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9 segments · 28 companies

Enterprise IT & Services

+4.8%chain · 1M

Hardware, networks and software reach enterprises through channels and services; refresh cycles, subscriptions and projects drive different revenues.

The Enterprise IT & Services covers 9 segments and 28 companies, 0 of them chokepoints.
Over the past month the chain's median listed company returned +4.8%, against 0.0% for the S&P 500.
The strongest segment is Industrial & public-sector software (+26.1%) and the weakest Compute & storage (−3.5%), a 29.6-point spread.

The chain, stage by stage

Upstream on the left, end demand on the right. Figures are 1-month returns; the segment shows its median.

Open the interactive chain map in Hub

InfrastructureSoftware & dataProjects & services

Hardware & networks

Compute & storage−3.5%

HPQ−2.2%NTAP+12.6%DELL−11.5%HPE−4.7%

Networking, delivery & edge+1.2%

CSCO+1.2%FFIV+1.2%AKAM−23.7%MSI+2.4%

Software & data

Domains, websites & digital security+2.6%

VRSN+2.6%GDDY+10.2%GEN−11.6%

Industrial & public-sector software+26.1%

PTC+38.8%TYL+13.5%

Professional information & advisory+19.6%

TRI+20.5%IT+22.8%KFY−3.7%RELX+18.6%

Channels & implementation

Enterprise IT channels−1.2%

CDW+7.4%ARW−1.2%AVT−5.2%NSIT+9.6%SNX−11.3%

Implementation & technology services+19.3%

ACN+30.8%IBM+8.7%CTSH+18.5%EPAM+20.1%NEC

Government technology services+4.8%

Enterprise & public demand

Enterprise & public customers

Which segments are leading

Median price return of the listed companies in each segment.

1M3M12M

Industrial & public-sector software+26.1%

Professional information & advisory+19.6%

Implementation & technology services+19.3%

Government technology services+4.8%

Domains, websites & digital security+2.6%

Networking, delivery & edge+1.2%

Enterprise IT channels−1.2%

Compute & storage−3.5%

S&P 5000.0%

Implementation & technology services+58.7%

Industrial & public-sector software+51.2%

Professional information & advisory+26.8%

Compute & storage+25.0%

Domains, websites & digital security+17.5%

Government technology services+17.1%

Networking, delivery & edge+5.0%

Enterprise IT channels+3.6%

S&P 500+4.7%

Compute & storage+122.3%

Enterprise IT channels+62.9%

Networking, delivery & edge+37.5%

Implementation & technology services−3.8%

Domains, websites & digital security−8.8%

Professional information & advisory−10.9%

Industrial & public-sector software−16.0%

Government technology services−31.8%

S&P 500+15.8%

Key numbers

2026 worldwide IT spending forecast$6.37TGartner · Worldwide IT spending forecast, July 2026

Sources

Cisco · Enterprise Networks 2026-10-07（查阅）
Gartner · Worldwide IT spending forecast, July 2026 2026-07-27

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Hub links every company to its suppliers and customers, with news and alerts as the chain moves.

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