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.


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.

Podcast
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.

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.