2015 it and communications predictions
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ITCandor 2015 PredictionsIT and CommunicationsForecast
ITC revenue, net profit ($US) forecast - 2003-20192015 revenue share by category
$0
$1,000
$2,000
$3,000
$4,000
$5,000
$6,000
$7,000
$8,000
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019$0
$200
$400
$600
$800
$1,000
$1,200
Revenue
Net Profit
+1.6%
+2.3%
Reve
nue
($U
S Bi
llion
)
Net
Pro
fit ($
US
Billi
on)
IT Service23.9%
Hardware19.1%
Software14.2% Telecom
Service42.9%
ITC Total:$6.7T
ITC revenue growth forecast by region ($US, € Euro and Chinese Yuan) 2004-2019 and 2015 by quarter
-10%
-5%
0%
5%
10%
15%
20%
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Americas
Asia Pacific EMEA
World0.5%
3.7%
-0.3%
1.4%
2.2%
1.5%
2.2%
2.7%
4.7%
2.1%2.1%
0.6% 0.8%
2.3%
4.4%
1.4%
Q115 Q215 Q315 Q415
Major Currency fluctuation against the $US by year since 2003
-25%
-20%
-15%
-10%
-5%
0%
5%
10%
15%
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014YTD
Japan
China
Euro
Pound
Russia
Korea
Worth Less
Worth More
ITC revenue growth forecast 2015 (local currency) by country
-4% -3% -2% -1% 0% 1% 2% 3% 4%RussiaGreeceFranceRomaniaSpainBulgariaItaly
HungaryMexico
USAIran
IsraelPortugal
NigeriaCanadaPoland
Czech RepublicBelgium
GermanyDenmark
BrasilAustriaFinland
AustraliaSwedenNorway
UKUAE
EgyptIreland
South AfricaNetherlandsSwitzerland
JapanIndia
ChinaTurkey
ITC revenue ($US billion) forecast 2015 by country
$3$8
$11$14$15$15
$17$17$18$18$18
$21$28$30$31$33$33$33
$37$38
$47$55
$72$93
$109$115$123
$168$172
$201$225$241
$295$340$363
$552$1,641
$1 $10 $100 $1k $10kBulgariaHungaryRomania
Czech RepublicIreland
PortugalFinlandGreece
IsraelEgypt
NigeriaDenmark
AustriaSweden
UAEPoland
South AfricaBelgium
IranNorway
SwitzerlandNetherlands
TurkeySpainIndia
CanadaMexicoRussia
ItalyAustralia
BrasilFrance
UKGermany
ChinaJapan
USA
Notes: This chart uses a logarithmic scale
Source: ITCandor, 2014
Major country share of population, GDP, energy production andITC revenue ($US) - 2015
0%
5%
10%
15%
20%
25%
30%
United States EU China India Japan Russia
Population
GDP
Energy Production
ITC Revenue
ITC revenue growth forecast 2015 ($US) by offering
-20% -10% 0% 10% 20% 30% 40% 50%
PeripheralImplementationPCOther HardwareNetworkingFixed Line
OutsourcingStorage SystemInternet Service
Converged DeviceCustom Software
WirelessBroadband
Hardware MaintenanceSoftware Maintenance
ServerApplication Software
Operating SystemInfrastructure Software
SaaSIaaS/PaaS
Gaming Console
ITC revenue ($US billion) forecast 2015 by offering
$26$48$51$52
$79$80$87$91
$131$175$179$184
$213$260$292$330
$390$408
$466$602
$1,147$1,383
$1 $10 $100 $1k $10k
Operating SystemGaming ConsoleOther Hardware
SaaSIaaS/PaaS
Storage SystemServer
Custom SoftwarePeripheral
Infrastructure SoftwareNetworking
Hardware MaintenanceOutsourcing
Software MaintenancePC
BroadbandImplementation
Converged DeviceInternet Service
Application SoftwareFixed Line
Wireless
Notes: This chart uses a logarithmic scale
Enterprise computing choices and the Cloud
Network
Storage
Server
Hypervisor
InfrastructureSoftware
Database
Application
Orchestration
build yourown buy IaaS buy PaaS buy SaaS
ITC revenue growth ($US) forecast by customer size and type – 2012-2019
-4%
-3%
-2%
-1%
0%
1%
2%
3%
4%
5%
2012 2013 2014 2015 2016 2017 2018 2019
Consumer
Large (>1k employees)
Medium(100-1k employees)
Small(<100 employees)
All
ITC revenue growth forecast 2015 ($US) by industry sector
-1.7%
-0.7%
-0.1%
0.3%
3.8%
4.1%
4.4%
5.1%
6.1%
8.1%
8.6%
-4% -2% 0% 2% 4% 6% 8% 10%
Transport/Utilities/Communications
Central Government
Local Government
Agriculture/Mining/Construction
Finance
Other
Retail/Wholesale
Manufacturing
Business Services
Health
Education
ITC revenue forecast ($US billion) 2015 by industry sector
$111
$116
$230
$232
$238
$327
$348
$397
$533
$763
$814
$0 $100 $200 $300 $400 $500 $600 $700 $800 $900
Other
Education
Transport/Utilities/Communications
Agriculture/Mining/Construction
Health
Central Government
Business Services
Local Government
Finance
Retail/Wholesale
Manufacturing
ITC revenue growth forecast ($US) by category – 2003-2019
-10%
-5%
0%
5%
10%
15%
20%
25%
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Hardware
ITService
Software
TelecomService
All
ITC profitability forecast ($US) by category – 2003-2019
0%
5%
10%
15%
20%
25%
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Hardware
IT Service
Software
TelecomService
All
Converged Infrastructure and Integrated System schematics
Syste m M
an agemen t
Hypervisor/OS
Orchestrated HardwareServer Storage Network
Converged Infrastructure
Build Your Own HardwareServer Storage Network
Virtual
Software DefinedData Centre
Tool Application WorkloadVirtualMachine
Service Catalogue
Tool Application WorkloadTool Application Workload
VirtualMachine
VirtualMachine
VirtualMachine
VirtualMachine
Software
Secret Sauce
Hardware
SaaS
PaaS
IaaS
ITC in 2015 offers a complex choice of theme and action
Discover
Define
Strategise
Design
ImplementOperate
Measure
Optimise
Internetof Things
Data CentreSecurity
ITVirtualisation
CloudComputing
Big DataAnalytics
SocialBusiness
Mobility
Actions
Themes