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 transformation. Additionally, this conversation explores the growing tension between general-purpose large language models and specialized small language models, digging into the economics, power constraints, and architectural trade-offs that will define enterprise-grade AI applications.
A must-listen for SaaS leaders, cloud strategists and ecosystem partners navigating the industry’s most consequential pivot in over a decade.
Predictions is an annual series of special reports examining market trends and business changes TBR expects in the coming year. Download your copy of TBR’s 2026 Cloud & Software Predictions special report, “Will AI be the Death of SaaS?” featuring insights into SaaS and PaaS revenue expectations and SaaS’s impact on AI strategies: https://hubs.ly/Q03YBPCg0
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Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patrick-heffernan-0b90785/
Connect with Alex on LinkedIn: https://www.linkedin.com/in/alexanderddemeule/
TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy
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 slowing scale, and how previously hyped technologies like blockchain and the metaverse may be poised for resurgence.
Listen today for a clear, unvarnished view into the constraints and catalysts defining the telecom industry in 2026.
Predictions is an annual series of special reports examining market trends and business changes TBR expects in the coming year. Download your copy of TBR’s 2026 Telecom Predictions special report, “Telecom Industry Will Adapt to K-shaped Economy in 2026,” featuring insights into AI-driven sales and marketing, AI alliances and operational technology, and sovereign AI: https://hubs.ly/Q03XGZPn0
Listen and learn with TBR Talks!
Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patrick-heffernan-0b90785/
Connect with Chris on LinkedIn: https://www.linkedin.com/in/christopher-antlitz-a1541312/
TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy
“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, 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 analysis from TBR’s leading experts.
Listen and learn with TBR Talks!
Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy
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 show. They also discuss how those external perspectives have broadened the scope of the dialogue, how the show has evolved as listeners began reaching out proactively to participate, and the unexpected value that emerged when technology-focused discussions turned personal.
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Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patrick-heffernan-0b90785/
Connect with Haley on LinkedIn: https://www.linkedin.com/in/haleydemers/
TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy
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.
Listen and learn with TBR Talks!
Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patrick-heffernan-0b90785/
Connect with Boz on LinkedIn: https://www.linkedin.com/in/boz-hristov-2b0589a/
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,” 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 includes thoughts on immigration, cybersecurity, data privacy and data sovereignty as well as tax, HR and what the future may hold.
Listen and learn with TBR Talks!
Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patrick-heffernan-0b90785/
Connect with Batia on LinkedIn: https://www.linkedin.com/in/batia-stein-181aa212/
Connect with Chris on LinkedIn: https://www.linkedin.com/in/christopherdgordon/
TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy
“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 analysis from TBR’s leading experts.
Listen and learn with TBR Talks!
Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy
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 growth for the global leading GPU firm.
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Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patrick-heffernan-0b90785/
Connect with Angela on LinkedIn: https://www.linkedin.com/in/angelalambert1/
Connect with Ben on LinkedIn: https://www.linkedin.com/in/ben-carbonneau/
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 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 differentiating itself from peers.
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Read TBR's Event Perspective: https://tinyurl.com/4yv889a7
Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patrick-heffernan-0b90785/
Connect with Angela on LinkedIn: https://www.linkedin.com/in/angelalambert1/
Connect with Ben on LinkedIn: https://www.linkedin.com/in/ben-carbonneau/
TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy
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 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.
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2025 Digital Transformation Predictions: https://landing.tbri.com/2025-digital-transformation-predictions
2025 IT Infrastructure Predictions: https://youtu.be/O5_CEpNbIUQ?si=WafgOhdmDtefEeIU
2025 Ecosystem Predictions: https://landing.tbri.com/2025-ecosystems-and-alliances-predictions
Learn more about TBR at https://tbri.com/
Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patrick-heffernan-0b90785/
Connect with Angela on LinkedIn: https://www.linkedin.com/in/angelalambert1/
Connect with Boz on LinkedIn: https://www.linkedin.com/in/boz-hristov-2b0589a/
TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy
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 service providers 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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2025 Cloud Predictions: https://landing.tbri.com/2025-cloud-market-share-predictions
2025 Telecom Predictions: https://landing.tbri.com/6g-predictions-for-2025
Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patrick-heffernan-0b90785/
Connect with Chris on LinkedIn: https://www.linkedin.com/in/christopher-antlitz-a1541312/
Connect with Allan on LinkedIn: https://www.linkedin.com/in/allan-krans/
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 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 resources, TBR’s unique data and analysis within the ecosystem give leaders a meaningful and independent set of data to make partnership investment decisions.
