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Some takeaways from Morgan Stanley's Q4 CIO survey - Software has the highest growth expectations in IT - Strong demand in software persisting (not simply pull forward in 2021) - Cloud computing remains CIO's top priorities - Security software most defensible More graphs below

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"Survey data suggests 25% of application workloads are running in the public cloud today, up from 23%... in 2Q21. The multi-year trend in the migration of applications to the cloud remains intact, with CIOs expecting 44% of workloads to reside in public cloud by 2024"

5:16 PM · Jan 12, 2022

Replying to

Similar data but presented differently. We're in the early innings of the cloud

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Cloud computing, security software, and digital transformation are the top 3 priorities

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Security software remains the most defensible category

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"As workloads continue to shift from on-premise to the cloud, Microsoft and Amazon remain the largest beneficiaries , both in 2021, as well as over the next three years"

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"Snowflake screens as the vendor with the highest weighted average growth expectations in 2022 at +7.1%...30% of CIOs surveyed expecting spend to increase in 2022, vs. 0% of CIOs expecting spend to decrease." Microsoft has the highest up-to-down ratio of 70%

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Maybe most importantly: "Expectations for software spending growth in 2022 remain ahead of historical levels, refuting the notion of a pull forward in demand in CY21"

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Do you have any data on how much sq footage amazon and Microsoft have added? I have all sorts of amazon sq footage data but it’s all ex aws for some reason.