- 66%
- Accuracy
- 3 of 8
- Analyst ranking
- 3
- Predictions scored
- 11
- Still to fall due
Right · 100%next year we predict that growth will accelerate to around 10% we're expecting the market globally to be worth around $5.4 trillion
What happened. Gartner puts 2025 worldwide IT spending at about US$5.58 trillion, up 10.7% on 2024. Canalys itself had cut its own 2025 forecast to 7.0% growth (US$5.35 trillion) during 2025, and Edwards put the 2025 market at "around 5.3 trillion" in November 2025, so on his firm's narrower B2B measure growth looks nearer 7-8%. Independent data (Gartner) shows 2025 IT spending growth of 10.7%, within 10% of his ~10% call. Scope differs from Canalys's B2B market, and on Canalys/Omdia's own later figures growth came in lower (about 7-8%), which would make it Mostly right. Sources: telecomtv.com, canalys.com, youtube.com.
Source: Technology trends for 2025+ | Alastair Edwards - Chief Analyst, Canalys (Bechtle Technology Summit UK 2024 keynote, YouTube) · "next year" said in November 2024
Mostly right · 75%Nearly a third of marketplace purchases will flow through channel partners by 2025.
What happened. By late 2025 Omdia said over half of third-party marketplace spend still bypasses partners, implying a partner share somewhat below half; at Canalys Forum EMEA 2025 the firm said partners were expected to deliver more than half of a US$51bn marketplace. Either way the partner share in 2025 sat at or above a third. The call that partners would take a meaningful share against the 'marketplaces cut out the channel' consensus held, and the share likely exceeded a third; only the firm's own estimates exist and they are imprecise. Sources: techpartner.news, dutchitchannel.nl.
Paraphrased. Source: Channel will defy critics and trouser a third of cloud marketplace spend - Canalys (CRN UK)
Caveat. No independent evidence available. Scored on Omdia’s own figures.
Half right · 50%By 2025 they will account for approximately US$25 billion, 59 per cent CAGR from 2020.
What happened. Omdia (which absorbed Canalys) estimates third-party spending through the AWS, Google and Microsoft marketplaces at about US$45bn in 2025, up from US$30bn in 2024. Canalys itself had already doubled the 2025 forecast to over US$45bn by January 2023, with a colleague admitting "We under-called it". The direction (rapid marketplace growth) was right, but the specific number was about 45% too low; actual 2025 sales came in near US$45bn against a US$25bn call. Sources: techpartner.news, techblog.comsoc.org.
Paraphrased. Source: Channel will defy critics and trouser a third of cloud marketplace spend - Canalys (CRN UK)
Caveat. No independent evidence available. Scored on Omdia’s own figures.
Still to fall due11 predictions
- Dec 2026
the hyperscaler and large neocloud build outs set to fuel an expected 60% hike in server sales this year
Infrastructure & Telecoms · made Jul 2026 · source - Dec 2027
That's set to drop to 63% in 2027, he said.
The Channel · made Jul 2026 · source - Dec 2026
Some 65% of tech spending will flow through the channel in 2026, down from close to 70% in 2025, Edwards said.
The Channel · made Jul 2026 · source - Dec 2030
Agentic AI will reach a total marketplace spend of US$24.4 billion on the back of a 37% CAGR.
Artificial Intelligence · made Oct 2025 · source - Dec 2030
Cybersecurity is projected to reach US$31 billion by 2030 with a 31% CAGR through hyperscaler cloud marketplaces.
Cybersecurity · made Oct 2025 · source - Dec 2030
Partners will facilitate nearly 60% of all marketplace transactions by 2030.
The Channel · made Oct 2025 · source - Dec 2030
Hyperscaler cloud marketplace enterprise software sales will rise from US$30 billion in 2024 to US$163 billion by 2030.
The Channel · made Oct 2025 · source - Nov 2028
today data centers represent around 1 to 2% of the total energy consumption worldwide by in in sort of three or four years you're looking at around 11 to 12% % of the total energy uh consumption worldwide
Infrastructure & Telecoms · made Nov 2024 · source - Nov 2034
in 10 years we expect the market to double to around 10 trillion dollar
Infrastructure & Telecoms · made Nov 2024 · source - Dec 2027
More than 50% of marketplace sales will be done via channel partners by 2027.
The Channel · made Aug 2024 · source - Dec 2028
Enterprise software sales through hyperscaler marketplaces will reach US$85 billion by 2028, up from US$16 billion in 2023.
The Channel · made Aug 2024 · source