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.

We also encourage that you visit S&P Global Market Intelligence's blog site that is focused on Coronavirus/COVID-19 for additional insights.

Report Excerpt
Published: July 15, 2020

2020 Trends: the COVID-19 Update

The coronavirus outbreak has rapidly shifted global markets, including those related to enterprise technology, since we published our 2020 Trends reports in December 2019. As a response, our analysts have updated their 2020 predictions in light of market changes due to COVID-19 in the collection of reports.

Market Insight
Published: July 13, 2020

Economics of Containers and Kubernetes: COVID-19 has shown the Value of Paying as you Go

How confident are you that you can keep utilization of your servers high? If very confident, then a server-based model can be cheapest, especially if you're confident enough to make a commitment. If not, then PAYG is less risky from a financial perspective – you can grow and shrink as needs dictate, paying only for what you use. COVID-19 has shown that even the best forecasts can't predict everything.

M&A Insight
Published: July 9, 2020

No Bounce-back in IT Budgets

Investors have already basically dismissed the impact so far of the global COVID-19 pandemic and accompanying recession, which stands as the sharpest economic downturn since World War II. Instead, they have been busy piling into the stocks of the companies they expect to profit from a snap-back in tech spending in the coming months.

Market Insight
Published: July 8, 2020

COVID-19 Could Trigger Digital Transformation Initiatives, Long-term Growth for CPaaS

Using key data points from 451 Research's CPaaS Market Monitor and Voice of the Enterprise: Coronavirus Flash Survey June 2020, we look at how the crisis is influencing the digitalization of the customer experience, and how this could result in increased demand for embedded real-time communications and long-term growth for the CPaaS segment.

M&A Insight
Published: July 1, 2020

Tech Acquirers Shelter in Place during 'Corona-Quarter,' Sending M&A into a Recession

With COVID-19 raging and the world's economy in freefall, tech dealmakers struggled to get anything done in Q2. The results for the first full quarter of the public health crisis-turned-economic recession showed that coronavirus basically wiped out a decade's worth of healthy growth in the multibillion-dollar tech M&A market.

Market Insight
Published: June 30, 2020

COVID-19 Positions Installment Payments Market for Growth, M&A

In this report, we discuss the state of the installment payments sector in the US and offer our take on the potential acquirers that could consolidate the market, and the targets they are likely to pursue.

Market Insight
Published: June 29, 2020

As the COVID-19 Crisis Reshapes Work, Workforce Technologies M&A will be Impacted - Part 1

In this report, we focus on the potential for M&A across the virtual communications landscape, while in parts 2 and 3 of this series, we examine the people management stack, and the potential for tooling at the empowered edge.

M&A Insight
Published: June 26, 2020

A Fever for Machine Learning Companies

Amid a steep drop in the tech M&A market, purchases of companies with machine learning (ML) capabilities continue to rise. ML's popularity was growing before the COVID-19 outbreak and our surveys suggest that the illness could accelerate adoption.

Market Insight
Published: June 25, 2020

COVID-19 Fuels Demand for Monitoring Tools as Digital Customer Experience Projects Accelerate

Our Voice of the Enterprise: Coronavirus Flash Survey June 2020, conducted in late May and early June, gives vendors in the monitoring market reason to hope for sustained demand as digital engagement has spiked in overall importance, likely forever so.

Voice of the Enterprise
Published: June 19, 2020

Digital Pulse: Coronavirus Flash Survey June 2020 Advisory Report

This survey was designed to measure the impact of the COVID-19 coronavirus outbreak on businesses. It was conducted between May 26 and June 11, 2020, and represents approximately 575 completes from pre-qualified IT decision-makers.

M&A Insight
Published: June 19, 2020

The Coronavirus Catalyst

The words ‘COVID-19’ and ‘coronavirus’ have appeared in the records of only about 150 tech transactions so far this year in 451 Research's M&A KnowledgeBase. That's slightly less than one of every 10 prints, a surprisingly small portion of deals given how broadly and deeply our work and our lives have been hit by the outbreak.

Market Insight
Published: June 16, 2020

Productivity and Collaboration Tool Vendors Target Remote Work Opportunities

The nature of work is changing and, due to the impacts of COVID-19, organizations are adapting to the world of remote work.

