI adoption reshapes talent strategy and service delivery models.
2026 Predictions: Federal IT Services
Thu, 05 Feb 2026
Learn why 2026 is likely to bring stabilization rather than a full rebound, with defense, intelligence and national security-related spending remaining resilient while civilian agencies take longer to normalize procurement cycles. Additionally, the pair will look at what will matter most in 2026: accelerating partnership activity, deeper engagement with commercial technology providers, and AI-led modernization as a core differentiator for federal systems integrators
2026 Predictions: Devices & IT Infrastructure
Fri, 30 Jan 2026
TBR Senior Analyst Ben Carbonneau breaks down why he believes AI PCs will evolve from early-stage adoption to full-market dominance within the next decade and discusses the role Microsoft and Windows on ARM will play, how collaboration across the ecosystem could reshape competition, and why “prioritization for premiumization” may become the defining strategy for vendors heading into 2026. Additionally, from AI adoption at the edge and ROI-driven use cases, to the ripple effects of data center modernization and VMware decision making, TBR Principal Analyst Angela Lambert discusses how changing customer expectations will influence demand across the infrastructure stack in the new year. She also weighs in on the modernization versus transformation debate, shifts in AI-accelerated server investment, and which vendors — from silicon providers to OEMs — are best positioned to lead in 2026.
2026 Predictions: Managed Services
Fri, 23 Jan 2026
Digital Transformation Principal Analyst Bozhidar Hristov unpacks TBR’s predictions for the next three to five years of change in the IT services market. The conversation explores a fundamental shift underway in managed services: from a cost-optimization and labor-arbitrage model to a growth-oriented, insight-driven entry point for consulting, integration and modernization services. Boz explains why managed services are increasingly becoming a “door opener” rather than a back-end support function and examines why this pivot has been difficult for many consultancies to execute.
2026 Predictions: Alliances & Partnerships
Fri, 16 Jan 2026
TBR’s ecosystem intelligence experts break down 2026 predictions for alliances and partnerships across cloud, software, infrastructure and the rapidly evolving edge ecosystem. The team dives into the resurgence of enterprise edge, why AI is accelerating demand for edge deployments, and how systems integrators and OEMs are redefining orchestration, commercial models, and partner engagement as infrastructure and platforms become tightly integrated.
