PAC

Are you ahead of the game—or falling behind? Find out in our April 29 webinar (2 p.m. CET) as we unveil the 2024 Software & IT Services Rankings. Register here: https://lnkd.in/dXVDAFR9 Get exclusive insights on: - The Top 10 Global IT Services Providers - The Leading Software & Cloud Platforms - The Top IT Players in EMEA Speaker: Christophe Chalons Join us for expert analysis, key takeaways, and a breakdown of who’s leading the charge—and who’s losing ground. You can't miss it. #itservices #software #rankings #topproviders

From Generative AI through agentic AI to physical AI and industrial foundational models, Hannover Messe 2025 showcases the evolution of industrial AI. Get an insider's view of the event's highlights from our Principal Analyst, Arnold Vogt: https://lnkd.in/g9K_2nBD #industrialAI #agenticAI #GenAI #HannoverMesse2025

We are pleased to announce Dominique Raviart's arrival this week as a Senior Analyst, in the PAC France team. About Dominique 💡 Dominique joined our French office after 17 years with NelsonHall, where he was the head of the IT services practice. His specializations included software testing/QE, Salesforce services, and digital manufacturing/industry 4.0. He has worked previously at Ovum and IDC Europe. Welcome on board Dominique 🎉

📣 NEWSLETTER AVRIL 2025 | INCYBER 2025 : LA TERRE TREMBLE EN DIRECT DANS LA CYBER #Cybersécurité #SouverainetéNumérique #ITServices #observatoire #conjoncture #InCyber

Werde Teil unseres Teams als (Junior) Sales Manager EMEA/USA (m/w/d) Für unseren Sitz im Herzen Münchens suchen wir motivierte und aufgeschlossene Fachkräfte, die digitale Innovationen und Technologien vorantreiben möchten. Wenn du dich darauf freust, diese Reise mit uns anzutreten, würden wir uns freuen, von dir zu hören! Schicke deine Bewerbung mit Lebenslauf und frühestmöglichem Eintrittstermin an career@pacanalyst.com

On April 2, 2025, President Donald Trump announced a sweeping #tariff policy, applying a base 10% tariff on all U.S. imports, with significantly higher, country-specific tariffs: 20% for EU goods and steep rates of 26% to 54% for India, Vietnam, and China. Additional sector-specific tariffs - on semiconductors, pharmaceuticals, critical minerals, automobiles, car parts, steel, and aluminium - are planned. These moves, coined “Liberation Day” by the administration, signal a sharp pivot toward protectionism and away from global multilateralism. This policy shift reflects deeper U.S. political motives and trade balance concerns more than actual tariff economics. The implications for the #European #ITservices market are significant. Sectors with strong U.S. ties - manufacturing, automotive, chemicals - will likely see increased costs and a revaluation of IT spending. European enterprises will prioritize IT services that enhance efficiency, reduce operational costs, and ensure competitiveness. This includes a boost in demand for consulting, managed services, and cybersecurity, while non-essential or long-term ROI projects may be delayed or cancelled. Despite the shock, many European companies had anticipated trade turbulence and have integrated such risks into their strategic planning. However, disruptions are already visible - some firms in the automotive sector halted projects and dismissed external consultants immediately. There’s a notable acceleration in #sovereignIT strategies, especially in #AI, data, and cloud. While dependencies on U.S. platforms like Microsoft, AWS, Salesforce, and ServiceNow remain entrenched, companies evaluate alternatives for future projects. The announcement also pushes organizations to refactor plans to include non-U.S. tech providers. Yet, most companies are not ready to entirely shift, mainly due to migration's high cost and complexity. Many executives are taking a wait-and-see approach, hoping the U.S. might reduce the tariffs or soften their impact. If not, conversations with U.S. vendors will likely begin soon, followed by action plans based on revised strategies. Key takeaways from #PACanalyst include: no collapse of the global IT services market is expected, but recovery may be delayed; costs will rise as delivery models shift from offshoring; automation and Agentic AI gain momentum; and innovation spending may suffer temporarily. The overarching sentiment is cautious realism: while no panic is warranted, more profound questions remain about Europe’s tech dependency and ability to pivot quickly in a fractured global trade system. Ultimately, while the external landscape may be shifting rapidly, many core challenges remain - hence, “plus ça change.” For more details, please read our blog post: https://lnkd.in/dhZdbSph Authors: PAC Analysts Thomas Reuner, Wolfgang Schwab, Spencer Izard & Christophe Chalons

