Enterprise Tech and Telecom—
Technology for big businesses and workplaces continues to be a growth sector, driven by big data, collaboration tools, and data center server (pictured) and networking needs. Growth in storage and analytics systems has slowed somewhat, while secure communications, collaboration platforms, and cloud management tools have been rising fast. Also, keep an eye on the optical communications market.
Big players: IBM, Microsoft, Oracle, Salesforce, Cisco, Verizon, Dell EMC
Disruptors: Acacia Communications, Asana, Slack, Infinidat, GitHub, HipChat, Fuze, Parallel Wireless, ClearObject