Market environment

Key drivers of growth on the IT market

Finance

Growing demand for advanced technologies used in financial services;
Growing customer expectations regarding comprehensive business and technology solutions;
Enhancement of selected solutions with AI- and ML-based elements;
Development in the area of omnichannel solutions;
A rapidly changing legal environment requiring constant adaptation of IT systems;
The growing importance of cybersecurity.

ERP

Increased IT needs of companies resulting from digital transformation – growing demand for ERP and SFA solutions;
Demand for advanced technological solutions alongside efforts to optimize costs – in particular, the development of cloud services, SaaS models, and AI-based solutions;
Legal changes requiring the adaptation of IT systems;
The need to manage vast amounts of data.

Public institutions

Public institutions remain one of the largest consumers of IT services;
Demand for advanced solutions where security, system reliability, and the credibility of the provider play a crucial role;
High demand for IT solutions in the areas of social security, government and local administration, healthcare, and law enforcement;
EU funds, including those allocated under the National Recovery and Resilience Plan, continue to support the digitization of public institutions.

Development prospects of the IT market

According to estimates by analysts at the research firm Gartner from February of this year, global IT spending in 2026 will increase by 10.8% compared to the previous year, reaching $6.2 trillion.

Spending on data centers will grow the fastest, reaching $653 billion in 2026 after a 31.7% increase compared to 2025, as will spending on software, which is projected to reach $1.4 trillion after a 14.7% increase. Further growth in spending on IT services is projected for 2026. According to Gartner experts, spending in this area, after an 8.7% increase compared to last year, will reach $1.9 trillion and will once again represent the largest segment of IT spending.

IT spending (USD billion)	2025	Y/Y change	2026 (forecast)	Y/Y change
Data centers	496	48.9%	653	31.7%
Hardware	788	9.1%	836	6,1%
Software	1 250	11.5%	1 434	14.7%
IT Services	1 718	6.4%	1 867	8.7%
Telecommunications services	1 304	3.8%	1 365	4.7%
Total	5 555	10.3%	6 155	10.8%

Source: Gartner.

According to Gartner’s forecast, IT spending in Europe is expected to reach approximately $1.4 trillion in 2026, representing an 11.1% increase compared to 2025. This growth is primarily driven by investments in artificial intelligence, cloud computing, and cybersecurity. The highest growth rates are expected in the areas of software, IT services, and data center systems. Generative AI solutions are seeing particularly dynamic growth – spending in this segment is projected to rise by 78% in 2026. Furthermore, investments in the public cloud, taking into account data localization and digital sovereignty, are becoming increasingly important. Gartner’s forecast indicates that Europe remains a significant and growing IT market, where digitization of processes and new technologies, including AI and the cloud, will be key factors shaping the investment strategies of companies and public institutions.

Asseco's market position

Asseco is one of the largest international technology groups in Central and Eastern Europe, operating under the Federation model that ensures flexibility and the ability to respond quickly to market changes. Within the industry, the company stands out for the scale of its operations, its broad portfolio of proprietary solutions, and its expertise in executing large-scale transformation projects. With a presence in over 50 countries and a strong position in the CEE, SEE and DACH regions, Asseco is a key player in the digitization of the economies.

The Company’s strong market position was confirmed in the “ITwiz Best100” ranking, published in July 2025. Asseco once again emerged as the leader in digitization in Poland, achieving the top position in 7 categories of the ranking. Asseco, among other things, is the largest capital group in the IT industry, as well as the largest company with Polish capital selling its proprietary products and services. Furthermore, it topped the list in key categories such as: companies with the highest sales to large enterprises and capital groups, to the public administration and uniformed services sector, and to the banking sector. It is also a leader in terms of revenues from maintenance and integration services. These results demonstrate the effective implementation of the business strategy and a strong position in key market segments.