The Outlook for IT. 2014 to 2017. Michael Smith VP Distinguished Analyst January 31, 2014



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The Outlook for IT Michael Smith VP Distinguished Analyst January 31, 2014 2014 to 2017 Gartner is a registered trademark of Gartner, Inc. or its affiliates. This publication may not be reproduced or distributed in any form without Gartner's prior written permission. If you are authorized to access this publication, your use of it is subject to the Usage Guidelines for Gartner Services posted on gartner.com. The information contained in this publication has been obtained from sources believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information and shall have no liability for errors, omissions or inadequacies in such information. This publication consists of the opinions of Gartner's research organization and should not be construed as statements of fact. The opinions expressed herein are subject to change without notice. Although Gartner research may include a discussion of related legal issues, Gartner does not provide legal advice or services and its research should not be construed or used as such. Gartner is a public company, and its shareholders may include firms and funds that have financial interests in entities covered in Gartner research. Gartner's Board of Directors may include senior managers of these firms or funds. Gartner research is produced independently by its research organization without input or influence from these firms, funds or their managers. For further information on the independence and integrity of Gartner research, see "Guiding Principles on Independence and Objectivity."

The Outlook For IT 1. A Look Back At 2013 2. The 2014-17 IT Spending Forecast 3. Top 10 CEO & CIO Priorities 4. Information Technology Trends

A Look Back AT 2013 2013 IT Spending

A Look Back AT 2013 Worldwide Annual Growth Rate in IT Spending - US$ 0.15 Devices Data Center Systems 0.1 Software IT Services 0.05 Telecom 0-0.05 2009 2010 2011 2012 2013 IT Spend (Actual) 2013 Forecast % 2013 Actual % -0.1 Total IT ($3.67T) +4.2 +0.4-0.15 Source: Gartner IT Market Data Book Spending Forecast, 4Q13 Update Enterprise IT ($2.68T) +3.0 +0.5 Eliminate currency changes Total IT +2.5 Enterprise IT +2.7

IT Outlook For 2014 to 2017 2014 IT Forecast

2014: Return To Normal Growth Worldwide Annual Growth Rate in IT Spending - US$ 8.0% 7.0% 6.0% Devices Data Center Systems 5.0% Software 4.0% IT Services 3.0% Telecom 2.0% 1.0% IT Spend (Forecast) 2013 Actual 2014 Forecast 0.0% -1.0% 2013 2014 2015 2016 2017 Total IT ($3.78T) +0.4 +3.1-2.0% Source: Gartner Worldwide IT Spending Forecast, 4Q13 Update Enterprise IT ($2.75T) +0.5 +2.8

Worldwide IT Spending by Market Segment ($ Billions) Sector 2011 2012 2013 2014 Devices Spending ($B) 610 677 669 697 Annual Growth (%) - 11.0-1.2 4.3 Data Center Systems Spending ($B) 1389 140 140 143 Annual Growth (%) - 1.7-0.3 2.6 Enterprise Software Spending ($B) 2755 283 300 320 Annual Growth (%) - 4.7 5.2 6.8 IT Services Spending ($B) 888 906 922 963 Annual Growth (%) - 2.0 1.8 4.5 Telecom Spending ($B) 1,654 1,641 1,633 1,653 Annual Growth (%) - -0.8-0.5 1.2 All IT Spending ($B) 3,562 3,649 3,663 3,777 Annual Growth (%) - 2.4 0.4 3.1 Source: Gartner Worldwide IT Spending Forecast, 4Q13 Update

