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2019 Outlook Demand Environment Flattens a
Between 2015 and 2018 Huawei’s share rose from 24% to 28%; Nokia’s dipped from 20% to 17% and Ericsson’s from 15% to 13%. An escalation in the war on Huawei might prompt Beijing to retaliate by kicking Western firms out of China.

That would be a blow to the Nordic duo. China accounted for 10% of Ericsson’s 211bn krona ($24.2bn) in global sales last year. The company runs two research and development sites in China. Nokia derives a similar share of revenues from the Chinese mainland, Hong Kong and Taiwan. Extra sales in Europe in the event of a Huawei ban would not offset losses in China, argues Pierre Ferragu of New Street Research, not least because the Chinese will launch 5g a year or two earlier.

More important, worries Börje Ekholm, chief executive of Ericsson, a ban on Huawei would slow down the launch of 5g in Europe
Containers  charts  spending  surveys  links  via:Workflow 
12 weeks ago by cote
For important disclosures and certifications,
Yet, through its many ups and downs, the relationship has proved resilient. Trade flows between the eu and the United States remain the world’s biggest, worth more than $3bn a day. Shared democratic values, though wobbly in places, are a force for freedom. And, underpinning everything, the alliance provides stability in the face of a variety of threats, from terrorism to an aggressive Russia, that have given the alliance a new salience.

At the heart of this security partnership is nato. By reaching its 70th birthday the alliance stands out as a survivor—in the past five centuries the average lifespan for collective-defence alliances is just 15 years. Even as European leaders wonder how long they can rely on America, the relationship on the ground is thriving. As our special report this week explains, this is thanks to nato’s ability to change. No one imagined that the alliance’s Article 5 mutual-defence pledge would be invoked for the first, and so far only, time in response to a terrorist attack on America, in September 2001, or that Estonians, Latvians and Poles would be among nato members to suffer casualties in Afghanistan. Since 2014 the allies have responded vigorously to Russia’s annexation of Ukraine. They have increased defence spending, moved multinational battlegroups into the Baltic states and Poland, set ambitious targets for military readiness and conducted their biggest exercises since the cold war.
Keybanc  qtr_calls  financials  numbers  enterpriseIT  spending  charts  links  via:Workflow 
march 2019 by cote
Here are five hidden trends in corporate America’s travel and expenses as online services take over
Spending in the $1.4 trillion business travel market, of the non-travel type:

“Starbucks is clearly not just for coffee, according to corporate expense receipts. On average, employees spent $13.21 per visit to Starbucks in 2017, up nearly 40 percent since 2013. That means people are buying more than just coffee, which costs about $4, depending on your order. Certify CEO Bob Neveu credits spending on Starbucks’ increasing variety of food options, in addition to rising prices, for the increase.”
spending  travel  surveys 
july 2018 by cote
Worldwide SMB IT Spending to Pass $600 Billion in 2018, Driven by Mid-Market Demand for Software and Services, According to IDC
For companies under 1,000 people, IDC “forecasts total IT spending by small and medium-size businesses (SMBs) to be nearly $602 billion in 2018, an increase of 4.9% over 2017. With a compound annual growth rate (CAGR) of 4.7% for the 2016-2021 forecast period, spending by businesses with fewer than 1,000 employees on IT hardware, software, and services, including business services, is expected to reach $684 billion on in 2021.”
midmarket  forecasts  spending  idc  smb 
march 2018 by cote
Largest insurers plan biggest IT budget increases
"Thirty-six percent of those reported premium over $1 billion per year; those companies also said they planned to increase IT budgets by about 11% on average. Carriers between $500 million and $1 billion in premium plan an average increase of 5%."