Telefónica Tech has partnered with Anjana Data to offer its data governance platform to businesses and public administration bodies in Spain. If you want to keep up with the latest IT news, deals, and opportunities, subscribe to our Digital Europe Update newsletter. It will be sent to your inbox every week: https://lnkd.in/duVtvj59 #ITservices #newsletter #deals #opportunities #analysis

Hyperscalers further consolidate their lead in the market. Microsoft remains the clear leader among technology suppliers with nearly 20% market share. Amazon Web Services (AWS) confirmed its second place with +19%, and Oracle retained third place with +8% in US$ and +9% in €. Discover our newly published rankings here: https://lnkd.in/dXcJsYSa Author: Christophe Chalons Google Salesforce SAP IBM Adobe Broadcom Mainframe Software Intuit #software #cloud #rankings #top10 #worldwide

#Software and #Cloud Platforms - hyperscalers further consolidate their lead. PAC recently published its first vendor rankings at both global and EMEA levels for 2024 within its #SITSI program. Microsoft remains the clear leader among technology suppliers (considering software and cloud platforms, ie, software licenses and maintenance, SaaS, and Public IaaS/ PaaS), with nearly 20% market share! Microsoft grew 16% in 2024 (in US$ and €), and nearly twice as fast in the Azure business (+31% to US$ 80+ bio, further narrowing the gap with AWS in the hyperscaler market). Amazon Web Services (AWS) confirmed its second place with +19% (in US$ and €), enjoying a noticeable acceleration (by comparison, AWS grew +14% in US$ and +11% in € in 2023). Oracle retained third place with +8% in US$ and +9% in €, while Google closed the gap with remarkable +30% (in US$ and €). Thus, Oracle will probably lose its place to Google in 2025 - the 3 hyperscalers will then monopolize the podium. Salesforce was close behind Google in 2023, yet following only 10% growth in 2024 (+12% in US$ and +13% in € in 2023), moreover one-digit growth over the last 3 quarters, they now feel SAP's breath on their backs. SAP grew 12% in 2024, moreover, their cloud business grew 30% (three times as fast as Salesforce) and is now two and a half times as big as their software (licenses and maintenance) business. IBM reported the slowest growth within the top 10, with 8% in US$ and €. Adobe grew 10% in US$ and 11% in €.   Broadcom replaces VM-Ware in 9th place. The VMWare acquisition enabled Broadcom to nearly triple their (software and cloud platforms) revenue, while organic growth was just above zero. However, the main event was Broadcom's impact on VMWare's pricing policy, widely criticized in the market. Intuit kept its place in the Top 10 with +13% growth in US$ and 11.5% in €. From a service providers' perspective, the ranking looks a bit different: Microsoft generates by far the largest services market, ahead of SAP, Oracle, AWS, and Salesforce. Reminder: 5 years ago, Microsoft, AWS, and Oracle were already building the podium. SAP was ranked 4th, ahead of IBM, Dell Technologies, Salesforce, Adobe, Google, and Cisco. Intuit was ranked 11th in 2019. In 2024, Cisco was ranked 11th, ahead of the probably next pretender to a place in the Top 10, ServiceNow. More details for our SITSI customers are available here: https://lnkd.in/dCSdafxT You might also be interested in: https://lnkd.in/dbzpueb4

Cyber Asset Attack Surface Management (CAASM) will significantly advance by 2027 due to the integration of cutting-edge technologies such as advanced automation based on deep-learning/machine-learning artificial intelligence capabilities. Watch the video below to learn more about this topic from our Head of Cyber Security Practice, Wolfgang Schwab. #cybersecurity #cyberattack #surfacemanagement