trends in information management · 2016-08-26 · the u.s. b2b market grew from $63.3 billion in...

Copyright 2015. The NPD Group, Inc. All Rights Reserved. This presentation is proprietary and confidential and may not be disclosed in any manner, in whole or in part, to any third party without the express written consent of NPD.

Trends in Information Management

August 2016

Industry Analyst - Channels & Enterprise Technology

Michael Diamond

The NPD Group, Inc. | Proprietary and confidentialDocument classification: Internal Only

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Quick Update on U.S. B2B Market

Growth and Impact of IoT

Analytics Examples

Key category growth areas

A G E N D A


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Analytics Examples


A G E N D A


Total B2B Notebooks Laser Toner Switches BTO Notebooks

▼ 2.7% ▲ 1.5% ▼ 1.9% ▲ 2.8% ▲ 23.3%

$26.887 B $2.428 B $2.354 B $1.409 B $1.040 B

Desktops Hard Disk Drives X86 CPU Chips Monitors Tablets Inkjet Catridges Storage Array Adapters

▼ 12.9% ▼ 23.9% ▼ 12.2% ▲ 0.7% ▲ 8.4% ▲ 9.3% ▼ 5.6% ▼ 0.1%

$895 MM $816 MM $762 MM $697 MM $682 MM $645 MM $584 MM $496 MM

Network Security Solid State Drives Access Points BTO Desktops BTO Servers Telecom Equip 2D LCD TV LFCD

▼ 3.0% ▼ 20.8% ▲ 5.1% ▲ 37.2% ▲ 35.9% ▼ 2.2% ▲ 30.7% ▲ 36.3%

$493 MM $481 MM $437 MM $417 MM $385 MM $382 MM $350 MM $344 MM

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Y/Y Performance for Top B2B HW Categories by 2016 YTD SALES

Y/Y Growth (%) Y/Y Decline (%)

B2B Dollars – Jan to Jun 2016

Source: The NPD Group / Distributor Track and Reseller Tracking Service (overlap removed)


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Growth Areas – Our Viewpoint

Information management strategies will be keep looping in RDBMs, DI/DQ, analytics, visualization, Cybersecurity, etc.;

Acceleration of integrated systems

Component growth to system integrators (e.g., ZT Systems) that build systems based on OpenCompute;

Areas of networking that enhance mobile and remote connectivity e.g., WiFi upgrades, unified communications, video conferencing;


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4.4%

Source: The NPD Group/Distributor Track and Reseller Tracking Service

The U.S. B2B market grew from $63.3 billion in 2012 to $72.0 in 2015 or a 4.4% CAGR

U.S. B2B Market 2012 – 2015 CAGR


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U.S. B2B Channel Q1 2016 vs. Q2 2016

Q1 2015 vs. Q1 2016 Revenues

The U.S. B2B Channel grew from $12.7 billion in Q1 2016 to $14.2 billion Q2 2016 or a 11.4% QoQ growth rate;

The market added +$1.4 billion from Q1 2016 to Q2 2016

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Source: The NPD Group/Distributor Track and Reseller Tracking Service

$12.7B

$14.2B

11.4%


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Analytics Examples


A G E N D A


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Analytics

Sensors

IoT Market Where Are We?

Sensors Everywhere

The NPD Group, Inc. | Proprietary and confidential 11

IoT Standards Groups – Who Will Win?

Thread Group – Youngest and owned by Google;

AllSeen Alliance / AllJoyn – Developed by Qualcomm and now managed by the Linux Foundation

Open Interconnect Consortium / IoTivity - Founded by Intel Recently acquired UNPnP, has 3 billion devices, home networks;

Industrial Internet Consortium – Founded March 2015 – backed by GE, IBM, cisco, AT&T and Intel;

Apple HomeKIT – Apple’s proprietary standard;

IEEE P24143 (umbrella) – More than 350 that are applicable to IoT

Structured Unstructured

Data

Database Administrators1

11%

Source: Bureau of Labor Statistics

Top State & Verticals2


Job Growth – Who Will Organize This?

120,000

133,400

2014 2024

Information Security Analysts1


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18%


Job Growth – Who Will Secure This?

82,900

97,700

2014 2024

Top State & Verticals

Actuaries3

18%


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24,600

29,000

2014 2024

Job Growth – Who Will Analyze It?


Statisticians5


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34%


30,000

40,100

2014 2024

Job Growth – Who Will Analyze It?



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Analytics Examples


A G E N D A


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Chief Information Security OfficerManaging Threats


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Organizational Pressures

Consistent pressure by the equity community to improve company performance;

Become much more customer centric and responsive in a real-time digital world;

Maintain organizational integrity and transparency;

Innovation acceleration

Strategic Actions

Operational improvement by moving functions overseas to take advantage of lower cost labor;

Enhanced public and investor relations e.g., social media, etc.;

Enhanced compliance and risk mitigation to comply with government mandates;

Enhanced ECM and analytics;

Organizational Strategy + Impact on Cybersecurity Strategy


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Organizational Pressures Strategic Actions

Operational improvement by moving functions overseas to take advantage of lower cost labor;

Enhanced public and investor relations e.g., social media, etc.;

Enhanced compliance and risk mitigation to comply with government mandates;

Enhanced ECM and analytics;

Chief Information Security Officer Challenges

Assess what types of information the firm has and what cyber adversaries want from it;

Create scenario analysis for both internal and external threats;

Must have a solid analyst, public relations and government strategy in the event of a Cyber attack;


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Analytics Examples


A G E N D A

Massive Earthquake in Japan

1 Many have been injured;

2 Which OEMs have factories in Japan related to the PC market?

3 Shortages may occur, should we hedge on inventory?

NPD Group – Proprietary & Confidential

“IT Supply Chain Analytics Example”

1 Seeing a lot of remote health gear solid in

these states for hospitals;

2 Seeing a lot of remote health gear solid in

these states for hospitals;

3 Many of these states have higher rates of

diabetes and obesity coupled with older

generations;


“Marketing Strategy Analytics Example”

“Operational Analytics Example”


1 We are seeing higher death rates in this

unit versus other hospitals?

2 They are not dying from cancer but are

dying from infections!

3 How can we adjust care to prevent our

patients from getting infections?

Ho

sp

ital

L&D

Emergency

Cardiology

Cancer Unit

“Future IoT Analytics Example”


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Do not drive up that elevation!

5,000 people died in similar conditions:

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Medication

Weather conditions

Age & medical conditions

The NPD Group, Inc. | Proprietary and confidential 31

The NPD Group, Inc. | Proprietary and confidential

Thank youThank you

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trends in information management · 2016-08-26 · the u.s. b2b market grew from $63.3 billion in...

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