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

Hosted by Technology Business Research, Inc.

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Oct 2026

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About the show

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.

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November 6, 2026Episode 632 min

GDT vs. Leidos Showdown: AI, Scale & Strategy Across Federal IT’s Leading Competitors

In this week’s episode of “TBR Talks,” Senior Analysts John Caucis and James Wichert join the show to discuss GDT versus Leidos in AI adoption, go-to-market strategies and expectations for FFY2027. This discussion is part of TBR’s Vendor Showdown Series, where TBR analysts assume the role of head of strategy for one of the companies they cover and use TBR research and data to build a competitive intelligence case for that company’s position in the market. 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 John on LinkedIn⁠ ⁠⁠⁠⁠ ⁠Connect with James 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

October 30, 2026Episode 520 min

Accenture vs. Deloitte Showdown: Operating and Executing in the AI World

In this week’s episode of “TBR Talks,” host Patrick Heffernan is joined by TBR’s leading expert on Accenture and Deloitte for a discussion on which company is pulling ahead in operation and execution in AI. Boz also discusses weaknesses he’s observed in each company and shares his predictions for each for 2027. This discussion is part of TBR’s Vendor Showdown Series, where TBR analysts assume the role of head of strategy for one of the companies they cover and use TBR research and data to build a competitive intelligence case for that company’s position in the market. 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 Boz 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

October 23, 2026Episode 422 min

Beyond Satellites: How Starlink Could Disrupt Telecom

In this week’s episode of “TBR Talks,” TBR Principal Analyst Chris Antlitz examines Starlink’s competitive advantage of modern architecture and compares the company to its direct competitors, including Amazon Leo. Chris also shares insights into TBR’s decision to add Starlink to its telco coverage. 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 Chris 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

October 16, 2026Episode 324 min

TCS vs. HCLTech Showdown: AI-driven Disruption

In this week’s episode of “TBR Talks,” Senior Analysts Kevin Collupy and Kelly Lesiczka join host Patrick Heffernan to debate India-centric IT services vendors Tata Consultancy Services (TCS) versus HCLTech. This discussion is part of TBR’s Vendor Showdown Series, where TBR analysts assume the role of head of strategy for one of the companies they cover and use TBR research and data to build a competitive intelligence case for that company’s position in the market. Listen and learn with TBR Talks! See the data and analysis behind TBR’s company research in Insight Center. ⁠Start your free trial. ⁠⁠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 Kelly on LinkedIn Connect with Kevin 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

October 9, 2026Episode 227 min

ServiceNow vs. Salesforce Showdown: AI Adoption

In this week’s episode of “TBR Talks” Senior Analysts Catie Merrill and Alex Demeule join host Patrick Heffernan to examine whether ServiceNow or Salesforce currently holds the stronger position in AI adoption. This discussion kicks off TBR’s Vendor Showdown Series. In this format, TBR analysts assume the role of head of strategy for one of the companies they cover and use TBR research and data to build a competitive intelligence case for that company’s position in the market. Listen and learn with TBR Talks! See the data and analysis behind TBR’s company research in Insight Center. Start your free trial. ⁠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 Catie on LinkedIn Connect with Alex 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

October 2, 2026Episode 138 min

Defining Success in AI and Digital Transformations

How do organizations define success in AI and digital transformation — and what does a successful transformation actually look like? In this episode of TBR Talks, host Patrick Heffernan is joined by industry expert and thought leader Nav Thethi and TBR Senior Analyst Stephanie Long for a discussion on measuring success in AI transformation. Their conversation includes the group’s thoughts on transformation versus adaption, areas where AI is hindering organizations and how operations can pivot to embrace the future. Listen and learn with TBR Talks! Submit your Key Intelligence Questions for Patrick and his guests⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about TBR at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tbri.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Referenced Articles: MATURITY Code Strategic Maturity Assessment for benchmarking study and kind of report it's generating Q1 Findings from Ongoing Enterprise Strategic Maturity Study Show Talent Strengths Undermined by Execution Drag The $383 Billion AI Yield Crisis: How Strategic Maturity Can Help Address The Alignment Gap ⁠⁠Connect with Patrick on LinkedIn⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Nav on LinkedIn ⁠⁠Connect with Stephanie 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

June 19, 2026Episode 1622 min

Infrastructure Strategies: Measuring Profitability in the Age of AI

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. 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 Angela on LinkedIn⁠ ⁠⁠⁠⁠⁠⁠ ⁠Connect with Ben 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

June 12, 2026Episode 1534 min

AI Disruption Index: Measuring AI’s Real Impact on Cloud, Software and Telecom Business Models

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. 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 Allan on LinkedIn Connect with Stephanie 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

June 5, 2026Episode 1428 min

The AI Impact: Measuring Productivity, Profitability & Business Model Change

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 . 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 Boz on LinkedIn Connect with Chris 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

May 29, 2026Episode 1318 min

The Future of Consulting Services: AI, Fixed Pricing and Managed Services

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 . 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 Kelly 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