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 »
A first look at IBM's on-premise Power Virtual Server pod products and strategy 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 »
Some thoughts about Crowdstrike's dodgy software update 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 assessment of IBM's Power10 S1012 server Read more »
Have a look at how the server market is evolving and is likely to change in years to come Read more »
My look at IBM Storage announcement of FS5300 hardware, Software Assurance maintenance coverage and Flash Grid Read more »
A look at how IBM is using processing in its Flash Core Module 4 to speed up ransomware attack detection - notoriously difficult for block storage Read more »
Ceph is 20 years old. Reda about its opportunities as a storage platform of choice for AI Read more »
A look at Nexsan - a growing storage systems supplier Read more »
A quick look at StorPool - a fascinating European Soware Define Storage (SDS) supplier Read more »
A look at HPE's proposed acquisition of Juniper Networks Read more »
Find out what ITCandor sees ahead for the ITC industry in 2024 Read more »
Like AI, quantum computing has promised to deliver big benefits to society over the last few years. I believe we will see substantial improvements in its use for scientific and mathematical analytics in 2024 – benefiting its developers (IBM, Google and others). I hope that its legitimate use outstrips the […] Read more »
The ITC market was once new, offering potential savings in automation and productivity enhancement for early adopters. By 2024 it has become an essential part of almost every product and service we purchase. The market is so large that its size and growth is bound to be tied to the […] Read more »
The 2021-2023 flat-line growth in spending of the ITC industry looks likely to continue. My first prediction (see my Figure above) is for total spending to remain at its current $7.1 trillion level for another year. Although inflation in many markets has been successfully reduced, we have yet to see […] Read more »
At a country level sales in the USA will continue to be far the largest (31% of the world), although I expect the 2024 total will be very slightly down on 2023. I expect Japan and Australia to see the strongest growth (2.6% in both). Of the other major country […] Read more »
In my research I split ITC offerings into 4 mutually exclusive categories. In 2024 I expect that IT Services will remain the largest (39% of the total) with growth in the year of 1.7%. Software (now larger than both Telecommunications and Hardware) will see the strongest growth (5%). I expect […] Read more »