Enterprise IT Spending By Industry Worldwide Growth Rates 2013 ($B) 2013 Share Industry 2012 2013 2014 2015 2016 2017 470 17% Banking & Securities 1.57% 1.58% 3.74% 4.48% 4.57% 4.65% 431 16% Communications, Media & Services 1.07% 0.94% 3.65% 4.19% 4.41% 4.36% 65 2% Education - 0.11% 0.69% 2.56% 3.50% 3.73% 3.88% 451 17% Government - - 0.84% 1.44% 0.09% 1.48% 2.14% 2.58% 99 4% Healthcare Providers 1.52% 2.37% 3.87% 4.44% 4.37% 4.49% 180 7% Insurance 0.59% 1.47% 3.39% 3.88% 3.84% 3.90% - 473 18% Manufacturing & Natural Resources 0.37% 0.54% 2.87% 3.67% 3.64% 3.63% 179 7% Retail 1.46% 2.16% 3.09% 3.75% 3.32% 3.51% 126 5% Transportation 0.93% 2.06% 3.90% 4.10% 3.88% 3.65% 139 5% Utilities 0.64% 1.79% 2.73% 3.65% 3.79% 3.80% - 80 3% Wholesale Trade 0.14% 2.01% 1.91% 2.77% 2.96% 3.28% 2,688 100% Total 0.62% 0.54% 2.77% 3.57% 3.71% 3.82% Source: Gartner Worldwide IT Spending Forecast, 4Q13 Update

The Outlook For IT Top 10 CEO/CIO Priorities

Top 10 Strategic Business Priorities Top priority 2nd 3rd Explicit mentions of customers and sales & marketing are more highly visible in first priorities, than last year Growth Cost Workforce Customer Profitability Operations Sales & marketing 30% 7% 13% 10% 3% 11% 16% 11% 7% 7% 11% 11% 8% 4% 9% 9% 11% 6% 5% 11% 7% This gap is wider than last year suggesting CEOs are more bullish Technology itself is an explicit priority for a few N = 152 CEOs/Sr. Business Executives in North America Geography growth Products IT Regulatory 5% 4% 4% 4% 3% 5% 3% 6% 2% 5% 3% 3% What will they invest in?

Digital Strategy Is Advancing 54% have a digital strategy Digital strategy is an integrated part of our main business strategy 35% Our digital strategy is our business strategy 1% We have some strategy in that area, but not called out as digital 35% We have nothing that we can recognize as digital strategy 11% "To what extent does your organization have a digital strategy today?" N = 152 CEOs/Sr. Business Executives in North America We have a digital strategy, separate to our main business strategy 18% What types of Technologies?

The Outlook For IT Information Technology Trends

TCO: Reliability/Risk Feature/Functions: Business Areas Digital Marketing Technology Differentiation Customer Intimacy Internet of Things New Information Sources Extended Capabilities Information Technology Email, ERP, CRM, BI Infra. & Operations IT Is Becoming Ubiquitous Intelligent Technology Security Lifecycle Management Data Integration Technology Standardization

Spending on The Internet of Things by 2020 13

Key Projections: By 2020, the cost of adding basic connectivity and control capability to a consumer-grade end-user device will be approximately $1. By 2020, chief digital officers will have fulfilled their role as digital change agents in business. By 2020, 60% of enterprise information security budgets will be allocated for rapid detection and response approaches, up from less than 10% in 2013. In this digital world, every company is a technology company. 14

The Outlook for IT Michael Smith VP Distinguished Analyst January 31, 2014 2014 to 2017 Gartner is a registered trademark of Gartner, Inc. or its affiliates. This publication may not be reproduced or distributed in any form without Gartner's prior written permission. If you are authorized to access this publication, your use of it is subject to the Usage Guidelines for Gartner Services posted on gartner.com. The information contained in this publication has been obtained from sources believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information and shall have no liability for errors, omissions or inadequacies in such information. This publication consists of the opinions of Gartner's research organization and should not be construed as statements of fact. The opinions expressed herein are subject to change without notice. Although Gartner research may include a discussion of related legal issues, Gartner does not provide legal advice or services and its research should not be construed or used as such. Gartner is a public company, and its shareholders may include firms and funds that have financial interests in entities covered in Gartner research. Gartner's Board of Directors may include senior managers of these firms or funds. Gartner research is produced independently by its research organization without input or influence from these firms, funds or their managers. For further information on the independence and integrity of Gartner research, see "Guiding Principles on Independence and Objectivity."