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IDC Predictions 2010 – Recovery and Transformation

Posted by Frank Gens on December 5th, 2009

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On Thursday December 3rd, IDC released its big picture predictions for the IT and Telecommunications industry in 2010. Here are some links for more detail.

The Webcast – The recorded one-hour IDC Predictions 2010 telebriefing (simple registration required):>

IDC Predictions 2010 telebriefing

The Document – The full “IDC Predictions 2010″ document:

  • For IDC clients:

IDC_client_research

  • For non-clients (simple registration required):

download IDC Predictions 2010

The Video – And here’s the 5-minute video summary:

Answers to Telebriefing Questions – On Thursday’s IDC Predictions webcast, our line to the On24 service dropped just a few questions into the Q&A session. We captured all the questions, and over the next several days we’ll post answers to those questions here on IDC eXchange. So stay tuned!

As promised, here is the video replay of IDC Asia/Pacific’s panel on “Generation Y and the Emerging Power of User-Generated Content”, featuring IDC moderator Claus Mortensen, and four prominent young bloggers from the region: Victor Isaac Cheung (Hong Kong Phooey), Kenny Sia (Kenny Sia), Meenakshi Reddy Madhavan (The Compulsive Confessor), and Daryl Tay (Unique-Frequency).

[This is a 4-part PLAYLIST. Simply click the youtube play button above to play all four parts.]

IBM 1Q Earnings Look Good

Posted by Frank Gens on April 18th, 2008

IBM logoI’ve posted a note about IBM’s 1Q08 earnings, reported Wednesday afternoon, over on idc.com (subscription required). Here are some excerpts:

IBM reported strong financial results for the first three months of this year, with 1Q revenues up 11%, income from operations up 26% and gross margin up 1.3 points. IBM had a positive view of market demand, driven by: 1) Corporate customers still “spending to save” (i.e., investing in IT that helps reduce operating costs); and 2) Emerging markets continuing to increase IT investments rapidly.

IBM’s formula for achieving these results were virtually identical to those of earlier quarters (2Q07, 3Q07, 4Q07): [...read more...]

idc_live-round.pngFor you night owls, tonight (tomorrow a.m.) my colleagues in IDC A/P are going to live stream an interesting panel discussion from the grand ballroom of Singapore’s Grand Copthorne Waterfront Hotel among some prominent young bloggers from the region, moderated by IDC analyst Claus Mortensen:

Generation Y and the Emerging Power of User-generated Content
What makes younger generations tick? How do you reach them as a company and why is self-expression in the form of user-generated content becoming so important to today’s Internet generation? Claus Mortensen moderates a panel of prominent young bloggers from around the Asia/Pacific region to get their perspective on these issues and more. This panel will give the audience a great opportunity to understand what motivates today’s “Generation Y”.

[...read more...]

“GoogleForce” Rumors – and Debates – Continue

Posted by Frank Gens on April 11th, 2008

GoogleForceI saw an interesting post yesterday from Dennis Howlett: Google and Salesforce.com: does it make sense?. The post was driven by fresh rumors this week about more ties developing between these two companies, and the vision of an end-game in which Google uplifts its online business applications and services offerings by acquiring Salesforce. [We first talked about Google as a business applications and services platform in 2005, and talked about the wisdom of a Google/Salesforce marriage in 2006, again in 2007, and most recently in IDC Predictions 2008.]

Dennis’ post reasonably questions the sense of this match, in part because of information privacy worries tied to Google’s Terms of Service (does Google really lay claim to ownership of all content produced with its apps?), as well as his assessment that Google’s current software is still functionally primitive compared to the best packaged software out there. [...read more...]

Notes from IDC’s Middle East CIO Summit

Posted by Frank Gens on March 28th, 2008

me_summit_speaker.jpgLast week I spoke at IDC’s Middle East CIO Summit in Dubai. We hosted 120 of the top CIOs in the region – from Bahrain, Egypt, Jordan, Kuwait, Oman, Pakistan, Qatar, Saudi Arabia and the United Arab Emirates (UAE) – for two days of dialogue about their IT leadership priorities and challenges.

As we discussed in IDC Predictions 2008, this is one of the fastest-growing economic regions on the planet – as evidenced by the rising, crane-filled Dubai skyline. The region’s 2007 GDP growth rate of 5% was over two times that of the U.S. and Japan, and over three times that of Western Europe. This economic vitality is fueling rapid IT investment, with IDC projecting over 11% annual growth in IT spending through 2011. [...read more...]

At IDC’s European ICT Forum in Berlin last Fall, Dr. Klaus Töpfer , environmental politics expert, and former Executive Director of the United Nations Environment Programme (UNEP) gave a presentation entitled “Green IT – Fashion or Challenge?”.

Dr. Töpfer’s key message was that – in the near future – prosperity (and peace) will require economic development of the heavily populated and economically underdeveloped countries of Asia, Africa and Latin America, and that the huge scale of this goal will require much more energy- and material-efficient resourcing – i.e., “green” approaches. Therefore, he says, “Green IT” (and “green”, overall) is not just about the environment: “it is much more – it is economically necessary”.

Here is the video of his speech at the IDC Forum: [...read more...]

“IDC Predictions for 2008″ Published Today

Posted by Frank Gens on December 6th, 2007

This morning, my colleagues and I published IDC’s predictions for the 2008 IT marketplace: IDC Predictions 2008 – The “Post-Disruption” Marketplace Takes Shape.

The headlines are two-fold, and closely related to each other: 1) Worldwide IT spending growth will be down by 1 to 1-1/2 points, and 2) IT’s big market makers will stop pussyfooting around, and finally jump into new, disruptive business models and offerings with both feet – to open up the hyper-growth emerging market and SMB segments. [...read more...]

The Nine Vectors of IT Market "Hyperdisruption"

Posted by Frank Gens on January 23rd, 2007

[This is the first of several posts that "call-out" key messages from IDC Predictions 2007 - fg]

As we noted in IDC Predictions 2007, this will be a year of intense “hyperdisruption” in the IT industry, with major structural changes taking place along different industry vectors at once – all interacting with each other and, more important, accelerating each other.

Among the many such disruptions, here are nine that we see as critical for IT suppliers and customers to understand, and factor into their strategies right now: [...read more...]

There is a profound transformation taking place in the IT industry today, impacting Software vendors, Services providers, and – by extension -their partnerships with each other and their channels. It will be a little harder to sort out, through a traditional IT industry lens, just where a Software vendor ends and a Services supplier begins, and vice versa. [...read more...]


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