Impact of COVID-19

As the COVID-19 pandemic sweeps the globe, it is causing economic and health impacts that are unprecedented in modern times. Despite the uncertainty and disruption, it’s clear that information technology will play a key role in helping leaders navigate a path forward for their organizations. The analyst team at 451 Research is paying particular attention to these impacts, both on the technology market itself, as well as on the broader economy. This microsite will be continually updated with a selection of our research, insight and data that are free to consume, helping organizations globally plan a way through this unique challenge.

Older COVID-19 reports can be found below.


M&A Insight
Published: May 11, 2020

Medical Distancing: Healthcare IoT gets a boost from Remote Patient Monitoring

While COVID-19 could delay the next round of transactions, the spread of the virus only underscores the rationale behind acquisitions in this emerging corner of the healthcare tech market.

M&A Insight
Published: May 8, 2020

Buyout Barons hit hard by Coronavirus

All tech acquirers are feeling the hit from the coronavirus pandemic. But financial buyers are proving to be the more at-risk population during the current crisis.

Market Insight
Published: May 7, 2020

How COVID-19 will impact use of AI/Machine Learning in Manufacturing, Energy and Media/Entertainment

We know that use cases for AI and machine learning get very industry-specific very quickly. So we thought it would be interesting to look at which use cases in which industries might get more traction, and which will see less adoption during the COVID-19 pandemic, and what comes after.

Market Insight
Published: May 6, 2020

COVID-19: A 'cloud-20' response is accelerating major vendors' Opportunity

A better picture of cloud spending under COVID-19 conditions will be seen in Q2 2020 but we expect that over the longer term, an increased demand for cloud-based resources and a greater emphasis on IT transformation is likely. In particular, Microsoft and Amazon mentioned strength in their cloud businesses on their respective earnings calls.

Video
Published: May 4, 2020

Voice of the Enterprise Digital Pulse Coronavirus Flash Survey

Our analysis shows that contactless cards have seen promising early results in the US. We anticipate that this momentum will be furthered by the COVID-19 pandemic, which has quickly positioned proximity payments as the most sanitary way to pay.

Market Insight
Published: May 1, 2020

How COVID-19 will impact the use of AI and Machine Learning in Healthcare, Finance and Retail

We know that use cases for AI and machine learning get very industry-specific very quickly. So we thought it would be interesting to look at which use cases in which industries might get more traction, and which will see less adoption during the COVID-19 pandemic, and what comes after.

Market Insight
Published: May 1, 2020

COVID-19: The Potential Impact on CX’s Martech and Service Tech Segments

We are already experiencing a series of accelerated shifts that may become permanent, including the move to digital purchasing and e-commerce for basic goods like groceries. Since the customer experience (CX) landscape is composed of a series of parallel but related technology stacks, the implications for CX will be diverse and unpredictable.

M&A Insight
Published: April 30, 2020

Coronavirus Devastates M&A Market

Spending on tech deals in April plummeted to one-tenth the typical monthly level, as the health and financial risks brought on by the coronavirus pandemic devasted dealmaking. This month's dire spending total is the lowest since the previous recession bottomed out in February 2009.

Market Insight
Published: April 30, 2020

Datacenter Infrastructure Supercycle Powers through the Pandemic

Spending on datacenter infrastructure is booming, fueled by pent-up demand for technology upgrades and capacity expansions after a temporary lull in the first half of 2019. The effects of the pandemic further accelerated this trend.

Market Insight
Published: April 30, 2020

Three ways Datacenter Providers are Adapting to COVID-19

As part of 451 Research's ongoing coverage of the impacts of the COVID-19 outbreak, we thought it would be interesting to reach out to a number of our datacenter provider contacts to see what they are learning from all this, and how they're adapting, or even innovating, in response to the current challenges

Market Insight
Published: April 29, 2020

Banks must act now to tap the Contactless Payment Momentum created by COVID-19

Our analysis shows that contactless cards have seen promising early results in the US. We anticipate that this momentum will be furthered by the COVID-19 pandemic, which has quickly positioned proximity payments as the most sanitary way to pay.

M&A Insight
Published: April 29, 2020

The E-commerce Drop-off

As consumer spending shrinks and shifts amid the COVID-19 crisis, valuations are expanding for many e-commerce vendors. Wall Street has been rewarding online shopping businesses with higher multiples as the health emergency has deepened. But that's not likely to boost acquisition multiples. The shift that's benefiting many of the largest online players is decimating offline retailers – the buyers that have been most willing to pay up for e-commerce startups.

