- 51%
- Accuracy
- 7 of 8
- Analyst ranking
- 12
- Predictions scored
- 2
- Still to fall due
4 right2 half right2 mostly wrong4 wrong
Infrastructure & Telecoms ▾
Scored predictions1
Right · 100%It will likely be one or two more quarters before we start to see the bottom of this cycle for infrastructure-as-a-service.
What happened. ISG's Q4 2023 release (January 2024) reported signs of a rebound, and its Q1 2024 release (April 2024) said cloud demand rebounded. Full-year 2024 IaaS ACV then rose 25 percent. The IaaS trough and rebound landed within the one-to-two-quarter window he gave. Sources: ir.isg-one.com, ir.isg-one.com.
Source: Cost Optimization Drives Record Demand for Managed Services in Q3, ISG Index Finds · two quarters after Q3 2023 results, i.e. Q1 2024 results
Caveat. No independent evidence available. Scored on ISG’s own figures.