Phil Fersht

2 months ago | horsesforsources.com | Phil Fersht |Tony Filippone |Hridika Biswas |Niti Jhunjhunwala

As speculation of a Capgemini takeover of WNS hots up, you have to question the future of BPO specialist firms as the worlds of services and software continue to blend together in a rapidly emerging $1.5 trillion market, which HFS last year termed “Services-as-Software”.

2 months ago | horsesforsources.com | Phil Fersht

While the US administration obsesses with pointing DOGE at relatively small levels of governmental expenditure in areas such as USAID and the Department of Education, when it comes to US healthcare, there are levels of cost inefficiencies and improved outcomes that could reach trillions of dollars if managed effectively. In fact, if US healthcare were its own country, its annual spending of $5.2 trillion would make it the world’s third-largest country by GDP.

2 months ago | horsesforsources.com | Phil Fersht

Tariffs are back in fashion — again. Some politicians love them. Pundits love to debate them. They’re tough-sounding, crowd-pleasing, and give the impression that someone is finally standing up for American workers. There’s just one problem: they don’t work — at least not the way we need them to. Sure, tariffs sound great in campaign speeches.

2 months ago | horsesforsources.com | Phil Fersht |Saurabh Gupta |Tony Filippone |Joel Martin

In the late 19th century, the US didn’t have an income tax and relied purely on tariff revenues. Now, the fate of the global economy lies with one “big beautiful bill” of income tax cuts, which President Trump believes will stimulate an economic surge for the country. Economics and analysts are highly skeptical that this will work. At HFS, we see the very foundations of the IT services industry being rattled to the core.

2 months ago | horsesforsources.com | Phil Fersht

Biden’s keynote could not come at a more opportune time. Agentic technology dominates business conversations, blurring the lines between humans and technology and between services and software. Under the monicker of “The Agentic President,” The former President will address the HFS audience of technology and business leaders to help them grasp these huge opportunities agentic AI presents for the US economy.