Covid-19 legacy drives IT spending

Last update – December 2021
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

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Country   Role Sector risk
United States
#1 market by revenue

Low risk
UK
#2 market by revenue

Medium risk
Japan #3 market by revenue

Low risk
Germany #4 market by revenue

Medium risk
China #5 market by revenue

Low risk
Aurelien Duthoit
Allianz Trade