ITC spending reaches $1.865 trillion in Q2 2024 – the highest ever total

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 – omnes nimbi divisa sunt in partes tres

Cloud computing spending declined for the first time in 2023. It's time to look at its future Read more »

The ITC market in first quarter 2024 – moving on up

A look at the size and growth of spending, revenue and net profit across the whole ITC market in first quarter 2024 Read more »

The raw storage market returns to growth… will it be ‘exponential’?

My forecast for hard disk drive, NAND and DRAM markets following two ywars of steep decline Read more »

ITC regional and category forecasts – the small growth of a massive, but disaggregating, market

Top level ITCandor's 2023 sizing and 2024-25 forecast for the ITC industry, discussing regions, categories and vendors. Read more »

Q2 2023 ITC spending – declines in memory and devices, growth in AI hardware

A look at the major spending movements in the UTC market workdwide in Q2 2023 Read more »

Cloud computing grows up – $413 billion and counting…

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 »

Networking – converged, converging or eternally independent?

Some sizing and ideas about the networking market and the convergence beyween telecoms and IT markets Read more »

Storage systems – sales steady, but uncoupled from raw storage growth

A look at the size, growth and major suppliers of storage systems in 2022. Read more »

The Apple king of mobile devices

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 »

Will the post-pandemic peripherals market recover?

A look at the market, regional and product landscape of the peripherals markey in 2022, with some ideas on where it's going Read more »