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Analyst Index

Who called it right?

Tech analysts forecast markets for a living. We track the calls they make in public, check each one against what actually happened and rank them on how often they get it right

8
Analysts ranked
60
Predictions scored
80
Still to fall due
61%
Average accuracy
Most accurateJay McBainJay McBainChief analyst, US, Omdia (was Canalys, Forrester)82%accuracy from 9 scored predictionsSee the full record →
#AnalystAccuracyPredictionsVerdictsBest call
1Jay McBain
Jay McBainChief analyst, US, Omdia (was Canalys, Forrester)
82%
9Cloud infrastructure will reach $383 billion this…
2Larry Walsh
Larry WalshCEO and chief analyst, Channelnomics (was The 2112 Group)
68%
6Growth in the IT sector is likely to outpace growth in the general…
3Alastair Edwards
Alastair EdwardsChief analyst, Omdia (was Canalys)
66%
3next year we predict that growth will accelerate to around 10% we're…
4Robin Ody
Robin OdyResearch director, MSP, Omdia (was Canalys)
61%
7By the end of the year, there will be around 341,000 partners…
5Alex Smith
Alex SmithVP and practice lead, ecosystems, channels and marketplaces, The Futurum Group (was Canalys)
58%
6Marketplaces have gained significant momentum in recent years... and…
6Anurag Agrawal
Anurag AgrawalFounder and chief global analyst, Techaisle
55%
4Cloud cost optimization and economics (FinOps) are expected to be…
7Steve Hall
Steve HallChief AI officer, ISG
51%
12It will likely be one or two more quarters before we start to see the…
8Anthony Frot
Anthony FrotResearch director, CONTEXT
50%
13Right now our forecast sits below at…
RightMostly rightHalf rightMostly wrongWrongRanked once 3 predictions have been scored
Latest verdicts
Right · 100%
Cloud infrastructure will reach $383 billion this yearJay McBain · made Jul 2025 · Canalys/Omdia's quarterly figures for 2025 ($90.9bn, $95.3bn, $102.6bn, $110.9bn) add up to about $400bn.
Full verdict →
Mostly wrong · 25%
Mobile computing unit sales +2.1% YoY in Q1 2025 and +4.7% for the year; desktop units +4% in Q1 and +5.1% for the year.Anthony Frot · made Mar 2025 · CONTEXT's Oct 2025 estimate put 2025 mobile computing unit growth at ~9.5%; desktops were the standout of 2025 (revenue… Scored on CONTEXT’s own figures.
Full verdict →
Mostly right · 75%
M&A activity will grow this year in both the channel and vendor spaces.Robin Ody · made Jan 2025 · M&A Signal's MSP report counts 466 MSP deals closed in 2025, up 20% on 2024.
Full verdict →
Wrong · 0%
ISG is forecasting 4.5 percent revenue growth for managed services and 18 percent revenue growth for cloud-based services (as-a-service or XaaS)Steve Hall · made Jan 2025 · Cloud-based services ACV rose 29 percent to a record $84.0 billion in 2025. Scored on ISG’s own figures.
Full verdict →
How we scoreShow

1. Find the call

Public predictions from the last five years in VETTDD’s categories: reports, press releases, keynotes, interviews. Each one is quoted and linked.

2. Wait for the deadline

A prediction is only scored once its date has passed. Until then it’s listed as pending.

3. Check what happened

Against independent evidence where it exists: company results, filings, other firms’ data. Where none exists, we score on the analyst’s firm’s own figures and put a caveat on the verdict. Each verdict links its sources.

Right100%Mostly right75%Half right50%Mostly wrong25%Wrong0%

4. Weigh it

Calls looking more than two years ahead count one and a half. Calls made under six months out, or when the outcome was close to certain, count half. Trend calls with nothing to measure count half again, so nobody climbs the table by being vague or stating the obvious.

Growth-rate forecasts are scored on how many percentage points they missed by: within 1 point is Right, 2.5 Mostly right, 5 Half right, 10 Mostly wrong; further out, or growth called when the market fell, is Wrong. Other number forecasts are scored on how far off they were: within 10% of the actual figure is Right, within 25% Mostly right; further out, Half right if it moved the right way, otherwise Wrong. Small samples: until an analyst has many verdicts, their accuracy is pulled towards the table average, as if they had 5 more average calls, so a handful of lucky calls can’t top the table. No independent evidence: the verdict is scored on the analyst’s firm’s own figures and carries a caveat. Analysts can reply to any verdict.