Breaking Analysis with Dave Vellante Grading our 2025 Enterprise Technology Predictions
Dec 13, 2025
A fascinating analysis of 2025 tech predictions unfolds, with grades assigned to industry forecasts. Tech spending faces challenges, earning a C, while security platform strategies impress with a B. The adoption of agentic AI shines with an A- grade. Cloud growth continues, resulting in a B+, yet edge AI revenue trails with a C/C+. IPO activity shows promising signs for the future. Meanwhile, data control trends and AI's influence on jobs provoke thought, leading to a final assessment of B-. Exciting insights pave the way for next year's expectations!
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Tech Budgets Land In Low Single Digits
- Dave Vellante expected 5% tech spending growth but budgets averaged low single digits around 3%–4% in 2025.
- He attributes the shortfall to tariff concerns and higher interest rates suppressing IT budget growth.
Security Platformization Coexists With Tool Creep
- Platformization in security showed real momentum through consolidation by Palo Alto and CrowdStrike.
- Yet practitioners still add niche tools, so consolidation coexists with persistent tool creep.
Agentic AI Remains Mostly Co-Pilot Driven
- Agentic AI adoption tilted toward human-guided co-pilots and semi-autonomous agents, not full autonomy.
- Full-agent workflows remain limited, so 2025 was more "agent washing" than a true agent revolution.