Tag: Canalys

Informa Tech will buy Canalys

Canalys Forum EuropeCanalys is to be acquired by Informa Tech with the deal completed in the third quarter of this year.

Informa Tech said the acquisition will mean it will now be the world’s biggest channel research and consulting group.

Gary Nugent, CEO of Informa, said: “Channel and Mobility are two incredibly exciting areas for our industry, where technology, supply chains and ways of going to market are ever-evolving. Over 70 percent of all business technology is sold via the Channel and this is why it is of huge importance to our customers.”

Steve Brazier, the CEO of Canalys said: “We have lived and breathed Channel and Mobility for 25 years while growing into other spaces such as Automotive. Now by combining with Informa Tech, and specifically leading brands Omdia, Channel Partners and Channel Futures, we have the platform to offer our clients even greater breadth and depth of expertise on a global scale. We are looking forward to working together to shape the future of technology research.”

No financial details are provided.

Global cybersecurity market grows

The global cybersecurity market grew 15.9 percent during the third quarter of 2022 despite the economy being rubbish.

Research from channel analyst Canalys found the industry earned $17.8 billion with Palo Alto Networks was the number one vendor in the quarter. The vendor grew by 24.9 percent year on year and increased its market share to 8.4 percent, up from 7.8 percent in Q3 2021.

Cisco closely followed with growth of 16.7 percent and a flat market share of 6.9 percent.

Fortinet placed third, climbing 29.9 percent to reach a 6.7 percent market share, up from six percent a year ago. 

Channel’s service focus is paying off

The channel is continuing to focus on services and looking to ensure it has strong sustainability as it looks ahead, according to new research from distributor TD Synnex.

The research, based on a benchmark survey carried out by Canalys, found that almost three-quarters of partners expect to sell more managed services in the next three years.

With pressure rising to have a story around environmental, social and governance (ESG), the distie found that 40 percent were also looking to offer sustainability/ESG reporting within the next two years, TD Synnex said.

Vendors need to be more serious about second hand products

Vendors need to embrace refurbished products according to Canalys chief analyst Alastair Edwards.

While many vendors want punters to splash out on the latest and greatest hardware, if they are really serious about circular economies they are going to have to be more serious about refurbishing existing gear.

“Vendors are claiming their commitments to circular economies and to reducing waste in the supply chain, but all of you in the vendor community are still paid on selling new products, and this creates a fundamental contradiction”, he said.

“As a result, we see vendors holding back the ability of channel partners to sell refurbished and second-hand IT products by not recognising those products in compensation schemes and targets. This is creating immense frustration for the channel.”

“We see many of you channel partners that want to do this, and your customers are asking for it.”

Inflation hits the channel

Inflation is already having an impact on those in the PC hardware world.

Canalys research analyst Kieren Jessop warned that PC shipments across Western Europe in the second quarter showed the consequences of inflationary pressures and the ongoing Chinese shipment issues.

This is now a second quarter of decline in Western Europe, with an 18 percent year-on-year drop in shipments in second quarter with notebooks particularly hit, with a 26 percent year-on-year decrease.

Tablet and Chromebook market crashing

Chromebook and tablet markets are being gutted by weak education sales and general lower consumer demand.

Beancounters from Canalys have added up some numbers and divided by their shoe size and seen a year of decline in both, with the second quarter of 2022 continuing a trend in shipment declines that started in 2021.

Those selling the hardware have had to contend with component shortages and rising inflation, but there are also a couple of specific issues in the tablet and Chromebook space that have contributed to respective 11 percent and 57 percent year-on-year second-quarter drops in shipments.

PC shipments fall by 15 percent

Beancounters at Canalys have added up some numbers and found that global PC shipments fell by 15 percent in the second quarter mostly because of Chinese production issues.

The decrease took the market back to its lowest level since the pandemic began to take hold in the first quarter of 2020.

Laptops suffered an 18.6 percent drop, with consumers showing more caution with inflation and the cost of living causing some falls in demand. Desktops fared better, with a 0.6 per ent increase, driven by commercial spending on hardware.

Analysts warn about Broadcom VMware merger

Gartner and Canalys are a little concerned about Broadcom’s $61 billion acquisition of VMware .

Canalys chief analyst Alastair Elms warned that Broadcom had no experience in merging  VMware with existing software and security assets from CA and Symantec and success will depend on how Broadcom executes against this plan.

“Integrating the different parts of the business will be complex, with some parts overlapping and others lacking clear synergies.”

Elms said the benefit of the deal is it will give VMware “true independence” from Dell, with Michael Dell selling his 40 percent stake, allowing it to pursue its goal of being the ‘Switzerland’ of the IT industry, and strengthen its alliance partnerships.

PC shipments fall due to supply bottlenecks

PC shipments in Western Europe fell during the first quarter for 2022 following supply bottlenecks and increasing geopolitical tensions.

