Will Apple go 5G? Will Tesla’s momentum skid to a halt? Can Disney+ top Netflix? Here’s what this analyst says.
With topics like 5G, Cloud and SaaS dominating the conversation in technology in 2020, what will this means for the biggest players in these spaces? Here are 10 predictions for what I expect to happen in tech over the next 12 months.
2. Salesforce CEO Marc Benioff steps down. Marc Benioff has been outspoken about his ambitions to tackle conditions such as homelessness and the high cost of living in the Bay Area. Given that Salesforce.com CRM, +2.21% moved to a co-CEO approach structure in 2018, I believe 2020 could very likely be Benioff’s last year as CEO.
While quantum as a day-to-day tool for the enterprise may not see huge adoption in 2020, I see this year as a big year for investors and Silicon Valley that are pouring money into companies driving the quantum story. This is good news for more than just Amazon and Microsoft, but also IBM IBM, -0.32%, Alphabet’s Google GOOG, +2.10% GOOGL, +2.14%, Honeywell HON, -0.74% and IonQ — four of the most active firms in building quantum computers.
With 10 million subscribers for Disney+ coming on the first day and arguably the best studios and content, Disney is going to cause a big problem for Netflix this year. And while its gross subscriber numbers won’t surpass Netflix in 2020, Disney will ultimately come out on top. Apple will also usurp Netflix in just a few short years, pushing it down from No. 1 to likely No. 3 in the space in just a few years.
7. Azure makes gains vs. AWS in the cloud wars. As the cloud wars continue, Microsoft’s Azure will continue to cut into the giant market leadership position held by Amazon’s AWS. With public cloud still yet to hit 25% market saturation, the good news is that both companies will continue their strong growth trajectory. However, by the end of 2020, I see Azure grabbing up to 3% market share from AWS.
9. Amazon Alexa will dominate consumer AI. CES 2020 in Las Vegas will be the year of Alexa inside everything, from coffee makers to shower heads to more typical electronics like headphones and TV. I said after the “Ask Alexa” launch last year that Amazon is going to see huge upside from its consumer electronics business because of the integration with Amazon, the data that will be collected and the business that will funnel to Amazon because of it.
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