The Opportunities for IT Service Providers in Germany
The outlook for IT service providers in Germany is generally very positive, especially for companies like Allgeier that are heavily engaged in the public sector. The federal government plans billions in investments to accelerate digitization, notably through the newly established Federal Ministry for Digital and State Modernization. This ministry aims to digitalize administration and develop a standardized software toolkit, with open-source software playing a larger role.
Allgeier’s Competitive Advantage
Allgeier could benefit from this shift, as the group has extensive open-source expertise through its subsidiaries publicplan and mgm technology partners, particularly in the development of the tax portal Elster. However, the current situation requires patience as many political decisions are still pending. These delays can directly affect investors.
Market Position and Economic Strength
Moreover, Allgeier has achieved a strong market position in the “IT consulting and systems integration” segment, ranking first in this area according to the Lünendonk list 2025, with a revenue of 403 million euros (excluding Allgeier Experts).
Conclusion
In summary, it can be said:
- Very good long-term prospects due to government digitalization programs.
- Strong positioning in the public sector as a competitive advantage.
- Patience required, as political decisions still need to be awaited.
- Possible short-term uncertainties for investors due to this waiting period.
These factors make Allgeier a promising player in the German IT services market, even if caution is advised at the moment.