The World At A Watershed:   The Macroeconomic, Demographics, and Technology Landscape of the Next Decade   IDC Innovation ...
Agenda The Economic Implosion ICT Budget Fallout The Economy as Catalyst
An Economic Shock Source: IMF, Consensus Economics, Inc., EIU Worldwide GDP Forecast Interbank Lending Cranes in Dubai
50 Years of Slowdowns GDP vs IT Growth Source: EIU, OECD
50 Years of Slowdowns GDP vs IT Growth Source: EIU, OECD, IDC Historical Data
Impact on the CIO
ICT Budget Fallout
Where We Stand Source: IDC Q2, Q3 & Q4 2008 Worldwide Black Books WW IT Spending
The New ICT Geography 2009-2011 Aggregate Net New ICT* Spending ($B) Source: IDC Q4 2008 Worldwide Black Book; *IT plus da...
Opportunities Hot Public Sector SMB Enterprise Social Media Security Management Business Analytics IT Outsourcing & BPO Sa...
An Economic Unknown <ul><li>$1-3 Trillion For </li></ul><ul><li>Bank Bailouts </li></ul><ul><li>Tax Cuts </li></ul><ul><li...
The Potential Impact of Stimulus Plans WW ICT Spending Growth  Source: Q4 2008 Worldwide Black Book, IDC Estimates WW ICT ...
The Economy as Catalyst
The Demographic Catalyst Percent Penetration in Emerging Markets, 2009 23% 44% 60% 67% 72% 84%
The Technology Catalyst WW Growth from 2008-2012 1.1X 1.9X 3.0X 3.6X 5.1X 8.4X Efficiency Resource Sharing Complexity Econ...
Artifacts of Tomorrow
Innovation During Recession
Innovation During Recession Percent of Fortune 500 Companies Incorporated During Recession Source: Gary Beach, CIO
Five Key Steps <ul><li>Manage working capital aggressively – via inventory, AR, etc. </li></ul><ul><li>Increase  sales and...
Essential Guidance <ul><li>The leading edge will pull further ahead </li></ul><ul><li>Business transformation will take pl...
Upcoming SlideShare
Loading in …5
×

John Gantz - The World at a Watershed

605 views

Published on

John Gantz's keynote @Innovation Forum 2009, Milan

Published in: Technology, Economy & Finance
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
605
On SlideShare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
0
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide
  • John Gantz - The World at a Watershed

    1. 1. The World At A Watershed: The Macroeconomic, Demographics, and Technology Landscape of the Next Decade IDC Innovation Forum 2009, Milan John Gantz Chief Research Officer March 23, 2009
    2. 2. Agenda The Economic Implosion ICT Budget Fallout The Economy as Catalyst
    3. 3. An Economic Shock Source: IMF, Consensus Economics, Inc., EIU Worldwide GDP Forecast Interbank Lending Cranes in Dubai
    4. 4. 50 Years of Slowdowns GDP vs IT Growth Source: EIU, OECD
    5. 5. 50 Years of Slowdowns GDP vs IT Growth Source: EIU, OECD, IDC Historical Data
    6. 6. Impact on the CIO
    7. 7. ICT Budget Fallout
    8. 8. Where We Stand Source: IDC Q2, Q3 & Q4 2008 Worldwide Black Books WW IT Spending
    9. 9. The New ICT Geography 2009-2011 Aggregate Net New ICT* Spending ($B) Source: IDC Q4 2008 Worldwide Black Book; *IT plus data services Emerging = 56% new opportunity, 28% of 2009 $
    10. 10. Opportunities Hot Public Sector SMB Enterprise Social Media Security Management Business Analytics IT Outsourcing & BPO SaaS Wi-Max Search & Discovery Storage Replication Cold Commodity Hardware Project Based Consulting Mobile Voice IT Training Finance & Accounting ERP Sales Force Automation Manufacturing SW DSL Large Enterprise IT Gantz Watch Virtualization Mgt SW Real Time Analytics IT Driven Sustainability IP Surveillance Location Based Services Smart Grid Video Search Compliance Reputation Mgt SW Machine-to-Machine
    11. 11. An Economic Unknown <ul><li>$1-3 Trillion For </li></ul><ul><li>Bank Bailouts </li></ul><ul><li>Tax Cuts </li></ul><ul><li>Smart Grid </li></ul><ul><li>SMB Incentives </li></ul><ul><li>Health Care </li></ul><ul><li>Infrastructure </li></ul><ul><li>Broadband </li></ul><ul><li>Auto Manufacturers </li></ul><ul><li>Green Building </li></ul>
    12. 12. The Potential Impact of Stimulus Plans WW ICT Spending Growth Source: Q4 2008 Worldwide Black Book, IDC Estimates WW ICT Spending (B) $250 Billion over 4 Years
    13. 13. The Economy as Catalyst
    14. 14. The Demographic Catalyst Percent Penetration in Emerging Markets, 2009 23% 44% 60% 67% 72% 84%
    15. 15. The Technology Catalyst WW Growth from 2008-2012 1.1X 1.9X 3.0X 3.6X 5.1X 8.4X Efficiency Resource Sharing Complexity Economy of Scale Off Premises
    16. 16. Artifacts of Tomorrow
    17. 17. Innovation During Recession
    18. 18. Innovation During Recession Percent of Fortune 500 Companies Incorporated During Recession Source: Gary Beach, CIO
    19. 19. Five Key Steps <ul><li>Manage working capital aggressively – via inventory, AR, etc. </li></ul><ul><li>Increase sales and marketing expenses </li></ul><ul><li>Use the downturn to make acquisitions </li></ul><ul><li>Divest non-core assets early </li></ul><ul><li>Improve debt to equity </li></ul>
    20. 20. Essential Guidance <ul><li>The leading edge will pull further ahead </li></ul><ul><li>Business transformation will take place – voluntarily or not </li></ul><ul><li>There will be no status quo for ICT management </li></ul><ul><li>Suppliers, government, and end users will need to work in concert </li></ul>

    ×