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Watch the webinar replay here: https://youtu.be/qNj4Aoc45DQ
Explore TBR’s ecosystem intelligence research with a free trial of TBR Insight Center™: https://tinyurl.com/ye23x7xx
Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patrick-heffernan-0b90785/
Connect with Dan on LinkedIn: https://www.linkedin.com/in/dan-demers-959a541/
TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy
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, retail, fashion, and online gaming, he brings deep expertise in both engineering and digital security. Before joining Work & Co, Eric served as VP of Engineering and CISO at Presence, and held key roles at Wells Fargo, Charles Schwab, Razorfish, and Mekanism. He has led award-winning digital initiatives for major brands including Microsoft, Samsung, eBay, and DKNY.
Eric is known for his empathetic leadership style and transparent communication, which foster resilient, high-performing teams that deliver without burnout. He also champions strong agency–client collaboration, involving partners early and often to build trust and create better outcomes. Outside of work, Eric is an amateur photographer, baking enthusiast, and passionate advocate for digital security.
Listen and learn with TBR Talks!
Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patrick-heffernan-0b90785/
Connect with Eric on LinkedIn: https://www.linkedin.com/in/ericmullersf/
TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy
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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Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patrick-heffernan-0b90785/
Connect with Kelly on LinkedIn: https://www.linkedin.com/in/kellysee/
TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy
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 TBR Talks!
Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patrick-heffernan-0b90785/
Connect with Boz on LinkedIn: https://www.linkedin.com/in/boz-hristov-2b0589a/
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 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, David was a partner affiliated with BCG’s Public Sector practice. Previously, as an Alum Ambassador at the Tech & Biz Lab (2023-2024), he co-authored research on generative AI and, as an Alum Ambassador at the Strategy Lab (2021), on business resilience amid the COVID-19 pandemic and collective business action to address climate change. Since joining BCG in 2018, David has worked on strategy, operations and technology projects primarily for social impact and public sector organizations. His recent engagements include designing and operating an emergency food assistance program during the COVID-19 pandemic for one of the largest U.S. cities, leading the assessment of COVID’s economic impact for a large U.S. state, and conducting a strategic review of the procurement division of a large U.S. state. Prior to BCG David completed a PhD. in political theory at Princeton University.
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Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
Learn more about David's work:
o https://www.bcg.com/publications/2025/geopolitics-of-tech-is-hitting-all-companies
o https://www.bcg.com/publications/2025/where-will-tomorrows-web-geniuses-go
o https://www.bcg.com/publications/2024/how-ceos-navigate-new-geopolitics-of-genai
Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patrick-heffernan-0b90785/
Connect with David on LinkedIn: https://www.linkedin.com/in/davidzuluagam/
TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy
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 case of AI internally. Elizabeth shares the challenges with AI adoption, change management and the never-ending need for quick and correct intelligent answers to business questions.
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Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
Learn more about Darlene Wilson: https://www.darleneawilson.com/
Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patrick-heffernan-0b90785/
Connect with Elizabeth on LinkedIn: https://www.linkedin.com/in/elizabethdroberts/
TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy
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.
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Insights from the Hitachi Digital Services summit on technology shifts and growth prospects in the IT and professional services sectors — Read full special report today
Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patrick-heffernan-0b90785/
Connect with Boz on LinkedIn: https://www.linkedin.com/in/boz-hristov-2b0589a/
TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy
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, mentoring emerging leaders, and championing women in tech through roles like co-sponsoring the AWS Women’s Summit and participating in T200.
A technology leader and veteran of many disruptions, including “as a Service” to cloud and AI, Darlene talks Amazon Web Services’ entrepreneurial start, the evolution of multivendor alliances and the ever-present consistency of change.
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Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
Learn more about Darlene Wilson: https://www.darleneawilson.com/
Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patrick-heffernan-0b90785/
Connect with Darlene on LinkedIn: https://www.linkedin.com/in/darlene-a-wilson/
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 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 enterprise needs have changed post-pandemic, and how people advisory engagements fit within EY’s larger framework of services offerings.
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Submit your Key Intelligence Questions for Patrick and his guests: https://bit.ly/3T9VZek
Learn more about TBR at https://tbri.com/
Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patrick-heffernan-0b90785/
Connect with Kelly on LinkedIn: https://www.linkedin.com/in/kellylesiczka/
Connect with Boz on LinkedIn: https://www.linkedin.com/in/boz-hristov-2b0589a/
TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy