IDC | Transforming for Impact

Crawford Del Prete

President

2© IDC |

-5%

-3%

-1%

1%

3%

5%

7%

9%

2001 2005 2010 2015 2020 2025

IT Spending ICT Spending Real GDP

Tech Spending Remains Strong Relative to GDP (YoY annual growth)

Source: IDC Worldwide Black Book (August 2021); growth in constant currency; IT Spending excludes telecom spending, business services and some emerging technologies; ICT Spending includes IT spending, telecom spending, business services and emerging 3rd Platform technologies

Spending to support cloud & remote work drove resiliency in 2021; more spend now shifts back to long-term

DX projects & emerging tech

3© IDC |

ICT Growth Surging on 3rd Platform

K 1M 2M 3M 4M 5M 6M 7M

2019

2024

Worldwide ICT Spending ($m constant currency)

2nd Platform 3rd Platform

While 2nd Platform continues to shrink…

…surge in IT spending (including COVID-related) has been entirely driven

by 3rd Platform investments.

Source: Worldwide Black Book, August 2021

4© IDC |

3rd Platform Transition Moves Beyond Mobile2025

Mobile Cloud IoT BDA Security Robotics AI Social AR/VR 3D Printing Blockchain

Source: Worldwide Black Book, August 2021

2020

3.95MMobile still accounted

for ~50% of 3rd Platform spending in 2020, after surge of

smartphone adoption in last 10 years

5.85MCloud and IoT are now

increasingly driving growth as focus shifts to digital

transformation of commercial infrastructure, while emerging

technologies like robotics, BDA, AI and AR/VR will

account for significant growth going forward

5© IDC |

2.47%

-2.72%

1.25%2.65%

Enterprise Network

1.38%2.07%

5.43%

8.91%

Server/Storage

1.38%2.07%

5.43%

8.91%

Server/Storage

Infrastructure investments continued to grow during 2020 in support of cloud deployments and migration

2.47%

-2.72%

1.25%2.65%

Enterprise Network

Pent-up demand for on-premise datacenter and network spending will help drive increasing growth in 2021/22

Worldwide Infrastructure Spending Growth

13.15%

8.20%

6.56%7.37%

Security Appliance

40.96%

34.21%

29.84% 30.04%

IaaS

2019 2020 2021 2022

13.15%

8.20%

6.56%7.37%

Security Appliance

40.96%

34.21%

29.84% 30.04%

IaaS

Cloud is front and center of COVID response/recovery and long-term impact, including strategic investments in digital transformation and resiliency

Source: Worldwide Black Book, August 2021 (growth in constant currency)

6© IDC |

A Different Kind of Tipping Point

K 100K 200K 300K 400K 500K 600K 700K 800K 900K 1M

2019

2024

Worldwide Software Spending ($m constant currency)

On-Premise Cloud

A Tale of Two Markets:on-premise software has been disrupted (including by COVID)

Cloud software continues to surge and accounts for

more than half of all software spending by

2024

Source: Worldwide Black Book, August 2021

7© IDC |

5.21%

0.20%

18.11%

-12.79%

21.01%

5.00%

-5.44%

-3.65%

PC Monitor Hardcopy Peripheral

8.29%

10.71%

15.81%

21.41%

15.13%

6.60%

0.92%

-3.51%

PC Tablet

Devices Matter More Than Ever

-2.86% -3.22%

16.13%

-0.16%

Mobile Phone

8.29%

10.71%

15.81%

21.41%

15.13%

6.60%

0.92%

-3.51%

PC Tablet

PC/tablet super-cycle driven by remote work/education has continued into 2021, but is expected to wane next year

-2.86% -3.22%

16.13%

-0.16%

Mobile Phone

5G and upgrade cycles will drive smartphone growth this year as more computing moves back to mobile devices

2019 2020 2021 2022

Source: Worldwide Black Book, August 2021 (growth in constant currency)

8© IDC |

Meeting the Moment with Trust and TransformationIn a changed world, we remain strongly committed to our vision and mission.

