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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

2
Analysts ranked
10
Predictions scored
16
Still to fall due
68%
Average accuracy
Most accurateJay McBainJay McBainChief analyst, US, Omdia (was Canalys, Forrester)78%accuracy from 3 scored predictionsSee the full record →
#AnalystAccuracyPredictionsVerdictsBest call
1Jay McBain
Jay McBainChief analyst, US, Omdia (was Canalys, Forrester)
78%
3Cloud infrastructure will reach $383 billion this…
2Alex Smith
Alex SmithVP and practice lead, ecosystems, channels and marketplaces, The Futurum Group (was Canalys)
58%
3In 2024, Canalys expects global cloud infrastructure services…
–Steve Hall
Steve HallChief AI officer, ISGNot yet ranked
73%
1It will likely be one or two more quarters before we start to see the…
–Alastair Edwards
Alastair EdwardsChief analyst, Omdia (was Canalys)Not yet ranked
73%
1next year we predict that growth will accelerate to around 10% we're…
–Anurag Agrawal
Anurag AgrawalFounder and chief global analyst, TechaisleNot yet ranked
55%
2Techaisle's PC market study forecasts SMBs worldwide are likely to…
–Anthony Frot
Anthony FrotResearch director, CONTEXTNot yet ranked
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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 →
Wrong · 0%
We predict the hyperscalers will need to increase their prices in Europe by 30% to account for rising energy costs.Alex Smith · made Nov 2022 · Microsoft raised euro cloud prices by 11% (pound 9%, Swedish krona 15%) from 1 April 2023, citing currency alignment…
Full verdict →
Right · 100%
It will likely be one or two more quarters before we start to see the bottom of this cycle for infrastructure-as-a-service.Steve Hall · made Oct 2023 · ISG's Q4 2023 release (January 2024) reported signs of a rebound, and its Q1 2024 release (April 2024) said cloud… Scored on ISG’s own figures.
Full verdict →
Wrong · 0%
Techaisle's PC market study forecasts SMBs worldwide are likely to purchase 104.5 million PCs in 2022, a growth of 3.4 percent from 2021Anurag Agrawal · made Mar 2022 · Gartner put 2022 worldwide PC shipments at 286.2 million, down 16.2% on 2021, the steepest fall it had recorded, and…
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.