TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms
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.
Episodes
Are we approaching the end of traditional SaaS as AI-native architectures and agentic platforms take center stage?
TBR Cloud & Software Senior Analyst Alex Demeule discusses which SaaS incumbents are best positioned to execute a true hard pivot toward AI, highlighting how workforce restructuring, sales realignment and platform modernization at vendors like Salesforce, SAP and Microsoft reveal early signs of strategic transforma...
From the widening K-shaped economy to shifting customer affordability and changing price-for-value expectations, Principal Analyst Chris Antlitz outlines why telcos must rethink their pricing, bundling and financing models to stay competitive in 2026.
This conversation explores the big agenda items shaping the 2026 telecom landscape: the integration of 6G into market forecasts, edge computing’s renewed relevance, the energy problem...
“TBR Talks” is on break this week for the Christmas holiday. Join us Friday, Jan. 2 for the first of our 2026 Predictions Series episodes, which will highlight our expectations for industry markets in the new year. Our first episode will feature TBR’s Principal Analyst & Practice Manager Allan Krans and Principal Analyst Angela Lambert discussing predictions for alliances, partnerships and the tech ecosystem.
In the meantime, b...
As we close out 2025, “TBR Talks” host Patrick Heffernan and producer and TBR Marketing Coordinator & Account Executive Haley Demers sit down for a candid, end-of-year retrospective and a sneak peek at what listeners can expect in the new year.
Additionally, the pair unpacks the podcast’s growth, with nearly half of this season’s conversations featuring voices from outside TBR, and shares a behind-the-scenes breakdown of the s...
TBR Digital Transformation Principal Analyst Boz Hristov joins host Patrick Heffernan to detail Infosys’ key points from Infosys Americas Confluence 2025. Boz shares his insights into Infosys’ strategy changes and why clients choose Infosys, and looks at whether Infosys has figured out the staffing model of the future.
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Submit your Key Intelligence Questions for Patrick and his guests: h...
In this episode of “TBR Talks,” Batia Stein, managing partner at EY Law and partner at EY People Advisory Services, and Chris Gordon, Canada region leader at EY People Advisory Services Tax, speak with host Patrick Heffernan on EY’s AI strategy for people advisory services.
In this lively discussion, Batia and Chris detail EY’s approach to automation within the tax and audit divisions within EY. The wide-ranging discussion include...
“TBR Talks” is on break this week for the Thanksgiving holiday in the U.S. Join us Friday, Dec. 5 for a discussion on immigration, cybersecurity, data privacy, data sovereignty, tax and HR, and more with leaders from EY People Advisory Services.
In the meantime, be sure to catch up on the first half of “TBR Talks” Season 4, which featured discussions with top persons at Work & Co., Ericsson and BCG as well as key insights and a...
IT Infrastructure Principal Analyst Angela Lambert and Senior Analyst and NVIDIA research lead Ben Carbonneau join “TBR Talks” to share key takeaways and insights into NVIDIA’s strategies for 2026 and beyond.
Recently, "TBR Talks" host Patrick Heffernan met with executives and others within the GPU ecosystem at NVIDIA GTC, and on this episode, all three analysts share their thoughts on partnerships, business strategy and g...
In this episode of “TBR Talks,” Senior Analyst Ben Carbonneau and Principal Analyst Angela Lambert review Lenovo’s 2025 Global Industry Analyst Conference, where Lenovo provided updates on its overall strategy and ambitions to shift its perception from a PC vendor to a full-stack, end-to-end solution provider. The pair discusses the event’s AI strategy announcement, how this year’s GIAC differed from past years and where Lenovo is ...
How accurate were TBR’s 2025 predictions for the IT infrastructure market and digital transformation efforts?
In this episode of “TBR Talks,” 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 epi...
How accurate were TBR’s 2025 predictions for cloud and telecom markets?
In this episode of “TBR Talks,” Principal Analyst and Host Patrick Heffernan reviews TBR’s 2025 telecom and cloud predictions against the year’s actual market developments as well as what these developments mean for our 2026 predictions in an age of AI-enabled research and analysis.
Last year Principal Analyst Chris Antlitz predicted major communication servic...
In this episode of “TBR Talks,” TBR Senior Vice President, Sales & Marketing, Dan Demers interviews host Patrick on how the globe’s top global systems integrators, ISVs, hyperscalers and OEMs use TBR’s proprietary data and analysis to make validated and data-backed decisions.
From strategy planning based on partners’ annualized revenue or headcount growth to allocation of training budgets and schedules to align engineering reso...
Eric Müller of Work & Co meets with “TBR Talks” host Patrick Heffernan to discuss security in the AI age, the importance of curiosity and creativity, and advice for the upcoming generation of talent from his perspective as a seasoned industry professional.
Eric Müller is an Associate Director of Product Engineering at Work & Co, part of Accenture Song. With over 20 years of experience spanning banking, social media, B2B, r...
Kelly See, knowledge analyst for BI/CI at Ericsson, joins “TBR Talks” host Patrick Heffernan to discuss the state of AI tools for knowledge management inside one of the world’s leading telecom vendors. Kelly also shares how the demands of global knowledge management are being served with artificial intelligence tools across a diverse global workforce.
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TBR Principal Analyst Boz Hristov joins “TBR Talks” to share his insights into how global systems integrators and management consultancies are partnering with ISVs, hyperscalers, model makers and OEMs to deliver solutions to enterprise.
Additionally, Patrick talks through industry specialization, permission to play, data management and transformation orchestration within the rapidly evolving AI marketplace.
Listen and learn with T...
In this episode of “TBR Talks,” Senior Director David Martinez shares his point of view on key topics covered by his BCG Henderson Institute team, particularly regarding geopolitics and artificial intelligence. The BCG Henderson Institute is an internal think tank at Boston Consulting Group.
David Zuluaga Martínez is a Senior Director at the Geopolitics & Society Lab, based in BCG’s Brooklyn office. Prior to his current role...
Elizabeth Roberts, Global Head of Information Management at Ericsson, joins “TBR Talks” host Patrick Heffernan to share insights into what Ericsson is doing to leverage AI tools for internal knowledge management at the world’s leading telecom vendor.
With over 3,000 regular users, each of whom support different business groups, executives and field leaders, Ericsson’s Business Intelligence Center (BIC) has become a powerful use cas...
IT, OT, plus AI — In a Season 3 bonus episode of “TBR Talks,” Principal Analyst Bozhidar Hristov and Principal Analyst and “TBR Talks” host Patrick Heffernan discuss Hitachi Digital’s view into Industry 5.0.
Looking beyond the marketing spin of Industry 5.0, TBR’s analysts discuss how Hitachi Digital leverages its engineering expertise, industrial know-how and IT capabilities to bring solutions to the market with its partners.
Listen...
Technology executive Darlene Wilson joins “TBR Talks” for a discussion on tech disruptions, business model evolutions and life as a technology expert.
Darlene is a seasoned technical strategist with over 20 years of leadership experience at companies like Amazon Web Services, Whole Foods Market, and E*TRADE, where she has driven growth through both market- and customer-centric efforts. She is known for building high-performing teams...
In this episode of “TBR Talks,” Senior Analyst Kelly Lesiczka and Principal Analyst Boz Hristov share insights into EY’s People Advisory Services after their meeting with senior leadership and partners during a recent showcase of the service line.
Additionally, Kelly, Boz and “TBR Talks” host Patrick Heffernan discuss how EY manages the critical aspect of people advisory in digital transformation within its partner model, how enter...
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