Market Insight
Published: April 23, 2020

The Cloud might be the Silver Lining for the COVID-19 Crisis

As the world is gripped by the COVID-19 crisis, questions have arisen about what this means for providers of digital services, including cloud infrastructure, communications and higher-level software platform services.

Market Insight
Published: April 22, 2020

COVID-19: Returning to Work and other activities with Blockchain-based Digital Health Passports

As COVID-19 confinements are gradually lifted worldwide, and activities outside people's homes start to resume, how can we make sure that infection downtrends are not reversed, and people are safe?

Market Insight
Published: April 21, 2020

The Coronavirus Impact: 20 Long-lasting Changes We Expect

451 Research's Workforce Productivity and Collaboration team put on our thinking caps and came up with 20 trends, across three main themes where we expect change to happen: the emergence of a new people management stack, growing emphasis on virtual engagements, and more empowerment at the workforce edge.

Market Insight
Published: April 21, 2020

Work-from-home Response due to COVID-19 Shows SD-WAN is as much about the Remote User as the Remote Branch

Our Coronavirus Flash Survey March 2020 showed how enterprises are responding to the drastic changes the COVID-19 pandemic is causing.

M&A Insight
Published: April 20, 2020

Business Travelers

First the coronavirus pushed tourists out of New York City, London and Tokyo. Now it's likely to push them off Sand Hill Road. As startup and tech valuations soared in the now-ending bull market, corporate investors plowed into venture capital, many coming from markets far afield of tech.

M&A Insight
Published: April 17, 2020

Deals get Decimated

According to 451 Research's M&A KnowledgeBase, the coronavirus pandemic and accompanying economic slowdown has knocked tech M&A spending in the first half of April to just $2bn.

Market Insight
Published: April 17, 2020

COVID-19: Autonomous Robotics Filling the Gaps in Industrial Applications

It is relatively easy to provide remote IT access, but operational technology (OT) is harder. Does the COVID-19 crisis offer an acceleration of emerging technology such as autonomous robots and augmented reality?

M&A Insight
Published: April 16, 2020

Survey: Coronavirus shutdown leaves tech M&A bankers with little to bank on

With economies around the globe at a standstill and complex M&A negotiations curtailed by quarantine, tech investment bankers don't have much going on during the current coronavirus pandemic.

Market Insight
Published: April 14, 2020

Prognosis Uncertain: Data Privacy Rights in an Era of Global Contagion

In times of uncertainty, common global threats historically have often been – and likely will continue to be – justification to amass and analyze yet even more personal data.

M&A Insight
Published: April 14, 2020

Coronavirus sets upon an already Listless Customer Experience M&A Market

According to 451 Research's M&A KnowledgeBase, spending on CX&C targets fell almost in half during 2019 and continued to slow through the first quarter.

Market Insight
Published: April 13, 2020

COVID-19 and 5G: Short-term Pain for Long-term Gain

We've never been more dependent on broadband service, which is concurrently allowing us to work, learn, shop, entertain ourselves and socialize during the COVID-19 pandemic. In this way, the increasing focus on broadband performance at the center of our work and personal lives can be viewed as a long-term driver for 5G.

Market Insight
Published: April 10, 2020

COVID-19: Keeping the Lights on when Digital is all that's Left

Since coronavirus has shut down almost all commerce that requires a physical presence, from retail stores to restaurants to sporting events, for most businesses digital properties represent the only potential for revenue.

Market Insight
Published: April 9, 2020

COVID-19: Cloud-Native Impacts

We expect that the COVID-19 impact on cloud-native technologies will end up, in aggregate, to be positive. The 'cloud' sits strategically at the top of the list of IT technologies viewed as most transformative, and any work in progress is prone to acceleration, not retrenchment, for those for whom the short-term negatives of COVID-19 can and will be absorbed.

Market Insight
Published: April 9, 2020

Network-heavy Services are Coping with Coronavirus so Far

In late March, network monitoring vendor Kentik hosted a virtual panel session with Netflix, Zoom, Dropbox and Equinix, discussing how the coronavirus outbreak has affected each company's operations. A common thread during the session was that services have simply accelerating their growth plans, meaning they have coped but have absorbed any safety buffer that was in place.