Beancounters at Canalys found that 15.8 million units of desktops, notebooks and workstations were delivered in first quarter 2022, down three percent on the first quarter 2021.

Despite the fall, Canalys says shipment numbers are still better than they were before the pandemic .

Research analyst Trang Pham said that commercial demand is strong as multiple markets have officially moved toward business-as-usual operations. In fact, nearly 60 percent of devices shipped in Western Europe in Q1 were for commercial use.

Cloud spending tops $50 billion for first time

It seems that the world can’t get enough of spending on cloud infrastructure, according to beancounters at Canalys.

Worldwide cloud spending was more than  $50 billion for the first time in the final quarter of 2021 and total spending grew 34 percent to $53.5 billion in the fourth quarter of 2021, up to  $13.6 billion last year.

For the full year, total cloud infrastructure services spending grew 35 percent to $191.7 billion compared with $142 billion in 2020, which Canalys said was down to the “reopening of economies post-lockdowns and growing customer confidence during the year”.

PC shipments jump

Beancounters at research outfit Canalys say that PC shipments in Western Europe jumped 21 percent annually to hit 16.3 million in the latest quarter.

Figures for the third quarter showed that HP regained the top spot after three quarters in the second position, shipping 4.4 million units and taking a 27 percent share.

Lenovo came second, shipping 4.1 million units to take a 25 percent share with Dell, Apple, and Acer rounding up the top five at 14 percent, 12 per cent and eight per cent shares respectively.

Canalys research analyst Trang Pham said the numbers showed a “continuous demand for PCs.

“This isn’t just about fulfilling backlog orders anymore, but about managing a longer-term demand and this is good news for every single vendor operating in the market.

“However, we’re now seeing a marked shift to commercial, as the segment grew 31 per cent versus 11 per cent in consumer. Looking ahead, commercial demand should sustain growth well into 2023.”

Western Europe’s PC market has now been trending upwards for six consecutive quarters, but tablet shipments in Western Europe shrank 20 percent in the quarter with a total of 6.9 million units shipped.

In the third quarter, tablets had an extraordinary performance as they filled a gap created by PCs shortages.

“They are now seeing a corrective decline as penetration within the primary userbase saturates.”

PC industry grew by three percent in Western Europe

The PC industry has still managed to grow across Western Europe by three per cent according to numbers crunched by Canalys.

A market analysis from Canalys has found that 15 million units, desktops, notebooks and workstations were shifted across Western Europe in the second quarter. Things would have been even better without the component shortages that have been plaguing the industry throughout the past year.

Canalys research analyst Trang Pham said that demand was still strong.

“Western Europe has emerged into a post-Covid ‘new normal’, a rapidly digitising world, as shown by the robust shipment numbers. Had supply issues been resolved, we could have seen even higher growth in the PC market.”

The top three in the market – Lenovo, HP and Dell – have managed to keep sales moving and the battle for market share has involved making sure there are enough units to meet customer orders.

Security partners better look a bit confident

Channel outfits who want to flog security to customers need to have bucketloads of confidence, according to a new survey from Canalys.

Canalys, which has been working with Trend Micro and Tech Data to use its Cybersecurity 360 online skills assessment tool has worked out that successful security partners have a wide knowledge of the market from a technology standpoint, offer managed services and have confidence selling to senior managers.

Canalys vice-president Alex Smith. “Cybersecurity skills in the channel are in high demand and are hard to find. Those that were the most successful and displayed traits associated with market leaders  were enjoying double-digit growth that was outpacing an already very buoyant market.”

Fessing up over supply shortages wins customers

Vendors that admitted to customers that there were supply shortages and encouraged flexibility were well-placed to benefit in the PC market during the first quarter (Q1).

Beancounters at Canalys had a look into the component shortages that hit the hardware industry for the past 18 months and discovered that it was not so bad for some.

An analysis of first-quarter PC shipment numbers across Western Europe from Canalys indicated that there was strong growth in the market, with desktops, notebooks and workstations hitting 16.1 million units, a 48 percent year-on-year  improvement.

On the vendor front, there will be celebrations over at HP, with the vendor regaining top spot from Lenovo by shipping 4.1 million units and with a 26 percent market share, with its closest rival having four million units and 25 percent share. Dell, Apple and Acer fill out the rest of the top five.

Global PC market rose thanks to education boost

The global PC market saw a year on year rise of 53.1 percent with 122.1 million units shipped, according to research from Canalys.

Chromebook sales in the education sector boosted the PC market during the first quarter of 2021 and while the education sector accounted for the majority of shipments, their popularity with consumers and traditional commercial customers reached new heights over the course of the last year.

Tablets closely followed as one of the key growth drivers, logging an increase in sales of 51.8 percent and shipment volumes of 39.7 million units.

Canalys research analyst, Brian Lynch said HP and Lenovo dominate the Chromebook market, but Acer and Samsung carved out substantial shares within the PC market by providing Chromebooks.