spending  verticals  numbers  surveys  digitaltransformation  forecasts 
february 2018 by cote
Driven by AI, blockchain and IoT, IT spending could hit $3.7 trillion in 2018 - SiliconANGLE
Gartner says: “businesses will spend nearly $3.7 trillion on information technology hardware, software and services in 2018, up 4.5 percent [y/y]”
gartner  spending  IT  numbers 
january 2018 by cote
Green light for IT spending in 2018
“fully 50% of the 872 respondents said their company is giving a ‘green light’ for IT spending. That was the highest reading since 2007, and 13 basis points higher than the average survey response for the month of November for the previous five years”
charts  IT  spending  surveys  451 
january 2018 by cote
IDC: On-premise infrastructure spend will continue to fall in 2017 as cloud demand soars
"IDC predicts worldwide spending on non-cloud-related IT infrastructure products will fall by 4.6% in 2017, but will still account for around 58.7% of money spent on IT infrastructure overall this year.”
IFTTT  via:Instapaper  IDC  spending  forecast  publiccloud  privatecloud 
december 2017 by cote
2016: the year IT sales will go sdrawkcaB • The Register
$2.3T estimated for global IT spend in 2016, with the US seeing the most growth, 1% in Western Europe, and growth slowdowns in India and China.
forecasts  IDC  wp  spending  globo 
february 2016 by cote
IDC: Federal government seeing cloud spending push
"In addition, the government plans to increase PaaS spending from $227.1 million in FY15 to $231.3 million [in FY16]."

We're still in a phase where categorization causes weird slices of spend like this, but there you have it. More figures on "cloud" spending in the piece.
fed  cloud  IDC  wp  marketsizing  spending  PaaS 
february 2016 by cote
Predicts less overall IT spending, but growth in "business applications." n is only something like 80+ organizations.
forecasts  spending  IT 
january 2016 by cote
@brenon on Twitter: “For Apple, bad news is ~3/4 of... - April 02, 2015 at 04:13PM
IFTTT  Tumblr  451  charts  Apple  AppleWatch  surveys  ChangeWave  spending  iPhone 
april 2015 by cote
The answer, Sacconaghi thinks, is a bunch of things: CEOs and their CIOs don’t believe in IT value as much today as they used to, even though they do still believe in it; factors such as commoditization have led to deflation in IT prices; customers are hesitant because various new ‘architectures” such as cloud computing, CIOs are stuck evaluating new stuff a lot; and spending has lagged the recovery in corporate profits post-recession.
macro  spending  forecasts  via:ifttt  from:tumblr  quote  tumblr:quote 
september 2014 by cote
As IDC Sees It, Tech's 'Third Platform' Disrupts Everyone -
According to IDC, the 5 percent IT growth it sees for 2014 is comprised of two elements: Stagnant legacy infrastructure growth (0.7 percent) and a high third-platform infrastructure growth (15 percent). Just to bring the point home, IDC asserts that a full 29 percent of 2014 IT spending and 89 percent of all IT growth spending will be in the third platform; of the latter, a full 50 percent represents cannibalization of traditional markets.
via:ifttt  from:tumblr  forecasts  IDC  numbers  thirdplatform  spending  link  tumblr:link 
april 2014 by cote
Cloud and hosting spending by application type, from 451 Research (via 45% of Global Enterprises Are Running Production-Level Cloud Apps Today)
cloud  451  charts  numbers  spending  workloads  via:ifttt  from:tumblr  tumblr:photo  photo 
april 2014 by cote
Business software spending improving for the first time in 3 quarters, according to 451 ChangeWave surveys.
451  charts  spending  ChangeWave  software  via:ifttt  from:tumblr  tumblr:photo  photo 
march 2014 by cote
The Cloud^H^H^H^H^HDevOps Milieu, circa March 2014 from Michael Coté I just gave this presentation to the Ansible Meetup here in Austin. It’s, hopefully, a “living presentation” that I can roll through-out the year, freshening up next time. It gathers up key parts of 451’s quantitative work, included a fresh DevOps study, to noodle on the equation IT - SaaS = what? (Spoiler alert: As you, dear readers, would probably guess: the “what?” equals developers.) The abstract: We all know that cloud is a big deal, and cloud-native production cultures like DevOps are increasing in interest and maturity. Wide-spread market-adoption of all this cloud fun is slowly creaking out beyond the hoodie-festooned set, a trend we rabidly follow at 451 Research. This short talk with provide a brief baseline of where we are with cloud and DevOps as seen through the analyst lens of end-user surveys, market observations, and plane old screw-ball analyst-think. It wraps up with a “so what?” to motivate folks to chase that “software is eating the world” unicorn dream.
