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Anurag Agrawal
Analyst Index · The Channel

Anurag Agrawal

Founder and chief global analyst, Techaisle
55%
Accuracy
6 of 8
Analyst ranking
4
Predictions scored
4
Still to fall due
2 mostly right1 half right1 wrong
Scored predictions2
Half right · 50%SMBs will increase their PC expenditures, focusing on AI PCs and driving a PC refresh cycleInfrastructure & Telecoms · made Dec 2023 · due Dec 2024

What happened. IDC put 2024 PC shipments at 262.7 million, up only 1% on 2023. Canalys said 17% of 2024 PCs were AI-capable, over half of them Apple Macs. The commercial refresh was mainly tied to Windows 10 end of support in October 2025, not AI PCs. PC spending did edge back up in 2024, but AI PCs were a minority of shipments and did not drive the refresh, which was driven by Windows 10 end of support and arrived mostly in 2025. Sources: idc.com, notebookcheck.net.

Source: 2024 Top 10 SMB and Midmarket Predictions (Techaisle blog) · 2024 predictions list

Trend call · counts 0.5Medium confidence
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 2021Infrastructure & Telecoms · made Mar 2022 · due Dec 2022

What happened. Gartner put 2022 worldwide PC shipments at 286.2 million, down 16.2% on 2021, the steepest fall it had recorded, and said enterprise demand fell from Q3 2022 as buyers delayed purchases. No independent SMB-only figure was found; the whole-market number is used as the proxy. He called growth of 3.4% (cut to 1.9% in June); the PC market fell by about 16% and business demand fell with it. Even allowing for SMBs holding up better than consumers, the direction was wrong. Sources: gartner.com, computerweekly.com.

Source: 2022 WW SMB PC market forecast to reach 104.5 million units (Techaisle blog)

Specific · counts 1Forecast 3.4% · actual -16.2%Medium confidence
Still to fall due1 predictions
  1. Dec 2024the global IT expenditure of small and medium-sized businesses (SMBs) will escalate to a staggering US$1.35 trillion by 2024Infrastructure & Telecoms · made Oct 2023 · source
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