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 »

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 »

Networking – converged, converging or eternally independent?

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

Networks – a tale of two cities and failing trust

A look at spending, changes and supplier market shares in enterprise and service provider networks Read more »