Next year will separate companies in the IT services sector. ![]()
Driven by an improving general economic outlook, next year should start to reveal which companies have successfully adapted to the changed market situation and whose strategy works. Analysts Frans-Mikael Rostedt and Joni Grönqvist review the outlook for next year.
Topics:
00:00 Introduction
00:48 Earnings growth expected
02:00 Macroeconomic impact on the IT services sector
05:15 Divided Q3
06:10 What separates the companies?
09:15 Public sector versus private sector
10:42 Investments
13:09 Artificial intelligence
14:56 Profitability
17:42 Wage inflation and rising customer prices
20:12 Is there clear upside potential in profitability?
22:14 Valuations
25:53 Summary