451  451Research  highlight  CoteSpeaking  cloud  DevOps  presentations  spending  developers  via:ifttt  from:tumblr  tumblr:text 
march 2014 by cote
IBM Struggles to Turn Watson Computer Into Big Business -
You know, $100m actually seems pretty good for something so obscure and weird. IBM Chief Executive Virginia “Ginni” Rometty has told executives she hopes Watson will generate $10 billion in annual revenue within 10 years, according to an October 2013 conference-call transcript reviewed by The Wall Street Journal. She set that target after the executive in charge of Watson said its business plan would bring in $1 billion of revenue a year by 2018. That would make Watson the fastest IBM business unit to reach the $1 billion milestone. But Watson had total revenue of less than $100 million as of late October, according to the transcript. One of its first big projects, with the University of Texas M.D. Anderson Cancer Center, was “in a ditch” in early 2013, said Manoj Saxena, the executive overseeing Watson. IBM’s revenue targets seem pretty high. It’d be handy to compare them against iOS-world (here’s the software portion from Horace), which is considered an insanely high growth technology that came from nowhere. Once Her posts enough box-office numbers, that’d be a good, humorous comp too (the AI movie is up to $3.7m after being released just under a month ago).
via:ifttt  from:tumblr  IBM  Watson  revenue  spending  AI  link  tumblr:link 
january 2014 by cote
Going private gives BMC freedom to invest in mainframes, says CEO | CFOworld
What gets left over after cloud? I like to bandy about the “formula” IT - SaaS = ? The point of it is, once/if packaged software running on-premises goes away, what’s left? Well, custom development mostly (“developers”), at larger companies (putting aside small ISV/SaaSes, who else can afford developers?), and keep the lights on stuff like keeping the network up. It’s imperfect, but it’s a good thought starter. Along those lines, here’s some (older), interesting comments from BMC’s CEO in what businesses are wanting to spend money on: “We are not seeing a dramatic jump in IT spending due to those IT trends [of cloud, social, mobile and analytics]. ”[Businesses] are going to spend far less on IT functions and will spend that saving to grow the business and innovate. They’re using technology to do both parts of that,“ said Beauchamp. Also, for the BMC watchers out there, on the mainframe/distributed split: ”[The mainframe business] is a third of our business, but it’s important to our business [because] it’s important to our financial services industry customers,“ Beauchamp told ComputerworldUK.
via:ifttt  from:tumblr  cloud  bmc  mainframe  numbers  consumertech  spending  quotes  link  tumblr:link 
november 2013 by cote
The Four Hundred--Cloud Computing Enters The Growth And Innovation Phase, IDC Says
Also: The private cloud play will fall off in popularity as public cloud providers add virtual private cloud (VPC) services to address issues (like security concerns) that today either are driving organizations toward private cloud or keeping them out of the cloud altogether. IDC says VPCs combine the big benefits of public cloud infrastructures, including economics, scale, and pace of innovation, with the privacy and control features associated with private clouds.
via:ifttt  from:tumblr  idc  forecasts  spending  cloud  numbers  publiccloud  privatecloud  VPC  link  tumblr:link 
september 2013 by cote
Google Has Spent $21 Billion on Data Centers | Data Center Knowledge
Google has invested more than $21 billion in its Internet infrastructure since the company began building its own custom data centers in 2006. Getting into cloud (whether running your own to support your business as Google does, or as a provider for others) is very expensive. But like meatspace utilities, once you’ve sunk all that capital, it’s a giant moat that others are less willing to cross. A young Mr. Burns seems like he’s burning cash, but an old Mr. Burns is the baron of the town and, seemingly, lives forever. (Via @sogrady.)
