Analyst Index · SaaS
Alex Smith
VP and practice lead, ecosystems, channels and marketplaces, The Futurum Group (was Canalys)
- 58%
- Accuracy
- 5 of 8
- Analyst ranking
- 6
- Predictions scored
- 2
- Still to fall due
1 right2 mostly right1 half right1 mostly wrong1 wrong
Scored predictions1
Mostly right · 75%Marketplaces have gained significant momentum in recent years... and we expect this growth to continue by as much as 84% annually to 2025.
What happened. The 84% CAGR was Canalys's 2021-2025 path ($4.1bn in 2021 to $45bn+ in 2025). Omdia (same firm) reports ~$45bn in 2025, implying ~82% CAGR from 2021. Independent Futurum puts 2025 at >$21bn on a narrower basis. ~82% vs 84%: 2 points missed on the same series. The $45bn endpoint was met per the firm's own data. Sources: techpartner.news, techblog.comsoc.org, lemondeinformatique.fr, futurumgroup.com.
Source: A partner gives us a glimpse into the future (Canalys insight blog by Alex Smith)
Caveat. No independent evidence available. Scored on The Futurum Group’s own figures.
Still to fall due2 predictions
- Dec 2029
Business app and productivity software revenue through hyperscaler marketplaces will reach $5.3B by 2029, growing at a 32% CAGR
SaaS · made Feb 2026 · source - Dec 2029
More than $21B USD in enterprise software revenue will be attributed to transactions conducted through hyperscaler marketplaces in 2025... rising to $42B by 2029
SaaS · made Dec 2025 · source