Welcome to my ITC predictions for the year ahead. As always I’ve included numbers and themes to provide some light reading at the end of the holiday season. Here’s a summary of what you’ll find here: The total ITC market will grow by 3% to reach $8.3 trillion. Net profit […] Read more »

I believe 2026 will be great for suppliers, with total revenues reaching $8.4 trillion – a new record. Net  revenues will increase to reach $1.6 trillion. Headcount will drop slightly to 22.1 million. The record growth for the market in 2025 was due in part to strong enterprise investments in […] Read more »

At a regional level I expect that the Americas (dominated by the USA) have now reached a plateau; while remaining by far the largest region  in ITC sales, I expect revenues there to decline by 1% in 2026 to $3.3 trillion. The market in EMEA will grow by 2% to […] Read more »

My research model includes 50 countries/sub regions; of these I expect Singapore to see the strongest spending growth (up 14% to $74 billion in 2026), followed by Hong Kong (up 12% to $54 billion). The two weakest will by the USA (down 1% to $2.5 trillion) and Argentina (also down […] Read more »

Of the four mutually-exclusive categories that make up the ITC industry I expect IT services and software to grow by 5% each; the former reaching $3.3 trillion and the latter, $1.9 trillion. I expect hardware sales to calm down, growing by 2% to $1.8 trillion. Telecom services will decline by […] Read more »

The highest growth among the 28 offerings that make up my market model will be gaming (up 21% to $40 billion). I expect a 10% growth in software maintenance (to $574 billion), IaaS cloud services (to $235 billion) and analytics software (to $35 billion). Navigate our predictions – intro 1 […] Read more »

As major ransomware and DDOS cyber attacks continue to distrupt governments and major corporations alike, I expect governments to get on the front foot, imposing tariffs, restricting internet access and banning traffic from whole countries if/when they can be shown to be state-sponsored. The closer we get to war in […] Read more »

Without the urgent investments in AI by governments and large corporations we would have seen little market growth in 2025. Nvidia has been the most successful vendor, supplying its GPU chips as the basis of building large language models. Like the internet itself, it is next to impossile to size […] Read more »

In a recent post I looked at the supplier base in the EU. It is as over-reliant on US suppliers for the ITC offerings it buys (as it is on the USA’s military protection). It’s time for the EU to pick specific vendors and give them a leg up to […] Read more »

I believe we’re closer to armed conflict than ever. Despite the ending of Israel’s attack on Hamas in Gaza, the illegal invasion of the Ukraine by Russia continues – with US peace negotiations offering to  allow it to keep some of its ill-gotten gains -, while China has mounted its […] Read more »

As world politics becomes increasingly nationalistic, so the dependence on global foreign suppliers becomes increasingly dodgy. In parallel to supporting its regional ITC suppliers, I expect governments will do more to promote alternative social media platforms. New national social media will support cultural/langauge differences in a way akin to local […] Read more »

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