TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms
TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms
Podcast Description
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.
Podcast Insights
Content Themes
The podcast covers a broad range of topics within the technology ecosystem, including digital transformation, cloud migration, GenAI solutions, and the dynamics of analyst relations. Episodes highlight partnerships between cloud vendors like Microsoft Azure and system integrators, delve into Mainframe migration challenges, and explore retail technology innovations leveraging AI. Specific examples include the discussion on retail tech applications for generative AI and analysis of Oracle's strategic shifts post-CloudWorld.

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.
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.

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