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1、EquityResearch20October2017TechnologyINDUSTRYUPDATEFall2017CIOSurveyResultsU.S.ITHardwareNEUTRALTheBarclaysFall2017CIOsurveyresultsarepositiveforoverallITspendingtrend,Unchangednotablynetworking,security,cloud-relatedsoftwareandservices.Thesurveyshow
2、sacompositegrowthrateof4.3%for2017ITspending,slightlydownfrom4.6%intheU.S.ITHardware&DataNetworkingspringsurvey,butrespondentsareexpecting4.1%growthfor2018.PubliccloudMarkMoskowitzadoptioncontinuestobestrong,butweseeincreasinginterestsforhybridcloud+
3、14152634456environment.Topspendingprioritiesremainthesameasthespringsurvey,includingmark.moskowitz@barclays.comsecurity,dataanalytics,andSaaS.KeybeneficiariesincludeAmazonAWS,Microsoft,BCI,USandSalesforce.NegativeimplicationsincludeDellEMC,NetApp,and
4、HPEnterprise.U.S.SoftwareSlighttaperingin2017ITspendingoutlook;2018looksstable:CIOsexpecttheirITRaimoLenschow,CFAspendingtogrow4.3%Y/Yin2017,aslighttaperingfrom4.6%growthinthespring+12125262712survey,butstillanaccelerationfrom3.6%in2016.Theoutlookof4
5、.1%growthforraimo.lenschow@barclays.com2018,inourview,isanindicationofstablespendingtrendintonextyear,withslightlyBCI,USfewerCIOsexpectingadecline.Notethatoursurveybaseconsistsofmedium-to-largeSaketKalia,CFAenterprisesconcentratedintheUS.+12125268465
6、Publiccloudmomentumremainsstrongbutmoderatedslightly:45%ofCIOsexpectsaket.kalia@barclays.compubliccloudspendingtogrowmorethan6%in2017,slightlylowerthan52%intheBCI,USspringsurvey,butstillastrongmomentum.WhileAmazonAWSstillremainsaclearU.S.Payments,Pro
7、cessors&ITServicesleaderinthespace,weseeanarrowinggapbetweenAmazonAWSandMicrosoftinDarrinD.Pellerspendingprioritycomparedtothespringsurvey.NotethatGooglecontinuedtoclimb+12125267144initsrankingonCIOprioritylist,upby1spottoNo.5fromNo.6inthespringsurve
8、y.darrin.peller@barclays.comBCI,USPositivesoftwarespendingtrendsustains:Thissurveyindicatessecurity,dataanalytics,andSaaSarethetop3spendingpriorities,representingsignificantU.S.TelecomServicesopportunitiesforsoftwarecompaniesinthesecategories.Notable
