AG Research

A comprehensive annual ranking of the IT services industry’s AI resilience. The AG Resiliency Index measures how much of each provider’s AI capability is truly owned versus dependent on hyperscalers, and assesses the margin resilience of their AI strategy as technology, pricing, and partner economics evolve.

• The AI Delivery Mandate An institutional benchmark measuring which IT services providers are converting AI ambition into measurable client outcomes. The Outcome Mandate ranks firms based on evidence of AI delivery rather than the strength of their market narrative.
• The Endurance Curve A quarterly benchmark measuring which IT services providers combine AI growth momentum with the structural resilience needed to sustain long-term success through industry transformation.
• The Margin Line A quarterly benchmark evaluating whether AI growth is strengthening or weakening profitability. The Margin Line distinguishes providers creating sustainable AI economics from those sacrificing margins to win demand.
• The Workforce Pivot A quarterly benchmark measuring how effectively IT services providers are transforming their workforces for the AI era. The Workforce Pivot evaluates talent readiness, organizational adaptability, and long-term workforce resilience.

• The Pulse A monthly snapshot of the IT services market, highlighting momentum, sentiment, emerging trends, and the forces shaping the industry before they appear in company results.
• The Great Reskill A monthly assessment of how IT services providers are building AI capability through workforce transformation, retraining, and talent development.
• The Displacement Map A monthly analysis of which roles, functions, and levels are most exposed to AI disruption across the IT services industry.
• Own It or Rent It A monthly assessment of AI platform ownership, measuring which providers control their AI capabilities versus relying on external hyperscaler ecosystems.
• The Pricing Reset A monthly analysis of how AI is transforming pricing models, commercial structures, and the shift from time-based billing toward outcome-based delivery.
• The Activist Watch A monthly assessment of governance risk and activist investor exposure across publicly traded IT services providers.
• The Margin Squeeze A monthly analysis of how AI adoption is affecting profitability across the IT services sector.
• The Consolidation Wave A monthly analysis of mergers, acquisitions, divestitures, and restructuring shaping the future competitive landscape of IT services.
• The Talent War A monthly analysis of AI talent flows, hiring momentum, and competitive workforce movements across the IT services industry.
• The Trust Gap A monthly assessment comparing public perception with operational reality across leading IT services providers.

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• Introducing AnalystGenius Michael Cook · Jun 23, 2026
• History Rhymes: Are Today’s GSIs the Next EDS and CSC? Malcolm Frank · Jun 20, 2026
• Owning your lane in the three-speed AI economy Malcolm Frank · Jun 15, 2026
• The $280 Billion Wake-Up Call Michael Cook · Feb 23, 2026