Posted by: Greg Ness | July 2, 2017

Digitalization Winners and Losers as of 2017

A new Morgan Stanley CIO Report is out with a revised list of digitalization winners and losers.  The shift to the cloud is increasing and creating a painful new reality for traditional IT vendors, except Cisco.

Roller coaster loops against evening sky

IT vendors will navigate the clouds with varying levels of success.  Cisco appears to be making inroads based on a new CIO survey.

Check it out here.

From Becky Peterson, Business Insider, July 1 2017:

The two technology vendors are set to lose out considerably in IT budgets over the next three years as the result of the shift to cloud, according to the June AlphaWise/Morgan Stanley CIO report. CIOs expect that 46% of their workloads will be in the cloud by the end of 2020, while only 34% will be on-premise.


Between now and then, the 100 US and European CIOs surveyed expect to decrease spending on IBM by 13%, and to decrease spending on Oracle by 11%. 


Note how Cisco is positioned as a top benefactor of digitalization, after Salesforce.  That’s an impressive shift for a legacy networking vendor.  This could be at least indirect acknowledgement that the giant is successfully re-positioning itself as a new kind of software-centric cloud player.


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