M&A Insight
Published: June 12, 2020

Reclaiming Higher Ground

Earlier this week, the S&P 500 Index reclaimed the ground it lost as life got locked last spring because of the coronavirus pandemic. The head-spinning rebound in the equity market came faster than virtually anyone thought it would.

Market Insight
Published: June 11, 2020

The Best-laid Plans: IT Spending Trends and Expected COVID-19 Adjustments

Given that we conducted the Voice of the Enterprise: Digital Pulse, Budgets & Outlook survey toward the end of 2019, the results regarding IT spending plans do not incorporate a COVID-19 perspective on IT spending.

Published: June 11, 2020

State of the Internet Amid Coronavirus Pandemic

With the nation in shutdown mode induced by the coronavirus pandemic, in-home media usage has soared, along with increased bandwidth exertion from students and those working remotely.

Market Insight
Published: June 9, 2020

Augmented World Expo 2020: The AR, VR, XR Industry goes doubly virtual during COVID-19

Augmented World Expo (AWE) is not the first virtual conference, but it did mark a significant milestone in the spatial computing industry being able to use the very tools and social experiences that augmented, virtual and extended reality (AR, VR, XR) have produced.

Market Insight
Published: June 5, 2020

Into the Multiverse: The Rise of Scenario Analysis and Adjusted Analytics Expectations Amid COVID-19 Uncertainty

Enterprises should focus on scenario analysis and planning and prepare to make rapid decisions as the situation evolves.

M&A Insight
Published: June 4, 2020

Coming Public in a Pandemic

Not all businesses have reopened their doors, but Wall Street is certainly humming again. Investors have unreservedly bid up stocks to nearly their pre-pandemic levels and have shown themselves ready to load up on some of the riskier paper out there, IPOs. Shares of sales and marketing software vendor ZoomInfo priced above expectations and then surged some 70% in their debut Thursday.

Market Insight
Published: June 2, 2020

The Emerging Face of Remote Interactive Collaboration in the post COVID-19 Era

The COVID-19 outbreak and the sudden need to support a distributed workforce with employees working from home during the quarantine has placed the spotlight on enterprise collaboration and communications.

M&A Insight
Published: June 1, 2020

Deal Drought in May

Certain businesses are open again, while others remain shuttered. Some activities are still off-limits, while others are permitted. But in the tech M&A market, there's not even the slightest recovery: Nobody is buying much of anything.

M&A Insight
Published: May 27, 2020

Trends for Post-Coronavirus Tech M&A

Some restaurants are back open, sports are starting to get played again and even a handful of traders have returned to the NYSE. But even as some of the broader business restrictions from March start to get lifted, the tech M&A market remains in lockdown.

M&A Insight
Published: May 19, 2020

The Risk to Tech's Innovation Economy

After years of operating with a move-fast-and-break-things mantra, tech vendors are slowing down and being conservative in the pandemic. It's an understandable effort to 'de-risk' business. But the shift in strategy will likely have repercussions that will linger long after COVID-19 diminishes as a threat to the public health.

Market Insight
Published: May 18, 2020

Automation technology vendors offer free tools and apps to cope with COVID-19, Part 2

Many things change during a crisis, necessitating unique and rapid responses. More automation technology vendors are rising to the call by offering their rapid process automation development technologies, applications and even skills free of charge.

Market Insight
Published: May 18, 2020

Unscathed by Coronavirus, Datacenter Providers see no Interruption to their Business Plans

In contrast to most other sectors, DC REITs have not withdrawn their annual revenue and profitability guidance. On balance, major datacenter REITs see steady growth ahead and maintained their capital spending plans for the year.

Market Insight
Published: May 15, 2020

What's Next for Location Data Services?

The location data services market was changing even before the coronavirus pandemic as vendors developed new use cases and tools for incorporating this data into campaigns. COVID-19 has created stark turbulence for these firms – location data isn't terribly useful when people are staying home and not buying in stores.

M&A Insight
Published: May 14, 2020

The Recovery that Wasn't

Despite trillions of dollars in lost economic activity and tens of millions of lost jobs because of COVID-19, shares of most tech companies are currently trading where they were before the outbreak.

Market Insight
Published: May 11, 2020

Voice and Contactless Interfaces set to play key role in post-COVID-19 Workplace

The need to provide a safe environment that complies with new requlation will make the use of voice and contactless interfaces more compelling, driving workplace adoption of voice user interfaces, intelligent assistants and biometric authentication.