If someone called you “back office”, I’d imagine you’d be a little bit offended. It’s probably not much worse than...| Horses for Sources | No Boundaries
New TCS CEO K Krithivasan (left) taking the reins from Rajesh Gopinathan So new(ish) TCS CEO MD K Krithivasan (or...| Horses for Sources | No Boundaries
Retail banking remains the most visible segment of the global banking market with the greatest alignment (and exposure!) to consumer...| Horses for Sources | No Boundaries
As the IT services industry braces for a slowdown in 2023 with large deals taking eons to get completed, Infosys...| Horses for Sources | No Boundaries
My analyst colleague Saurabh Gupta has shared our viewpoint about what’s going on with Accenture in 2025 and it’s big...| Horses for Sources | No Boundaries
In March 2021, Wipro closed the largest acquisition in its history, Capco, a BFSI-focused consulting firm, for $1.45B. HFS wrote...| Horses for Sources | No Boundaries
AWS could lose steam as the migration to the cloud, as a technology platform, gives way to the cloud’s role in making data a business asset. While AWS's growth numbers are still holding up, there could be significant changes on the horizon as Google Cloud Platform (GCP) makes up lost ground with its approach to a data-centric cloud environment.| Horses for Sources | No Boundaries
Nothing has disrupted the cozy status quo of big enterprise technology transformations more than GenAI. It has been a true leveler across the industry where suddenly everyone is operating on a level playing field, trying to convince the world they have a better GenAI story than their competitors. Our industry has been equalized, and a new set of winners are going to emerge| Horses for Sources | No Boundaries
One IT services provider delivering superlative performance in recent years is Capgemini, recording over 20% revenue growth in the first...| Horses for Sources | No Boundaries
As speculation of a Capgemini takeover of WNS heats up, you have to question the future of BPO specialist firms...| Horses for Sources | No Boundaries
The focus of a lot of US business is going to be squarely on cost reduction, and this will have a direct impact on global IT service providers. This will result in a double whammy hit for the India-dependent service providers and consultancies as US firms will be incentivized to reshore services work back to the US, and also to invest more heavily in AI to reduce reliance on support staff in areas like application development and business services.| Horses for Sources | No Boundaries
Protectionism isn't just disrupting your current vendor relationships—it's fundamentally transforming how services will be delivered to your organization. The more governments try to lock down supply chains, labor markets, and data flows, service providers are left with no choice but to accelerate their shift toward Services-as-Software.| Horses for Sources | No Boundaries
The world of enterprise innovation has changed dramatically since pre-pandemic days, and we – at HFS – have redefined how...| Horses for Sources | No Boundaries
The changing nature of the US workforce supports the possibility of services coming to the US as anxious businesses look to get ahead of global risk and uncertainty. Only a fool would ignore the magnitude of what is happening in our geopolitical landscape.| Horses for Sources | No Boundaries
Salesforce’s AgentForce 2.0 signals a new era of digital labor, redefining how enterprises manage productivity, outsourcing, and internal workforce models. By integrating AI-driven Digital Workforce Equivalents (DWEs) into its platform, Salesforce positions itself as a cornerstone of the agentic AI revolution, challenging traditional IT and outsourcing paradigms. We believe this release signals a clear path toward the services industry’s shift toward Services-as-Software.| Horses for Sources | No Boundaries
Phil Fersht talks Ravi Kumar on how he is shaping things up at Cognizant in light of the opportunities and potential threats posed by GenAI.| Horses for Sources | No Boundaries
In October 2022, HFS said goodbye to the Top 10’s and welcomed HFS Horizons, a forward-looking construct to evaluate service...| Horses for Sources | No Boundaries
The noise surrounding GenAI has reached insufferable proportions – literally, everyone has to voice their opinion on it, regardless of...| Horses for Sources | No Boundaries
When every tech firm is pounding out an identical narrative to seize their pound of GenAI marketing flesh, who better...| Horses for Sources | No Boundaries
IT and BPO services have been on an incredible run for the last quarter of a century, enjoying the relentless...| Horses for Sources | No Boundaries
So, the worst rumor in the industry finally came to fruition: Thierry Delaporte finally fell on his sword at struggling...| Horses for Sources | No Boundaries
While tech and BPO service providers have grappled with flagging enterprise demand and other market pressures, GCCs have thrived, with HFS estimating 2000 expected to be in full operation in 2025. So, are these GCCs genuinely the new face of Indian IT? And can they sustain their success and continue leading the charge in global technology services?| Horses for Sources | No Boundaries
Cognizant’s bold $1.3B acquisition of Belcan isn’t just a headline grabber; it’s a game-changer in an IT services market that’s...| Horses for Sources | No Boundaries