via:ifttt  from:tumblr  cloud  numbers  spending  cloudeconomics  via:sogrady  link  tumblr:link 
september 2013 by cote
Forrester: Survey data dispels 3 myths about enterprise software
Figring out how much is spent on customer appdev is always ellusive, here's some survey driven input.
surveys  numbers  appdev  spending  forrester  developers  bluecollarprogrammers 
august 2013 by cote
SMB IT Spending Patterns Show MSPs the Way | MSPmentor
IDC expects North American SMB IT spending to rise about 6% this year, from roughly $144 billion in 2011 to $150 billion. In a shift from spending patterns reported last year, IDC sees greater growth occurring among small businesses (with 100-499 employees) than among mid-sized (500-1,000 employees)
spending  nl  smb  IDC  ifttt  tumblr  quote  tumblr:quote 
january 2012 by cote
IT Transformation Mantra: Carpe Diem
See the Rahm Emanuel quote ("never let a good crisis go to waste") in action: "[Before] a full [economic] recovery, some executives are moving quickly to improve the structure of their organizations during the current tough times. These forward-looking executives are taking advantage of the current environment to instill additional discipline in their organizations around how scarce development dollars are spent. At a recent Wipro-sponsored roundtable that was hosted by Wall Street & Technology, senior financial services technology executives met to discuss the rather nebulous topic of "IT transformation." They agreed that the industry is at a particular point in time -- perhaps an 18-month window -- where executives can implement IT development processes with the support of senior management. Why now? For starters, anything that cuts costs, improves efficiency and/or increases productivity is likely to gain the attention (and approval) of senior management."
itmanagement  spending  itmanagementguys  crator  process  change 
august 2009 by cote
Digital Domain - Are the Glory Days Long Gone for I.T.?
I like to frame this idea a different way: IT prices are finally lowering thanks to things like open source and free consumer web services. The market is realizing that it's been bilked for decades to support fat margins for vendors, perhaps justifiably so, but not as often justifiably now-a-days. That's just a theory, though.
it  spending  quotes  via:hackernews  opensource  pricing  free 
august 2009 by cote
Outsourcing deals get small - Network World
"The size and value of outsourcing deals has shrunk by about 20% so far this year, according to industry watchers, but the number of IT outsourcing contracts sustained a steady pace"
outsourcing  numbers  it  spending 
april 2009 by cote
Wall Street Spends $1.8 Billion A Year on Data Centers
"Once hidden only in basements of downtown Manhattan buildings and staffed with people in ripped jeans and sneakers, today's data centers contain some of the world's most bleeding-edge technology, run by some of the industry's best and brightest."
WallStreet  datacenter  spending  green  numbers  itmanagement 
april 2009 by cote
Mashups Slowly Gain Traction
"To facilitate this information mining, a growing number of financial firms have started turning to mashups, Web-based environments that aggregate content from multiple sources in a single tool. In fact, a recent Aite Group report says financial firms will spend $35 million on mashup technology in 2009."
mashups  wallstreet  web2.0  spending 
march 2009 by cote
Amazon: $86 Million in Servers in 2008
"Amazon spent $56 million on servers with Rackable in 2007, but boosted that to $86 million last year."
numbers  via:botchagalupe  amazon  cloud  spending  rackable  datacenter 
march 2009 by cote
US gooses economy with IT billions • The Register
Breakout of IT-related spending in the Obama Stimulus package.
numbers  us  IT  spending  obama 
february 2009 by cote
IDC Finds Cloud Computing Entering Period of Accelerating Adoption and Poised to Capture IT Spending Growth Over the Next Five Years
"IDC expects spending on IT cloud services to grow almost threefold, reaching $42 billion by 2012 and accounting for 9% of revenues in five key market segments. More importantly, spending on cloud computing will accelerate throughout the forecast period, capturing 25% of IT spending growth in 2012 and nearly a third of growth the following year."
