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Larry Walsh
Analyst Index · The Channel

Larry Walsh

CEO and chief analyst, Channelnomics (was The 2112 Group)
68%
Accuracy
2 of 8
Analyst ranking
6
Predictions scored
4
Still to fall due
1 right4 mostly right1 half right
Scored predictions2
Right · 100%And we're expecting robust and high growth in IT spending in 2025Leadership & GTM · made Mar 2024 · due Dec 2025

What happened. Gartner put 2025 worldwide IT spending growth at 10.3% (February 2026) and 10.7% (July 2026), up from 7.7% in 2024. Roughly 10% growth was the strongest in several years and clearly 'robust and high'. Sources: gartner.com, gartner.com.

Source: Taking IT Spending Forecasts With a Grain of Salt

Trend call · counts 0.5High confidence
Mostly right · 75%Growth in the IT sector is likely to outpace growth in the general economy but will continue to be impeded by interest rates and other factors before picking up in 2025.Leadership & GTM · made Dec 2023 · due Dec 2025

What happened. Gartner put 2024 IT spending growth at about 7.2-7.7%, well above roughly 3% global GDP growth. Its 2025 growth figures (9.8% in January, 7.9% in July 2025) were at or above 2024's pace. IT beat the wider economy as stated, and growth did firm in 2025, though the 2025 pick-up was modest and 2024 was less held back than implied. Sources: gartner.com, gartner.com.

Paraphrased. Source: CCC RECAP: The Economic State of the Channel

Specific · long-range · counts 1.5Medium confidence
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