Information Technology and Communications research
As I predicted last quarter the Information Technology and Communications market continues to grow. In total revenues reached $1.9 trillion (the highest of any quarter in history) in the quarter and $7.4 trillion in the year to the end of September – up 5% and 3% respectively. Net profit, however […] Read more »
It may seem a long time ago, but it takes time to assess market movements. In this post I’ll pass on our findings about the size and growth of the ITC market in the second quarter (April to June) 2024. Read more »
Cloud computing spending declined for the first time in 2023. It's time to look at its future Read more »
My latest stats on the service provider, enterprise and overall network market Read more »
A look at the size and growth of spending, revenue and net profit across the whole ITC market in first quarter 2024 Read more »
My analysis of the vendor market share and major trends in the storage systems market Read more »
Have a look at how the server market is evolving and is likely to change in years to come Read more »
My forecast for hard disk drive, NAND and DRAM markets following two ywars of steep decline Read more »
Top level ITCandor's 2023 sizing and 2024-25 forecast for the ITC industry, discussing regions, categories and vendors. Read more »
A look at Nexsan - a growing storage systems supplier Read more »
My look at the foundation of the AI Alliance Read more »
Analyis of Cisco's porposed acquisition of Splunk for c. $28b Read more »
A look at the major spending movements in the UTC market workdwide in Q2 2023 Read more »
My look at the gaming market in 2023, the proposed acquisition of Activision Blizzard by Microsoft and the UK regulator's opposition Read more »
A look at the downturn in the ITC market in Q1 2023 Read more »
Cloud computing has been one of the fastest growing and exciting IT markets over the past decade. Typically bought by enterprises wanting to avoid the complexity of setting up, deploying and managing applications them in their own data centers, cloud services come in three flavours – software, platform and infrastructure […] Read more »
Some sizing and ideas about the networking market and the convergence beyween telecoms and IT markets Read more »
A look at the size, growth and major suppliers of storage systems in 2022. Read more »
A round-up of the worldwide server market in 2022 and its opportunities in 2023 and beyond Read more »
How has the mobile device market changed since the pandemic? Can Apple maintain its leadership as we enter the era of consumer IoT? Read more »