Digital transformation continues to fuel the global IT services industry

Last update – June 2023
Business environment risk
Political risk
Commercial risk
  • High value added, high margins in IT consulting, software, cloud computing

  • Significant share of recurring revenues

  • Broad customer base (industries, retail, banking, insurance, transport, etc.)

  • Powerful long term growth drivers (digitization of the economy)

  • Positive legacy of the Covid-19 outbreak on future IT investment
  • Low barriers to entry

  • Sensitivity to cuts in corporate IT investment
Aurelien Duthoit
Allianz Trade