IT in transition Steve Brazier 2 May 2013 Insight. Innovation. Impact. Presentation download Username: trends Password: visions Available until: 31 May 2013 Presentation download Username: trends Password: visions Available until: 31 May 2013

Insight. Innovation. Impact. The industry has transformed PCs worldwide 2013: 478 million units PCs worldwide 2013: 478 million units Smart devices worldwide 2013: 1.4 billion units Smart devices worldwide 2013: 1.4 billion units

Insight. Innovation. Impact. Q produces another steady quarter Source: Latest reported fiscal results for Apple, Cisco, Dell, EMC, Google, HP, IBM, Intel, Lenovo, Microsoft, Oracle, Samsung, SAP Lexmark has been replaced by Lenovo in the IT Titans Index; all historical information has been updated with Lenovo results Market capitalization Net income growth Net revenue growth Year-on-year growth Canalys IT Titans Index

Insight. Innovation. Impact. But virtually all the growth is in Asia Canalys IT Titans Index Revenue growth by region Canalys IT Titans Index Revenue growth by region Europe, Middle East & Africa Americas Asia Pacific Source: Vendor financial reports and Canalys estimates, April 2013 Lexmark has been replaced by Lenovo in the IT Titans Index; all historical information has been updated with Lenovo results

Insight. Innovation. Impact. Most predict better economies in second half GDP growth GDP growth rates by key economies Source: Consensus Economics, April 2013

Insight. Innovation. Impact. Tablets in Denmark Q4 2011: 138,000 units Q4 2012: 235,000 units Growth: 70% Tablets in Denmark Q4 2011: 138,000 units Q4 2012: 235,000 units Growth: 70% Expect Android to lead by year-end OS vendor Tablet PC vendor Source: Canalys estimates, Tablet PC Analysis, February 2013

Insight. Innovation. Impact. Partners that transform effectively will profit Percentage of respondents Source: Candefero quick poll, 292 respondents, January 2013 What was your impression of overall channel profitability in 2012?

Insight. Innovation. Impact. Three Chinese vendors in global top five Worldwide smart phone shipments Q4 2011: million units Q4 2012: million units Growth 36.6% Worldwide smart phone shipments Q4 2011: million units Q4 2012: million units Growth 36.6% Top smart phone vendors Regions Huawei 5.3% Source: Canalys estimates, Smart Phone Analysis, February 2013

Insight. Innovation. Impact. Low prices accelerating technology adoption Now is the time for CTOs to know what technology their employees are using and implement solutions to address critical issues.

Apps replace people

Insight. Innovation. Impact. Technology will become a lifestyle Sports and fitness Medical and wellness Consumer electronics

Insight. Innovation. Impact. Security

Insight. Innovation. Impact. Data center transformation Data center spending People Equipment Shared On-premises Managed Hosted Cloud services 71%12%13%3% 53%19%21%7% Source: Canalys estimates, February 2013

Insight. Innovation. Impact. Consumer Existing outsourced apps New Critical pain points

Insight. Innovation. Impact. Data centers 30% YOY Data centers 30% YOY Consumer TV, social Co-location B2B, cloud Share price Profit? Bandwidth & power Bandwidth & power

Insight. Innovation. Impact. Analytics

Insight. Innovation. Impact. An industry and channel in transition

IT in transition Steve Brazier 2 May 2013 Insight. Innovation. Impact. Presentation download Username: trends Password: visions Available until: 31 May 2013 Presentation download Username: trends Password: visions Available until: 31 May 2013

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