idc  via:twitter  via:austingringo  cloud  spending  numbers  itmanagementguys 
october 2008 by cote
Ah, the irony! SAP freezes internal IT purchases | The Open Road - The Business and Politics of Open Source by Matt Asay - CNET News
"'s Thomas Wailgum wonders if SAP expects its customers to do the same, even as it raises maintenance pricing and it and other vendors talk up IT as a way to innovate through a downturn. He's got a point."
sap  freeze  spending 
october 2008 by cote
Gartner: Financial meltdown may mean hiring freezes
It's getting cheery down there in Orlando: "'The next big thing in IT is not a technology — it is cost reduction, risk management and compliance,' said Peter Sondergaard, Gartner's global head of research." What say you old-timers?
gartner  spending  it  itmanagementguys 
october 2008 by cote
SAP: Business drop was ’sudden and unexpected’; Credit crunch hurt IT financing
"On a conference call with analysts Kagermann said customers put planned IT investments on hold to focus on more near-term issues. Financing was also an issue for some customers–especially small to mid-sized companies. 'We could not overcome the dramatic financial crisis,' said Kagermann, who added that SAP’s fundamentals remained strong. 'We can weather the storm better than most.'"
sap  via:EnterpriseIrregulars  via:email  spending  enterprisesoftware 
october 2008 by cote
Gartner: Open source will quietly take over -
"Open source gives massive scalability at no transaction cost, for whatever you are doing." While I agree that there's plenty other benefits than cost, lower prices is still a big, big, B-I-G deal, not the only one, sure, but a big part of it.
gartner  opensource  it  spending  value 
april 2008 by cote
Advertising: Online Ad Spend by Industry (Jan 2008)
Category break down from Nielsen on online ad spending.
ads  charts  web  spending  numbers  nielsen 
february 2008 by cote
The IPv6 agenda: What government delays mean for network engineering plans
"multiple and numerous drawbacks - reconfiguring an entire network, making sure existing applications (including network management software) are compatible, reconfiguring security, and, oh yeah, that looming $200B infrastructure cost."
ipv6  networking  spending  usa  govt 
january 2008 by cote
Is conventional software built on bubble economics?
"He’s implying that the only reason anyone buys conventional software is because they’re flush with money and caught up in a bubble mentality."
saas  bizmodels  spending 
october 2007 by cote
Open Notebook, Open Sources: How the GPL Grew
"The U.S. Navy has adopted a policy of requiring that open source code be considered in every software acquisition that the Navy makes, in an order signed by Navy CIO Robert J. Carey on June 5."
enterprisedb  opensource  navy  mandates  spending  ftd  oracle  geronimo 
june 2007 by cote
Matthias Zeller Memento · How much do you spend on clothes?
Matthias answers my Twitter question -- in detail! -- "how much do you spend on clothes a month?"
clothes  twitter  spending  retail 
may 2007 by cote
Rush at End, but Holiday Sales Fall Short
Too many Black Friday and other sales before Christmas spending.
retail  spending  sales  christmas  nytimes  business  usa 
december 2006 by cote
IT spending still a bit stalled
"Small" growth of sub-10%. Lots of * 2.0 talk. From Forrester and Goldman Sachs.
numbers  it  money  spending  predictions  forrester  goldmansachs  *2.0 
december 2006 by cote
Survey Predicts Flat Storage Spending in 2006
100 CIO's say storage spending will stay around 10% of IT budget.
it  numbers  spending  storage 
january 2006 by cote
CIOs feeling happier about IT prospects
"IT spending projections for the rest of the year improved, with only 6 percent predicting that they will underspend their budget, while a quarter expect to overspend."
forrester  spending  it 
october 2005 by cote

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