Market Insight
Published: April 8, 2020

Three Things HR Must Get Right in its COVID-19 Response

The sudden shift to large-scale remote work and social distancing has also taken a toll on human resources (HR) and the people function as well.

Market Insight
Published: April 8, 2020

How a History of Paranoia and Strategies for Next-gen Architecture are Helping with Internet-based Services during COVID-19

'Paranoid' provisioning has allowed many to bring services online in a fast and efficient manner as the world comes under COVID-19 lockdown (in fact, it has provided the opportunity for many to test contingency plans, in many cases with success).

Market Insight
Published: April 7, 2020

Readiness a Key Driver of Enterprise DevOps in Age of Pandemic

The importance of being ready to respond to the latest changes, not only in the market but in the broader world, has never been clearer than amid the current COVID-19 pandemic.

Market Insight
Published: April 7, 2020

COVID-19: The Impact of a Pandemic on the Payments Industry

The coronavirus is bringing with it a wave of change across the payments industry. No entity or segment has been granted immunity, but some will fare better than others. Payments stakeholders must work quickly to familiarize themselves with the threats and opportunities stemming from the global pandemic and put in place plans for adaptation.

Market Insight
Published: April 3, 2020

Amid Coronavirus Uncertainty, Analytics Should Remain an Enterprise Priority

The use of data and analytics is already a key differentiator between leaders and laggards across multiple industries. The current coronavirus crisis, and the way in which enterprises respond to it, will likely exacerbate the distance between the 'haves' and 'have-nots.'

Market Insight
Published: April 2, 2020

COVID-19 and beyond: Will the Work-From-Home Explosion Revolutionize Enterprise Security Architecture?

We expect that the WFH boom created by the COVID-19 pandemic will spark initiatives to modernize enterprise security.

Market Insight
Published: April 2, 2020

Cloud Microeconomics in the COVID-19 Pandemic

The sudden shift surfaces rough edges, although the underlying ability for millions of employees to work remotely for their respective employers' hinges on the cloud – and the ability of cloud platform operators to scale to this unprecedented demand.

Market Insight
Published: April 1, 2020

Turning the Virtual into the Virtue: How Coronavirus will Reshape Industry Conferencing

Will technology industry conferencing and travel practices be permanently reshaped, or will they ultimately revert to the volume and velocity of activities that were tried (and tired) from the BC (Before Coronavirus) age.

M&A Insight
Published: April 1, 2020

Little to Buy and Even Less to Spend: M&A During Q1's Coronavirus Pandemic

As the coronavirus pandemic ripped around the globe, the modern workaday world went into lockdown. Businesses shuttered, restaurants emptied and travel ceased. The COVID-19 crisis broadened and deepened as the opening months of the new decade went along, infecting hundreds of thousands of people and stifling trillions of dollars of economic activity around the globe.

Market Insight
Published: March 31, 2020

COVID-19: An Opportunity for Virtual and Augmented Reality to Shine

Will technology industry conferences and travel practices be permanently reshaped, or will they ultimately revert to the volume and velocity of the tried and tired from the BC age (Before Coronavirus)? With many tech vendor events now transitioning from physical to virtual conferences, this has to be the use case VR has been looking for.

Market Insight
Published: March 31, 2020

COVID-19: Emerging Technologies and Professional Services to the Rescue

The importance of having real-time information that we can trust, feeling safe about the goods we purchase, and getting what we need as easily as possible without wasting time and resources has been highlighted by COVID-19.

M&A Insight
Published: March 31, 2020

The Contagion Effect

After a mostly business-as-usual start to the new decade, the world got increasingly bleak as Q1 went along: More infections and more deaths from coronavirus, along with more restrictions and more disruptions from the efforts to combat it. Hope dwindled rapidly as the plague spread rampantly.

M&A Insight
Published: March 30, 2020

A Reboot for Software

The pandemic didn't create remote working, online ordering or distance learning, yet it's created a surge in demand for technologies that enable digital interactions among people and businesses.

Market Insight
Published: March 26, 2020

COVID-19 Won't Narrow the Digital Divide in Africa and the Middle East

Africa and especially the Middle East currently lag the rest of the world in terms of the number of reported cases of people infected with the coronavirus. As a result, many of the countries that are home to the key datacenter markets across the MEA region have yet to implement the extreme measures that have locked down societies in recent weeks.

