Technology Market Research Reports

Enterprise spend, adoption curves and unit economics across software, services, cloud, silicon and connectivity.

26 reports published 7 coverage areas 4 markets covered
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About our Technology coverage

Technology markets attract the most optimistic forecasting in this industry, so our bias is towards spend that can be traced to a budget line. We separate pilot activity from renewed contracts, and we treat seat counts, consumption pricing and services attach as distinct components rather than folding them into one headline number that nobody can audit.

Applied AI is the clearest example of why that discipline matters. Platform announcements have run well ahead of production deployment in most enterprises, and the real cost structure, covering inference, data preparation, integration and the people needed to supervise it, determines whether a pilot ever becomes a recurring line item. Where we size agentic and AI platform markets we state which part of the spend is software and which is services.

Underneath the software layer sits hardware with entirely different dynamics. Semiconductor and electronics demand is capacity and cycle driven, connectivity is regulated and capital intensive, and both respond to industrial policy in ways software does not. Keeping them in one vertical lets us connect a compute build-out to the silicon, power and network capacity it genuinely requires.

What we cover

  • Enterprise Software 4 reports

    Application and platform software sized by contracted spend, seat and consumption mix, and renewal behaviour rather than announced pilots.

  • IT Services 1 report

    Consulting, integration and managed services, including the services attach that most software forecasts quietly omit.

  • Cloud Infrastructure in development

    Compute, storage and platform consumption, capacity build-out, and the power and location constraints now shaping it.

  • Semiconductors and Electronics 3 reports

    Device and component demand, fab and packaging capacity, and the cycle position that sets pricing.

  • Connectivity and Telecom 1 report

    Fixed and mobile network investment, spectrum and backhaul, and the revenue reality behind coverage commitments.

  • Cybersecurity in development

    Security spend by control category, regulatory drivers, and the consolidation of point products into platforms.

  • AI and Emerging Tech in development

    Agentic and AI platform markets, edge intelligence and adjacent emerging technology, sized by deployment stage.

Technology reports

IT Services 1

Semiconductors and Electronics 3

Connectivity and Telecom 1

More in Technology 17

Who uses this research

Product and corporate strategy teams, channel and partner organisations, procurement teams benchmarking spend, telecom and data centre operators, and technology investors testing an adoption thesis.

Every report is delivered with the underlying data tables, a defined methodology note and analyst access, so the assumptions can be interrogated rather than accepted. If the exact scope you need is not published here, we build commissioned studies on the same framework.