SPEED | AGILITY | SCALETrusted

Intelligence + Proprietary

Data

Innovating around global products and platforms

Expanding beyond markets - to partners, buyers, vendors, and new ecosystems

Investing in growing our team of analyst experts for unmatched global and local expertise

Cultivating 2B+ data points used directly by business leaders to make informed decisions

Configurable data & research used to aid in strategic planning and visibility

9© IDC |

Products Built for a New Era

CUSTOMSolutions that build strategic partnerships with customers around the latest industry trends

DATADelivering

proprietary datasets via a leading-edge

platform

RESEARCHDeepening coverage across domains & geos

EVENTSBringing tech

buyers and sellers together through

innovative formats

CUSTOMER

Accelerating our focus on:

• Differentiated research that aligns directly with evolving customer needs and market shifts

• Content that helps tech suppliers better reach and resonate with buyers

• Proprietary, trusted data that you can't get anywhere else

And we know that customers need 1:1 thought leadership and strategic advice from our experts• We’ve added nearly 60 North American new

research hires + another 17 currently open

10© IDC |

2021

IDC Research | Covering New Markets and DisruptorsDistinctive research that aligns with evolving trends and customer needs.

Active Application Security & Fraud

Digital Native Business

FI: Capital Markets

FI: Consumer Lending

Future Consumer Agenda

Global Datasphere: Vertical

Intelligent Digital Workspaces

Location & Geospatial Intelligence

MarTech for Growth Companies

MI: Industry Segment Strategies

North America Distribution Tracker, powered by GTDC

OT Transformation

Procurement Applications

RI: Industry Segment Strategies

RI: Media and Entertainment

SaaS Cloud Sales and Marketing Intelligence

Sales Technology Applications

Supply Chain Strategies:

Warehousing, Inventory & Order Management

Supply Chain Strategies: Transportation, Logistics, and Global Trade Management

Sustainable Strategies & Technologies

Voice of Customer Applications

2022

AI & Machine Learning Life-Cycle

Business Automationand RPA Strategies

Cloud Security

Cybersecurity Risk Mgmt. Services

Future of Connectedness Agenda

Future of Customers and Consumers Agenda

Future of IndustryEcosystems Agenda

Future of Dig. Infrastructure Agenda

Future ofIntelligence Agenda

Future of Operations Agenda

Image AI Technologies

Privacy and Legal Tech

Streaming DataPipeline Software

Tier 2 SOC Analytics

11© IDC |

IDC Data & Analytics | The Confidence in Knowing

Proprietary datasets feeding data-science driven analytics that are delivered via a leading-edge platform

IDC’s “Project Knowledge” platform will be the industry’s only single source, 360-degree

view, of markets, vendors, buyers, and partners.

And our new exclusive partnership with GTDC will provide the industry's most

comprehensive view into technology distribution data

and market trends in the US and Canada

12© IDC |

IDC Custom Solutions | Configurable Research & Data

Confirm Taxonomy & Definitions Identify

Source Data

Develop Process for Deliverables Creation

Validate Input Data and Forecasts

Iterate with Client on Model

Final Deliverable

Plan Market Sell

Assess the market

• Custom Market Models

• Market Share & Competitive Analysis

• Vertical analysis

• Spending Guides

• Due Diligence & Investment Analysis

Know Your Customers

• Quantitative primary research

• Focus groups

• Brand equity index

• Customer Personas

• Gap analysis

• Market simulator

Build Awareness

• Existing Research

• Guest Blogs

• Analyst Videos

• Infographics

• Webcasts / Speaker Engagements

• InfoBriefs

• Press Support

Generate & Nurture Leads

• Custom Research

• Spotlights

• iViews / White Papers

• Lead Gen Assessment Tools

• Multimedia

• E-books

• Partner Marketing

Support Decisions

• Business Value Research

• BV Case Study

• ROI / BV White Paper

• Business Value / ROI Calculators (Snapshot Tools)