Market Insight
Published: March 26, 2020

Coronavirus Quick Fixes aren't Scalable; Business Leaders Must Rethink Work Itself

The shift to mass remote work will likely expose how much work across the enterprise has been stitched together based on assumptions, tradition, conversations, meetings and siloed tools giving very imperfect information, as well as...

Voice of the Enterprise: Digital Pulse
Published: March 25, 2020

Coronavirus Flash Survey: March 2020

The Voice of the Enterprise: Digital Pulse, Coronavirus Flash survey wave was conducted in March 2020. The survey represents approximately 820 completed interviews and 15 hour-long interviews from pre-qualified IT decision-makers. This survey focuses on the impacts to businesses of the global COVID-19 coronavirus outbreak.

Market Insight
Published: March 25, 2020

COVID-19: Keeping the Datacenter Lights on during a Crisis

It is the role of datacenter operators to be resilient – their customers expect that the lights will be kept on during any major disrupting event. This does not mean the current pandemic does not test the industry – far from it. Providers and customers have learned valuable lessons from the past.

M&A Insight
Published: March 25, 2020

Downward Pressure on Vertical Software

The economic contraction from the coronavirus pandemic has already hurt business around the globe, and a lot more pain is coming. However, it isn't going to be evenly distributed. Certain industries – notably hospitality, energy and retail – have already been walloped pretty hard and appear likely to get roughed up even more.

Market Insight
Published: March 25, 2020

The Need is Here – it's Just Not Very Evenly Distributed

451 Research just completed a flash survey focused on the impact of coronavirus (COVID-19) on enterprises and what enterprises are doing to address those impacts. One of the interesting findings of this research was the variance in responses within different regions of the US.

Market Insight
Published: March 24, 2020

COVID-19: The 451 Research Take

In this report, we offer a higher-level view of how the pandemic may impact key segments of the technology industry overall, including some recommendations for IT and business leaders looking to be responsive to this exceptional situation.

Market Insight
Published: March 23, 2020

Hyperscalers Join the Fight against COVID-19 with High-Performance Compute, AI Services

In a sign that public cloud has arrived as a player in high-performance computing (HPC), Amazon Web Services, Microsoft Azure, Google Cloud and IBM have joined a public-private partnership with academic, industry and public-sector powerhouses to pledge free compute resources to COVID-19 researchers.

Market Insight
Published: March 18, 2020

IoT and AI Aid Critical Event Management to Battle COVID-19, but Deployment could Raise Privacy Concerns

How can these technologies contribute to response, both globally and locally – and what privacy concerns could they raise, both now and in the months to follow?

Market Insight
Published: March 17, 2020

Securing 'Social Distancing': Coronavirus, the Work-from-Home Explosion and Security

The impact of this outbreak, and the sudden and radical shift in the nature of the workplace it is precipitating, has decided implications for security across the board. In this and subsequent reports, we will examine the role of technology in dealing with the emerging pandemic, and how it can help organizations cope with the crisis.

M&A Insight
Published: March 16, 2020

Another Coronavirus Victim

The bull market for stocks that started its run after last decade's financial pandemic has died. The cause of death: Complications from a viral infection. Now dealmakers are waiting to see if the deadly contagion takes out their market, too.

Market Insight
Published: March 16, 2020

Digital Experiences are front and center in coping with Coronavirus

The coronavirus is changing the face of customer experiences. Considering that 48% of the market is still formulating its digital transformation plans, businesses have a long way to go to ensure that vision meets reality. However, there has to be a specific reason to start – finally there is a business case for many to wake up, especially when it comes to delivering contextual experiences.

Market Insight
Published: March 11, 2020

Coronavirus will Disrupt your Workforce: Ensure that you have the right Tooling Strategy for Remote Workers

No business function remains untouched by the rippling effects of the outbreak, with leadership needing to implement comprehensive mitigation strategies.

M&A Insight
Published: March 11, 2020

Shopping While Quarantined

As the coronavirus outbreak has kept China mostly locked inside its borders, companies based in the world's second-largest economy have broken off virtually all M&A negotiations with the outside world. So far in this virus-infected year of 2020, China-based buyers have reached outside their home country for just one single tech acquisition, according to 451 Research's M&A KnowledgeBase.

Market Insight
Published: March 6, 2020

Coronavirus will Disrupt your Workforce: Here are 10 Ways to Mitigate the Business Impact

The outbreak of COVID-19 has significant implications for government and society, for business leaders needing to minimize the risk of employee infection, job disruption, reputational and compliance risks and productivity loss.