Multi-year structural phase read for the Information Technology sector. Distinct from regime (60–90d momentum) and AI cycle quadrant (shorter horizon).
Where the sector stands today (current structural phase). The epoch timeline below is a different lens — the historical growth arc — so its most recent stage can read differently.
Information Technology has been in a growth phase for about 1 years. Revenue is growing and the sector is still expanding. Lately the trend has been easing. A key driver is margin trend (yoy), near 0 percent. Watch for one change: revenue growth drops below its median.
v1 classifier · Matches hand-labeled sector history within one phase ~94% of the time (phases sit on a continuum, so an exact-label match is a stricter test). Phase is a multi-year structural read, distinct from sector regime (medium-term momentum) and AI cycle quadrant (shorter horizon). These can disagree, and that's normal.
Data-drawn growth epochs since 2015, sized by duration and colored by growth-based stage. The most recent epoch is ongoing. This is the historical growth arc — a different lens from the current structural phase above, so the latest epoch's stage can differ from the lifecycle read.
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Revenue growth is key for the sector's health. A drop signals slowing demand.
Confirms:Sector revenue growth falls below its historical median.
Disproves:Sector revenue growth stays above its historical median.