• Business Value Selling Tools

Engage the Right Channels

• Partner Program Validation

• Channel Industry Best Practices

• Competitive Channel Insights

• Routes to Market Segmentation & Profitability Analyses

Enable & Educate Sellers

• Market Education Workshops

• Buyer Conversation Guides

• Partner Enablement Success Guides

• Online & Video Tutorials

• Interactive Selling Tools

Custom Analytics

Buyer Behavior

Licensed & Customized

ContentPartnering

Sales Enablement

Thought Leadership

Business Value

1 2 3 4 5 6 7

13© IDC |

IDC Custom Solutions | Configurable Research & Data

Confirm Taxonomy & Definitions Identify

Source Data

Develop Process for Deliverables Creation

Validate Input Data and Forecasts

Iterate with Client on Model

Final Deliverable

Plan Market Sell

Assess the market

• Custom Market Models

• Market Share & Competitive Analysis

• Vertical analysis

• Spending Guides

• Due Diligence & Investment Analysis

Know Your Customers

• Quantitative primary research

• Focus groups

• Brand equity index

• Customer Personas

• Gap analysis

• Market simulator

Build Awareness

• Existing Research

• Guest Blogs

• Analyst Videos

• Infographics

• Webcasts / Speaker Engagements

• InfoBriefs

• Press Support

Generate & Nurture Leads

• Custom Research

• Spotlights

• iViews / White Papers

• Lead Gen Assessment Tools

• Multimedia

• E-books

• Partner Marketing

Support Decisions

• Business Value Research

• BV Case Study

• ROI / BV White Paper

• Business Value / ROI Calculators (Snapshot Tools)

• Business Value Selling Tools

Engage the Right Channels

• Partner Program Validation

• Channel Industry Best Practices

• Competitive Channel Insights

• Routes to Market Segmentation & Profitability Analyses

Enable & Educate Sellers

• Market Education Workshops

• Buyer Conversation Guides

• Partner Enablement Success Guides

• Online & Video Tutorials

• Interactive Selling Tools

Custom Analytics

Buyer Behavior

Licensed & Customized

ContentPartnering

Sales Enablement

Thought Leadership

Business Value

1 2 3 4 5 6 7

Through our trusted data customers have been able to highly leverage Custom Analytics to help understand changes to their business throughout the pandemic.

Digitized our CMS portfolio to enable creation of engaging content for that captures intent signals and measures performance. Increasingly important in a world where constant conversation with customers is an imperative.

14© IDC |

Growing our Tech Buyer Portfolio

INDUSTRY TRANSFORMATION

VENDOR SOURCING & MGMT

USE CASE CENTRIC INNOVATION

FUTURE IT

• Securing & Documenting Cost Mgmt Effectiveness

• IT Deal Benchmarking

• Tech Evaluation, RFP Support & Vendor Selection

• Innovative technology acquisition

• Audit Review and Defense

• Contract Language

• Executive Peer-to-Peer Connections

• Brand Management Services

• Executive Coaching and Leadership Development

• Custom Development Services

• Women in IT Coaching & Development Programs

• CIO Board Readiness Advisory Services

• Digitally-Capable Infrastructure

• Leadership & Governance Strategies

• Data, AI & Intelligence

• The Trusted & Secure Enterprise

• Systems of Experience: Customers & Employees

• Metrics & KPIs

• Innovation & Cost Management

Oil & GasUtilities Mining

RetailHospitality & Dining

Manufacturing

HealthLife Sciences

Financial Services

Insurance

Government Smart CitiesEducation

Robotics5G & Mobile

Big Data / Analytics

Blockchain

Cloud

AR/VR

IoT

CyberSecurity& Digital Trust

3D Printing

AI

IT Benchmarking Cloud Economics Agile Team Performance

15© IDC |

Our Continued Commitment to Customers | Key Highlights

• Invested in growing our US customer support team by 40%

• Added dedicated CX director and new Research Desk

• Focused on closed loop feedback to accelerate improvements and capture actionable insights at the moments that matter to you

New tools, experiences, and workflows

16© IDC |

Our Continued Commitment to Customers | Key HighlightsNew tools, experiences, and workflows

Making it easier to get your job doneMyIDC Gets Personal (Now available)

Customizable widgets based on user preference

Direct links to your other IDC tools

Pin your most important data

17© IDC |

Our Continued Commitment to Customers | Key HighlightsNew tools, experiences, and workflows

Reading time

Downloadable files:

• PDF version

• Attachments

• All in ZIP

File names with document title

Share the link via email

Follow the analyst

Making it easier to get your job doneResearch Docs That Do More (Nov. release)

18© IDC |

Our Continued Commitment to Customers | Key HighlightsNew tools, experiences, and workflows

Making it easier to get your job doneIDC Blink

COMING Q1 22: Timely analyst commentary on key market news

built for easy consumption

19© IDC |

What to Expect Today

Our commitment to customer experience

2022 product preview

The future of IDC data & analytics

Five-year IT outlook &

trends for the Future

Enterprise

Strategies to capitalize on C-suite digital requirements

20© IDC |

And we’re just getting started.

The influence of technology on business and life is multiplying every day.

This ongoing, fast-paced evolution can be challenging to successfully navigate without help.

We are committed to always being the partner you can trust - growing withyou, and for you.

© IDC

Thank you