You’ve probably seen some of the reports from the big market research companies calling for some reversal of the IT spending slump in the months to come. There are also two other reports out that are a bit closer to home: the CompTIA IT Industry Business Confidence Index and the CDW IT Monitor (which I’ve actually been holding onto for a few weeks now).
The CompTIA index, which measures attitudes of companies in the tech industry, looks at three different metrics: opinions about the economy, opinions about the IT industry, and opinions about the individual’s own company. The reading for December 2009 was 56.6 points, which was an increase of 6.3 points and also the first time that net positive opinions outweighed net negatives among the roughly 300 respondents. The forecast into 2010 calls for a 6.5 point increase in confidence over the next six months.
Perhaps even more exciting from a channel standpoint: roughly one-third of the IT executives responding to CompTIA plan to boost their capital expenditures in the next six months. The majority expect global IT spending to be between 2 percent and 4 percent this year, with the U.S. market slightly behind that number. The top market opportunities include security products and services, healthcare IT, green IT and virtualization. Yes, that is not a mistake, green IT is listed BEFORE virtualization.
Two other notable trends to mention:
- 75 percent of the respondents expect consumer technologies to keep playing a large role in enterprise technology solutions
- 80 percent believe businesses will begin adopting alternative delivery models, such as software as a service, more quickly
The CDW IT Monitor likewise is trending more positive. Almost half of the 1,047 IT decision-makers responding to the survey last November (48 percent) report that budgets will increase during the first six months of this year. That’s an increase of 9 percentage points since the October data was released. Approximately 76 percent of them expect to replace or install new software. (Hmm, Microsoft Windows 7 team, are you listening to that?)
The overall confidence levels reflected in the latest CDW research haven’t been seen since August 2008.