The ISG Index is the authoritative source for market intelligence on the enterprise technology sector. Using our unprecedented data assets, as well as our practitioner-led view into the industry, the Index provides technology leaders, service providers, software vendors and investors with valuable insights into current market trends and future projections. 

WHAT YOU'LL DISCOVER

• Comprehensive analysis of the latest market data and intelligence into the health and growth of technology industry.  
• Expert perspectives on how the current macroeconomic and geopolitical climate is impacting demand for services and software.
• Deep dive into how software and service providers are shifting to more rapidly embrace agentic AI technologies. 
• New software intelligence on how AI is transforming applications into essential enterprise platforms.
• Q&A session to address your specific questions around changes globally and regionally.  

Join us, July 10th. 

HOST: Moshe Katri
Managing Director, Investment Banking, Wedbush Securities

Steven Hall
President, ISG EMEA & Chief AI Officer, ISG

Stanton Jones
Distinguished Analyst, ISG

Namratha Dharshan
Chief Business Leader, ISG India Research

Mark Smith
Partner & Chief Software Analyst, ISG

Alex Bakker
Distinguished Analyst, ISG

1Q25 Recap

1. Combined Market grew 18% Y/Y even as decision making slowed in some areas​
    

2. Managed Services up 2% Y/Y on broad-based growth in both Applications and Infrastructure​
    

3. Engineering generated best quarter ever, even with Manufacturing weighing on results​​
    

4. BPO weakness across the board in 1Q25, but on TTM basis only slightly down​
    

5. BFSI vertical showed signs of green shoots over past six months​
    

6. Both IaaS and SaaS generated double-digit Y/Y growth​

Market Level Set

1. Tariffs have raised short-term uncertainty; will ​
   likely see a pullback in discretionary IT spend ​
    

2. Negative impact on application-related work ​
   where ≈40% is variable​​
    

3. Vulnerability in capital intensive programs like SAP S/4HANA migrations ​
    

4. Manufacturing and Travel sectors most exposed; ​
   BFSI recovery at risk; monitoring Life Sciences ​
    

5. EU digital services tax could impact XaaS market ​
    

6. Continue to see strong demand for cloud and AI related transformation and cost optimization​

ISG (Nasdaq: III) is a global AI-centered technology research and advisory firm. A trusted partner to more than 900 clients, including 75 of the world’s top 100 enterprises, ISG is a long-time leader in technology and business services that is now at the forefront of leveraging AI to help organization achieve operational excellence and faster growth. The firm, founded in 2006, is known for its proprietary market data, in-depth knowledge of provider ecosystems, and the expertise of its 1,600 professionals worldwide working together to help clients maximize the value of their technology investments.