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Jay McBain
Analyst Index · The Channel

Jay McBain

Chief analyst, US, Omdia (was Canalys, Forrester)
82%
Accuracy
1 of 8
Analyst ranking
9
Predictions scored
39
Still to fall due
7 right1 mostly right1 mostly wrong
Scored predictions1
Right · 100%Walmart has been the largest (revenue) company in the world since 2002, and that will change in 2025.Leadership & GTM · made Apr 2025 · due Dec 2025

What happened. Amazon reported about $717bn of revenue for calendar 2025; Walmart reported $713.2bn for its fiscal year to 31 Jan 2026. Press reports in Feb 2026 said Amazon had overtaken Walmart as the world's largest company by sales. Amazon passed Walmart on annual revenue for the 2025 reporting year, though only by about $4bn and with mismatched fiscal years. Sources: nasdaq.com, ktvz.com.

Source: LinkedIn post, 2025-04-24

Specific · counts 1High confidence
Still to fall due5 predictions
  1. May 2031It took 56 years (as the fastest growing industry each year) to reach $6.07 trillion this year in hardware, software, IT services, and telco. We are just about to double that in the next 3-5 years.Leadership & GTM · made May 2026 · source
  2. Dec 2026Looking forward to the rest of 2026, the Titans’ index is forecast to grow 18.7% to $2.83 trillion.Leadership & GTM · made Feb 2026 · source
  3. Dec 2030So, yes, the technology industry will maintain its growth above other industries until 2030.Leadership & GTM · made Feb 2026 · source
  4. Dec 2030Worldwide IT spending is projected to increase from $6.07 trillion in 2026 to $8.49 trillion in 2030, a 9.1% CAGRLeadership & GTM · made Feb 2026 · source
  5. Dec 2026the IT market in 2026 will grow in double-digits (10.2%) as the world economy barely cracks 2% growth.Leadership & GTM · made Dec 2025 · source
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